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2 CPAs in Industry Conference
Step Up toSuccess at the CPAs
Take your career to new levels of accomplishment with theFICPA CPAs in Industry Conference. Choose Tampa or Ft.Lauderdale for two days of enriching instruction, practicalapplications and enlightening ideas to elevate your enthusiasmand provide solutions to advance your business.
Developed in part by the Florida Industry Section, thisconference addresses today’s issues, including health carereform, fraud prevention, employee strategies, cost accountingand technology. High-level experts from across the state andcountry will help you assess the variety of issues that CPAs inindustry face. You’ll walk away with the platform you need tostep up to success.
CPE CreditThis conference qualifies for 8 Accounting & Auditing(AA), 9 Technical Business (TB) hours of CPE credit,subject to approval by the Florida Department ofBusiness and Professional Regulation.
www.ficpa.org/cpe 3
Developed in part by the Florida Industry Section:
Follow the FICPA on
@ficpa and use #IC12 totweet about this conference.
4 CPAs in Industry Conference
Thursday May 17
7:15-8 a.m. Registration and Continental Breakfast
8-8:10 a.m. Introduction and Opening Remarks
8:10-9 a.m. Economic Update
9-9:50 a.m. Strategic Management
10:05-11:45 a.m. A&A: What’s Changed?
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. Federal/State Government funding Assistance – Available Now!
1:30-2:20 p.m. Personal Financial Planning
2:35-4:15 p.m. Presentation of Financial Statements to Different Audiences
4:15-5:05 p.m. Federal Tax Update
Friday May 187:30-8:10 a.m. Continental Breakfast
8:10-9:50 a.m. Panel: What Does International Business Mean to You?
10:05-10:55 a.m. How to Prepare for an Audit and Lower your Audit Fees
10:55-11:45 a.m. Valuing Intangibles for Acquisitions, Fresh Start, or Impairment
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. The Sales Tax Wars
1:30-2:20 p.m. IT Security: Protect Yourself
2:35-4:15 p.m. Management Accounting for Growth
in Tampa
Conferenceat-a-glance
www.ficpa.org/cpe 5
Thursday May 177:15-8 a.m. Continental Breakfast
8-8:10 a.m. Introduction and Opening Remarks
8:10-9:50 a.m. Panel: What Does International Business Mean to You?
10:05-10:55 a.m. How to Prepare for an Audit and Lower your Audit Fees
10:55-11:45 a.m. Valuing Intangibles for Acquisitions, Fresh Start, or Impairment
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. The Sales Tax Wars
1:30-2:20 p.m. IT Security: Protect Yourself
2:35-4:15 p.m. Management Accounting for Growth
4:15-5:05 p.m. Federal Tax Update
Friday May 18
7:30-8:10 a.m. Continental Breakfast
8:10-9 a.m. Economic Update
9-9:50 a.m. Strategic Management
10:05-11:45 a.m. A&A: What’s changed?
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. Federal/State Government funding Assistance – Available Now!
1:30-2:20 p.m. Personal Financial Planning
2:35-4:15 p.m. Presentation of Financial Statements to Different Audiences
in Ft. Lauderdale
6 CPAs in Industry Conference
Thursday, May 177:15-8 a.m. Registration and Continental Breakfast
8-8:10 a.m. Introduction and Opening Remarks
8:10-9 a.m. Economic Update (1 TB)Doug SandlerChief Equity Officer / Riverfront Investment Group, LLC Richmond, VAThis session will discuss investing in a zero interest rate environmentand the prospects for U.S., international and emerging markets.
9-9:50 a.m. Strategic Management (1 TB)Raymond Monteleone, CPAPresident / Paladin Global PartnersFt. LauderdaleThe Process of Strategic Management: It is useful for long-termplanning and day-to-day problem solving. All of the pieces fit alarger pie. This session teaches you how to apply it.
10:05-11:45 a.m. A&A: What’s Changed? (2 AA)J. Edward Grossman, CPA, CMA, CFEPartner-Assurance Professional Practice / Crowe Horwath LLPLakelandU.S. accounting standards are changing as the FASB addresses along agenda of recognition and presentation issues. Thispresentation provides an overview of major projects and recentproposals that will affect financial statement preparers and users.
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. Federal/State Gov. Funding Assistance: Available Now! (1 TB)Lunelle Siegel, EDFPLending Manager / Corporate FundingTampaLearn about possible financing options for your company includingFederal/State and Local Government programs.
in Tampa
www.ficpa.org/cpe 7
1:30-2:20 p.m. Personal Financial Planning (1 TB)Michael RomagnoloSenior Vice President / UBS Financial ServicesPalm Beach GardensandRob TorringtonSenior Vice President / UBS Financial ServicesPalm Beach GardensAmidst global economic uncertainty, political dysfunction, fear andinformation overload; people need reliable answers to the mostdifficult questions about their goals and security. Instead, manypeople are experiencing a crisis of leadership and an uncertainway forward.
2:35-4:15 p.m. Presentation of Your Financial Statements to DifferentAudiences (2 AA)Sean DannellyFounding Partner / Paladin Global PartnersFt. LauderdaleThis session discusses both for-profit and not-for-profit financialstatement presentations to different audiences such as executivemanagement committees, boards of directors, and third partyrecipients (i.e., banking and bonding companies).
4:15-5:05 p.m. Federal Tax Update (1 TB)Vicki H. MeyerDirector / Thomas Howell Ferguson, PATallahasseeThis presentation will highlight recentincome tax developments, includinglegislation, regulations, cases,rulings and other administrativepronouncements.
8 CPAs in Industry Conference
Friday, May 187:30-8:10 a.m. Continental Breakfast
8:10-9:50 a.m. Panel: What Does International Business Mean to You?(2 TB)Moderator: William B. ShermanPartner / Holland & KnightTampaandLorrie BelovichRegional Manager / Trade Development Enterprise FloridaTampaandRachel KreisslCommercial Officer / Tampa Bay Export Assistance CenterTampaandJim PyburnDirector of Trade Development & Latin America / Tampa Port AuthorityTampaandCharlotte StarfireGlobal Trades Solutions Executive / SunTrust BankTampaThe panelists will discuss what international business opportunities arein your area and how they can help facilitate companies takingadvantage of these to expand your business. Each of the panelistsalso will speak to how their organizations support companies in eachof the geographic areas regarding international business.
10:05-10:55 a.m. How to Prepare for an Audit and Lower Your Audit Fees(1 AA)Danny JacksonPartner / Barley McNamara Wild Martin JacksonTampaandMatt McNamaraPartner / Barley McNamara Wild Martin JacksonTampaThis presentation discusses, based on experience as auditors, what aclient can do to be prepared for the audit, which will reduce time andfees. Also discussed will be negotiation tools to reduce the overall costof the audit.
www.ficpa.org/cpe 9
in Tampa
10:55-11:45 a.m. Valuing Intangibles for Acquisitions, Fresh Start, or Impairment (1 AA) Brett CooperConsultant / PCE CompaniesTampaThis session provides an update on FASB activity relating tointangible asset valuation in a business combination, goodwillimpairment determination or fresh start accounting situation; andguidance on issues to be aware of in terms of inputs, concepts andmethods used by independent valuation firms when determining thefair value of intangibles in light of recent SEC comments.
11:45a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. Sales Tax Double Feature: Multi-State NexusDevelopments from the 1950s Through the DigitalAge & What to Do Before/During a Florida Audit (1 TB)Gary Peric, CPA,JD Partner / Crowe Horwath LLP TampaandEric A. deMoyaSenior Manager / Crowe Horwath LLPWestonThis session discusses the multi-state evolution of the sales/use tax nexusstandard and remote seller compliance obligations, as well providesparticipants with Florida sales/use tax audit tips and traps to avoid.
1:30-2:20 p.m. Computer Security: Protecting Yourself and YourClients (1TB) Serge JorgensenChief Technology Officer / Sylint GroupSarasotaThis course helps you identify essential, yet simple, techniques toincrease the security of your company and protect your clients. Thispresentation covers current and emerging threats to your informationsecurity and offers an in-depth analysis of the typical cyber-intrusion.
2:35-4:15 p.m. Management Accounting for Growth (2AA)Ford KyesFounding Partner and Master Coach / Action Coach PinellasPalm HarborWhat financial results do business leaders need to understand andtrack to drive profitability? As one of the top business coaches inAmerica, Ford will share his insights on the “Key PredictiveIndicators” (KPIs) of success in any economy.
10 CPAs in Industry Conference
Thursday, May 177:15-8 a.m. Registration and Continental Breakfast
8-8:10 a.m. Introduction and Opening Remarks
8:10-9:50 a.m. Panel: What Does International Business Mean to You? (2TB)Moderator: William B. ShermanPartner / Holland & KnightFt. LauderdaleandMario DeCastroDirector of International Services / McGladrey & Pullen, LLPFt. LauderdaleandJoe GarciaV.P. Global Trade Solutions / SunTrust BankFt. LauderdaleThe panelists will discuss what international business opportunitiesare in your area and how they can help facilitate companies takingadvantage of these to expand your business. Each of the panelistsalso will speak to how their organizations support companies ineach of the geographic areas regarding international business.
10:05-10:55 a.m. How to Prepare for an Audit and Lower Your Audit Fees (1AA)Danny JacksonPartner / Barley McNamara Wild Martin JacksonTampaandMatt McNamaraPartner / Barley McNamara Wild Martin JacksonTampaThis presentation discusses, based on experience as auditors, whata client can do to be prepared for the audit, which will reduce timeand fees. Also discussed will be negotiation tools to reduce theoverall cost of the audit.
10:55-11:55 a.m. Valuing Intangibles for Acquisitions, Fresh Start, or Impairment (1 AA)Brett CooperConsultant / PCE CompaniesThis session provides an update on FASB activity relating tointangible asset valuation in a business combination, goodwillimpairment determination or fresh start accounting situation; andguidance on issues to be aware of in terms of inputs, concepts andmethods used by independent valuation firms when determining thefair value of intangibles in light of recent SEC comments.
in Ft. Lauderdale
www.ficpa.org/cpe 11
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. Sales Tax Double Feature: Multi-State NexusDevelopments from the 1950s Through the DigitalAge & What to Do Before/During a Florida Audit(1TB)Glenn M. FeldmanConsultant / Crowe Horwath LLPFt. LauderdaleThis session discusses the multi-state evolution of the sales/use taxnexus standard and remote seller compliance obligations as wellprovide participants with Florida sales/use tax audit tips and trapsto avoid.
1:30-2:20 p.m. Computer Security: Protecting Yourself and Your Clients (1 TB)Serge JorgensenChief Technology Officer / Sylint GroupSarasotaThis course helps you identify essential, yet simple, techniques toincrease the security of your company and protect your clients. Thispresentation covers current and emerging threats to yourinformation security and offers an in-depth analysis of the typicalcyber-intrusion.
2:35-4:15 p.m. Management Accounting for Growth (2 AA)Ford KyesFounding Partner and Master Coach / Action Coach PinellasPalm HarborWhat financial results do business leaders need to understand andtrack to drive profitability? As one of the top business coaches inAmerica, Ford will share his insights on the “Key PredictiveIndicators” (KPIs) of success in any economy.
4:15-5:05 p.m. Federal Tax Update (1 TB)Manuel E. Pravia, CPADirector / Morrison, Brown, Argiz & Farra LLCMiamiThis presentation will highlight recent income tax developments,including legislation, regulations, cases, rulings and otheradministrative pronouncements.
12 CPAs in Industry Conference
Friday, May 187:30-8:10 a.m. Continental Breakfast
8:10-9 a.m. Economic Update (1TB)Doug SandlerChief Equity Officer / Riverfront Investment Group, LLCRichmond, VAThis session will discuss investing in a zero interest rate environmentand the prospects for U.S., international and emerging markets.
9-9:50 a.m. Strategic Management (1 TB)Ray MonteleonePresident / Paladin Global PartnersFt. LauderdaleThe Process of Strategic Management: It is useful for long-termplanning and day-to-day problem solving. All of the pieces fit alarger pie. This session teaches you how apply it.
10:05-11:45 a.m. A&A: What’s Changed (2 AA)Ed Grossman Partner-Assurance Professional Practice / Crowe Horwath LLPLakelandU.S. accounting standards are changing as the FASB addresses along agenda of recognition and presentation issues. Thispresentation provides an overview of major projects and recentproposals that will affect financial statement preparers and users.
11:45 a.m.-12:40 p.m. Lunch
12:40-1:30 p.m. Federal/State Gov. Funding Assistance – AvailableNow (1 TB)Lunelle Siegel, EDFPLending Manager / Corporate FundingTampaLearn about possible financing options for your company includingFederal/State and Local Government programs.
in Ft. Lauderdale
www.ficpa.org/cpe 13
1:30-2:20 p.m. Personal Financial Planning: How Much is Enough?Answers for the Hard Questions. (1 TB)Michael RomagnoloSenior Vice President / UBS Financial ServicesPalm Beach GardensandRob TorringtonSenior Vice President / UBS Financial ServicesPalm Beach GardensAmidst global economic uncertainty, political dysfunction, fear andinformation overload; people need reliable answers to the mostdifficult questions about their goals and security. Instead, manypeople are experiencing a crisis of leadership and an uncertainway forward.
2:35-4:15 p.m. Presentation of Your Financial Statements to Different Audiences (2 AA)Sean DannellyFounding Partner / Paladin Global PartnersFt. LauderdaleThis session discusses both for-profit andnot-for-profit financial statementpresentations to different audiencessuch as executive managementcommittees, boards of directors,and third party recipients (i.e.,banking and bondingcompanies).
14 CPAs in Industry Conference
TampaWyndham Tampa Westshore700 N. Westshore Blvd. Tampa, FL 33609(813) 289-8200
accommodationsFICPA Room Rate: $120Hotel Cutoff Deadline: Friday, May 4, 2012
(Reservations made after the cutoff date willbe subject to availability and current roomrate.)
Please call (813) 289-8200 to reserve yourroom and remember to mention the FICPAto receive the special group rate.
Ft. LauderdaleFt. Lauderdale Marriott North6650 N. Andrew Ave.Ft. Lauderdale, FL 33309(954) 771-0440
accommodationsFICPA Room Rate: $89Hotel Cutoff Deadline: Friday, May 4, 2012
(Reservations made after the cutoff date willbe subject to availability and current roomrate.)
Please call the hotel directly at (954) 771-0440 to reserve your room and rememberto mention the FICPA to receive the specialgroup rate.
CPAs in Industry ConferencePlanning CommitteeAnne Marie Hicks – ChairVincent S. Palazzolo II – Vice Chair
cpe policies you may need to knowCPE policies may be found on our website atwww.ficpa.org/cpe/policies, or on the registrationconfirmation correspondence sent uponcompletion of registration.
conference materialsConference reference materials aredistributed to registrants electronicallyin advance of the program. There willnot be printed material available onsite. This fully searchable PDFincludes speaker presentations andis intended for electronic use only.
group discountsavailableRegister 5 or more people from the same organization and receive special group discounts!Restrictions may apply. For more information, visitwww.ficpa.org/cpe/policies.
did you know…You can apply your nonmember fee from thisevent toward an FICPA membership. Visitwww.ficpa.org/cpe/policies for more detailsand an application.
4ways to register for FICPA CPE Programs
Internet registration can be placed at www.ficpa.org/cpe.Fax a completed registration form with credit card information to the FICPA at (850) 681-2433.Call the FICPA Member Service Center at (800) 342-3197 (within Florida), or (850) 224-2727 (outside Florida) to place a credit card order.Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL32314-5437.
Frederick H. Brown Jr.Nicole G. ChinC. Brett CooperPatrice E. FernandezWilliam L. MaloneyRobert M. MarconiJay D. MarkellRobert K. MaysRaymond Monteleone
Ryan A. MooreYolanda R. NaderJ Stephen NoussLorna J. PierceMichael L. RayFrank D. Teets Jr.Robert H. Wright Jr.Bryan A. Zink
Conferenceinfo
www.ficpa.org/cpe 15
Cardholder Name
Signature Exp. Date
1
2
Name FICPA Member No.
Firm
Address City/State/ZIP
Telephone ( ) Email
Pricing
Contact Information
Subtotal $
Total $
The FICPA is not responsible for checks or registrations delayed or lost in the mail.*Early Bird Price if you register more than 10 days in advance.**Nonmembers of the FICPA must add $125 per day of instruction; $65 per half-day ofinstruction. Apply this fee toward an FICPA membership! Visit www.ficpa.org/cpe for more details.
3� Check enclosed in the amount of $ .
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Someone from our office will contact you.� In accordance with ADA requirements, if you are disabled
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One-Day Conference Pricing
Regular Conference PricingPlease Choose one: � Tampa � Ft. Lauderdale
Please Choose one: � Thursday � FridayCPAs in Industry Conference Member Price Nonmember Price**Early Bird Price* $290 $415
Regular Price (as of 5/8/2012) $345 $470
CPAs in Industry Conference Member Price Nonmember Price**Early Bird Price* $415 $665
Regular Price (as of 5/8/2012) $470 $720
One-day Two-day Three to Four Employees 10% discount Save $29 � � Save $41 � �Five to Seven Employees 15% discount Save $43 � � Save $62 � �Eight or More Employees 20% discount Save $58 � � Save $83 � �
Firm discounts available according to the chart below. Discount only applies to phone, fax or mail registrations (no Internet)received during the advanced fee period. For your firm to get this discount, all employees attending this conference mustregister at the same time and send in one payment source for all registrants. For more information, please call the FICPAMember Service Center at (800) 342-3197 (within Florida) or (850) 224-2727.
If this discount applies to you please make a check below:
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Registration
P.O. Box 5437 • Tallahassee, Florida 32314
www.ficpa.org/cpe
(800) 342-3197
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(850) 224-2727
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