Ethics: Protecting the Integrity of Florida CPAs 4 Ethics
Cecil "Pat" Patterson, Jr, CPA
President
Patterson & Associates, PA

Implementing the Risk Assessment Standards 2 AA
Gene Ristaino, CPA, MT
Partner / Director – A&A Department
Isdaner & Company, LLC

Electronic Data Discovery: Know Where You Are Going With Where Your Client's Data Has Been 1 AA
Michael W. Harnish, CPA, CITP, CISA, CDP, CLP
Chief Operating Officer
Fios, Inc.

Attorney Responses to Audit Inquiries 1 AA
Robert C. Brighton, Jr., Esquire
Partner
Ruden McCloskey

Client Representation with the IRS 1 TB
Raul O. Serrano, CPA
Raul O. Serrano, Jr. PA

IRS Hot Topics 1 TB
William H. Simon, CPA
President
W.H. Simon & Company, PA

Circular 230 & Section 6694: An Update and Practical Considerations 1 TB
Edward S. Karl, CPA
Director, AICPA Tax Division
AICPA

Tax Issues in Representing the Failing Business Enterprise 1 TB
Lawrence Heinkel, Esq., JD, LLM, EA
Attorney
R. Lawrence Heinkel, LLC

Malpractice Risks: Navigating the New Frontier 1 AA / 3 TB
Steve Platau, CPA
Professor of Accounting
University of Tampa

Personal Financial Planning (B-4) (4 TB)
1:30 – 5:05pm

IRA Planning 1 TB
Kristin Lynch, Esq.
Ruden McClosky

Tax Efficient Investing: Learn the Secrets of Warren Buffett and Passive Investing 1 TB
Chas P. Smith, CPA/PFS
President
CPS Investment Advisors

Life Insurance: What CPAs Need to Know 1 TB
Matthew A. Treskovich, MBA, CLU, FLMI
Chief Financial Officer
Creekmore Insurance Group, Inc.

Retirement Planning Strategies to Accentuate Wealth 1 TB
David W. Ralston, JD
Shareholder
Underwood, Perkins, & Ralston, PC

Keynote Address (C-1) (1 TB)
8:20 - 9:20am

Got a Review of My Compilation? 1 AA
Kerensa Butler, CPA
Audit Director
McGladrey & Pullen, LLP

SAS Update on Auditing Standards 1AA
Harold Monk, Jr., CPA, CFE
Managing Partner
Davis Monk & Company

Fair Value Accounting 1 AA
Edward Trott
Financial Accounting Standards Board

Tax (D-2) (3 TB)
10:10am – 12:40pm

State Tax Update 1 TB
Glenn Bedonie, CPA
Director
Ryan, Inc.

Rex D. Ware, JD
Shareholder
Fowler White Boggs Banker

International Taxation – Investing Abroad – Avoid Being Out-of-Bounds When Giving Outbound Tax Advice 1 TB
Jose L. Nuñez
Partner
Packman, Neuwahl, Rosenberg, PA

Federal Tax Update 1 TB
Thomas P. Ochsenschlager, CPA
Vice President - Taxation
AICPA

Business Development (D-3) (3 B)
10:10am – 12:40pm

Media Outreach as a Marketing Tool 1 B
T. David Colgren
President
Colcomgroup, Inc.

Brad Monterio
Senior Vice President
Colcomgroup, Inc.

Top 10 Mistakes Business Owners
Make and How to Fix Them 1 B
Thomas E. Houck, CPA, CFP^®
Heritage Business Solutions

Leadership & Effective Communication Techniques 1 B
Victor V. Coppola, CPA
CEO
PI Associates

Yellow Book (D-4) (3 AA)
10:10am – 12:40pm

Single Audit Act Compliance & Quality Issues 1 AA
Daniel J. O’Keefe, CPA, MBA
Shareholder
Moore Stephens Lovelace, PA

Yellow Book Revisions & Challenges Ahead 1 AA
J. Deede Weithorn, CPA
Commissioner of Miami Beach
Partner
Arty, Cohn, Feuer CPAs

Emerging Issues 1 AA

Accounting & Auditing (E-1) (3 AA)
1:45 – 4:55pm

Fiduciary Accounting 2 AA
F. Gordon Spoor, CPA/PFS
Managing Shareholder
Spoor & Associates

FIN 48 1 AA
Diane J. Reich, CPA, MBA
Shareholder
Aidman, Piser & Co, PA

Technology (E-2) (3 TB)
1:45 - 4:45pm

Electronic Archiving and Data Retention 1 TB
Mark W. Ryburn, CPA, CITP
Partner
Stemarko, Inc

Mobile and Remote Computing 1 TB

Privacy Management 1 TB
Terry Hedden
CEO
Infinity Business Systems

Valuation & Forensic Accounting (E-3) (3 AA)
1:15 - 4:25pm

Are You Compliant? AICPA Valuation Standards 1 AA
Thomas E. Hilton, MS, CPA/ABV, ASA, CVA
Partner & Co-Director - Forensic and Valuation Services Group
Anders, Minkler, & Diehl, LLP

The Accountants Role in Valuation Engagements 1 AA
Robin Taylor, CPA/ABV, CFE, CVA, CBA
Dixon Hughes, PLLC

Think Like a Thief 1AA
William B. Stewart, Jr., CPA/ABV, CFE, CVA
Principal
William B. Stewart, Jr., CPA

Alison D. Gilmartin, Esq.
Attorney
Fullenweider Wilhite, PC

Business Advisory Track (E-4) (3 TB)
1:15 - 4:25pm

Understanding the Crux of Energy Tax Credits 1 TB
Julio P. Gonzalez
CEO/Executive Director
Engineered Tax Services, Inc.

How to Increase the Value of a Small Business 1 TB
Raymond Monteleone, CPA
Founding Partner
Paladin Global Partners

Employment Law Update 1 TB
William T. Krizner
President
The Krizner Group

Accounting & Auditing (F-1) (3 AA)
8:00 - 11:10am

Forensic Investigations of Financial Statement Fraud: A Case Study 2 AA
Andrew C. Bernstein, CPA/CVA
Director of Forensic and Business Valuation Services
Berkowitz Dick Pollack & Brant CPAs & Consultants, LLP

Small Business Internal Controls 1 AA
Marc A. Berenfeld, CPA
Partner
Berenfeld, Spritzer, Shechter & Sheer, CPAs

Tax (F-2) (3 TB)
8:00 - 11:20am

The New Millennium of Estate Preservation    1 TB
Richard K. Newman, CPA, AEP
President
Newman+Cohen Financial Management, Inc.

Pension Protection 1 TB
Kenneth J. Strauss, CPA/PFS, CFP
Partner
Berkowitz Dick Pollack & Brant CPAs & Consultants, LLP

Tax & Divorce 1 TB
Charles "Clay" Price, CPA
Director of Litigation Services
Harris, Cotherman, Jones, Price & Associates

Forensic Accounting (F-3) (1 AA/2 TB)
8:15 - 11:25am

Whistle Blowing 1 TB
Lynn H. Clements, PhD, DBA, CPA, CMA, CFM, CFE, CrFA
Associate Professor
Florida Southern College

Investigative Trends & Techniques 1 TB
Lynn H. Clements, PhD, DBA, CPA, CMA, CFM, CFE, CrFA
Associate Professor
Florida Southern College

Following the Money 1 AA
Carl J. Pacini, PhD, JD, CPA, CFSA
Professor
Florida Gulf Coast University

Construction & Real Estate (F-4) (3 AA)
8:15 - 11:25am

CIRA Update 1 AA
Cecil "Pat" Patterson, Jr., CPA
President
Patterson & Associates, PA

Heads Up on the IRS Construction Audit Guide 1 AA

Sales-Leaseback of Real Estate Transactions 1 AA
Maria K. Davis
Deloitte & Touche LLP

Accounting & Auditing (G-1) (4 AA) 
12:45 - 4:20pm

International Convergence in Financial Reporting 1 AA
Sue Childs
Executive Vice President, Marketing & Business Development
EDGAR Online, Inc.

FASB Update 1 AA
Jeffrey D. Mechanick
Financial Accounting Standards Board

SEC - Interactive Data 1 AA
Neal J. Hannon
Senior Partner
AAA Interactive Data Associates

IFRS and XBRL: Changing Worldwide Financial Reporting 1AA
Kurt Ramin, MBA, CPA, CEBS
Advisor
International Accounting Standard Committee Foundation

Panel - International Convergence in Financial Reporting 1 AA
Kurt Ramin, MBA, CPA, CEBS
Advisor
International Accounting Standard Committee Foundation

Mike Willis, CPA
Partner
PricewaterhouseCooper

Tax (G-2) (4 TB)
12:50 - 4:25pm

Tax Research 1 TB
Sharon S. Lassar, PhD, CPA
Director – School of Accounting
Florida International University

The Evolving Standards for Tax Practice: A Status Report 1 TB
Jean Trompeter, JD, LLM
Technical Manager
AICPA Tax Division

Preparation of the Redesigned Form 990 1 TB

Stephen M. Clarke
Tax Law Specialist
Internal Revenue Service - TE/GE

Minimizing the AMT 1 TB
Theodore J. Sarenski, CPA/PFS, CFP^®
President
Dermody Burke & Brown Financial Services, LLC

Not for Profit (G-3) (2 AA/2 TB)
12:50 - 4:25pm

Understanding the Revised 990 and Its Impact on Not For Profit Organizations 1 TB
Deborah L. Leonard, CPA/PFS
Tax Partner
Thomas Howell & Ferguson, PA

Board Responsibility & Internal Controls 1 AA
Cecil "Pat" Patterson, Jr., CPA
President
Patterson & Associates, PA

Not For Profit Update 1 AA
Donald J. Butler, CPA
Partner
Rachlin LLP

New Charitable Requirements 1 TB
Charles W. Whetstone
Partner
Harper, Van Scoik & Co, LLP

Yellow Book (G-4) (4 AA)
12:50 - 4:25pm

Fraud Case Studies in Government/Educational Institutions 2 AA
Lynda M. Dennis, CPA, PhD, CGFO
Visiting Instructor - Kenneth Dixon School of Accounting
University of Central Florida

GASB Update 1 AA
Lynda M. Dennis, CPA, PhD, CGFO
Visiting Instructor - Kenneth Dixon School of Accounting
University of Central Florida

Grant Compliance Testing 1 AA