University of South Florida Accounting Conference (USFAC)

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Thursday, October 24, 2019
Registration & Continental Breakfast
7:00am - 7:45am
Opening Remarks & Introductions
7:45am - 8:00am
General Sessions

Asset Protection for Professionals (Credits: 1.0 TB)
8:00am-8:50am

Alan S. Gassman, J.D., LL.M.
Attorney / Gassman, Crotty & Denicolo, P.A.
Clearwater, FL

Physicians, CPAs, attorneys and other high-risk professionals need good advice on how to best organize and own their asests, life insurance and professional practices to safeguard them from malpractice and other threats to wealth and financial well-being.  Receive checklists and planning techniques that can be used in many different scenarios.  Explore the traps for the unwary, and unnecessary trust techniques that are sold to unsuspecting clients.


Section 199A Update - What We Know Now (Credits: 1.0 TB)
8:50am-9:40am

Christopher P. Corneroli, CFP,CPA
Tax Manager / Kerkering, Barberio & Company
Sarasota, FL

Qualified Business Income Deduction - Focus on the final regulations and other administrative guidance.  Learn the aggregation rules, trade or business safe harbor for rental real estate activities, identification of specified service trades or businesses, and planning ideas.


Break
9:40am - 9:55am
General Sessions

Sales & Use Tax: Florida's New Economic Nexus and Marketplace Facilitator Statute (Credits: 1.0 TB)
9:55am-10:45am

James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL
Since the US Supreme Court Decision in South Dakota v Wayfair, most states in the country have enacted or are in the process of enacting "economic nexus" and "marketplace facilitator" statutes.  This case and these laws are changing the face of sales and use tax compliance in ways that affect almost every industry.  Learn how these laws affect your company or your clients and what Florida has done to jump on the bandwagon. 


Accounting Standards Update: Emerging Topics for Middle Market Companies (Credits: 1.0 AA)
10:45am-11:35am

W. Todd Russell
Partner – Tampa Audit Practice Leader / RSM US LLP
Tampa, FL

Explore recent ASUs that have been issued which may have an impact on your business in 2019 and 2020.


Not-for-Profit Update (Credits: 1.0 AA)
11:35am-12:25pm

Lorri J. Kidder, CFE,CGMA,CPA
Partner / Carr, Riggs & Ingram, LLC
Bradenton, FL

Explore revenue recognition clarification under ASU 2018-08.  Receive an overview of 2016-14 on not-for-profit presentation.  Discuss, in detail, functional expense allocation and common not-or-profit errors.


Lunch
12:25pm - 1:25pm
General Sessions

The Good, the Bad and the Ugly: Case Studies in Public Corruption and Fraud (Credits: 2.0 AA)
1:25pm-3:05pm

David Cotton, CPA, CFE, CGFM
Chairman / Cotton & Company, LLP
Alexandria, VA

This interactive session will examine the facts surrounding several recent fraud and public corruption cases to determine if and how they could have been prevented and if and how auditors should have detected them.  You'll be challenged to identify the fraud risk factors that should have alerted auditors to the fraud and corruption problem; evaluate the legs of the Fraud Triangle that supported the fraud; postulate appropriate fraud risk factor responses that would have led to the detection of the problem; and evaluate whether or not the auditors should be held accountable for failing to detect the problem.  Practitioners charged with either internal control or audit responsibilities should benefit from this hands-on session.


Break
3:05pm - 3:20pm
General Session

Determining Owner Readiness- How Prepared are Business Owners? (Credits: 1.0 TB)
3:20pm-4:10pm

Christopher Swink, CEPA
Senior Director / BNY Mellon Wealth Management
Tampa, FL

76% of business owners plan to transition over the next 10 years, and 48% in the next 5 years.  How prepared are they?  Some 70-80% of businesses put on the market don't see and only 30% of family owned businesses survive to the second generation.  As advisors to privately held business owners, this session will provide the framework to understand the challenges that lie ahead, and the tools to engage clients to change the paradigm.


What the heck is EOS? (and is it right for me) (Credits: 1.0 TB)
4:10pm-5:00pm

John King
CEO and EOS Implementer / Drive: Leadership & Management Coaching
Orlando, FL
Has your company hit a ceiling? EOS will help you (and your clients) break through the ceiling and grow. Whether you own a firm, work in industry, or are in public accounting, EOS helps leaders like you clarify, simplify, and achieve your vision.


Friday, October 25, 2019
Registration & Continental Breakfast
7:00am - 7:45am
Opening Remarks & Introductions
7:45am - 8:00am
General Session

A & A Update (Credits: 2.0 AA)
8:00am-9:40am

Lynda M. Dennis, CPA, PhD
Lecturer / University of Central Florida Dixon School Of Accounting
Orlando, FL

This session will provide an overview of the most recent activities by the Financial Accounting Standards Board and the AICPA Auditing Standards Board. The session will cover both recently issued standards as well as recently effective standards anticipated to affect financial statement preparers and their auditors.


Break
9:40am - 9:55am
General Sessions

Late Cycle Economic View: "Do Worry, Be Happy" The Sequel (Credits: 1.0 TB)
9:55am-10:45am

Tom Jalics, CFA
Director of Asset Allocation / Fifth Third Bank
Cleveland, OH

Receive insight into current domestic economic conditions and implications for business owners and investors.


Current Trends and Changes Impacting Employee Benefit Plans (Credits: 1.0 AA)
10:45am-11:35am

Jennifer M. Matasic
Senior Manager / CBIZ MHM, LLC
Clearwater, FL
Learn the latest changes to employee benefit plans including changes to the reporting standard on employee benefit plans, the recent DOL's trend analysis, An Analysis of Benefit Plan Auditors,  new accounting standards impacting employee benefit plans, and data privacy and security issue impacting employee benefit plans.


Lunch
11:35am - 12:35pm
General Sessions

Data and Analytics in Auditing: Past, Present and Future (Credits: 1.0 AA)
12:35pm-1:25pm

Sean A. Dennis
Assistant Professor of Accounting / University of Central Florida
Orlando, FL

New data analytic tools and advanced cognitive technologies hold the power to transform how clients do business and auditors deliver services.  Learn how these evolving technologies are beginning to re-shape the auditing and accounting professions.


Fraud, Lies and Hermes Ties (Credits: 2.0 AA)
1:25pm-3:05pm

Aaron Beam
Retired CFO-Formerly Health South

Learn how deep fraud can go within an organization, and how complex the cover up can be.  Hear first-hand from this ethics speaker and author about the real-life corruption and downfall of corporations such as Enron and HealthSouth.



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