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Leadership Development2 – 2:50 p.m.Breakout 15Real EstatePublic PracticeTechnologyTaxSept. 28, 2016Concurrent Breakouts 15-18 (Select One)Is It a Compilation or a Preparation Service? (1 AA)Cecil “Pat” Patterson Jr., CPA, MBAPatterson CPA Group, Inc. Ponte Vedra BeachSSARS 21 has introduced the “Preparation Service” and reworked major parts of the “CompilationService” Standards. Many practitioners are asking, “Is it a Preparation or is it a Compilation?”This presentation will explain the differences and deal with some of the practical issues facing theprofession.Breakout 16*Financial Planning Considerations for the Aging Public or Lowering Taxes,Increasing Income and Not Running Out of Funds (1 TB)Reina L. Schlager, CPA, PFSPersonal Financial Specialist and Financial Planner Schlager, Schlager & Levin Ft. MyersThe aging public is worried about a lot of things, but not running out of funds in retirement isforemost in their minds. This session will explore what is available to those that are 60 , 70 and80 years of age when there still may be fifteen, twenty or thirty years of retirement to fund. Specialattention will address the use of the 1040 tax return to lower the tax bill and different ways toincrease income, as well as potentially guarantee lifetime and almost lifetime payments.Breakout 17Leases Update (1 AA)Lisa KaestleAssistant Project Manager Financial Accounting Standards Board Norwalk, Conn.Join this session for a high-level overview of the new leases Topic (842), including informationon scope, lessee and lessor accounting models; and measurement, disclosure, presentation andtransition.Breakout 18*Estate Planning for Wealthy Foreigners with U.S. Descendants (1 TB)Eduardo “Ed” R. Arista, JDPresident Arista Law MiamiWhen a foreigner dies and leaves an inheritance to a U.S. taxpayer, the family’s wealth can suddenlybecome exposed to U.S. taxation and other legal risks. We will cover some of the major rules thatapply when a U.S. taxpayer receives a gift or inheritance from a foreigner, as well as some typicaltrusts and other legal structures.Afternoon Break2:50 – 3:20 p.m.Break and Vendor Networking3rd AnnualWine & Spirits PullYour contribution to the Florida CPA/PAC is an easy butimportant way to impact the political legislative process onbehalf of your professional interest.For details contact Justin Thames at ThamesJ@ficpa.org.#ficpaABS9

Wednesday3:20 – 4:10 p.m.Breakout 19*(3:20 – 5:10 p.m.)A&AFinancial rnationalConcurrent Breakouts 19-23 (Select One)Technology Workshop: Navigating the Social Security and Medicare.gov Websites(2 TB)Reina L. Schlager, CPA, PFSPersonal Financial Specialist and Financial Planner Schlager, Schlager & Levin Ft. MyersThe Social Security website is a treasure trove of information. Explore calculatorsand projections and learn what is behind the numbers for better advice anddecision-making. Open enrollment is imminent, and navigating Medicare.govwill distinguish you from your peers with the added value of having a workingknowledge of this critical Part D prescription website.Two-hour session. If selected, do not register for any other sessions during thistime. Space is limited. Please bring a laptop.Breakout 20Effectively Addressing Pushdown Accounting and Attest Issues forSmall-to-Medium Size Entities (1 AA)Steven Morrison, CPAPrincipal Morrison Brown Argiz & Farra, LLC MiamiPushdown accounting is now available for nonpublic entities. This session will examine some of theaccounting and attest issues of pushdown accounting and how to deal with them from both theacquirer and acquiree perspective.Breakout 21*Financial Planning for Tax Professionals and Their Clients (1 TB)James M. Luffman, CPA/PFSVice-President, CIO CPS Investment Advisors LakelandDo you practice what you preach? Are you setting a good financial planning example for your clients?This session will explore financial planning advice for CPAs and their clients including tax planning,basic estate planning, retirement planning, risk insurance and investment planning.Breakout 22The CGMA Designation – A Look Ahead (1 TB)Deborah L. Curry, CPA, CGMAPresident/CEO Florida Institute of CPAs TallahasseeandMorgan G. Watson, CPA, CGMAMarket Development Manager Florida Institute of CPAs TallahasseeJoin us to hear the latest update on the CGMA designation. Learn more about the designationand how CPAs are using the Competency Framework with four proficiency levels to design jobdescriptions, staff evaluations, career paths and offer in-depth education to train and retain toptalent. This session will explore the status of the CGMA designation and opportunities.Breakout 23Pre-Immigration Tax & Legal Planning for Wealthy Foreigners (1 TB)Eduardo “Ed” R. Arista, JDPresident Arista Law MiamiBecoming a U.S. resident for tax purposes results in the obligation to report and pay tax on aworldwide basis. We will cover some of the major tax and non-tax legal considerations in helping aforeigner plan in advance of becoming a U.S. tax resident.*Application made for CFP credit.10www.ficpa.org

Leadership Development4:20 – 5:10 p.m.Breakout 24Public PracticeReal EstateTechnologyTaxSept. 28, 2016Concurrent Breakouts 24-27 (Select One)Due Diligence: Identifying Undisclosed Liabilities (1 AA)Robert C. Aldir, CPA, MSTAssociate Director Berkowitz Pollack Brant Advisors and Accountants, LLP MiamiandHector E. Aguililla, CPAAssociate Director Berkowitz Pollack Brant Advisors and Accountants, LLP MiamiExamine the factors that a professional should consider when performing due diligence on anacquisition target and how to tailor procedures to identify undisclosed liabilities of a seller.Breakout 25*Wealth Management for Entertainers and Athletes (1 TB)Gregory SteinmetzSports and Entertainment Director/Senior Portfolio Management Director Morgan Stanley WealthManagement PlantationEntertainers and athletes face unique problems and challenges in the areas of financial educationand wealth optimization. Why are they different? How and why do they go broke? Gain anunderstanding into the relationship dynamics of client, family and other advisors. Explore thepersonality traits of an athlete and what benefit plans the NFL offers.Breakout 26Diversity and InclusionBreakout 27An Overview of Important Inbound and Outbound U.S. Tax Issues (1 TB)TBDShawn P. Wolf, Esq.Attorney/Shareholder Packman, Neuwahl & Rosenberg MiamiThis presentation will highlight several important international tax issues applicable to U.S.investment by foreigners and U.S. investment abroad.5 – 6:30 p.m.Cocktail and Tradeshow Networking ReceptionThis is your chance to mingle with peers and exhibitors in a relaxed setting. Solidify the day’s learningby exchanging ideas with fellow attendees, make new connections and maybe even win a few prizes!SILENTAUCTIONBid early and often at this popular annual event where you can wingreat prizes like golf outings, gift baskets, hotel stays and jewelry.Also purchase raffle tickets for chance to win 500.For details contact Jason Zaborske at zaborskej@ficpa.org.#ficpaABS11

Thursday6 – 8:10 a.m.7 – 7:50 a.m.Breakout 28A&AFinancial rnationalRegistration and Continental BreakfastEarly Bird: Ransomware – Could Your Firm’s Confidential InformationBe Held Hostage? (1 TB)Terry Smith, CIPT, ABCP, RRE, LEAN, ALCMRisk Control Consulting Director CNA/AON Risk Control Harboro, Pa.andRobert Albertini,Account Executive/Risk Services AON Harboro, Pa.You arrive at your office. You turn on your computer. It’s frozen. Then you receive an on-screennotice demanding payment in return for unlocking it. You’ve been hit by ransomware.Businesses, including CPA firms of all sizes, have had their files or network held for ransom, cripplingthe firm from doing business. During this session, we will discuss what ransomware is and how CPAfirms may be attacked. Participants will also learn various risk management practices to help mitigatethe risk of ransomware and how insurance coverage may respond.7:50 – 8:40 a.m.Keynote Address: Town Hall Open Forum (1 TB)Deborah L. Curry, CPA, CGMAPresident/CEO Florida Institute of CPAs TallahasseeJoin FICPA President/CEO Deborah Curry for this interactive exploration of“all things CPA.” Without a doubt, state, global and national trends are affectingyou and your CPA license. Are you prepared? Curry’s fast-track presentationcovers the trends and recent Florida legislation of significance; CGMA skillbuilding opportunities for business and industry accountants; the neweststrategic initiatives from the FICPA to help you in your career; and more.8:40 – 9 a.m.Annual Membership Meeting of the Florida Institute of CPAs9:10 – 10 a.m.Concurrent Breakouts 29-33 (Select One)Breakout 29(9:10 – 11:20 a.m.)Technology Workshop: Quickbooks Online Deep Dive (Intermediate/AdvancedLevel) (2 TB)Mario R. Nowogrodzki, CITPPrincipal Mendelson Consulting, Inc Pembroke PinesExplore all aspects of this vital tool to enhance your CPA practice. This is anintermediate/advanced-level hands-on workshop sponsored by MendelsonConsulting.Two-hour session. If selected, do not register for any other sessions during thistime. Space is limited. Please bring a laptop.*Application made for CFP credit.12www.ficpa.org

Leadership DevelopmentBreakout 30Public PracticeReal EstateTechnologyTaxSept. 29, 2016How is the New COSO Internal Control Integrated Framework Working for You?(1 AA)J. Stephen Nouss, CGMA, CPAChief Consulting Officer Berkowitz Pollack Brant Advisors and Accountants, LLP Ft. LauderdaleConsistent with your company’s “risk profile,” all companies should incorporate a “solid internalcontrol structure.” Today, we recognize best practices for a good governance structure as followingCOSO (Committee of Sponsoring Organizations) of the Treadway Commission Integrated Frameworkand implementing your internal controls around the 17 principles they define.Breakout 31Data Security Best Practices: How to Prevent Fraudulent or Criminal Cyber Activity(1 TB)Terry Smith, CIPT, ABCP, RRE, LEAN, ALCMRisk Control Consulting Director CNA/AON Risk Control Hatboro, Pa.andRobert Albertini,Account Executive/Risk Services AON Hatboro, Pa.Spoofing, phishing, hacking, worms, malware and spyware – these are just some words that havefound their way into the business vernacular as cybersecurity threats become increasingly andalarmingly commonplace. CPA firms transmit and store confidential client and business data andhave a responsibility to safeguard this information. A firm may be held liable for the fraudulent actsof cyber criminals, and explore the latest trends in cyber risk, provide examples of data securitycontrols to protect your network, suggest solutions for recovery from a cyber incident and touch onother risk management solutions.Breakout 32GASB Update (1 AA)Lisa R. Parker, CPAProject Manager Governmental Accounting Standards Board Norwalk, Conn.This session will give an overview of the GASB pronouncements that become effective in the comingfiscal years. The session also will explain some of the projects on GASB’s current technical agendaand research agenda.Breakout 33Federal Tax Update – Part 1 (1 TB)Vicki H. Meyer, CPAPresident/Owner Meyer Consulting, PLLC OrlandoWe will take a look at any new income tax developments, including legislation, regulation, cases,rulings and other legislative pronouncements.This session continues in Breakout 37.Morning Break10 – 10:30 a.m.#ficpaABSBreak and Vendor Networking13

Thursday10:30 – 11:20 a.m.Breakout 34A&AFinancial rnationalConcurrent Breakouts 34-37 (Select One)GASB’s Revisiting of the Financial Reporting Model Project (1 AA)Kurt MillerAudit Director BDO USA, LLP McLean, VAThis session will provide an overview of the GASB’s project to reexamine the current financialreporting under GASB Statement 34, Basic Financial Statements – and Management’s Discussion andAnalysis – for State and Local Government. The object of this project is to enhance the effectivenessof the model in providing information that is essential to decision-makers and to enhanceunderstandability of the financial reports which include, among other things, exploring alternativesfor format and consideration of the statement of cash flows on government-wide statements.Breakout 35Recent SEC and PCAOB Fraud and Enforcement Actions Against Accountants andAuditors (1 AA)Roy M. Hartman, Esq.Director/Sacher Sacher, Zelman, Hartman, P.A. MiamiThe SEC announced “Operation Broken Gate” in late September 2013 to identify auditors whofail to carry out their duties and responsibilities consistent with professional standards, puttinginvestors at risk due to the possibility of undetected fraud or other financial misstatements. SEC andPCAOB actions against auditors are on the rise. This presentation will discuss recent governmentenforcement actions against auditors and accountants.Breakout 36*How the Economy Impacts the Money Market Fund Report (1 TB)John F. Grady III, CTPManaging Director Public Trust Advisors OrlandoReceive an update on the macro economy with its impact on interest rates and fixed incomeinvestments. We will also explore upcoming changes to money market funds.Breakout 37Federal Tax Update – Part 2 (1 TB)Vicki H. Meyer, CPAPresident Owner/Meyer Consulting, PLLC OrlandoThis is a continuation of Breakout 33.We will take a look at any new income tax developments, including legislation, regulation, cases,rulings and other legislative pronouncements.Lunch11:20 a.m. – 1 p.m.Lunch and Vendor Networking1 – 1.50 p.m.Concurrent Breakouts 38-42 (Select One)Breakout 38(1 – 2:50 p.m.)Technology Workshop: LinkedIn – How to Build Your Bottom Line (2 TB)Charlyn SheltonDirector of Social Media Strategy Charlyn Shelton Social Media Visionaries St. PetersburgLinkedIn is now the world’s largest business-to-business database with over 414 million members.The secret is learning the most important things to have in your profile and how to build yourbranding and thought leadership. Who is your target market and what makesyou unique? This is a hands-on beginner workshop sponsored by MendelsonConsulting.Two-hour session. If selected, do not register for any other sessions during thistime. Space is limited. Please bring a laptop.*Application made for CFP credit.14www.ficpa.org

Leadership DevelopmentBreakout 39Public PracticeReal EstateTechnologyTaxSept. 29, 2016Fraud 101: What You Need to Know – Part 1 (1 AA)Lawrence J. Hoffman, MAcc, CPA, CFF, CGMA, CVA, MAFF, CFE, CRT, PIDirector/Principal Bond Beebe Forensics and Audit Principle Bethesda, Md.Learn fraud fundamentals: Why people commit fraud, how they do it and how you can stop them.We’ll include a review of actual fraud cases – emphasizing “what went wrong” and “lessons learned”– to provide practical takeaways.This session continues in Breakout 43.Breakout 40Structuring Outbound Business Activities for Closely Held Entities (1 TB)Carlos A. SomozaPrincipal Kaufman, Rossin & Co, PA MiamiNo one likes to pay income taxes, but being subject to double taxation can ruin a U.S. business. Thepresentation will provide a summary of tax-efficient structures for closely held businesses that areoperating outside the United States. This will include a summary of how the United States taxesoutbound activities, utilization of foreign income tax credits and structuring alternatives.Breakout 41Unique Accounting and Financial Reporting Issues in Governments (1 AA)Yvonne M. Clayborne, CPAAudit & Assurance Partner Carr, Riggs & Ingram, LLC MelbourneThe accounting and reporting requirements for governments have noticeable differences from thoseused by commercial enterprises. This session will cover some of the unique reporting challengesfaced by this industry group – the good, the bad and the ugly. Yes, I’m talking to you, GASB 68.Breakout 422 – 2:50 p.m.Breakout 43Session – TBDConcurrent Breakouts 43-46 (Select One)Fraud 101: What You Need to Know – Part 2 (1 AA)Lawrence J. Hoffman, MAcc, CPA, CFF, CGMA, CVA, MAFF, CFE, CRT, PIDirector/Principal Bond Beebe Forensics and Audit Principle Bethesda, Md.This is a continuation of Breakout 39.Learn fraud fundamentals: Why people commit fraud, how they do it and how you can stop them.We’ll include a review of actual fraud cases – emphasizing “what went wrong” and “lessons learned”– to provide practical takeaways.Breakout 44IRS Representation – Dos and Don’ts (1 TB)William H. Simon Jr.President W. H. Simon & Co, PA ClearwaterExplore the IRS representation process, including client discussions, engagement, fact finding, recordproduction and understanding how to deal with IRS employees in all divisions.Breakout 45*Succession Planning: It’s Never Too Early to Start (1 TB)Stanley D. Sterna, Esq.Director of Claims CNA Insurance Companies Chicago, Ill.Whether you are winding down your practice or selling it to another firm or practitioner, learnhow to develop a comprehensive strategic plan to minimize risk and ensure a smooth ownershiptransition.*Application made for CFP credit.#ficpaABS15

ThursdayBreakout 46A&AFinancial rnationalCIRA Update for Condominium and Homeowners’ Associations (1 AA)Cecil “Pat” Patterson Jr., CPA, MBAPatterson CPA Group, Inc. Ponte Vedra BeachCommon Interest Realty Associations (CIRAs) are subject to the same ethics, GAAP, GAAS and SSARSrequirements as any other entity. This session examines the latest changes to these professionalstandards, including the major changes, if any, to the Florida Statutes (FS) and Florida AdministrativeCode (FAC) that will impact CIRAs in Florida.Afternoon Break2:50 – 3:20 p.m.Refreshment Break3:20 – 4:10 p.m.Concurrent Breakouts 47-51 (Select One)Breakout 47(3:20 – 5:10 p.m.)Technology Workshop: Cloud and Virtualizing: Keys for Your Business to StayRelevant in the 21st Century (2 TB)Omer PaloChief Executive Officer MaviSky Technology Services Miami LakesThis hands-on, beginner-level workshop will provide a practical understandingof the modern cloud, virtualization and how these modern solutions can impactthe bottom line of any business. Businesses that understand and leveragetomorrow’s technology will be one step ahead the competition while reducingthe operating cost and increasing efficiency for a great return on the investment.Two-hour session. If selected, do not register for any other sessions during thistime. Space is limited. Please bring a laptop.Breakout 48Fiduciary Accounting – Part 1 (1 AA)F. Gordon Spoor, CGMASenior Shareholder Spoor Bunc

From QuickBooks to social media, this is your chance to receive one-on-one instruction from the experts. Space is limited! Breakout 1 Quickbooks Online Deep Dive (Beginner Level) Breakout 10 Adobe Acrobat Security, Forms and Best Features for CPAs Breakout 19 Navigating the Social Security and Medicare.gov Websites