at-a-glance...Assurance Senior Manager | BDO USA, LLP Miami Business Tax(1 AA/1 TB) E2 11-11:50 a.m. Accounting for LLC-Adapting Partnership Accounting to LLC (1 AA) Mark Brechbill,

2 29th annual accounting show

your requirements your

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what this show is all about

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We’ve got our CPE scientists on the job. They’re fusing today’s

sought-after sessions with the practical topics that drive your

business and career. Don’t forget nationally-recognized

instructors, the Annual Accounting Show’s signature element.

You’re the catalyst. Earn up to 23 hours of CPE, including the much-

anticipated Keynote presentation from Bill Reeb, “15 Essential

Areas to Address in Your Succession Plan.” Get customized advice

on your plan with in-depth, small-group consulting sessions to

follow. Choose from multiple registration options to reach

equilibrium with your schedule and budget.

New! Practice Succession Consulting with Bill Reeb

Receive customized and directed advice on your succession plan in these three sessions. Each intimate

session will be limited to no more than 15 members. Details on page 7. Visit www.ficpa.org/annualshow

to register.

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Wednesday 9/177:30 a.m. Registration/Check-in

8:10-11:45 a.m. Ethics: Protecting the Integrity of Florida CPAs

12:45-1:35 p.m. General Sessions/Keynote

1:45-5:15 p.m. CPE Sessions

Thursday 9/187:30 a.m.-12 p.m. Registration/Check-in

7:30 a.m.-6 p.m. Vendor Showcase and Tradeshow Networking

8:15-10:15 a.m. General Session/Keynote Address

11 a.m.-12:40 p.m. CPE Sessions

12:40-1:40 p.m. Lunch and Tradeshow Networking


4:30-6 p.m. Cocktail reception and Tradeshow Networking

Friday 9/198-11:10 a.m. CPE Sessions

8:30 a.m.-1 p.m. Vendor Showcase and Tradeshow Networking

11:10 a.m.-12:45 p.m. Lunch and Tradeshow Networking


Agenda at-a-glance


Sept. 17WednesdayEthics Course (4 Ethics) A18:10-11:45 a.m. Ethics: Protecting the Integrity of Florida CPAs -

4980 (4 Ethics)Cecil Patterson, Jr., CPA, MBAPatterson CPA Group, Inc. | Ponte Vedra BeachNeed to satisfy your Florida Ethics requirement? Thiscourse centers on the most common errors andregulations that impact the practice of publicaccounting in Florida as well as real-life ethical issuesfaced by individuals and organizations. It addressesnewly revised and proposed interpretations, rulingsand legislation that affects CPAs in both publicaccounting firms and employment in industry,government and education.

General Session (1 TB) B112:45-1:35p.m. Keynote Address: On Being a Consultant

(1 TB)Ed KlessSenior Director, Partner Development and StrategySage | Allen, TexasIncrease your effectiveness in working with yourcustomers (not clients) by adopting some concepts ofconsulting theory. Adopting these behaviors requiresyou to think a bit differently about your professionalrelationships.

A&A (4 AA) C11:45-3:25 p.m. Big GAAP vs Little GAAP—Where are we Now?

(2 AA)Mark Brechbill, CPA Partner | Mark Brechbill, PLLC | StuartThis session will help answer the question-Is there anend in sight to the FASB regulatory overload, orshould I just retire now? We'll look at what the PCChas done to date, and what alternatives we have toGASB. We will review the Financial ReportingFramework for Small and Medium Sized Entities (FRFfor SMEs) and International Financial ReportingStandards for SMEs (Little GAAP).

3:35-4:25 p.m. Compilation and Review (1 AA)Cecil Patterson, Jr., CPA, MBAPatterson CPA Group, Inc. | Ponte Vedra BeachLearn about the new 2013 and 2014 compilationand review professional standards, which representthe most significant changes to these standards inmore than 30 years. Review pertinent, specially-selected standards from earlier years.

4:25-5:15 p.m. Special Reporting Framework Updated(OCBOA) (1 AA)Steven Morrison, CPADirector | Morrison, Brown, Argiz & Farra, LLCMiamiThis session provides an overall update on special-purpose frameworks such as cash and tax basis aswell as a discussion on the literature associated withrelated engagements.

Tax (1 AA/3 TB) C21:45-2:35 p.m. Multi-State Tax Issues (1 TB) (ICFP)

Joseph C. Moffa, Esquire, CPAManaging Partner | Law Offices of Moffa, Gainor& Sutton, PA | Ft. LauderdaleThis course discusses current developments regardingmulti-state income tax and sales tax issues throughoutthe country. We’ll also discuss the current status of theMarketplace Fairness Act currently before congressrelating to internet and other remote sellers.

2:35-3:25 p.m. Florida State Tax Update — The Craziness Continues (1 TB) (ICFP)Joseph C. Moffa, Esquire, CPAManaging Partner | Law Offices of Moffa, Gainor& Sutton, PA | Ft. LauderdaleLet’s discuss the current, deranged developments inFlorida taxation including new cases, procedures andaudit issues.

3:35-5:15 p.m. Fiduciary Accounting/Tax Compliance (1 AA/1 TB) (ICFP)Vicki H. Meyer, CPAPresident/Owner | Meyer Consulting, PLLCOrlandoWhat correlation is there between GAAP andfiduciary accounting? Between fiduciary accountingand income taxation? We will examine the basicdifferences and discuss the professionalresponsibilities and risks as they pertain to this newand expanding source of work for CPAs.


Industry (4 TB) C31:45-2:35 p.m. Bankruptcy 101 (1 TB) (ICFP)

Noel Robert BoekeAttorney | Holland & Knight | Tampa This session will cover everything you wanted toknow about bankruptcy (but were afraid to ask).

2:35-3:25 p.m. Florida Real Estate: The Next Boom or Bubble?(1 TB)Dave Levine, CPA, CGMAPresident | High Road Management, Inc.Palmetto BayThis presentation will recap current trends affectingresidential estate markets in Florida and lead a livelydiscussion about whether we are headed for the next“boom” or “bubble”. Be part of this importantdiscussion!

3:35-5:15 p.m. How to Put Together a Successful LoanPackage (2 TB )Stewart AppelrouthDirector of Business & Entrepreneurial ServicesAppelrouth Farah & Co. | Coral GablesThis presentation will include the appropriate way toprepare a loan package for a prospective lenderincluding how important the CPA’s involvement is inthe process. The presentation will also include thedos and don’ts of what the CPA should and shouldnot do.

Technology (3 TB/1 AA) C41:45-2:35 p.m. Excel Work Papers: Not Too Late to Board the

Train (1 AA)Keith E. Johnson CPA, CIAKeith E. Johnson, CPA, P.A. | JacksonvilleIf you are not using Excel to generate your auditwork papers, what are you waiting for? Using Excelas part of your audit program saves time, reducesaudit fees and helps improve the quality of youropinions. This session will help late adopters learnhow Excel will improve the efficiency and quality ofyour audit work papers.

2:35-3:25 p.m. Quickbooks for CPAs (1 TB)Mario Nowogrodzki, CPA/CITPPrincipal | Mendelson Consulting | Pembroke PinesThis session covers a variety of topics that will helpCPAs utilize QuickBooks optimally. Topics include:QuickBooks Accountant Edition, working with clients,reporting, locking the books, audit trail and more.

3:35-4:25 p.m. Disruptive Technologies: Catching the Wave (1 TB)Gregory L. LaFollette, CPA, CITP, CGMAStrategic Advisor | CPA.com (a subsidiary of theAmerican Institute of CPAs) | Sioux Falls, S.D.This session will examine the multitude of “disruptivetechnologies” that are destroying some of our clients’traditional business models while simultaneouslycreating amazing new opportunities for others. As a“trusted advisor,” you need to understand thesethreats and be ready to help your clients not onlysurvive but also thrive in the face of this upheaval.You’ll be amazed (and probably troubled) as wediscuss today’s “buggy whip manufacturers!”

4:25-5:15 p.m. 50 Technical Apps in 50 Minutes (1 TB)Dave Bergstein, CPA, CITP, CGMABusiness Development Manager/Strategic AccountChannel | Intuit | GrovelandSee 50 apps that are being used by CPAs in bothindustry and practice. CPAs are becoming moremobile and have to be knowledgeable in advisingtheir clients as well as themselves in the tools thatthey need to use in order to be more efficient andeffective.


Sept. 18Thursday7:30 a.m.-12 p.m. Registration

General Session (1 TB) D18:15-9:15 a.m. Keynote Address: Profession Update (1 TB)

Tommye E. Barie Partner | Mauldin & Jenkins, LLC | BradentonTommy E. Barie, CPA and AICPA’s Vice Chair of theBoard of Directors, will provide an overview of thekey forces driving change for the CPA professiontoday and in the future. She also will cover keyAICPA initiatives focused on supporting members inan ever-changing profession.

General Session (1 TB) D29:15-10:15 a.m. Keynote Address: 15 Essential Areas to

Address in Your Succession Plan (1 TB)Bill Reeb, CPA, CITP, CGMAChief Executive Officer | The Succession Institute, LLCAustin, TXThis session focuses on the 15 sections you need toaddress to build a robust succession plan for yourfirm. This includes best practices that firms need toimplement to not only prepare them for a seamlesssuccession experience, but to improve profitability,viability and long-term sustainability. In this session,we will: • Review foundational areas necessary todeveloping a robust succession plan

• Identify common disconnects between your currentsuccession plan and this best practice review

• Discuss the importance of developing capacityand why so many fail in this initiative

• Cover the common mistakes firms make whencreating hybrid models of operations

• Introduce compensation strategies to supportaccountability and accomplishment and more

A&A (2 AA) E111-11:50 a.m. ASC 740 – Disclosures and Other General

Topics (1 AA)Manuel E. Pravia, CPA, MSTPrincipal | Morrison Brown Argiz & Farra, LLCMiamiThis session will provide a brief overview of therecognition and measurement principles under ASC740 with a focus on disclosure requirements andrecent developments.

11:50-12:40 p.m. Fair Value Accounting Update (1 AA)Gilbert E. Santiesteban, CPA Assurance Senior Manager | BDO USA, LLPMiami

Business Tax (1 AA/1 TB) E211-11:50 a.m. Accounting for LLC-Adapting Partnership

Accounting to LLC (1 AA)Mark Brechbill, CPA Partner | Mark Brechbill, PLLC | StuartThis A&A session will focus on how to record andaccount for LLC transactions. It will cover the differentmethods of recording transactions under US GAAP,IFRS for SMEs, FRF for SMEs and tax accounting,including 704 (b) accounting. For the practitioner thatprimarily focuses on taxes, this session will help youand your client's understand how to book thetransaction from the return.

11:50 a.m.-12:40 p.m. Taxation of Stock Options (1 TB) (ICFP)Vicki H. Meyer, CPAOwner | Meyer Consulting, PLLC | OrlandoLearn the different tax consequences of StockOptions, Restricted Stock, Phantom Stock, StockAppreciation Rights (SARs) and Employee StockPurchase Plans (ESPPs); why some plans may providemore incentive than others; and what pitfalls mayawait the tax payer and practitioner alike.

7ficpa.org/annualshow 7

Fraud (2 AA) E311-11:50 a.m. Causes of Fraud – Committee Report/Case

Studies (1 AA)Odalys Z. Lara, CPA, CVA, MAFF, CFFLara & Weidman Forensic CPAs P.A. | ClearwaterThis presentation will discuss the various causes offraud and detection methodologies.

11:50 a.m.-12:40 p.m. Ponzi Schemes and Other Scams (1 AA)William M. Sharp, EsquireSharp Partners, PA | Tampa It is somewhat confusing as to what is a tax scam,sham, or fraud, what is abuse that is criminal, what isavoidance that is criminal, and what is legal that islegal as far as the IRS is concerned. This session willcover the definition of these areas and more.

Practice Management (2 TB) E411-11:50 a.m. Risk Management – Client Acceptance,

Retention Issues (1 TB)Duncan B. Will, CPA/ABV/CFF, CFE Loss Prevention Manager/A&A Loss PreventionSpecialist |Camico Mutual InsuranceSan Mateo, CAClient acceptance and retention practices are someof the most powerful risk management defensesavailable to today's CPAs. Participants will learn howto triage potential and existing clients and identifysigns that allow them to minimize their risk exposure

to high-risk clients and high-risk engagements.

11:50 a.m.-12:40 p.m. Adding Litigation Support to Your Practice (1 TB)Jeanette Payne, CPA MBA ABVPartner | Dugas & Dugas, CPA PA | Winter HavenLitigation support can be an interesting, challengingand fast-paced way to add services to your firm’sofferings. What are the risks? How do you avoid thepitfalls? How do you start bringing thoseengagements to your firm?

Practice Succession Consulting with

Join Bill Reeb, CPA, CITP, CGMA, co-founder and CEO of Succession Institute for this rare opportunity! Receive in-person, customized and directed advice on yoursuccession plan in your choice of sessions. Each intimatesession will be limited to no more than 12 participants.

International author Bill Reeb was recognized byAccounting Today as one of the Top 100 Most InfluentialCPAs. He has been consulting for three decades to all sizesof businesses and accounting firms, from mom-and-popoperations to Fortune 100 companies.

Due to small class size, registration is limited to one sessionper individual.

Sept. 18, 2014 Cost: $75 per person

11a.m.-12:40 p.m. Consulting Session with Bill Reeb (2TB)

1:40-3:20 p.m. Consulting Session with Bill Reeb (2TB)

Visit www.ficpa.org/annualshow to register.

Bill Reeb


(continued)ThursdayA&A (3 AA) F11:40-3:20 p.m. Leases – Okay, So What Are We Doing Now?

(2 AA)Mark Brechbill Partner | Mark Brechbill, PLLC | StuartWe will review the new lease standards and howthey are applied under US GAAP, FRF for SMEs, IFRSfor SMEs and IFRS. Additionally, we will look at whattypes of book-to-tax adjustments this might create fordetermining deferred taxes and the effect of the newstandards on your accounting and bookkeepingrequirements.

4-4:50 p.m. Fresh Start Accounting (1 AA)Ed Grossman, CPA, CFE, CMA, CGMAProprietor | J. Edward Grossman, CPA | LakelandCurrent GAAP offers little guidance for determiningwhen, if ever, an entity should establish a newaccounting and reporting basis. In this session, wewill discuss current practices and recent EITF andFASB activities to develop definite guidance.

Tax (3 TB) F21:40-2:30 p.m. What Every CPA Needs to Know about Federal

Tax Liens to Avoid Malpractices (1 TB) (ICFP)Larry Heinkel, EsquireTax and Bankruptcy Attorney | Heinkel Law Group, P.L.St. PetersburgThis session will discuss how FTL's impacts clients taxdebts, their ability to transfer assets and how CPA’scan avoid malpractice.

3:05-3:55 p.m. Trust Planning from A to Z (1 TB) (ICFP)Alan S. GassmanAttorney | Gassman Law Associates, P.A.ClearwaterLearn how to plan, structure and protect wealth usingrevocable and irrevocable trusts and trust systems. Ialso will provide a comprehensive overview with apractical planning checklist and practitioner tax-compliance guide.

3:55-4:45 p.m. Estate Planning – Wealth Protection inContemplation of Death (1 TB) (ICFP)Thomas O. KatzPartner | Katz Baskies LLC | Boca RatonWe will review the estate-planning process in an ageof high exemptions. I will put particular emphasis onthe role of accountants in structuring and monitoringestate planning initiatives.

Elder Planning Issues (3 TB) F31:40-2:30 p.m. The Unexpected Caregiver (1 TB)

William Cummings, CPA/PFSPresident | Cummings Financial OrganizationTampaandRobert WaltonAttorney & Counselor Law | Law Offices of RobertS. Walton, PL | TampaCaring for an aging loved one who has diminishedmental or physical skills can be daunting. We willprovide insight into the issues facing caregivers andindividuals regarding the financing of health care;legal issues and estate planning; housing options;income and distribution plans; and geriatric-caremanagement.

3:05-3:55 p.m. Power of Attorney and Incapacity Issues (1 TB)Sherri A. Greenblatt, Esq.Attorney | Florida Elder Law Concepts, P.A.Boca RatonYou think you understand the terms well enough, butdo you know how Durable Powers of Attorney andincapacity issues can impact your practice? Leanwhy they should be on your radar before a crisishappens.

3:55-4:45 p.m. Elderly Exploitation: Building a Criminal Case (1 TB)Richard Sherman, Jr.Assistant State Attorney | Office of the StateAttorney, 17th Judicial Circuit of FloridaFt. LauderdaleElderly exploitation is the new crime of the century. Itis sometimes difficult to determine when a takingbecomes a criminal matter. It can also be difficult toget law enforcement interested in investigatingcomplex paper cases. We will discuss the differentcriminal statutes that apply in elderly exploitationcases. You will learn how to evaluate your case andidentify the key facts to effectively present your caseto Adult Protective Services, law enforcement and theState Attorney’s Office.


Financial Planning (3 TB) F41:40-2:30 p.m. How CPAs and Lawyers Work Together to

Protect a Client's Business and Personal Assets(1 TB)Denis KleinfeldOf Counsel | Fuerst Ittleman David & Joseph PLMiamiEvery day, even the best clients are faced withfinancial or legal exposures as well as personalissues. Many clients just need to be better preparedfor that inevitable rainy day. Others may already becaught up in a storm of legal, financial, tax orpersonal problems. You will learn how to worktogether to analyze the issues, developrecommendations to the client and implement themfor successful outcome.

3:05-3:55 p.m. Adding Finanical Planning to Your CPA Firm (1 TB)James Luffman, CPA/PFSVice-President | CPS Investment Advisors | LakelandThe CPA is the trusted advisor. Why are you holdingback on the advice your clients need? Attend thispresentation and learn how to get started.

3:55-4:45 p.m. DOMA-Deciphering the Rights of MarriageEquality (1 TB) (ICFP)Richard MillsteinPartner | Akerman, LLP | MiamiArticle 3 of DOMA has been stricken by the UnitedStates Supreme Court in June, 2013. The FederalGovernment is recognizing the rights of legallymarried couples in jurisdictions that have authorizedmarriage equality. What are the federal rights ofsame sex married couples and in Florida?

4:30-6 p.m. Reception

September 18, 2014 6-9 p.m. Soprano’s

17 S. Ft. Lauderdale Beach Blvd., Ste. 31 | Ft. Lauderdale

In conjunction with the 29th Annual Accounting Show.

Join us for the event everyone is talking about—Casino Night. Tryyour luck at one of our many gaming tables and enjoy anevening of cocktails, games and live entertainment amongfriends and colleagues.

Tickets are $35 pre-event or $40 cash at the door.Tickets include a drink voucher, 1,000 in gaming chips and araffle ticket to win great prizes such as rounds of golf, hotel staysor department-store gift cards.

The Casino gaming tables are provided for entertainment purposes only byCasino Party Nights Florida Inc., tel. 954-926-4219. All Casino Night proceedsbenefit the FICPA Educational Foundation. Tickets and sponsorships for this greatevent are a tax deductible donation. The Florida Institute of Certified PublicAccountants' Educational Foundation, Inc. is recognized as tax exempt undersection 501(c)(3) of the Internal Revenue Code. Contributions are tax deductibleto the fullest extent of the law.

A COPY OF THE OFFICIAL REGISTRATION (#CH2614) AND FINANCIALINFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMERSERVICES BY CALLING TOLL-FREE (800435-7352) WITHIN THE STATE.REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, ORRECOMMENDATION BY THE STATE.


Sept. 19FridayA&A (3 AA) G18-8:50 a.m. GAAS Update (1 AA)

Bruce A. Nunnally, CPA, CGMAPartner | Carr, Riggs & Ingram, LLCMiramar BeachIn this session, I will provide an update of newauditing standards and a look at what's on thehorizon. We also will review the audit implications ofnew accounting standards.

8:50-9:40 a.m. COSO Report – Using Cloud Computing (1 AA)Scott G. Price, CPA, CFF, CISA, CIAManaging Director | A-lign CPAs, LLC | TampaThere's a new COSO report out there! TheTreadway Commission published its originalframework in 1992 and has been the leadingguidance for internal control. Since then the businessworld has changed significantly, including a leap tothe cloud for both computing and storage. Thissession will cover the internal control issues whenusing the cloud.

10:20-11:10 a.m. Value Proposition for Internal Controls-Integrated Framework by COSO (1 AA)J. Stephen NoussChief Consulting Officer | Berkowitz Pollack BrantAdvisors and Accountants | Ft. LauderdaleLearn how to implement a good internal controlstructure that will add value and address corporategovernance requirements.

International Tax (3 TB) G28-8:50 a.m. Update on U.S. and Foreign FACTA — The Good

(if Any), The Bad (Mostly) and The Ugly (ThinkCoyote) (1 TB)Denis KleinfeldOf Counsel | Fuerst Ittleman David & Joseph PL |MiamiThe Foreign Account Tax Compliance Act has hadprofound consequences on both the U.S. and foreignfinancial service industry including the accountants,lawyers and other professional service providers. Thispresentation will provide a background of theFATCA’s goals; what implementation actions thegovernment is taking; an analysis of current status;professional risk exposures; and what this all meansto the United States.

9:40-10:30 a.m. Inbound and Outbound Transactions (1 TB)Leslie Share, EsquireShareholder | Packman, Neuwahl & Rosenberg P.A.Coral GablesThis presentation will provide an update regardingU.S. tax, compliance and planning considerationaffecting U.S. persons with offshore interest andforeign persons investing and doing business in theUnited States, including a discussion of pre-immigration planning.

10:30-11:20 a.m. How to Avoid Criminal Exposures in the NewRegime of IRS Account Compliance ReportingRequirements – U.S. and Foreign (1 TB)Mitchell S. Fuerst, EsquireManaging Partner | Fuerst Ittleman David &Joseph PL | Coral Gables | Miami The program will explore the information reportingrequirements imposed on taxpayers and foreignfinancial entities. We also will discuss compliancewith related tax reporting and paying requirementsfor such accounts and activities.

Not For Profit (2 AA/1 TB) G38:15-9:05 a.m. Not for Profit Update (1 AA)

Allison Harrell, CPADirector, Assurance Services | Thomas HowellFerguson P.A. | TallahasseeUpdate on NFP accounting standards and industrytrends. This session will cover new accountingstandards out there that will affect not-for-profits aswell as current industry trends and techniques.

9:45-10:35 a.m. Due Diligence for NFP Board Members (1 AA)Allison Harrell, CPADirector, Assurance Services | Thomas HowellFerguson P.A. | TallahasseeWhat should you do before you commit to joining aboard? What questions should you ask? What if youdon't get the answers you want to hear? This sessionwill help prepare you when get the "ask" to serve ona board.

10:35-11:25 a.m. Tax Issues for NFP (1 TB)David C. Moja, CPANational Director NFP Tax Services | CapinCrouse LLPGreenwood, INThe IRS has been very busy in 2014. They continueto issue new guidance and proposed rules whiledealing with upheaval. This session will look atdeterminations issues, political activities, unrelatedbusiness income, foreign activities, and proposed TaxReform issues. Further, we will review changes thatmay be on the way for Form 990-series returns.


Technology (3 TB) G48:15-9:05 a.m. Pros and Cons of Virtual Offices (1 TB)

Cecil Patterson, Jr., CPA, MBAPatterson CPA Group, Inc. | Ponte Vedra BeachThe presentation will review the issues of having avirtual office in 2014. The evolution of technologyand business practices has made changes to theconcept of a "virtual office." Is it still viable, efficientand practical?

9:45-10:35 a.m. Cloud Services: for Client Services, Your Company, or Anyone (1 TB )Chris Fraser, CPA, CISA, CITP, MCP, MBABusiness Consultant | Fraser CompanyTampa/St. PetersburgUnderstand how the cloud can work for you, your

company and others.

10:35-11:25 a.m. Mobility and Security: Can You Have Both? (1 TB)Paul Hoffman, CPA, CITP, CGMAPresident | SouthTech | SarasotaEmployees want the freedom to work anytime andanywhere with any device. They also want to bringtheir device to your office (BYOD). Learn how youcan have a mobile workforce while protecting one ofyour most valuable assets – data.

A & A (4 AA) H112:45-1:35 p.m. GAAP Update (1 AA)

Ed Grossman, CPA, CMA, CFE, CGMAProprietor | J. Edward Grossman, CPA | LakelandThis session will provide an update on recentactivities of the Financial Accounting StandardsBoard (FASB). After briefly reviewing AccountingStandards Updates that recently became effective,we will discuss newly-issued standards and progressof other projects on the FASB’s agenda.

1:35-2:25 p.m. Revenue Recognition (1 AA)Carl Pacini, PhD, JD, CPA, CFFAssociate Professor of Accounting | University ofSouth Florida – St. Petersburg College of BusinessSt. PetersburgThis presentation will cover GAAP revenuerecognition concepts and various fraudulenttechniques such as bill-and-hold fictitious sales, shamtransactions, improper cut off, uncollectible account(s)manipulation and others used to distort revenuerecognition. We will also discuss detection methods.

2:40-3:30 p.m. Employee Benefit Plans (1 AA )Ian ShapiroPartner | BDO USA, LLP | MiamiThis presentation will provide an update on currenthot topics relating to the auditing of employee benefitplans, including a discussion of common errors,omissions and misconceptions.

3:30-4:20 p.m. Peer Review Update (1 AA)Dan Hevia, CPAShareholder | Gregory, Sharer & Stuart, PASt. PetersburgDan will provide an update of recent changes inpeer review standards and guidance; commondeficiencies identified in the most recent peer reviewyear; and status of the new Florida peer reviewrequirements.

Tax (4 TB) H212:45-1:35 p.m. Individual Tax Update (1 TB) (ICFP)

Jeff Greene, CPA, PFSIndividual Practitioner | Jeffrey H. Greene, CPA, PAHollywoodThis session will include tax updates related to 2013including rate changes, credits, cases and IRAs forthe individual.

1:35-2:25 p.m. Business Tax Update (1 TB) (ICFP)Jeff Greene, CPA, PFSIndividual Practitioner | Jeffrey H. Greene, CPA, PAHollywoodThis session will include tax updates related to 2013including rate changes, credits, cases and for thecorporation.

2:40-4:20 p.m. Affordable Health Care Update (2 TB)Kim Griffin-HunterPartner | Deloitte & Touche LLP | MiamiLearn how health care industry convergence as aresult of reform is transforming the health carelandscape.

Yellow Book (4 AA) H312:45-2:25 p.m. GASB Update (2 AA)

Lisa R. Parker, CPAProject Manager | Governmental AccountingStandards Board | Norwalk, CTThis session will give an overview of the GASBpronouncements that become effective in the comingfiscal years and will explain some of the projects onGASB’s current technical and research agendas.

Friday


Due to the Federal security requirements, you must showyour government-issued picture identification(ID) – PASSPORT or DRIVER’S LICENSE – at allsecurity checkpoints to gain access to the Convention Centerarea of the Port of Fort Lauderdale.

Your Annual Accounting Show name badge is notsufficient ID for entry to the Convention Center area of theport.

Shuttle BusShuttle service to/from official FICPA Annual Accounting Showhotels will provide the quickest way to arrive on time for yourmeetings due to separate routing into the Convention Centerarea of the port. ID will be checked as you enter the bus.

PedestriansThose walking to the Convention Center will be met at thepedestrian gate by a security agent who will require you toshow your ID.

CarsDrivers and all passengers will be required to show their ID togain access to the Convention Center area of the port. This isrequired EACH time you drive to the Convention Center.

Plan Ahead and Allow Extra TimeCheck before you leave your hotel to make sure you have yourrequired ID.

Have your ID readily available to show before you arrive at thecheckpoint.

Thank you for your cooperation!

Convention Center Access Security Requirements

(continued)2:40-3:30 p.m. Yellow Book Update (1 AA)

Joel A. Knopp, CPAAudit Manager | Moore Stephens Lovelace, P.A.Winter ParksThis session will provide an overview of the mostrecent revision of the Yellow Book (December 2011)including a review of major changes. In addition, wewill discuss the impact of GAGAS on the auditapproach.

3:30-4:20 p.m. Single Audit Update (1 AA)William Blend, CPA, CFEShareholder | Moore Stephens Lovelace, P.A.Winter ParkThis session will be an overview of the recently issuedSuper Circular and will include a discussion of theintended reforms, changes to some of theadministrative requirements and the layout of the newCircular. Additionally, a discussion of the changes tothe single audit requirements will be included.

Industry (4 TB) H412:45-1:35 p.m. Is a Part-Time CFO an Option? (1 TB)

Joseph Wiendl, CFA, CPAPrincipal | Laminar Advisors | TampaNot all companies need a CFO. Some do; somedon't; and some fall in between. The catalyst forconsidering a part-time CFO might be a growthagenda, a management transition, a specifictransaction or just an owner's desire to add generalhorsepower and sophistication to the team.Regardless, you’ll learn how to assess your need;make the decision; what to look for; what's available;and how to find it.

1:35-2:25 p.m. Asset Based Lending Basics (1 TB)Hudson RobillardManaging Director | Hudson Robillard &Company, LLC | MiamiIn general terms, assets based lending is any kind ofborrowing secured by an asset of a company, forpurposes of this presentation, the focus will be onlending secured by trade accounts receivable orinventory.

2:40-4:40 p.m. Sex, Drugs and Violence: A Report from theFrontlines (2 TB)William “Bill” deMeza, EsquireEmployment Lawyer | Holland & Knight LLP | TampaLearn about how recent developments inemployment laws, regulation and rulings areimpacting Florida employers.

13

• Exhibit Hall – Open to the public• Outstanding vendors• Exciting prize giveaways• Easy access to email at the FICPA Internet Café

Get in your element with the 29th Annual Accounting ShowVendor Showcase, featuring an energetic selection of resourcesfrom choice accounting and business vendors. Give your businessa positive charge with the latest tools, technologies and servicesavailable for the industry; discover solutions that increase yourproductivity and ROI; have a blast with our prize giveaways; andcool off with refreshments in the lounge.

The Vendor Showcase highlights companies from a broadspectrum of important areas, including:

• Accounting software• Financial services• Office supplies and services• Outsourcing services• Payroll providers• Professional employer organizations• Publications• State agencies• And much more

For a current list of exhibitors, visit our website at www.ficpa.org.

Exhibit Hall Hours

Vendor Showcase

Thursday 9/18 Friday 9/197:30 a.m.-6 p.m. 7:30 a.m.-1:20 p.m.

Exhibitors (as of 7/16/14)

Accounting Practice SalesAccounting TodayADPAdvanta IRA Trust, LLCAICOMPAICPA Member Insurance ProgramsAICPA-PCPSAmzur Technologies, Inc.Bedford Cost SegregationBenefit MallBloomberg BNABrown and Brown InsuranceCAMICO & Gifford Wells InsuranceCPA Practice AdvisorCPS Investment AdvisorsDivision of Certified Public Accounting-BOADonlevy-Rosen & Rosen, P.A.Drake SoftwareFifth Third BankGilsbar PROHerbert H. Landy Insurance AgencyInvestacorpIPFoneIRS-Taxpayer Advocate ServicesLTC Global MarketingMember Benefits, Inc.Nova Southeastern University-Huizenga School of BusinessOffice DepotOffice Tools ProfessionalPAS-Professional Accounting SalesPaychex, Inc.PayChoicePayMaster Payroll ServiceThe Pension Studio (Alpha by Pension Studio)Prime Lenders, LLCStrategic Professional StaffingStep Up for StudentsThomson ReutersThomson Reuters Tax and AccountingTobias Financial AdvisorsVantivWolters Kluwer, CCH

ficpa.org/annualshow

Poornima Srinivasan, ChairRandee M. AbramsonLynn H. ClementsJoseph T. Cote

Richard M. DotsonGary A. FracassiLucinda L. GallagherJohn G. GouldPaulette M. Holder

Paul F. ImbodenDenis A. KleinfeldJames M. LuffmanRoger L. MichelsMario R. Nowogrodzki

Pat PattersonHudson RobillardRichard L. ShapiroBarbara S. Withers

29th annual accounting show

Conference SiteGreater Ft. Lauderdale/Broward County Convention Center1950 Eisenhower Blvd.Ft. Lauderdale, FL 33316

(954) 765-5900

AccommodationsHilton Ft. Lauderdale Marina1881 SE 17th St.Ft Lauderdale, FL 33316-3015(954) 463-4000

Room Rate: $119 Single/DoubleHotel Cutoff Date: Wednesday, August 27, 2014

PoliciesCPE CreditThe 29th Annual Accounting Show qualifies for up to 23 hours of CPE credit,subject to approval by the Department of Business and Professional Regulation.The type of credit depends on the tracks/days chosen. Please indicate choice oftracks on the registration form.

CPE Policies You May Need To KnowA list of CPE policies may be found on our website atwww.ficpa.org/cpe/policies or on the correspondence sent upon confirmationof registration.

Volume Discounts AvailableRegister 5 or more people from the same organization and receive specialgroup discounts! Restrictions may apply. For more information, visitwww.ficpa.org/policies.

Did you know?You can apply your nonmember fee from this event towards an FICPAmembership. Visit www.ficpa.org/policies for more details and an application.

Conference Materials Are you using all of the FICPA Conference EZMaterials advantages? • Available in Advance – Download the EZMaterials PDFs to your laptop,tablet or other device seven days before the event.

• Searchable – Save time by jumping right to a subject – no more flippingthrough pages or readingextra.

• Portable –Upload yourmaterials to the cloud orsave to a flash drive andaccess anywhere.

• Green – Help preserveour beautiful planet bysaving paper.

More convenient, greener andso much EZer.

Reservations made after the cutoff date will be subject to availability andcurrent room rate. Please call the hotel directly to reserve your room.

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2013-2014 Annual Accounting Show®Committee

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ASRegistrationRegistration OptionsPlease select one of the following registration options. Prices listed are per person.

Ethics Course Sept. 17 (4 hours of Ethics CPE)

Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$99Regular Fee (as of Sept. 7, 2014): . . . . . . . . . . . . . . . . . . . . . .$154Additional Nonmember Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . .$65

Wednesday Afternoon, Sept. 17 (Up to 5 hours of CPE with Keynote Address)

Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$170Regular Fee (as of Sept. 7, 2014): . . . . . . . . . . . . . . . . . . . . .$225Additional Nonmember Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . .$65

Wednesday Afternoon-Friday, Sept. 17-19 (Up to 19 hours of CPE with 2 Keynote Addresses and Reception)

Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$315Regular Fee (as of Sept. 7, 2014): . . . . . . . . . . . . . . . . . . . . .$370Additional Nonmember Fee: . . . . . . . . . . . . . . . . . . . . . . . . . .$165

Thursday-Friday, Sept. 18-19 (Up to 14 hours of CPE with Keynote Address and Reception)

Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$245Regular Fee (as of Sept. 7, 2014): . . . . . . . . . . . . . . . . . . . . . .$300Additional Nonmember Fee: . . . . . . . . . . . . . . . . . . . . . . . . . .$125

Keynote Address Only: N/C (For security purposes, a badge is required for admission to Keynote Address)

Wednesday, Sept. 17 (12:45-1:35 p.m.)Thursday, Sept. 18 (8:15-10:15 a.m.)

Consulting Session with Bill Reeb — Thursday, Sept. 18 (space is limited)11 a.m.-12:40 p.m. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$751:40.-3:20 p.m. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$75

CPE Track SelectionPlease select one track or N/A per line per registered day.

Wednesday Afternoon, Sept. 17Ethics A1 N/A Keynote B1 N/AAfternoon C1 C2 C3 C4 N/A

Thursday, Sept. 18Keynote D1 D2 Morning E1 E2 E3 E4 N/AAfternoon F1 F2 F3 F4 N/A

Friday, Sept. 19Morning G1 G2 G3 G4 N/AAfternoon H1 H2 H3 H4 N/A

Keynote Address OnlyName 1

Name 2

(For security purposes, a badge is required for admission to Keynote Address.)

Cardholder Name

Signature

Exp. Date

The FICPA is not responsible for checks or registrations delayed or lost in the mail.

Method of Payment Check enclosed in the amount of $ . Please charge my company-issued credit card: Please charge my personal credit card:

VISA MasterCard American Express Discover

Card Validation Code:(3 or 4 digit code located on the credit card)

Contact Information Name

FICPA Member No.

Firm

Address

City/State/ZIP

Telephone ( )

E-Mail

Check here if registration reflects an address change.

In accordance with ADA requirements, if you are disabled and require specialservices, please check here. Someone from our office will contact you.

Four Ways to RegisterInternet www.ficpa.org/cpe

Fax (850) 681-2433

Call (800) 342-3197 or (850) 224-2727

Mail Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee,FL 32314-5437

Volume discounts available!Register at least five people at the same time from the same firm or organization and receive 15 percent off the registration fee. Register eight or more and save 20 percent.

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Want to save $125/day on our conferences?Renew your membership at www.ficpa.org/renew or join the FICPA atwww.ficpa.org/apply to avoid the nonmember CPE fee. It pays for itselfin no time!

ficpa.org/annualshow

www.ficpa.org/cpe (800) 342-3197 (850) 224-2727

P.O. Box 5437 • Tallahassee, Florida 32314

Sponsor

Documents

at-a-glance...Assurance Senior Manager | BDO USA, LLP Miami Business Tax(1 AA/1 TB) E2 11-11:50 a.m. Accounting for LLC-Adapting Partnership Accounting to LLC (1 AA) Mark Brechbill,