CPAs in Industry (IC)

Printer Friendly
Text Size: A A A A
back      
 
Thursday, March 21, 2019
Registration & Continental Breakfast
7:15am-8:00am

Introduction & Opening Remarks
8:00am-8:10am



General Sessions

Economic Update (Credits: 1.0 TB)
8:10am-9:00am

Randall T. Coleman, CFP®
Senior Vice President, Wealth Management Advisor, Portfolio Manager / Merrill Lynch
Rockledge, FL

This course is based upon views from The Merrill Lynch Global Wealth & Investment Chief Investment Office.
Objectives include:
1. Provide a timely macro economic outlook
2. Discuss current market dynamics & investment trends
3. Explore 5 investment themes for a transforming world.


Top 20 Cloud Issues & Challenges in 2019 (Credits: 1.0 TB)
9:00am-9:50am

Ryan Mackie
Principal / Schellman & Company LLC
Tampa, FL

Cloud computing challenges are many and sometimes difficult, to be sure. These days, it seems as if all organizations, public and private are in the cloud — but adoption rates don’t show that they have overcome the challenges.  Today we will discuss the 20 challenges we see in 2019 and beyond.


Break
9:50am-10:05am
General Sessions

Cyber Crimes, Dark Web and Scams (Credits: 1.0 TB)
10:05am-10:55am

Ray Secrest
Senior Manager, Information Security / Hillsborough County Aviation Authority Tampa International Airport
Tampa, FL

This session will cover:
- What is the dark web?
- What is cyber crime?
- What types of cyber crime affect CPAs?
- Most common scams to watch for.


Revenue Recognition - The Aftermath (Credits: 1.0 AA)
10:55am-11:45am

Anne Marie Hicks, CGMA,CPA
Controller / CAE USA, Inc
Tampa, FL
This session will look at the impacts following implementation of the Revenue Standard ASC 606, including establishing proper controls, considerations in contract negotiations and changes to ratios and financial statements that may affect debt covenants and other arrangements.


Lunch
11:45am-12:40pm
General Sessions

Recovering from a Category 5 Hurricane, What Next? (Credits: 1.0 TB)
12:40pm-1:30pm

William E. Bane, CPA, CGMA,CPA,MBA
Vice President - Internal Audit / Tyndall Federal Credit Union
Panama City, FL

Disaster recovery plans may appear full-proof on the surface; but are they really?  A business will never truly know plan effectiveness until it is activated in a real disaster (i.e., Hurricane Michael).  There is no "one size fits all".


Private Entitiy Exceptions (Little GAAP) (Credits: 1.0 AA)
1:30pm-2:20pm

Mark E. Brechbill, CPA
Founder / Mark Brechbill, PLLC
Stuart, FL

A review of the alternatives to the complexities of US GAAP.  This presentation will discuss the exceptions provided for by the Private Company Council, as well as the GAAP alternatives available under IFRS for SMEs.  If you are looking for some relief from the new additions to the Codification, you may want to sit in on this discussion.


Break
2:20pm-2:35pm
Concurrent Breakouts (select one)

Breakout 1: The Evolution of Business Intelligence and Analytics Governance (Credits: 1.0 TB)
2:35pm-3:25pm

Brian McGoff
Global Business Unit Executive, IBM Data Science and AI / International Business Machines
Philadelphia, PA
Organizations around the globe are evolving their business intelligence and advanced analytics platforms in today’s metrics driven business culture.  Over the past two years I interviewed over 1000 clients around the world and worked directly on advanced use cases leveraging Data Science, AI and Business Intelligence tools, methods and practices.  These client interactions along with several secondary sources set the stage for an in depth discussion about what you can expect as you modernize your analytics use. I will also highlight how the roles of security, governance and user adoption continues to change and how we can adapt.


Breakout 2: The Value of Internal Audits in Government: Value Added Audits (Credits: 1.0 AA)
2:35pm-3:25pm

Christine Glover
Director of Internal Audit / City of Tampa City Council
Tampa, FL

This presentation will demonstrate the value of Internal Audit in Government by reviewing actual internal audits completed in the City of Tampa over the past 5 years that impacted, in a positive way, how the City does business.


Concurrent Breakouts (select one)

Breakout 3: Business Law for Florida CPAs (Credits: 1.0 TB)
3:25pm-4:15pm

Brandon L. Ketron, JD, LLM, CPA
Gassman, Crotty & Denicolo, P.A.
Clearwater, FL

What advisors need to know to help Florida-based clients maximize their planning opportunities including a discussion of:

Creditor protection considerations.

Documentary stamp taxes, sales, rent, and property taxes and how to avoid them.

Business and tax law anomalies and planning opportunities.  


Breakout 4: Auditing Can Be Fun - Internal Controls (Credits: 1.0 AA)
3:25pm-4:15pm

Hector Collazo, CIG, CIGA, CISA, CIGI, CFE, CFS, CRISC, CRMA
Inspector General/Chief Audit Executive / Division of Inspector General, Clerk Of the Circuit Court & Comptroller
Clearwater, FL

Identifying weak internal controls, situational awareness, and using unique audit fieldwork testing, in the following areas.
P-Cards
Fuel
Document Security
Physical Security
Cash Controls
Landfill Fees
Vehicle Tracking and Monitoring (GPS)
Falsification of Government Records
Hard Drives (computer media)


Afternoon General Session

Federal Tax Update for Businesses, Including Pass Thru Entities (Credits: 1.0 TB)
4:15pm-5:05pm

Mark E. Brechbill, CPA
Founder / Mark Brechbill, PLLC
Stuart, FL

Dealing with the new tax act and what it means to you and your business.  A discussion of the new changes brought about by the Tax Cuts and Jobs Act of 2017 and how it affects your planning and financial reporting.


Friday, March 22, 2019
Continental Breakfast
7:30am-8:10am

Opening Remarks
8:00am-8:10am



General Sessions

Wayfair Waves (Credits: 1.0 TB)
8:10am-9:00am

Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
AND
James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL

This session covers the biggest issues you need to know about Florida sales & use tax. If your company collects or pays sales tax, then this is a presentation you can't afford to miss.


FASB A&A Update (Credits: 1.0 AA)
9:00am-9:50am

Michael Cheng, CPA
Audit Partner / Frazier & Deeter, LLC
Atlanta, GA
A FASB Update with in depth revenue recognition leases and other accounting and auditing topics covered.


Break
9:50am-10:05am
General Sessions

Risk Management Insurance (Credits: 1.0 TB)
10:05am-10:55am

Karyn Roeling, CPCU, CIC
CEO / Seibert Insurance Agency
Tampa, FL

New and emerging risks every business owner should be aware of that are guaranteed to put a business out of business if ignored.  Review of 10 most commonly overlooked coverage endorsements that can make or break a business.   


Lease Accounting: Practical Implications (Credits: 1.0 AA)
10:55am-11:45am

Mark Marmon, CPA
Director, Advisory Practice / RGP
Atlanta, GA

A practical discussion on the impact of the new lease accounting standard on business operations, debt covenants and controls monitoring.


Lunch
11:45am-12:40pm
General Session

Panel on Negotiating Covenants - Part 1 (Credits: 1.0 TB)
12:40pm-1:30pm

Jerry S. Wilder, CPA,MBA
CFO/CIO / City Furniture, Inc
Tamarac, FL
AND
Raymond Monteleone, CPA
President and Founding Member / Paladin Global Partners
Ft Lauderdale, FL
AND
Greg Parks
Commerical Relationship Manager / Wells Fargo Center
Tampa, FL
AND
Patrick M. Mosley
Shareholder / Hill Ward & Henderson
Tampa, FL

Negotiating Covenants:  What are the strategies and importance of negotiating loan covenants.


Break
1:30pm-1:40pm
Afternoon General Session

Panel on Negotiating Covenants - Part 2 (Credits: 1.0 TB)
1:40pm-2:30pm

Jerry S. Wilder, CPA,MBA
CFO/CIO / City Furniture, Inc
Tamarac, FL
AND
Raymond Monteleone, CPA
President and Founding Member / Paladin Global Partners
Ft Lauderdale, FL
AND
Greg Parks
Commerical Relationship Manager / Wells Fargo Center
Tampa, FL
AND
Patrick M. Mosley
Shareholder / Hill Ward & Henderson
Tampa, FL

Negotiating Covenants: What are the strategies and importance of negotiating loan covenants.


8 Financial Headwinds – Obstacles that Make it Difficult to Retire Well in this World (Credits: 1.0 TB)
2:30pm-3:20pm

Jeff Juniper
Registered Investment Representative RIA / Juniper Wealth Management, LLC
Palm Beach Gardens, FL

The presentation will outline the 8 problems and solutions that pre-retires and retires face in today's volatile economy. This will provide CPA's with solutions to help their clients avoid these issues. I will create a 4 color spiral bound handout for all attendees with the 8 problems and solutions that pre-retires and retires face. The handout will also allow the CPA's to take notes.


Learning the Language of a Fraudster (Credits: 1.0 AA)
3:20pm-4:10pm

R. Kevin Cross, CPA, MST, EA
Fraud lecturer, Author, and Counselor / Account 417, LLC
Roswell, GA

R. Kevin Cross, EA, MST, CPA*, has shared his insights, wisdom and "out of the box" lessons on fraud to deter and detect misappropriations of assets. He is the only fraud sleuth who turns the audience into suspects with the "embezzlement game". "To Catch a Thief - A Game of Fraud” - takes participants through a an actual crime. $300,000 is missing and one of you is the culprit! In this fast paced session you will use Kevin Cross’s sleuthing techniques to solve an actual fraud case. Participants will learn the difference between negligence and fraud and will discover how to deter and to detect fraud in its various forms. By the end the session the language of a fraudster will be very familiar.



back