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FICPA CPAs in Industry Conference - Day 1

Description

  • 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
  • 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
  • Program Level (Basic, Update, Intermediate, Advanced, Overview): Update
  • Prerequisites: None
  • Advanced Preparation: N/A
  • Producer: Florida Institute of CPAs

Learning Objectives

  • Learning Objective 1: 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.

Faculty

  • 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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