CPAs in Industry (IC)

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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.


Cyber Crimes, Dark Web and Scams (Credits: 1.0 TB)
9:00am-9:50am

Stefanie Lawless
Information Security Manager / Morrison Brown Argiz & Farra, LLC
Coral Gables, 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.


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

Cloud Challenges (Credits: 1.0 TB)
10:05am-10:55am


 


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, 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
Managing Director / Mark Brechbill, PLLC
Stuart, FL

 


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 todays 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 the role security, governance as user adoption continues to change and how we can adapt.


Breakout 2: Internal Auditing (Credits: 1.0 AA)
2:35pm-3:25pm


 


Concurrent Breakouts (select one)

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


 


Breakout 4: Internal Controls (Credits: 1.0 AA)
3:25pm-4:15pm


 


Afternoon General Session

Federal Tax Updates for Businesses (Credits: 1.0 TB)
4:15pm-5:05pm


 


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
Private Company Council Coordinator / Financial Accounting Standards Board
Norwalk, CT

 


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

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


 


Panel: Lease Accounting and its Impact on Covanents and Monitoring (Credits: 1.0 AA)
10:55am-11:45am


 


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

Panel on Negoitiating Covenents - Part 1 (Credits: 1.0 TB)
12:40pm-1:30pm

Steve Wilder
CFO/CIO / City Furniture, Inc
Tamarac, FL

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


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

Panel on Negoitiating Covenents - Part 2 (Credits: 1.0 TB)
1:40pm-2:30pm

Steve Wilder
CFO/CIO / City Furniture, Inc
Tamarac, FL

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


Top 10 Retirement Plan Issues (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 10 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 10 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.



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