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2015 ACPEN Signature Series

ACPEN Signature courses are the flagship CPE events of ACPEN, and the top of the line in CPE programing. 

Signature courses, begin in May each year, continue monthly throughout the year, and are replayed for live credit several times, including in December and January. 

Each showcases important and timely CPE topics, using enhanced production techniques, and are delivered by panels of national experts, practitioners, and representatives of regulatory and standard setting bodies.

To see what courses are included in this year, please click on the ACPEN Signature category below. 

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This course is also available at a discount as part of a multi-course package.

FICPA CPAs in Industry Conference - Day 1


  • Length: 9 Hours
  • Take your career to new levels of accomplishment with the FICPA CPAs in Industry Conference. Choose from one or two days of enriching instruction, practical applications and enlightening ideas to elevate your enthusiasm and provide solutions to advance your business.

    FICPA CPAs in Industry Conference - Day 1

    Day 1 - Thursday, May 17, 2012 - All Times Listed are EDT

    8:00am-8:10am - Introduction and Opening Remarks

    8:10am-9:00am - Economic Update (Credits: 1 TB)
    Doug Sandler, Chief Equity Officer / Riverfront Investment Group, LLC, Richmond, VA
    This session will be discussing investing in a zero interest rate environment and the prospects for us, International & Emerging Markets.

    9:00am-9:50am - Strategic Management (Credits: 1 TB)
    Raymond Monteleone, CPA, President and Founding Partner / Paladin Global Partners, Ft Lauderdale, FL
    The Process of Strategic Management:  It is useful for long-term planning and day to day problem solving.  All of the pieces fit a larger pie.

    10:05am-11:45am - A&A: What's Changed (Credits: 2 AA)
    J E. Grossman, CFE,CMA,CPA
    U.S. accounting standards are changing as the FASB addresses a long agenda of recognition and presentation issues. This presentation will provide an overview of major projects and recent proposals that will affect financial statement preparers and users.

    11:45am - 12:40pm – Lunch Break

    12:40pm-1:30pm - Federal/State Gov. Funding Assistance - Available Now (Credits: 1 TB)
    Lunelle Siegel, EDFP, Lending Manager / Corporate Funding, Tampa, FL
    Learn about possible financing options for your company including Federal/State and Local Government programs.

    1:30pm-2:20pm - Personal Financial Planning: How Much is Enough? Answers for the hard questions (Credits: 1 TB)
    Robert K. Torrington, Senior Vice President, Wealth Advisor / UBS Financial Services, Palm Beach Gardens, FL
    Michael Romagnolo, Senior Vice President / UBS Financial Services, Palm Beach Gardens, FL
    Amidst global economic uncertainty, political dysfunction, fear and information overload, people need reliable answers to the most difficult questions about their goals and security. Instead, many people are experiencing a crisis of leadership and an uncertain way forward.

    2:35pm-4:15pm - Presentation of Your Financial Statements to Different Audiences (Credits: 2 AA)
    Sean E. Dannelly, CPA, Founding Partner / Dannelly, Monteleone & Associates LLC, Ft Lauderdale, FL
    This session will discuss both for profit and not for profit financial statement presentations to different audiences such as executive management committees, boards of directors, and third party recipients (i.e., banking and bonding companies).

    4:15pm-5:05pm - Federal Tax Update (Credits: 1 TB)
    Vicki H. Meyer, CPA, Director / Thomas Howell Ferguson, PA, Tallahassee, FL
    This presentation will highlight recent income tax developments, including legislation, regulations, cases, rulings and other administrative pronouncements.

Basic Course Information

  • CPE Credits: 9
  • Program Level (Basic, Update, Intermediate, Advanced, Overview): Update
  • Prerequisites: None
  • Advanced Preparation: N/A
  • Designed For: CPAs in Industry or CPAs with industry clients
  • Producer: Florida Institute of CPAs
  • Field of Study 1: Accounting & Auditing_4 Hours
  • Field of Study 2: Economics_1 Hour
  • Field of Study 3: Business Management & Organization_1 Hour
  • Field of Study 4: Taxes_3 Hours

Learning Objectives

  • Learning Objectives: *This conference addresses today's issues, including health care reform, fraud prevention, employee strategies, cost accounting and technology. High-level experts from across the state and country will help you assess the variety of issues that CPAs in Industry face. You'll walk away with the platform you need to step up to success.

Major Subjects


  • Course Developer: Florida Institute of CPAs
  • Faculty and Production Information

    Course Materials

    • Course Materials
      • CPAs in Industry PowerPoint Day 1 (0)
      • CPAs in Industry Electronic Manual-TMPA (0)
      • Important CPE Credit Information_2012 (0)
      • Updated PPT File_Sandler (14)
      • Updated PPT File_Grossman (23)
      • Torrington Romagnolo Goldberg (0)
      • lunelle's government money (0)

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