Common Interest Realty Associations Conference (CIRA)
Registration is Open
Overview:
Join the FICPA for the
Common Interest Realty Associations Conference
November 7-8, 2024
The thousands of CIRAs in Florida encounter tough financial decisions as they strive to keep dues low amidst rising maintenance and utility costs. You’ll better understand the complexities of CIRAs and the challenges when you engage with our lineup of regulators, attorneys, reserve specialists, and CPAs who specialize in this industry.
Earn 16 CPE hours while learning about major topics, including accounting and auditing updates related to CIRA, new and changing standards, DBPR, financial issues and deficiencies, legislative and legal updates, audits in the virtual world, state and federal taxes, developer turnover, and peer review in the CIRA industry.
It’s in your best interest to attend!
Check the Schedule, Presenters, and Major Topics at left to learn more.
CPE Credit:
This conference qualifies for up to 16 hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation.
Stack 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 #FICPACIRA.
Schedule:
Thursday, November 7, 2024
DBPR
Time: Thursday 8:40am - 9:30am
CIRA Legislative/Legal Update/Building Codes Update
Time: Thursday 9:45am - 10:35am Credits: 1 TB
Review updates to CIRA legislation.
Presenters:
A&A Update Related to CIRA
Time: Thursday 10:45am - 12:15pm Credits: 1.5 AA
This session will cover recent accounting and auditing standards with specific emphasis on the effects on CIRAs.
Presenters:
Peer Review Compliance / Deficiencies
Time: Thursday 1:10pm - 2:00pm
Presenters:
Reserves: New Funding / How to use reserve study
Time: Thursday 3:15pm - 4:05pm Credits: 1 TB
Topic Description: At a high level, this course will explore the implications of SB 4-D, SB154 and HB1021 to condominium associations – specifically focusing on the Structural Integrity Reserve Study requirement. This one-hour session will address reserve study basics, historical practices and requirements, the new requirements, the Structural Integrity Reserve Study tool, frequently asked questions surrounding the topic, and resources and next steps.
Learner Objectives: Our chief goal is for the learner to leave this course with an understanding not only of the financial tool that is the Structural Integrity Reserve Study and the specific requirements in 718 and 719, but to also obtain a knowledge on what brought about the changes, how the specific requirements can help keep their buildings safe, and how they can best prepare their association to be financially healthy and structurally safe as condominiums throughout the state of Florida work to implement measures to comply with this new legislation.
Presenters:
Ask the Experts
Time: Thursday 4:15pm - 5:05pm
Presenters:
Friday, November 8, 2024
Uncovering the Truth: Fraud Detection and Prevention in Homeowners Associations
Time: Friday 7:55am - 8:50am Credits: 1 AA
1. Understand the Nature of Fraud in Homeowners Associations: Attendees will gain a foundational understanding of how fraud can occur within homeowners associations, including the typical motivations and opportunities for fraudulent activity.
2. Recognize Key Indicators of Fraud: Participants will learn to identify the warning signs and red flags that may indicate fraudulent behavior within an HOA.
3. Explore Strategies for Prevention and Response: Attendees will be introduced to general strategies and best practices for preventing fraud in HOAs and responding effectively if fraud is detected.
Presenters:
Audit Documentation - Wrap Up / Disclosures
Time: Friday 10:00am - 11:40am Credits: 2 AA
This session focuses on all activities that occur during the wrap-up phase of the engagement, including required disclosures as they related to CIRA audits.
Objectives
- Identify circumstances where modification of the standard audit report would be appropriate
- Review all activities that occur during the engagement wrap-up phase of the engagement, which includes general audit procedures, audit report drafting, and audit report release
- Review CIRA specific disclosures
Presenters:
Special Assessments Audits / Construction Audit Related
Time: Friday 12:40pm - 1:30pm
Presenters:
AI / Audit Technology & Software
Time: Friday 2:30pm - 3:20pm Credits: 1 AA
Course Objectives:
- Understand the role of AI in enhancing audit processes and its limitations.
- Learn the importance of training and change management when integrating AI.
- Explore practical applications of AI and identify key considerations for effective AI integration in auditing processes.
Presenters:
Special Accounting Considerations
Time: Friday 3:30pm - 4:20pm Credits: 1 AA
Special accounting considerations for the CIRA industry including disclosures, audit risks, and accounting best practices. Learn how to identify these transactions and properly address these areas.
Presenters:
Presenters:
-
David John Hochsprung, CPA
Dave is a partner with Cavanaugh & Co, LLP in their Sarasota office. His practice focuses on CIRAs and not-for-profit organizations. Dave has been with Cavanaugh for thirteen years, prior to that he was with a large regional firm in the Southeast for twenty-five years. He is a longtime member and past chair of the CIRA Committee and very active in the CIRA Legislative subcommittee.
Read more about David John Hochsprung here -
Bruce Allen Nunnally, CGMA, CPA
Bruce Nunnally has over 30 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is also a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S.In 2016 and 2022, Bruce was recognized as an "Outstanding...
Read more about Bruce Allen Nunnally here -
Keith A Jowers II, CPA
Alan works with a variety of clients, including community associations, governmental entities, and benefit plans to provide audit and assurance services as well as consulting. During the COVID-19 pandemic, Alan worked at the forefront of assisting with PPP loans and other regulatory guidance. For Alan, the most rewarding part of his job is building relationships with his clients. He is always...
Read more about Keith A Jowers II here -
Paul N Brown, CPA, CGMA
Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul's main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 350 reviews annually in Florida and oversees approximately 90 peer...
Read more about Paul N Brown here -
Jennifer Jankowski Green, CAE
Jennifer Green is President and owner of Liberty Partners of Tallahassee, LLC and founded the firm in early 2007 with former U.S. Senator Connie Mack. With over 24 years of experience in political, lobbying and grassroots activities in the State of Florida she consults primarily on state Legislative and Executive branch issues affecting corporations, trade associations, local governments and not...
Read more about Jennifer Jankowski Green here -
Anthony Lawrence Gregory, CPA
Tony has practiced as a certified public accountant in Florida since 1995. Currently, his practice includes auditing, accounting and tax services for homeowner and condominium associations throughout Florida. In addition to these traditional services he also performs turnover audits from developer control and provides litigation support and expert witness testimony.Tony is a member of the...
Read more about Anthony Lawrence Gregory here -
Percy Joseph Legendre III, CPA
Percy J. Legendre, III has over 35 years accounting, tax and consulting experience. In 2001 Mr. Legendre was named managing partner at Bashor & Legendre, LLP, CPAs. He frequently conducts seminars and workshops on various tax and accounting related issues. Mr. Legendre is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants...
Read more about Percy Joseph Legendre III here -
Guy Strum, CPA
Guy has been a practicing CPA for the past 30 years. He holds a Bachelor of Business Administration degree from the University of Miami and worked on his MBA at Suffolk University in Boston, Massachusetts. His practice is located in Plantation, Florida and concentrates on providing audit, review and compilation services to CIRAs.He has been an active member of the FICPA, serving on the Common...
Read more about Guy Strum here -
William Kilgallon, EA
Bill Kilgallon has expertise in all areas of tax compliance, merger and acquisitions services, structuring tax efficient sales of businesses, federal and state audit representation, tax planning, estate and gift taxes, transactional taxes, and general tax consulting. Bill's background and experience includes fifteen plus years' in Big 4 Public Accounting, primarily serving Fortune 100, SEC...
Read more about William Kilgallon here -
Sophia C West
Read more about Sophia C West here -
Val Orekhov
Read more about Val Orekhov here -
Gabriel Luis Mendoza, CPA
Gabe Mendoza joined our audit department in September 2016. He performs audits, reviews, and compilations for our condominium and homeowner association clients and manages our quality control process. He supervises field audit engagements, designs audit plans and supervises audit staff. He manages preliminary testing and documentation, turnover audits and agreed-upon procedure engagements. ...
Read more about Gabriel Luis Mendoza here -
Andrew Douglas Dyke, CPA
Andrew Dyke is a Certified Public Accountant and licensed Community Association Manager with over 15 years of public accounting experience at Bashor and Legendre, CPAs. Andrew has focused his career in the Common Interest Reality Associations (CIRA) industry. Mr. Dyke is a member of both the AICPA and FIPCA. Andrew is a graduate of The University of South Florida (2007) and is a resident of...
Read more about Andrew Douglas Dyke here -
Sheryl Bari Ellman, CIRA, CPA
Shayne has over 10 years of experience in public accounting. Her focus is on providing audit and other assurance services for condominium and homeowner associations. Shayne holds a Bachelor of Business Administration degree from the University of Miami and an accounting degree from Florida Atlantic University. Shayne is also a member of the Florida Institute of Certified Public Accountants. She...
Read more about Sheryl Bari Ellman here -
Heber F Rojas
Read more about Heber F Rojas here -
Matthew C. Kuisle, P.E., RS, PRA
Matt Kuisle, PE, PRA, RS, joined Reserve Advisors in 2000. As a Regional Executive Director, he is responsible for the development and implementation of the firm’s business strategy throughout the Southeast region. He oversees the production, marketing and sales functions at the regional level. Matt also serves national and international accounts for the firm including multiple brands of luxury...
Read more about Matthew C. Kuisle 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 -
Elan Jeremy Sternberg
Elan is a director in the Forensic, Advisory, and Valuation Services group at Kaufman Rossin, specializing in providing forensic accounting and litigation consulting services.Before joining Kaufman Rossin in 2016, Elan worked as an auditor at a national public accounting firm in Philadelphia for more than three years. He executed various client engagements, including planning, budgeting, directing...
Read more about Elan Jeremy Sternberg here
Presenters:
David John Hochsprung, CPA
Dave is a partner with Cavanaugh & Co, LLP in their Sarasota office. His practice focuses on CIRAs and not-for-profit organizations. Dave has been with Cavanaugh for thirteen years, prior to that he was with a large regional firm in the Southeast for twenty-five years. He is a longtime member and past chair of the CIRA Committee and very active in the CIRA Legislative subcommittee.Read more about David John Hochsprung hereBruce Allen Nunnally, CGMA, CPA
Bruce Nunnally has over 30 years of public accounting experience, including 9 years with the international public accounting firm, Ernst & Young, LLP. Bruce is also a national instructor of accounting and auditing issues. He has presented accounting and auditing continuing education classes for a quarter of the top 30 CPA firms in the U.S.In 2016 and 2022, Bruce was recognized as an "Outstanding...Read more about Bruce Allen Nunnally hereKeith A Jowers II, CPA
Alan works with a variety of clients, including community associations, governmental entities, and benefit plans to provide audit and assurance services as well as consulting. During the COVID-19 pandemic, Alan worked at the forefront of assisting with PPP loans and other regulatory guidance. For Alan, the most rewarding part of his job is building relationships with his clients. He is always...Read more about Keith A Jowers II herePaul N Brown, CPA, CGMA
Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul's main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program. The program administers approximately 350 reviews annually in Florida and oversees approximately 90 peer...Read more about Paul N Brown hereJennifer Jankowski Green, CAE
Jennifer Green is President and owner of Liberty Partners of Tallahassee, LLC and founded the firm in early 2007 with former U.S. Senator Connie Mack. With over 24 years of experience in political, lobbying and grassroots activities in the State of Florida she consults primarily on state Legislative and Executive branch issues affecting corporations, trade associations, local governments and not...Read more about Jennifer Jankowski Green hereAnthony Lawrence Gregory, CPA
Tony has practiced as a certified public accountant in Florida since 1995. Currently, his practice includes auditing, accounting and tax services for homeowner and condominium associations throughout Florida. In addition to these traditional services he also performs turnover audits from developer control and provides litigation support and expert witness testimony.Tony is a member of the...Read more about Anthony Lawrence Gregory herePercy Joseph Legendre III, CPA
Percy J. Legendre, III has over 35 years accounting, tax and consulting experience. In 2001 Mr. Legendre was named managing partner at Bashor & Legendre, LLP, CPAs. He frequently conducts seminars and workshops on various tax and accounting related issues. Mr. Legendre is a member of the American Institute of Certified Public Accountants (AICPA), Florida Institute of Certified Public Accountants...Read more about Percy Joseph Legendre III hereGuy Strum, CPA
Guy has been a practicing CPA for the past 30 years. He holds a Bachelor of Business Administration degree from the University of Miami and worked on his MBA at Suffolk University in Boston, Massachusetts. His practice is located in Plantation, Florida and concentrates on providing audit, review and compilation services to CIRAs.He has been an active member of the FICPA, serving on the Common...Read more about Guy Strum hereWilliam Kilgallon, EA
Bill Kilgallon has expertise in all areas of tax compliance, merger and acquisitions services, structuring tax efficient sales of businesses, federal and state audit representation, tax planning, estate and gift taxes, transactional taxes, and general tax consulting. Bill's background and experience includes fifteen plus years' in Big 4 Public Accounting, primarily serving Fortune 100, SEC...Read more about William Kilgallon hereSophia C West
Read more about Sophia C West hereVal Orekhov
Read more about Val Orekhov hereGabriel Luis Mendoza, CPA
Gabe Mendoza joined our audit department in September 2016. He performs audits, reviews, and compilations for our condominium and homeowner association clients and manages our quality control process. He supervises field audit engagements, designs audit plans and supervises audit staff. He manages preliminary testing and documentation, turnover audits and agreed-upon procedure engagements. ...Read more about Gabriel Luis Mendoza hereAndrew Douglas Dyke, CPA
Andrew Dyke is a Certified Public Accountant and licensed Community Association Manager with over 15 years of public accounting experience at Bashor and Legendre, CPAs. Andrew has focused his career in the Common Interest Reality Associations (CIRA) industry. Mr. Dyke is a member of both the AICPA and FIPCA. Andrew is a graduate of The University of South Florida (2007) and is a resident of...Read more about Andrew Douglas Dyke hereSheryl Bari Ellman, CIRA, CPA
Shayne has over 10 years of experience in public accounting. Her focus is on providing audit and other assurance services for condominium and homeowner associations. Shayne holds a Bachelor of Business Administration degree from the University of Miami and an accounting degree from Florida Atlantic University. Shayne is also a member of the Florida Institute of Certified Public Accountants. She...Read more about Sheryl Bari Ellman hereHeber F Rojas
Read more about Heber F Rojas hereMatthew C. Kuisle, P.E., RS, PRA
Matt Kuisle, PE, PRA, RS, joined Reserve Advisors in 2000. As a Regional Executive Director, he is responsible for the development and implementation of the firm’s business strategy throughout the Southeast region. He oversees the production, marketing and sales functions at the regional level. Matt also serves national and international accounts for the firm including multiple brands of luxury...Read more about Matthew C. Kuisle 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 hereElan Jeremy Sternberg
Elan is a director in the Forensic, Advisory, and Valuation Services group at Kaufman Rossin, specializing in providing forensic accounting and litigation consulting services.Before joining Kaufman Rossin in 2016, Elan worked as an auditor at a national public accounting firm in Philadelphia for more than three years. He executed various client engagements, including planning, budgeting, directing...Read more about Elan Jeremy Sternberg hereMajor Topics:
- Accounting and Auditing Update Related to CIRA
- Special Assessments
- Sales Tax
- Reserves
- Risk Assessments Case Studies
- Audit Documentation - Best Practices
- CIRA Legislative and Legal Update
- Ask the Experts Panel
- Federal Taxes in CIRA
- Peer Review in the CIRA Industry
Major Topics:
- Accounting and Auditing Update Related to CIRA
- Special Assessments
- Sales Tax
- Reserves
- Risk Assessments Case Studies
- Audit Documentation - Best Practices
- CIRA Legislative and Legal Update
- Ask the Experts Panel
- Federal Taxes in CIRA
- Peer Review in the CIRA Industry
Designed For:
CPAs and accountants practicing in the Common Interest Realty Association industryPrerequisites:
NoneAccommodations:
Accommodations:
Conference and Hotel Location
Renaissance Fort Lauderdale West Hotel
1230 South Pine Island Rd.
Plantation, FL 33324
FICPA Room Rate: $195++
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***