Summer Vacation Cluster- Now Fully Virtual (SVC)

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Thursday, August 6, 2020
Choose sessions before you ADD TO CART
Registration & Continental Breakfast
8:00am - 8:30am
Sessions I & II (Choose One) $199

Bridging the Gap between IT and Accounting: Cloud, CyberSecurity, Data Analytics, RPA and Other Hot Topics! (Credits: 4.0 AA)
8:30am-12:00pm

Roberto E. Valdez, CPA
Senior Accountant / Kaufman, Rossin & Co, PA
Boca Raton, FL
This presentation will discuss current trends impacting the space between information technology and accounting. Topics will touch on artificial intelligence, blockchain, cloud computing, cybersecurity, data privacy, robotic process automation, and the intersection of these. 


Sales & Use Tax - Diffuse Your Client's Ticking Time Bomb (Florida and Multi-State) (Credits: 4.0 TB)
8:30am-12:00pm

James H. Sutton Jr, CPA, Esq., LLM
Shareholder / Moffa, Sutton & Donnini, PA
Tampa, FL
Sales and use tax can be the silent danger creeping up in your client's business in ways that are not obvious or even logical. learn about and how to avoid the sales tax traps faced by most businesses from a CPA/Attorney that practices almost exclusively in sales and use tax controversy. The session will extensively cover issues for Florida based businesses and delve into the myriad of multi-state issues with the new economic nexus and marketplace facilitator statues that have popped up all over the United States since the Wayfair decision.


Registration
1:00pm - 1:30pm
Sessions III & IV (Choose One) $199

New Auditor's Report, New Compilation and Review Requirements, new Employee Benefit Plan Audit Standard, and Other Changes to What CPAs Do (Credits: 4.0 AA)
1:30pm-5:00pm

Steven Morrison, CPA
Partner / CohnReznick LLP
New York, NY
With early implementation, the end of 2020 brings a number of important changes to what CPAs do for substantially all audits including a new audit reporting model. Also, a new auditing standard specific to employee benefit plans may create noticeable changes for the ways some conduct such audits. This session will help those in practice and in industry understand what these changes mean and ways to prepare, including whether or not early implementing standards for busy season 2021 makes sense.


8 BIG Ideas for Business Transformation (Credits: 4.0 TB)
1:30pm-5:00pm

Randall T. Coleman, CFP®
Senior Vice President, Wealth Management Advisor, Portfolio Manager / Merrill Lynch
Rockledge, FL
Most agree that the global economy is undergoing the largest technological transformation in history. In this session you will learn about 8 innovation platforms and how their underlying technologies are likely to transform how we live, work and play.


Friday, August 7, 2020
Registration & Continental Breakfast
8:15am - 8:45am
Sessions V & VI (Choose One) $199

How Deviating From Your Ethical Baseline Is Not As Hard As You Think - Maricopa Case Study (Credits: 4.0 AA)
8:30am-12:00pm

Michael B. Hood
Director / 21st Century Learning & Consulting, LLC
Hillsborough, NC
David Mobley' Maricopa Index Hedge Fund was the world's top-rated investment vehicle. Unbeknownst to investors and the world in general, it was a massive fraud. While you might see yourself as incapable of committing unethical acts, good people do bad things every single day. How does this happen and most importantly, how can you prevent yourself from sliding down the slippery slope from which there is no escape. In this course, we will use the Maricopa Index Hedge Fund case study to explore the hidden ways your brain can work against your ethical baseline and most importantly, how to prevent deviations from your ethical profile before it becomes too late.


Federal Tax Update (Credits: 4.0 TB)
8:30am-12:30pm

Nathan L. Wadlinger, CPA, JD, LLM
Lecturer in Taxation / Florida State University College of Business
Tallahassee, FL
This presentation will cover a federal tax update since the end of 2019 with an emphasis on federal individual and business taxation. It will also include a tax technology update showing how Artificial Intelligence is being used in federal tax research. Finally with the US Presidential Election of 2020 right around the corner from this presentation, there will be an overview of some of the major presidential tax plans.


Registration
1:00pm - 1:30pm
Sessions VII & VIII (Choose One) $199

Risk Assessment, Professional Skepticism & High-Quality Audits (Credits: 4.0 AA)
1:30pm-5:00pm

Steven Morrison, CPA
Partner / CohnReznick LLP
New York, NY
Risk assessment is very important to audits. However, it is something that is a frequent cause of peer review comments and has often left partners and staff wondering why risk assessment has to be so difficult. Learn how risk assessment can work effectively, the importance of professional skepticism, and ways to help effectively plan and perform high quality audits.


Retirement Planning Update for CPAs (Credits: 4.0 TB)
1:30pm-5:00pm

Terry L. Seaton, CPA, PFS, CFP™
Owner-President / Seaton Financial Advisors, LLC
St Augustine, FL
Retirees face a number of important decisions that will have a large impact on their retirement success. This presentation provides CPAs with useful information and practical advice on how to assist clients in achieving their retirement goals.


Saturday, August 8, 2020
Registration
8:00am - 8:30am
Session IX $199

Ethics: Protecting the Integrity of Florida CPAs (4980) (Credits: 4.0 ET)
8:30am-12:00pm

J. E. Grossman, CPA, CFE, CMA, CGMA
Principal / CliftonLarsonAllen
Lakeland, FL

It is essential for CPAs to have an understanding of the ethical problems and principles that impact their daily interactions with clients, employers, and regulatory authorities. This course reviews the frameworks provided in the Florida Statues, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct that determine the expectations for your behavior as a Florida CPA.

In addition to focusing on the application of specific rules and requirements in those frameworks, the course will also examine recent trends in business and professional ethics.



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