Class Act Courses. CPE Credit

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2 Class Act Courses The Florida Gulf Coast University Accounting Conference is a convenient and affordable way to get up to 16 education credits you need! Experience relevant CPE topics; network one-onone with area professionals, leading innovators, and FGCU alumni. Improve your productivity and efficiency with topics such as Accounting for Leases, Florida Sales and Use Tax, CIRA, Current Risk Management Issues, and Peer Review. Learn about cutting-edge technology and how to take your business to the next level. CPE Credit This conference qualifies for 9 Accounting & Auditing (AA), 7 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. 2 Florida Gulf Coast University Accounting Conference

3 Conference at-a-glance Thursday Oct. 31 7:30-8 a.m. Registration and Continental Breakfast 8-8:15 a.m. Introduction, Opening Remarks and FGCU Welcome 8:15-9:05 a.m. FASB Update 9:05-9:55 a.m. Peer Review 10:05-11:45 a.m. Accounting and Auditing Update 11:45 a.m.-1 p.m. Lunch Presentation: Asset Protection Trusts: Where are we Now 1:15-2:05 p.m. Florida Sales and Use Tax Current Topics 2:05-2:55 p.m. CIRA Accounting and Auditing 3:10-4 p.m. Comp and Review 4-4:50 p.m. Current Risk Management Issues Impacting Your Practice Friday Nov. 1 7:30-8 a.m. Continental Breakfast 8-9:40 a.m. Audit Procedures - Understanding What Could Go Wrong in a Very Big Way 9:55-10:45 a.m. Accounting for Leases: Joint Proposals by the FASB and IASB 10:45-11:35 a.m. Health Care Reform 11:35 a.m.-12:55 p.m. Lunch Presentation: Legislative Update 1:10-2 p.m. FGCU Student Presentation 2-2:50 p.m. Identity Theft Follow the FICPA and use #ficpafgcu to tweet about this conference. 3

4 Thursday Oct. 31 7:30-8 a.m. Registration and Continental Breakfast 8-8:15 a.m. Introduction, Opening Remarks and FGCU Welcome Brett W. Nesbit, CPA, MBA, MSA FGCU Committee Chair and Regional Managing Principal - Florida / Rehmann / Naples 8:15-9:05 a.m. FASB Update (1 AA) Find out what changes and updates are being made by the Financial Accounting Standards Board. 9:05-9:55 a.m. Peer Review (1 AA) Daniel J. Hevia, CPA Shareholder / Gregory, Sharer & Stuart, PA St. Petersburg Discussion of common practice deficiencies identified in peer reviews and how firms can improve the qualify of their accounting and auditing practice. 10:05-11:45 a.m. Accounting & Auditing Update (2 AA) Eugene Ristaino, CPA, ABV, MT Partner and Director of A&A Department / Isdaner & Company, LLC / Bala Cynwyd, Pennsylvania Discuss recent updates to professional standards for accounting, reporting and auditing. In addition to individual standards, the following areas will be discussed; private company reporting which includes, FASB proposals for private company GAAP exemptions, and the recently issued AICPA Financial Reporting Framework for Small- and Medium-Sized Businesses (FRF for SMEs); and the impact of the clarified audit standards on a typical private company audit. 11:45 a.m.-1 p.m. Lunch Presentation: Asset Protection Trusts: Where are we Now (1 TB) Jonathan E. Gopman, Esquire Office Managing Shareholder / Akerman Senterfitt Naples A discussion of recent cases involving domestic and foreign asset protection trusts and a review of new statutes on asset protection trusts including new jurisdictions that have entered this competitive market. 1:15-2:05 p.m. Florida Sales and Use Tax Current Topics (1 TB) James H. Sutton Jr., CPA, J.D., LL.M. CPA, Attorney and Shareholder / Moffa, Gainor, & Sutton, PA / Tampa Examine a brief overview of the hottest topics in the sales and use tax arena in Florida from audit trends, cases and legislation. Discussion will focus heavily on the aggressive collection techniques used by the Florida Department of Revenue and how to level the playing field for your company and clients. 2:05-2:55 p.m. CIRA Accounting and Auditing (1 AA) Cecil Pat Patterson Jr., CPA, MBA President / Patterson CPA Group, Inc. Ponte Vedra Beach Need an update on CIRA? Learn what s on the horizon for FASB, ASB and SSARS pronouncements for CIRAs. 3:10-4 p.m. Comp & Review (1 AA) Cecil Pat Patterson Jr., CPA, MBA President / Patterson CPA Group, Inc. / Ponte Vedra Beach Get the information you need regarding compilation and review engagements in the RED Zone, reports, engagement letters and documentation from one of Florida s notable experts. 4-4:50 p.m. Current Risk Management Issues Impacting Your Practice (1 TB) C. Michael Halfast, CPA Professional Liability Specialist / Risk Avoidance Manager, Inc. / St. Petersburg Join in this presentation on the summary of where CPAs have been experiencing claims, discuss ways to avoid such claims and address current issues impacting your practice such as comfort letters, cyber liability issues and BP Oil Spill Claims processing. 4 Florida Gulf Coast University Accounting Conference

5 Friday Nov. 1 7:30-8 a.m. Continental Breakfast 8-9:40 a.m. Audit Procedures - Understanding What Could Go Wrong in a Very Big Way (2 AA) Kevin Carmichael, MS, JD, LLM, CPA Tax Partner / Law Firm of Salvatori, Wood & Buckel, P.L. / Naples and Daryl A. Johnson, CPA Daryl A. Johnson, CPA / Owner / Lakeland This presentation will reverse engineer accountant liability cases to assist auditors in preparing and planning for audits. 9:55-10:45 a.m. Accounting for Leases: Joint Proposals by the FASB and IASB (1 AA) Deanna O. Burgess, CPA, Ph.D. Associate Professor / Florida Gulf Coast University / Ft. Myers and Ara G. Volkan, CPA, Ph.D. Eminent Scholar and Chair of Accounting / Florida Gulf Coast University / Ft. Myers New lease accounting proposals have been issued by the FASB and IASB. Join this informative introduction and learn more about the economic financial consequences of implementing these proposals on balance sheets and income statements of small- and medium-size companies. 10:45-11:35 a.m. Health Care Reform (1 TB) Kathleen Hargreaves, CPA, CFP Director / KB Healthcare Consulting / Kerkering Barberio / Sarasota This presentation focuses on the key elements of health care reform that affect practitioners, including penalties, incentives and client planning opportunities. 11:35 a.m.-12:55 p.m. Lunch Presentation: Legislative Update (1 TB) Rivers H. Buford III Director of Governmental Affairs / FICPA Tallahassee Stay up-to-date with the changes in the Florida statutes that impact the accountancy profession and examine ways you can positively influence Florida laws and lawmakers. 1:10-2 p.m. Federal Tax Update (1 TB) Raymond L. Placid, CPA, J.D., LL.M. Associate Professor of Accounting / Florida Gulf Coast University / Naples Highlight recent income tax developments including; legislation, regulations, cases, ruling and other administrative pronouncements. 2-2:50 p.m. Identity Theft (1 TB) In the United States, the issue of identity theft continues to grow and has assumed the number one spot for consumer complaints reported to the Federal Trade Commission. Identity theft can be a major issue during tax season and resolving the issue can even extend well beyond the April reporting deadline. Learn ways to prevent, detect and resolve identity theft cases as quickly and efficiently as possible. 5

6 Conference info Florida Gulf Coast University Accounting & Tax Conference Committee Brett W. Nesbit, Chair Blair V. Fretwell, Vice Chair Kevin Carmichael Sherry D. Craig William R. Dickinson Jr. John F. Fesh Daryl A. Johnson Martin Kaye Laura A. Prevratil Frank D. Teets Jr. Shawn M. Williams Conference Site and Accommodations Embassy Suites Hotel Ft Myers/Estero Corkscrew Commons Drive Estero, FL (239) FICPA Room Rate: $119 plus applicable taxes Hotel Cutoff Deadline: Friday, October 18, 2013 Reservations made after the cutoff date will be subject to availability and current room rate. For reservations, please contact the Embassy Suites Hotel Ft. Myers/Estero directly at (239) Be sure to mention the Florida Gulf Coast University Accounting & Tax Conference to receive the special group rate. 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. Group Discount Available Register five or more people from the same organization and receive special group discounts! Restrictions may apply. For more information, visit Did you know You can apply your nonmember fee from this event towards an FICPA membership. Visit for more details and an application. University Conference Scholarship Donations Registrants for this conference have the unique opportunity to make a donation toward a scholarship for accounting students at Florida Gulf Coast University. The trustees of the FICPA Educational Foundation will select scholarship recipients. The foundation is a charitable entity; therefore, all donations are considered tax deductible to the full extent allowed by the 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 (800) WITHIN FLORIDA. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMEN- DATION BY THE STATE. Conference EZMaterials 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 flipping through pages. Portable Upload your materials to the cloud or save to a flash drive and access anywhere. Green Help preserve our beautiful planet by conserving resources. More convenient, greener and so much EZer. 6 Florida Gulf Coast University Accounting Conference

7 Registration Four ways to register for FICPA CPE Programs Internet Fax (850) Call (800) or (850) Mail 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 In accordance with ADA requirements, if you are disabled and require special services, please check here. Someone from our office will contact you. 2 Pricing FGCU Accounting Conference (FGCU) Member Price Nonmember Price** Early Bird Price* $415 $665 Regular Price (as of 10/21/2013) $470 $720 * 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. Subtotal $ Scholarship Contribution $ Total $ Method of Payment 3m Check enclosed in the amount of $. m Please charge my company-issued credit card: m Please charge my personal credit card: mvisa mmastercard mamerican Express mdiscover Card Validation Code: (3 or 4 digit code located on the credit card) Cardholder Name Signature Exp. Date The FICPA is not responsible for checks or registrations delayed or lost in the mail. 7

8 P.O. Box 5437 Tallahassee, Florida Accounting & Tax Conference Oct. 31-Nov. 1, 2013 Ft. Myers (800) (850)