CPE. Find Your Degrees of. #ficpausfac

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2 Find Your Degrees of CPE Navigate your way to the University of South Florida Accounting Conference for high-quality CPE, profound conversations with notable instructors and an opportunity to move your career forward. We ve incorporated 360 Degrees of CPE into our agenda. This conference covers an update on the 2015 Economic Forecast; the financial and legal issues facing caregivers; the ins and outs of being a not-for-profit board member; health-care reform; the hottest new technology for auditing; and much more. Earn up to 16 hours of CPE credit! CPE Credit This conference qualifies for 10 Accounting & Auditing (AA), 6 Technical Business (TB) hours of CPE credit and is subject to change. CPE credit is subject to approval by the Florida Department of Business and Professional Regulation. Type of credit is dependent upon breakout selection. #ficpausfac 2 University of South Florida Accounting Conference

3 Conference at-a-glance Thursday Oct. 23 7:45-8 a.m. Introduction and Opening Remarks 8-8:50 a.m Economic Forecast 8:50-9:40 a.m. Internal Controls Compliance 9:55-11:35 a.m. Annual GAAP Update 11:35 a.m.-12:25 p.m. Non-Profit Boards - Have You Considered This? 1:25-2:15 p.m. Auditing and Technology 2:15-3:05 p.m. Navigating Regulatory Compliance PCI, HIPPA, and SOC Reporting 3:20-4:10 p.m. Federal Tax Update 4:10-5 p.m. PCAOB Update Friday Oct :50 a.m. Is Self Funding Right for You? 8:50-9:40 a.m. The Impact on Regulatory and Accounting Changes on Audit Teams and Audit Projects 9:55-10:45 a.m. Making Work Optional 10:45-11:35 a.m. The Unexpected Caregiver 12:35-1:25 p.m. Differences in For Profit and Not-for-Profit Accounting 1:25-2:15 p.m. Current Developments in Revenue Recognition and Leasing 2:35-3:25 p.m. The Vital Role of Corporate Governance in Capitalism 3

4 Thursday Oct :45 a.m. Registration and Continental Breakfast 7:45-8 a.m. Introduction and Opening Remarks 8-8:50 a.m Economic Forecast (1 TB) R. Christopher Jones, Ph.D. President Florida Economic Advisors, LLC Valrico This session will feature a profile of and forecasts for United States, Florida and Metro Area economies for :50-9:40 a.m. Internal Controls Compliance (1 AA) Danielle R. Poritz, CPA Director, Internal Audit PricewaterhouseCoopers LLC Tampa Learn the importance of effective internal controls as a way to control risks for an organization. Internal controls are necessary for detection and prevention of fraud; protection of tangible and intangible resources; ensure the reliability of financial reporting; and mandate compliance with laws and regulations. 9:55-11:35 a.m. Annual GAAP Update (2 AA) Brian Wiegmann Director, Assurance Client Service PricewaterhouseCoopers, LLP Tampa Join us as we review our annual Hot Topics update on recent FASB, PCAOB and SEC developments on new standards and rule making. 11:35 a.m.-12:25 p.m. Non-Profit Boards - Have You Considered This? (1 TB) Doug Meny Accounting Manager PricewaterhouseCoopers LLP Tampa Come find out everything you wanted to know about being a Not-For-Profit Board Member but were afraid to ask! 1:25-2:15 p.m. Auditing and Technology (1 AA) Michael S. Sandstrum, CPA, CITP, MBA Director, Information Technology and Consulting CS&L, CPAs Bradenton This presentation will focus on the use of technology in the financial statement audit process, how technology has impacted the audit, current technology deployment, hardware and software solutions and current and future trends. 2:15-3:05 p.m. Navigating Regulatory Compliance PCI, HIPPA, SOC Reporting (1 AA) Benjamin Osbrach Partner, Risk Advisory Services Skoda Minotti, CPAs, Business & Financial Advisors Tampa This session is an overview of PCI, HIPAA and SOC reporting requirements and how it affects different organizations. 3:20-4:10 p.m. Federal Tax Update (1 TB) Michael L. Minotti, CPA President Skoda Minotti, CPAs, Business & Financial Advisors Mayfield Village, OH Focus on the individual and business changes that will affect tax planning for 2014 and the preparation of the 2014 Federal income tax returns, based on current law and the effect of sunset provisions that expired or are set to expire if not extended by Congress. 4:10-5 p.m. PCAOB Update (1 AA) Raymond R. Quintin, CPA Partner Cherry Bekaert, LLP Tampa This session will explore recently issued rules and standards from the PCAOB, as well as exploring standards and rules currently in process. We also will consider the results of recent inspections to identify areas of concern for the inspectors and areas that should be considered by Registrant's and their auditors. 4 University of South Florida Accounting Conference

5 Friday Oct :50 a.m. Is Self Funding Right for You? (1 TB) Brian McNulty Practice Leader, Southeast Region Employee Benefits USI Insurance Services Tampa With the taxes and fees associated with the Health Care Reform, there are many compelling reason to consider if a self-funded medical plan is right for you. self-funded medical plans have evolved and there now are new products, solutions and stop loss carriers entering the market. Learn how you can get the coverage you need by exploring all the options. 8:50-9:40 a.m. The Impact on Regulatory and Accounting Changes on Audit Teams and Audit Projects (1 AA) Alison N. Webster, CPA Partner Mauldin & Jenkins, LLC Bradenton Get updates you need on current issues facing auditing teams under the new ASU's, and how they will affect the future of audits. 9:55-10:45 a.m. Making Work Optional (1 TB) William G. Cummings, CPA, PFS President Cummings Financial Organization, Inc. Tampa We all dream of the day when work becomes optional. Join us for this practical guide to financial planning, including saving, investing and estate planning. 10:45-11:35 a.m. The Unexpected Caregiver (1 TB) William G. Cummings, CPA, PFS President Cummings Financial Organization, Inc. Tampa and Genevieve Falk, MSW, LCSW, CMC, C-ASWCM, CSA President, Geriatric Care Manger & Family Mediator Aging Care Advocates, Inc. Tampa and Melissa Spangler Attorney Fisher and Wilsey, P.A., Attorneys At Law St. Petersburg Caring for an aging loved one who has diminished mental capacity or physical skills can be daunting. In this presentation, you will take an indepth look into the issues caregivers face in regards to financing health care, legal issues and estate planning. 12:35-1:25 p.m. Differences in For Profit & Not-For-Profit Accounting (1 AA) Amy J. Mierzejewski Senior Manager, Assurance Services Gregory, Sharer & Stuart St. Petersburg Discuss the major differences and issues in accounting for not-for-profit and forprofit entities. 1:25-2:15 p.m. Current Developments in Revenue Recognition and Leasing (1 AA) Ed Grossman, CFE, CMA, CPA, CGMA Proprietor J. Edward Grossman, CPA Lakeland Discuss emerging developments in the FASB's projects to establish a single model for review recognition and to improve the accounting for leasing transactions. 2:35-3:25 p.m. The Vital Role of Corporate Governance in Capitalism (1 AA) Gary B. Jordan, CPA, CIA Chief Auditor Director Global Compliance & Risk Masonite International Tampa Learn how weak corporate governance can contribute to major frauds, how external rating agencies measure corporate governance and how to assess governance controls and communicate results to executive management and boards. 5

6 Conference Info University of South Florida Accounting Conference Committee David J. Reali, Chair Terry Aidman Jennifer M. Cainas Sherry D. Craig William G. Cummings Timothy W. Donovan Samantha Dring Daniel Henn Danielle D. Kucera Gary A. Laursen Jay D. Markell Joseph N. McElroy Douglas L. Meny Paul A. Peterson CPE Policies You May Need to Know CPE policies may be found on our website at or on the registration confirmation sent upon completion of registration. Scholarships Registrants for this conference have the unique opportunity to make a donation toward a scholarship for an accounting student at the university. Trustees of the FICPA Educational Foundation selects all scholarship recipients. Because the Foundation is a charitable entity, all donations are considered tax deductible to the full extent allowed by law. Please use the conference registration form to indicate your donation. A COPY OF THE OFFICIAL REGISTRATION (#CH2614) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE ( ) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. 6 University of South Florida Accounting Conference Conference Site Tampa Airport Marriott 4200 George J. Bean Parkway Tampa, FL (813) FICPA Room Rate: $139 Hotel Cutoff Deadline: Friday, October 3, 2014 Reservations made after the cutoff date will be subject to availability and current room rate. For reservations, please contact the Tampa Airport Marriott directly at (813) Be sure to mention the University of South Florida Accounting Conference to receive the special group rate. Parking Please note that daily event parking is $4.00 per vehicle at the hotel only. We will have a parking attendant onsite to receive payment. Group Discounts Available Register five or more people from the same organization and receive special group discounts! Restrictions may apply. For more information, visit ***USF Accounting Circle Discount Save an additional $10 off registration! Call Member Services at (800) to take advantage of this discount. Did you know? You can apply your non-member fee from this event towards an FICPA membership. Visit for more details and an application. Conference EZMaterials Are you taking advantage of all the FICPA Conference EZMaterials benefits? 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 flipping through pages or reading extra. Portable Upload your materials to the cloud or save to a flash drive and access anywhere. Green Help preserve our beautiful planet by saving paper. More convenient, greener and so much EZer!

7 Registration Four ways to register for FICPA CPE Programs Internet registration can be placed at Fax a completed registration form with credit card information to the FICPA at (850) Call the FICPA Member Service Center at (800) or (850) to place a credit card order. Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL Contact Information Name FICPA Member No. Firm Address City/State/ZIP Telephone ( ) m Check here if registration reflects an address change. m Check the following box(s) to receive membership information for: m Florida CPA/PAC m FICPA Educational Foundation m In accordance with ADA requirements, if you are disabled and require special services, please check here. Someone from our office will contact you. Pricing University of South Florida Accounting Conference (USFAC) Member Price Nonmember Price** Early Bird Price* $420 $670 Regular Price (as of 10/13/2014) $475 $72 5 The FICPA is not responsible for checks or registrations delayed or lost in the mail. *Save Money! Take advantage of the Early Bird Price if you register more than 10 days in advance and save $55 off the regular price. ** Nonmembers of the FICPA must add an additional $125 per day of instruction to the registration price. Save money and apply this fee to your FICPA membership fees.visit for more details. ***USF Accounting Circle Members Save an additional $10 off registration! Subtotal $ Scholarship Contribution $ Total $ Method of Payment m Check enclosed in the amount of $. m Please charge my company-issued credit card: m Please charge my personal credit card: m VISA mmastercard mamerican Express mdiscover Card Validation Code: (3 or 4 digit code located on the credit card) Cardholder Name Signature Exp. Date 7

8 P.O. Box 5437 Tallahassee, Florida University of South Florida Accounting Conference Oct , 2014 Tampa (800) (850)