South Florida Accounting Conference (SFAC)
Registration is Open
Overview:
Join the FICPA for the Premier South Florida Event
South Florida Accounting Conference
November 5-6, 2024
*Learning Labs on November 4, 2024
The 2024 South Florida Accounting Conference is the FICPA's signature South Florida event.This year's program features a diverse set of topics to meet the needs of CPAs. Whether you work in business and industry or client services, our speakers will help you navigate the complexities of sales tax, estate planning, fraud, risk management, cybersecurity, employee benefits, and more.
Throughout the event you will have access to a Solutions Center Exhibit Hall with an array of providers, and access to the profession’s most engaging and informative speakers.
Arrive on Nov. 4 for four additional pre-conference CPE hours during our Learning Labs - included with your SFAC registration. Learning Labs are career-inspiring 15-minute conversations with industry experts. Sign up during your SFAC registration to secure your seat.
Check the Schedule, Presenters, Major Topics, and Accommodations at left to learn more.
Thank you to our Sponsors & Exhibitors!
CPE Credit:
This conference qualifies for up to 20 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 is dependent upon breakout selection. $tack the $avings!
In addition to FICPA member and early registration discounts, save an additional 10% when registering five to seven from your organization and 15% on eight or more. Call Member Services for more information: 1-800-342-3197.
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 #FICPASFAC.
Schedule:
Monday, November 4, 2024
Learning Labs
Time: Monday 1:00pm - 5:00pm Credits: 4 TB
Tuesday, November 5, 2024
Fed Tax Update - Individual Filings
Time: Tuesday 9:10am - 10:00am Credits: 1 AA
Annual federal tax update for individual filings.
- To recognize the major Federal income tax laws impacting individuals.
- To identify and comprehend any newly enacted legislation affecting individual income tax returns.
- To identify and comprehend any newly enacted IRS guidance affecting individual income tax returns.
Presenters:
Estates & Trusts
Time: Tuesday 9:10am - 10:00am
Fed Tax Update - Business Filings
Time: Tuesday 10:25am - 11:15am Credits: 1 TB
High-level overview of recent and upcoming changes in Federal tax law and regulations impacting business entities.
Upon completion of the session, participants will be able to:
1. Summarize significant TCJA tax provisions that are expiring at the end of 2025
2. Discuss recent legislative, regulatory and judicial Federal income tax developments affecting business entities.
3. Evaluate potential impact of the above on business entities.
Presenters:
Wealth Management
Time: Tuesday 10:25am - 11:15am
FASB Update
Time: Tuesday 11:25am - 12:15am
Financial Planning Session
Time: Tuesday 11:25am - 12:15pm
Tax Implication for Cryptocurrency
Time: Tuesday 1:15pm - 2:05pm
BOI Update
Time: Tuesday 1:15pm - 2:05pm
SEC/PCAOB Areas of Inspection Interest
Time: Tuesday 2:15pm - 3:05pm Credits: 1 AA
Presenters:
Planning your Firm's FinCEN Filing Strategy
Time: Tuesday 2:15pm - 3:05pm Credits: 1 AA
The presentation provides guidance on planning a CPA firm strategy for managing FinCEN's reporting requirements under the Corporate Transparency Act (CTA). It identifies what CPAs must know about the CTA, opportunities, issues, and best practices for accounting firms to support clients with these filings, as many business owners find the self-filing process complex and prone to errors. It underscores the importance of planning processes to streamline reporting, reduce errors, and manage the expected filing volume effectively.
• 6 key elements of BOI reports for CPAs to know
• FinCEN BOI initial report market
• Ongoing updated reports requirements and firm programs
• Why clients expect CPAs to help with FinCEN reporting
• Problem 1 with self-filing: FinCEN’s 60-page guide
• Problem 2 with self-filing: the direct filing portal Avoiding fraudulent letter scams
• The 8 essential steps of each BOI report
• Optimizing and automating the 8 steps
• The 4 critical considerations of your ongoing CTA compliance operations plan
• Reducing liability for FinCEN filings
Presenters:
Acquisition Accounting
Time: Tuesday 3:30pm - 4:20pm Credits: 1 AA
This session addresses the process, methods and GAAP applications used in accounting for an acquisition, including documentation to support audit, footnote disclosures, and changes within the first year of acquisition.
- Understand the basic application of acquisition accounting
- Learn methods of tracking and documenting the acquisition accounting process
- Able to address changes arising in the first year of acquisition
Presenters:
Another Exciting SFAC Session Coming Soon!
Time: Tuesday 3:30pm - 4:20pm
Fraud and Forensic Accounting
Time: Tuesday 4:30pm - 5:20pm
Another Exciting SFAC Session Coming Soon!
Time: Tuesday 4:30pm - 5:20pm
Wednesday, November 6, 2024
Keynote Speaker
Time: Wednesday 8:00am - 9:00am
Registered Investment Advisors and Broker Dealers Accounting Guidance
Time: Wednesday 9:10am - 10:00am
Path to the Zero Day Close
Time: Wednesday 9:10am - 10:00am
Audit Analytics and Reporting
Time: Wednesday 10:25am - 11:15am Credits: 1 AA
Too often, analytics are through of as comparing this year to prior year and saying "why are the numbers different?" Audit analytics, when done right, can be a powerful and efficient tool for obtaining sufficient appropriate audit evidence to base the auditor's report on. In this up-tempo session, learn the latest on what auditing standards actually require and how this can lead to improvements in efficiency and effectiveness.
- Learn to be able to understand and apply the latest from the AICPA and PCAOB regarding analytics,
- Learn ways to expand your staff's ability to effectively use analytics,
- Learn how to modify your report given circumstances.
Presenters:
Cybersecurity
Time: Wednesday 10:25am - 11:15am
IRS Enforcement Efforts
Time: Wednesday 11:25am - 12:15pm Credits: 1 AA
The IRS is beginning to utilize funds from the Inflation Reduction Act. This session will highlight IRS enforcement efforts, the taxpayers subject to increased enforcement, and best practices for resolving issues before the IRS.
1. Identify current enforcement initiatives of the Internal Revenue Service.
2. Identify individuals and businesses susceptible to increased enforcement efforts.
3. Discuss best practices for resolving matters before the IRS.
Presenters:
Rethinking Automation with the Power of AI
Time: Wednesday 11:25am - 12:15pm
CFO Value-Added Due Diligence
Time: Wednesday 1:15pm - 2:05pm Credits: 1 TB
This session will provide cover different aspects of the buy-side due diligence process from a CFO's perspective. We will cover tips for due diligence questions to the target, issues to avoid and plan for, CIM and QoE analysis techniques and real-life examples/lessons learned.
- Understand how to analyze a Quality of Earnings (QoE) statement and preform trend analysis to link the QoE to the financial projections in the Confidential Information Memorandum (CIM).
- Review the different issues to avoid and plan for during the due diligence period (e.g. anti-trust, confidential/proprietary information, data room review).
- Linking the financial analysis back to the operational analysis and uncovering insights that you may not see by looking at them independently.
Presenters:
Leveraging Technology for Effective Practice Management
Time: Wednesday 1:15pm - 2:05pm
Best practices for S-Corp and LLC Taxpayers
Time: Wednesday 2:15pm - 3:05pm
Cloud-based Accounting Applications
Time: Wednesday 2:15pm - 3:05pm
Expanding Your Client Management Services
Time: Wednesday 3:30pm - 4:20pm
GASB Update
Time: Wednesday 4:30pm - 5:20pm
Another Exciting SFAC Session Coming Soon!
Time: Wednesday 4:30pm - 5:20pm
Objectives:
- High quality CPE at a great price
- Meet your accounting learning requirements
Presenters:
-
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 -
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 -
Manuel E Pravia, CPA,MST
Since 1991, Manny has provided tax compliance and planning services to clients in various industries, such as financial institution, restaurants, wholesale and distribution, and technology. He has experience providing international tax planning services to corporations, foreign nationals, and expatriates. Manny also focuses on corporate tax accounting issues (ASC 740), an area that he dealt with...
Read more about Manuel E Pravia here -
Michael P Disch
Mike is a principal in the BDO South Florida Assurance practice with over 18 years of public accounting experience. Mike has overseen clients in a variety of industries, including manufacturing & distribution, construction & engineering services, technology, satellite and telecommunications. Mike has experience as the lead engagement principal on multiple audits of multi-location public companies...
Read more about Michael P Disch here -
Paul Anthony Gabriele
Paul Gabriele is a Partner and a member of the firm's Private Client Services and National Technology and Life Sciences Group. Paul has over ten years of experience providing consultative tax planning, valuation, research and development, and cloud accounting services to businesses and individuals.Additionally, Paul is a member of the firm's Technology and Life Sciences Practice serving both...
Read more about Paul Anthony Gabriele 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 -
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 -
Steve Kennedy
Steve Kennedy is a government contracting professional with over 15 years of experience. Steve's areas of expertise include Federal Acquisition Regulation (FAR) compliance, Cost Accounting Standards (CAS) compliance, financial systems, mergers and acquisitions and US government proposal compliance. Steve's most recent role in industry was Director of Finance for a large defense contractor in the...
Read more about Steve Kennedy here -
Michael Kramarz
Michael Kramarz is a principal in Kaufman Rossin's tax services advisory group that leads the federal tax resolution practice assisting clients in all matters before the Internal Revenue Service.Michael has over 14 years of experience as an attorney assisting clients navigate the Internal Revenue Service (IRS), bringing direct experience with IRS examinations, the Appeals process, and collections...
Read more about Michael Kramarz here -
Charles Wismer
Wismer leads FincenFetch and oversees the growth of their Corporate Transparency Act solutions for accounting and law firms. With experience in the regulation two years prior to its enactment, he is acknowledged as an authority in the field and conducts CPE courses for various state CPA societies.
Read more about Charles Wismer here
Presenters:
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 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 hereManuel E Pravia, CPA,MST
Since 1991, Manny has provided tax compliance and planning services to clients in various industries, such as financial institution, restaurants, wholesale and distribution, and technology. He has experience providing international tax planning services to corporations, foreign nationals, and expatriates. Manny also focuses on corporate tax accounting issues (ASC 740), an area that he dealt with...Read more about Manuel E Pravia hereMichael P Disch
Mike is a principal in the BDO South Florida Assurance practice with over 18 years of public accounting experience. Mike has overseen clients in a variety of industries, including manufacturing & distribution, construction & engineering services, technology, satellite and telecommunications. Mike has experience as the lead engagement principal on multiple audits of multi-location public companies...Read more about Michael P Disch herePaul Anthony Gabriele
Paul Gabriele is a Partner and a member of the firm's Private Client Services and National Technology and Life Sciences Group. Paul has over ten years of experience providing consultative tax planning, valuation, research and development, and cloud accounting services to businesses and individuals.Additionally, Paul is a member of the firm's Technology and Life Sciences Practice serving both...Read more about Paul Anthony Gabriele 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 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 hereSteve Kennedy
Steve Kennedy is a government contracting professional with over 15 years of experience. Steve's areas of expertise include Federal Acquisition Regulation (FAR) compliance, Cost Accounting Standards (CAS) compliance, financial systems, mergers and acquisitions and US government proposal compliance. Steve's most recent role in industry was Director of Finance for a large defense contractor in the...Read more about Steve Kennedy hereMichael Kramarz
Michael Kramarz is a principal in Kaufman Rossin's tax services advisory group that leads the federal tax resolution practice assisting clients in all matters before the Internal Revenue Service.Michael has over 14 years of experience as an attorney assisting clients navigate the Internal Revenue Service (IRS), bringing direct experience with IRS examinations, the Appeals process, and collections...Read more about Michael Kramarz hereCharles Wismer
Wismer leads FincenFetch and oversees the growth of their Corporate Transparency Act solutions for accounting and law firms. With experience in the regulation two years prior to its enactment, he is acknowledged as an authority in the field and conducts CPE courses for various state CPA societies.Read more about Charles Wismer hereMajor Topics:
- Accounting and auditing
- Emerging issues
- Financial planning
- Fraud case studies
- Sales tax audits
- Steps to protect your company from hacking
- Cloud accounting apps
- Estate planning update
- Plan design for the closely held business
- Florida legislative update
- Risks associated with high-net-worth clients
- Employee retention tax credit
- Internal audit risk and compliance/enterprise risk management
- Accounting for the R&D credit
- Tax management techniques during market volatility
- Tips to impact your company's bottom line
- and more . . .
Major Topics:
- Accounting and auditing
- Emerging issues
- Financial planning
- Fraud case studies
- Sales tax audits
- Steps to protect your company from hacking
- Cloud accounting apps
- Estate planning update
- Plan design for the closely held business
- Florida legislative update
- Risks associated with high-net-worth clients
- Employee retention tax credit
- Internal audit risk and compliance/enterprise risk management
- Accounting for the R&D credit
- Tax management techniques during market volatility
- Tips to impact your company's bottom line
- and more . . .
Designed For:
CPAs, accountants, and other finance professionals
Prerequisites:
NoneAccommodations:
Accommodations:
Conference and Hotel Location
Renaissance Fort Lauderdale West Hotel
1230 South Pine Island Rd.
Plantation, FL 33324
FICPA Room Rate: $195++ Deluxe Room
Hotel Cutoff Deadline: Friday, October 4, 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 your registration for the conference, you will receive an email confirmation with the hotel link to book your accommodations***