How to make a lasting impact on your company?

As a CPA in industry, you're all about the hands-on approach. You're involved from payroll to supply chain. Even when the company is exceeding budget expectations and you're running out of black ink, the job isn't done.

Agenda:  

CPE Credit:  17 Hours (8 AA and 9 TB)

Day 1 - Thursday, March 21, 2013

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

8:10am-9:00am - Economic Update (Credits: 1.0 TB)
Mark Vitner, MBA, Managing Director & Senior Economist / Wells Fargo Securities, LLC, Charlotte, NC
This session will cover the U.S. economic outlook for the 2013 and the outlook for Florida and its major metropolitan areas. It will also cover the outlook for fiscal and monetary policy over the next few years and their implications for businesses, governments and households.  It will wrap up with a discussion on the intermediate to long-term outlook for the U.S. and Florida.

9:00am-9:50am - Little GAAP (Credits: 1.0 AA)
Keith Peterka, Shareholder / Mayer Hoffman McCann, P.C., Plymouth Meeting, PA
This course will cover the developments of both the Financial Accounting Standards Board's  (FASB) and American Institute of Certified Public Accountants (AICPA) as the work to development standards for private company financial reporting. 

10:05am-11:45am - How to Look for and Prevent Fraud (Credits: 2.0 AA)
Uncovering fraud in the workplace has serious implications-both legal and business-related-for the present and future of your organization.  Wrongful termination lawsuits, discrimination lawsuits, criminal charges, civil actions, and employee dishonesty insurance claims are just some of the things to consider in the aftermath of fraudulent activity.  Moreover, allowing fraudsters to "escape" unpunished signals to the remainder of the organization that it is OK to steal from you.  This session will educate you about the numerous factors to consider when cleaning up after fraudsters. 

11:45am-12:40pm – Lunch Break

12:40pm-1:30pm - HR Issues: Employment Law (Case Studies) (Credits: 1.0 TB)
Larry S. Perlman, Attorney / Foley & Lardner LLP, Miami, FL
Discuss several "hot-button" issues facing today's employers. Specific areas will include wage and hour claims, independent contractor issues, and how electronic discovery is driving up the cost of litigation.

1:30pm-2:20pm - Doing More with Less-Lean Concept (Credits: 1.0 TB)
Ron Melcher, Principal, Advisory Services / Crowe Horwath, Atlanta, GA
This course will provide the attendees with an introduction to Lean concepts, and provide information on how these concepts can be applied to dramatically increase profitability.

2:35pm-3:25pm - Internal Controls (Credits: 1.0 AA)
Michael A. Caron, V.P. of Internal Audit & Compliance / Home Shopping Network, St Petersburg, FL
Internal Audit's success and survival in an organization is dependent on delivering value to the CFO and Audit Committee while developing professional and trusting relationships with key financial and operational managers.  We will discuss how can this be accomplished while fulfilling the department's important responsibilities.

3:25pm-4:15pm - Obtaining Financing - Whose Getting the Money (Credits: 1.0 TB)
Lunelle Siegel, EDFP, Lending Manager / Corporate Funding, Tampa, FL
Practitioners will get an update on the capital markets.  Is the credit freeze over?

4:15pm-5:05pm - Federal Tax Update (Credits: 1.0 TB)
This presentation will highlight recent income tax developments, including legislation, regulations, cases, rulings and other administrative pronouncements.

Day 2 - Friday, March 22, 2013

8:10am-9:50am - A&A Update (Credits: 2.0 AA)
J E. Grossman, CPA, CMA, CFE, CGMA, Proprietor / J. Edward Grossman, CPA, Lakeland, FL
Accounting standards continue to rapidly evolve as standard setters grapple with international convergence while also addressing private company concerns. This session will discuss recent and anticipated project activities that will impact the future of financial reporting.

10:05am-10:55am – Topic to be determined (Credits: 1.0 TB)

10:55am-11:45am - Mergers & Acquisitions - Due Diligence (Credits: 1.0 AA)
C. Brett Cooper, CPA/ABV, ASA, BVAL, Consultant / PCE Companies, Tampa, FL
This session will discuss the typical data and information request by the due diligence team in a business acquisition.  Understand what the due diligence team is attempting to accomplish and what they will do with the information and discuss how this process coordinates with the sale process.

11:45-12:40pm – Lunch Break

12:40pm-1:30pm - Florida Sales Tax Panel - Common Pitfalls, Audit Guidance, Recent Leg. Updates, Cloud (Credits: 1.0 TB)
Karen A. Lake, CPA, Senior Manager / Berkowitz Pollack Brant Advisors and Accountants, LLP, Miami, FL
James H. Sutton Jr, CPA, Esq., LLM (TAX), Partner / Moffa, Gainor, & Sutton, PA, Tampa, FL
Joe Moffa, CPA, Esq.,  Partner / Moffa, Gainor, & Suttton, P A, Ft Lauderdale, FL
This course will cover the developments of both the Financial Accounting Standards Board's  (FASB) and American Institute of Certified Public Accountants (AICPA) as the work to development standards for private company financial reporting.

1:30pm-2:20pm - Revenue Recognition (Credits: 1.0 AA)
J E. Grossman, CPA, CMA, CFE, CGMA, Proprietor / J. Edward Grossman, CPA, Lakeland, FL
This session will discuss the current status of the FASB's project to clarify the principles for recognizing revenue. Will it result in improved comparability of revenue recognition practices across entities, industries, jurisdictions, and capital markets?

2:35pm-3:25pm - CFO Tools (Credits: 1.0 TB)
Sean E. Dannelly, CPA, Founding Partner / Dannelly, Monteleone & Associates LLC, Ft Lauderdale, FL
In this session find out different applications for a dashboard to allow you to determine what you should be using in your operations. We define dashboards and tell you how to obtain information (data mining) and interpret it (data analysis).

3:25pm-4:15pm - IT Security & Cloud Computing (Credits: 1.0 TB)
Chris N. Fraser, CPA,CISA,CITP,MBA, Infinity Technology Solutions, Tampa, FL
IT Security and Cloud Computing - How Secure is the Cloud? What kinds of data are you exchanging with your clients? Are you safe? Learn the latest trends that are shaping the Internet security threat landscape and learn how to leverage the cloud to improve your business.