Summer Vacation Cluster (SVC)
Registration is Open
Members:
$259/Per Session
Non-Members:
$334/Per Session
Overview:
The CPE Event with Vacation in the Name
Stay up to date on cutting-edge topics while you and your family enjoy a three-day getaway to Disney’s Yacht and Beach Club Resort. Designed around your interests, your schedule, and your vacation, the Summer Vacation Cluster offers up to five courses and up to 20 hours of CPE. At the end of the day, enjoy the New England-style amenities at this lakeside hotel. Relax in the inviting elegance; explore the life-sized shipwreck, pools, and lagoons at the three-acre Stormalong Bay; rent watercraft from the Bayside Marina; and take the Skyliner Gondola or walk to nearby EPCOT and Disney’s Hollywood Studios. This event has become one FICPA members and their families look forward to. Check the Schedule, Presenters, Major Topics, and Accommodations at left to learn more.
Schedule:
Thursday, August 1, 2024
Registration & Breakfast
Time: Thursday 8:00am - 8:30am
SESSION A: Accounting & Audit Focus Areas for Practitioners and Preparers
Time: Thursday 8:30am - 12:00pm Credits: 4 AA
Covering key accounting and audit areas for practitioners and preparers including: business combinations, going concern and audit risk assessment. We will cover the GAAP and GAAS for these topics as applicable.
Presenters:
SESSION B: Top 5 Frauds CPAs May Miss
Time: Thursday 8:30am - 12:00pm Credits: 4 TB
What if fraud were staring you in the eyes not flinching? What would you do? Would you notice? Would you try to avoid this because you don’t have time? How far are you willing to push your intuition? Are you willing to lose your job over this crusade? Can you build a team of like-minded people to go with you on this journey that may be a battle? How do you look at people the same way if everyone is a suspect? How can you do your job, stay in your lane, and still be that CPA that prevents (deters) fraud and perhaps detects fraud before things become catastrophic.
We will explore the top 5 frauds that may elude us. In the words of Author Norman MaClean, of a “River Runs Through It” said, “For it is true we can seldom help those closest to us. Either we don't know what part of ourselves to give or, more often than not, the part we have to give is not wanted. And so it is those we live with and should know who elude us. “
How do we live in the caution and conventional truth of the elusive?
Presenters:
Registration
Time: Thursday 1:00pm - 1:30pm
SESSION A: Cybersecurity in the Age of AI: A CPA's Guide to Digital Defense
Time: Thursday 1:30pm - 5:00pm Credits: 4 TB
Artificial intelligence and automation are taking center stage in many organizations. This talk will explore the latest AI-driven cybersecurity threats and defenses, emphasizing how CPAs can safeguard sensitive information against cyber attacks. We will also discuss the role of those in the accounting profession in the context of evaluating and managing cyber risk for emerging technologies. Participants will leave with a deeper understanding of AI's role in cybersecurity and practical strategies to enhance their digital resilience.
Presenters:
SESSION B: Tax and Financial Planning Strategies You and Your Clients Will Love
Time: Thursday 1:30pm - 5:00pm Credits: 4 TB
This session will provide tax practitioners with an understanding of popular tax saving strategies that will not only save their clients thousands but will also provide incredible opportunities to create additional revenue streams for their businesses. We will review each strategy, observe them in use through case studies, and discuss how to implement them with your clients.
Presenters:
Friday, August 2, 2024
Registration & Breakfast
Time: Friday 8:00am - 8:30am
SESSION A: Accounting & Auditing Update
Time: Friday 8:30am - 12:00pm Credits: 4 AA
Accounting and Auditing standards are constantly being changed or amended. This course will cover implementation issues as well as new standards issued or proposed.
Presenters:
SESSION B: A CPA's Tax Knowledge Will Never Be Complete - The Federal Tax Update for 2024
Time: Friday 8:30am - 12:00pm Credits: 4 TB
Walt Disney said his parks will never be complete as long as there is imagination. Likewise, a CPA's tax knowledge will never be complete as long as we have the U.S. government! To develop your tax knowledge further we will revisit federal tax events over the last year and even look to the future where some wish for tax dreams to come true!
Presenters:
Registration
Time: Friday 1:00pm - 1:30pm
SESSION A: 2024 Asset Protection Update
Time: Friday 1:30pm - 5:00pm Credits: 4 AA
In this seminar, we provide an asset protection update for 2024. We discuss considerations for entity and trust formation, choosing jurisdictions, choice of governing law and international expatriation and pre-immigration planning. Attendees will learn techniques for effectively structuring assets through LLCs, trusts, titling, and applicable exemptions, along with a practical discussion on new cases and prudent asset protection practices and misconceptions. The discussion also includes a comprehensive tax overview of the practice.
Presenters:
SESSION B: Management and Strategic Change
Time: Friday 1:30pm - 5:00pm Credits: 4 TB
In today's dynamic financial landscape, change is not just inevitable – it's constant. To thrive in this environment, finance professionals must not only understand change but master the art of managing it. This comprehensive four-hour training is designed to equip finance professionals with the essential skills and strategies needed to navigate change effectively.
Through a blend of insightful discussion, interactive exercises, and real-world case studies, participants will delve into the core principles of change management tailored specifically to the finance sector. From technological advancements and regulatory shifts to market disruptions, this session will provide actionable insights on how to anticipate, plan for, and implement change initiatives that drive organizational success.
Presenters:
Saturday, August 3, 2024
Registration & Breakfast
Time: Saturday 8:00am - 8:30am
Ethics: Protecting the Integrity of Florida CPAs (0004980)
Time: Saturday 8:30am - 12:00pm Credits: 4 ET
Presenters:
Objectives:
* Explore Changes in Audit Standards
* Discuss New Developments in Reasonable Compensation and How Code Section 199A-QBI Deduction Impacts our Tax Planning
* Gain insight into Fraud in the Current Environment
* Discover the Dynamic World of Data Analytics and AI
* Receive the Asset Protection Update
Presenters:
-
J. Edward Grossman, CPA, CFE, CMA, CGMA
Ed is a principal with CliftonLarsonAllen having over 30 years of experience in public accounting. Based in Lakeland, Florida, Ed is a member of the firm's National Assurance Technical Group. His primary responsibilities include being a technical resource for the audit and assurance practice and performing quality reviews of assurance and accounting engagements.Practice experience has included...
Read more about J. Edward Grossman here -
Raymond Kevin Cross, CPA, MST, EA
If the old adage "it takes one to know one" has an ounce of truth, then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster. Thirty years ago he was the mastermind behind a large embezzlement scheme from the Broward County sheriff's...
Read more about Raymond Kevin Cross here -
Roberto Elias Valdez, CPA
In his current role, he is a member of a CPA firm's innovation team, responsible for supporting the development of effective software solutions and analytics reports and dashboards that provide value for internal and external stakeholders.A Past President of ISACA South Florida, Rob is a motivated advocate for building trust in technology. He is an adjunct professor with Florida Atlantic...
Read more about Roberto Elias Valdez 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 -
Gary Forster, JD, LLM (Tax)
Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.Gary spent the ?rst decade of his career structuring and closing some of the largest corporate transactions in the region. The mergers and acquisitions Gary consummated range from the national consolidation of...
Read more about Gary Forster here -
Nathan Leon Wadlinger, CPA, JD, LLM
Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...
Read more about Nathan Leon Wadlinger here -
Tracy Genevieve Hancock, CPA
Genevieve Hancock, CPA is a highly-skilled technical accountant, currently employed with one of the largest public insurance brokerages for U.S. GAAP and ICFR compliance specifically supporting the largest accounting change in modern history around Revenue Recognition, with extensive experience in technical accounting research, contract structuring, accounting policy creation, and implementation...
Read more about Tracy Genevieve Hancock here -
Shawn J McCabe, CPA, PFS, CFP, MSA, MBA
Shawn J. McCabe, CPA/PFS, CFP®, MSA, MBA is a Partner of CPS Investment Advisors and CPS Group CPAs PA. Shawn and his firm provide integrated tax, investment advisory and personal financial planning services to his clients as well as coach and mentor other CPAs how to add personal financial planning services to their firms through his role as Director of the CPAlliance™. Shawn earned a bachelor's...
Read more about Shawn J McCabe here -
Steve E. Schwartz
Steve Schwartz is a Director in the National Office Assurance group at CohnReznick bringing experience as a client service professional, engagement quality control reviewer, and as a Firm trainer on complex accounting and auditing topics. He works with entities in a variety of industries, including manufacturing, technology, life sciences, retail and consumer products, hospitality, construction...
Read more about Steve E. Schwartz here
Presenters:
J. Edward Grossman, CPA, CFE, CMA, CGMA
Ed is a principal with CliftonLarsonAllen having over 30 years of experience in public accounting. Based in Lakeland, Florida, Ed is a member of the firm's National Assurance Technical Group. His primary responsibilities include being a technical resource for the audit and assurance practice and performing quality reviews of assurance and accounting engagements.Practice experience has included...Read more about J. Edward Grossman hereRaymond Kevin Cross, CPA, MST, EA
If the old adage "it takes one to know one" has an ounce of truth, then the insights gained from our speaker will hold some valuable lessons for your practice.Just as the FBI utilizes the knowledge of former criminals, this is your opportunity to glean from a convicted fraudster. Thirty years ago he was the mastermind behind a large embezzlement scheme from the Broward County sheriff's...Read more about Raymond Kevin Cross hereRoberto Elias Valdez, CPA
In his current role, he is a member of a CPA firm's innovation team, responsible for supporting the development of effective software solutions and analytics reports and dashboards that provide value for internal and external stakeholders.A Past President of ISACA South Florida, Rob is a motivated advocate for building trust in technology. He is an adjunct professor with Florida Atlantic...Read more about Roberto Elias Valdez 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 hereGary Forster, JD, LLM (Tax)
Gary's practice includes domestic and international corporate law, asset protection, tax, and estate planning. Gary handles a wide variety of corporate and personal planning matters.Gary spent the ?rst decade of his career structuring and closing some of the largest corporate transactions in the region. The mergers and acquisitions Gary consummated range from the national consolidation of...Read more about Gary Forster hereNathan Leon Wadlinger, CPA, JD, LLM
Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...Read more about Nathan Leon Wadlinger hereTracy Genevieve Hancock, CPA
Genevieve Hancock, CPA is a highly-skilled technical accountant, currently employed with one of the largest public insurance brokerages for U.S. GAAP and ICFR compliance specifically supporting the largest accounting change in modern history around Revenue Recognition, with extensive experience in technical accounting research, contract structuring, accounting policy creation, and implementation...Read more about Tracy Genevieve Hancock hereShawn J McCabe, CPA, PFS, CFP, MSA, MBA
Shawn J. McCabe, CPA/PFS, CFP®, MSA, MBA is a Partner of CPS Investment Advisors and CPS Group CPAs PA. Shawn and his firm provide integrated tax, investment advisory and personal financial planning services to his clients as well as coach and mentor other CPAs how to add personal financial planning services to their firms through his role as Director of the CPAlliance™. Shawn earned a bachelor's...Read more about Shawn J McCabe hereSteve E. Schwartz
Steve Schwartz is a Director in the National Office Assurance group at CohnReznick bringing experience as a client service professional, engagement quality control reviewer, and as a Firm trainer on complex accounting and auditing topics. He works with entities in a variety of industries, including manufacturing, technology, life sciences, retail and consumer products, hospitality, construction...Read more about Steve E. Schwartz hereMajor Topics:
Digital Transformation
Cybersecurity
Blockchain
Artificial Intelligence
Federal Taxes
New Auditor's Report
New Review and Compilation Requirements
Independence Changes
Sales Tax
Ethical Behavior
Fraud Risks and Maintaining Professional Skepticism
Enterprise Risk Management
Florida Ethics (4980)
Major Topics:
Digital Transformation
Cybersecurity
Blockchain
Artificial Intelligence
Federal Taxes
New Auditor's Report
New Review and Compilation Requirements
Independence Changes
Sales Tax
Ethical Behavior
Fraud Risks and Maintaining Professional Skepticism
Enterprise Risk Management
Florida Ethics (4980)
Designed For:
CPAs and accounting professionals.Prerequisites:
NoneAccommodations:
ACCOMMODATIONS:
Conference Site:Disney's Yacht & Beach Club Resort
2101 North Epcot Resorts Boulevard
Lake Buena Vista, Florida 32830
**Please Note: The Group rate has ended. For hotel accommodations you may reach out to the Disney Group Reservations Call Center at 407-939-4686 to inquire about the group rate availability. In addition, there are several Disney hotels in the area that have availability. You may visit Disney Resorts at DisneyWorld.com or you can call the Disney Leisure Line at 407-934-7639 for availability.
If you need further assistance with your room, please contact MSC at (850) 224-2727 or via email at msc@ficpa.org.