Wednesday, June 23, 2010

Ethics Course (A-1) (4 Ethics)
8:10 a.m.-11:45 a.m.

Ethics: Protecting the Integrity of Florida CPAs (4980)
4 Ethics
Cecil "Pat" Patterson, Jr., CPA, MBA
President / Patterson & Associates, PA

Keynote Address (B-1) (1 TB)
12:45 – 1:35 p.m.

State of the Profession
Barry C. Melancon, CPA
President and CEO / AICPA

Accounting & Auditing Track (C-1) (4 AA)
1:45-5:15 p.m.

Internal Controls for Small Businesses
2 AA

FASB Update
2 AA

Tax Track (C-2) (4 TB)
1:45-5:15 p.m.

State Tax Update
1 TB
Mark R. Arrigo, CPA, MBA
Partner – State and Local Tax / KPMG LLP

The Coming Storm – Tax Practice Regulation – Are You Ready?
1 TB
Vicki H. Meyer, CPA
Of Counsel / Thomas Howell Ferguson, PA

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

Tips and Tricks of the Pass Through Entities
1 TB
Kenneth J. Strauss, CPA/PFS, CFP®
Director / Berkowitz Dick Pollack & Brant LLP

Fraud & Forensic Accounting Track (C-3) (4 AA)
1:45-5:15 p.m.

Lessons for Madoff
2 AA
Lynn H. Clements, DBA, CPA, CMA, CFM, CFE, Cr.FA
Professor / Florida Southern College- Department of Economics

Forensic – Case Studies
2 AA
Odalys Z. Lara, CPA, CVA, CFFA, CFD
Principal / Perzel & Lara Forensic CPAs, PA

Technology Track (C-4) (4 TB)
1:45–5:15 p.m.

How to Leverage Data in Auditing
1 TB
Jerry Meyers, CIA, CISA
Director / Business Risk Services

From CES to You...Toys & Gadgets Every Accounting Technologist Should Have!
1 TB
Gregory L. LaFollette, CPA, CITP
www.TheTechGap.com

Security and Encryption
1 TB
Paul Hoffman, CPA
South Tech Solutions

Selecting Accounting Systems for Your Clients/Accounting Software Implementation/Migration/Conversions
1 TB
Mario R. Nowogrodzki, CPA, CITP
Founder & Principal / Mendelson Consulting, Inc.

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

Economic Update
1 TB
Chris Kuehl
Managing Director / Armada

Accounting & Auditing Track (E-1) (3 AA)
9:30 a.m.–12:30 p.m.

Planning and Managing an Audit
1 AA
Richard G. Edsall, CPA
Audit Manager / Goldsten, Zugman, Weinstien & Poole, LLC

SAS Update
2 AA
Harold L. Monk, CPA, CFE
Managing Partner / Davis, Monk & Company CPAs

Tax Track (E-2) (3 TB)
10:10 a.m.–12:40 p.m.

Sales & Use Tax Audit
1 TB
Glenn A. Bedonie, CPA
President / Glenn A. Bedonie CPA

Advising International Investors
1 TB
Kate Fishers, CPA
Principal / LarsonAllen CPAs, Consultants & Advisors

Employment Tax Update
1 TB
R. Lawrence Heinkel, Esq.
Tax Attorney / R. Lawrence Heinkel, P.A.

CPA Elder Planning & Support Services Track (E-3) (3 TB)
10:10 a.m.–12:40 p.m.

Elder Care Issues
1 TB

Medicare Audits
2 TB

Yellow Book Track (E-4) (3 AA)
10:10 a.m.–12:40 p.m.

GASB Update
2 AA
Jeffrey E. Barbacci, CPA
Partner / Thomas Howell Ferguson, PA
and
Al Altun, CPA
Audit Manager / Thomas Howell Ferguson, PA

Governmental Internal Controls and the Lack Thereof
1 AA
Mark R. Kolman, CPA, CFE, CISA, CIA
Audit Manager / Hillsborough County

Accounting & Auditing Track (F-1) (3 AA)
1:45–4:55 p.m.

Going Concern
2 AA
Diane J. Reich, CPA, MBA
President / Reich CPA LLC

IFRS
1 AA
Kim A. Lamplough, CPA
Partner / MarcumRachlin, a division of Marcum LLP

Tax Track (F-2) (3 TB)
1:45-4:45 p.m.

Choice of Entities
1 TB
Jeffrey H. Greene, CPA/PFS
Jeffrey H. Greene, CPA, PA

IRS Representation
2 TB
Raul O. Serrano, CPA
President & CEO / Raul O. Serrano Jr., CPA, PA

Technology Track (F-3) (3 TB)
1:45-4:45 p.m.

Maximizing Social Networking
1 TB
Michael S. Kridel, CPA
Partner / Daszkal Bolton LLP

Internal Review for Cloud Computing
2 TB
Gregory L. LaFollette, CPA, CITP
www.TheTechGap.com

Personal Financial Planning Track (F-4) (3 TB)
1:45-4:45 p.m.

Best Practices for the CPA Financial Advisor
2 TB
Marshall D. Gunn, CPA/PFS, CFP®
President & CEO / Gunn & Company, CPA, PA

Removing the Duct Tape from your Investment Portfolio and Preparing it for the Next Decade
1 TB
Chas P. Smith, CPA/PFS
President / CPS Group CPAs, PA

Accounting & Auditing/Compilation & Review Track (G-1) (3 AA)
8:00-11:10 a.m.

Overview of Compilation and Review
2 AA
Cecil "Pat" Patterson, Jr., CPA, MBA
President / Patterson & Associates, PA
And
Eugene Ristaino, CPA, MT
Partner / Isdaner & Company, PA

Compilation and Review Panel
1 AA
Cecil "Pat" Patterson, Jr., CPA, MBA
President / Patterson & Associates, PA
And
Eugene Ristaino, CPA, MT
Partner / Isdaner & Company, PA

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

Powers of Appointment & Florida Property Rights
1 TB
George Elias, Jr., Esquire
Attorney & Counselor at Law / George Elias, Jr., Esquire, P.A.

Accounting for Debt Forgiveness
2 TB
Diane J. Reich, CPA, MBA
President / Reich CPA LLC
and
Barry M. Weins, CPA, JD
Tax Partner / Cherry, Bekaert & Holland

Industry Track (G-3) (3 TB)
8:15-11:25 a.m.

Health Care Update
1 TB
Richard Sacher, CPA
Senior Manager / Grant Thornton LLP

Hindsight’s 20/20 – Lessons from the Real Estate & Construction Boom
1 TB
Daniel A. Levine, CPA
President / High Road Management, LLC

Increasing the Lifetime Value of a Customer
1 TB
Alan D. Campbell, PhD, CPA
Associate Professor of Accounting / Troy University – Sorrell College of Business

Litigation and Valuation Track (G-4) (3 TB)
8:15-11:25 a.m.

Expert Testimony and Daubert Challenges
1 TB
Steven Berwick
Principal / Kaufman, Rossin & Company

Business Valuation During Crazy Economic Times
2 TB
Linda B. Trugman, CPA/ABV, MCBA, ASA
Vice President / Trugman Valuation Associates, Inc.

Accounting & Auditing Track (H-1) (4 AA)
12:45-4:20 p.m.

Audit Documentation (SAS 103 and 109)
1 AA
J. Edward Grossman, CPA, CMA, CFE
Partner / Crowe Chizek and Company LLC

Fair Value Accounting Update from the Auditor’s Perspective
1 AA
Nicole Mannarino, CPA
Assurance Partner / MarcumRachlin, a division of Marcum LLP

CIRA Update
2 AA
Cecil "Pat" Patterson, Jr., CPA, MBA
President / Patterson & Associates, PA

Tax Track (H-2) (1 AA / 3 TB)
12:50-4:25 p.m.

Estates & Trusts Update
1 AA / 1 TB
F. Gordon Spoor, CPA/PFS
Partner / Spoor & Associates, P.A.

Federal Tax Update
2 TB
Stephen Looney, Esq.
Shareholder / Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, PA

Yellow Book Track (H-3) (4 AA)
12:50-4:25 p.m.

Yellow Book Revisions
1 AA
Daniel J. O’Keefe, CPA
Shareholder / Moore Stephens Lovelace, PA

ARRA Issues
1 AA
Daniel J. O’Keefe, CPA
Shareholder / Moore Stephens Lovelace, PA

Fraud Case
1 AA

Business Advisory Track (H-4) (4 TB)
12:50-4:25 p.m.

Protecting Client Information from Identity Theft
1 TB
Silka Gonzalez, CPA, CISSP, CISM, CISA, CITP, QSA
President & Founder / Enterprise Risk Management, Inc.

Topic TBD
1 TB 

Human Resources
1 TB
Todd S. Aidman, Esq., MBA
Partner / Ford & Harrison, LLP

Bankruptcy Today: What Every CPA Should Know
1 TB
William L. Maloney, CPA
Partner Restructuring / Tatum, LLC