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.
CPE Hours: 9 Hours, 4 AA and 5 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.
Lunelle Siegel is Lending Manger at Corporate Funding (www.corporatefunding.us), which was established in 2008 to address the needs of business during the credit freeze. Corporate Funding assists companies seeking capital obtain it through its extensive database of sources. Sources include debt and off balance sheet financing including: lines of credit secured by receivables, inventory, purchase order, real estate, and equipment. Corporate
Funding also assists banks assess payoff options for problem loans, including facilitating note sales.
For over 25 years Lunelle has assisted small and medium sized companies obtain capital, not only at major regional commercial banks including First Union and Barnett but also at national finance companies including GE Capital and Textron Financial. She has worked in the areas of conventional lending, SBA lending, import/export finance, factoring, asset based lending, and real estate construction lending on commercial, investment and residential projects.
Lunelle is accredited as an Economic Development Finance Professional through the
National Development Council. She earned her B.S. in Finance from Florida State University. Lunelle is a tenacious advocate for America’s small businesses and is a frequent speaker, panelist and moderator at business assistance events, professional
development meetings and conferences. Recent appearances include the 2009 and 2011 FICPA FAB Expo, and “loan sale update’ at the Turnaround Management Association Florida Chapter.
Lunelle has served in numerous capacities on the International and Chapter level of the Turnaround Management Association (TMA), including past President of the Florida Chapter. She is a member of the Association for Corporate Growth.
Lunelle currently serves on the Loan Committee of Gulf Coast Business Finance, the St.
Petersburg based SBA 504 Certified Development Company. “Save Our Economy Save Jobs” is her community project, which was created as part of her participation in the Self Expression and Leadership Program of Landmark Education.