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Great Location We all deserve a little CPAs deserve Most people do their best work when they’re well-rested and relaxed. That’s why the 2013 FICPA Summer Vacation Cluster is bringing 20 hours in CPE sessions to Disney’s Yacht & Beach Club Resorts. We have filled this event with nine four-hour sessions, providing you the flexibility to plan a little fun around the variety of Accounting & Auditing, Technical Business and Ethics sessions. You and your guests will enjoy all the entertainment and leisure activities that Walt Disney World® Resort has to offer while you gain valuable knowledge for your practice. Register today –

CPE Credit We have filled this event with 9 four-hour sessions, providing you the opportunity to earn up to 20 hours of CPE between Accounting & Auditing (AA), Technical Business (TB) and Ethics (ET). Credit received depends on the amount and type of session(s) attended. Please indicate choices on the registration form. All credit is subject to approval by the Florida Department of Business and Professional Regulation.

#SVC13


Conference at-a-glance Thursday

8/1

8:15-8:45 a.m.

Session I and II Registration

8:45 a.m.-12:15 p.m. Session I Session II

Current Update in Forensic Accounting Technology Update

1-1:30 p.m.

Session III and IV Registration

1:30-5 p.m. Session III Session IV

Federal Tax Update, Including Identity Theft Internal Controls

Friday

8/2

8:15-8:45 a.m.

Session V and VI Registration

8:45 a.m.-12:15 p.m. Session V Session VI

Accounting & Auditing Update Social Security

1-1:30 p.m.

Session VII and VIII Registration

1:30-5 p.m. Session VII Session VIII

Health Care Update for Your Company or Your Clients Compilation and Review

Saturday

8/3

8:30-9 a.m.

Session IX Registration

9 a.m.-12:30 p.m. Session IX

Ethics: Protecting the Integrity of Florida CPAs (4980) www.ficpa.org

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Thursday 8/1 8:15-8:45 a.m.

Session I and II Registration

8:45 a.m.-12:15 p.m. Current Update in Forensic Accounting (4 AA) Odalys B. Lara, CPA, CVA, MAFF, CFF

I

(SVC01)

Owner / Perzel & Lara Forensic CPAs P.A. / Clearwater You’ll learn methodologies for discovering hidden assets in both a forensic engagement and marital dissolution.

8:45 a.m.-12:15 p.m. Technology Update (4 TB) Paul Hoffman, CPA, CITP

II

(SVC02)

President / SouthTech / Sarasota Current technology trends reflect major changes in efficiency, communications and access to data. This session will provide attendees with the driving forces behind these trends and identify tools to take advantage of these new opportunities. Topics will include mobility, cloud computing, big data, analytics and security.

1-1:30 p.m.

Session III and IV Registration

1:30-5 p.m.

In Case You Missed It – The Most Relevant Issues in Federal Taxation, Including Identity Theft (4 TB) Vicki Meyer, CPA

III

(SVC03)

1:30-5 p.m.

IV

(SVC04)

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Summer Vacation Cluster

Owner / Meyer Consulting, PLLC / Orlando Much of tax law is decided by the interpretation of the courts and administrative rulings from the IRS. This course emphasizes the most relevant cases and rulings that occurred during the past year with the goal of illuminating some of the “gray areas” in the law as well as highlighting tax planning opportunities. Includes upto-date information on identity theft, an emerging issue for all CPAs.

Internal Controls (4 AA) Eugene Ristaino, CPA, ABV, MT Partner / Isdaner & Company, LLC / Bala Cynwyd, PA This session covers updates to U.S. auditing standards, including coordination with PCAOB proposed and issued statements. Internal control issues will be reviewed, including latest COSO proposed changes. Additionally, fraud risk issues and related controls will be analyzed for specific financial statement areas and attestations; and suggested audit procedures will be presented.


Friday 8/2 8:15-8:45 a.m.

Session V and VI Registration

8:45 a.m.-12:15 p.m. Accounting & Auditing Update (4 AA) Cecil Patterson, Jr., CPA, MBA

V

(SVC05)

Patterson CPA Group, Inc. / Ponte Vedra Beach Attendees will learn about the 2012 and 2013 accounting and auditing professional standards and review selected standards from 2012. Some specific areas to be discussed include: new FASB pronouncements; SASs; SSARS; International Issues; quality control standards updates; updates to Florida Statutes and Administrative Code; ethics updates; and other timely matters such as Peer Review; the attest function and changes; and related cloud issues.

8:45 a.m.-12:15 p.m. Social Security: Overview and Planning Strategies (4 TB) Terry L. Seaton CPA, PFS, CFP (TM)

VI

(SVC06)

Owner/President / Seaton Financial Advisors, LLC / St. Augustine This presentation is designed to provide an understanding of how the Social Security System works, and how CPAs can assist clients in optimizing their Social Security benefits. Examples and case studies will be used to illustrate the key concepts and strategies.

1-1:30 p.m.

Session VII and VIII Registration

1:30-5 p.m.

Health Care Update for Your Company or Your Clients (4 TB) Sue A. Bunevich, CPA

VII (SVC07) 1:30-5 p.m.

VIII (SVC08)

Partner / CliftonLarsonAllen / Orlando This session provides an in-depth analysis of health reform from an employer perspective and assists practitioners in providing their clients with the latest information to optimize their tax situation.

Compilation and Review (4 AA) Christian R. Stormer, CPA Partner / Bauknight, Pietras & Stormer, PA / Columbia, S.C. This presentation is designed to bring you up to date on all things compilation and review. New standards, application of existing standards and proposed standards will be covered.

Saturday 8/3 8:30-9 a.m

Session IX Registration

9 a.m.-12:30 p.m.

Ethics: Protecting the Integrity of Florida CPAs (4980) (4 ET) Cecil Patterson, Jr., CPA, MBA

IX

(SVC09)

Patterson CPA Group, Inc. / Ponte Vedra Beach Totally revamped for 2013, this course centers around the most common errors, new legislation and regulations that impact the practice of public accounting in Florida as well as real-life ethical issues faced by individuals and organizations. The course complies with the ethics requirements for Florida CPAs as set forth by the Florida Board of Accountancy.

www.ficpa.org

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Conference Site

© Disney

© Disney

Disney’s Yacht & Beach Club Resort 1700 Epcot Resorts Blvd. Orlando, FL 32830 (407) 934-3372

Accommodations FICPA Room Rate: $179 Single/Double Hotel Cutoff Deadline: Monday, July 8, 2013 Reservations received after the hotel cutoff date will be subject to availability and current room rate. Please call the hotel directly at (407) 934-3372 or visit the web page at www.mydisneymeetings.com/ficpasummercluster13 to reserve your room, and be sure to mention the FICPA Summer Vacation Cluster to receive the special group rate.

CPE Policies You May Need to Know CPE policies may be found on our website at www.ficpa.org/policies or on the confirmation sent upon completion of registration.

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 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.

Group Discounts Available Register five or more people from the same organization and receive special group discounts! Restrictions may apply. For more information, visit www.ficpa.org/policies.

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Summer Vacation Cluster

© Disney


Registration Four ways to register for FICPA CPE Programs Internet registration can be placed at www.ficpa.org/cpe. Fax a completed registration form with credit card information to the FICPA at (850) 681-2433. Call the FICPA Member Service Center at (800) 342-3197 (in Florida), or (850) 224-2727 to place a credit card order.

Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL 32314-5437.

Contact Information Name

FICPA Member No.

Firm Address

City/State/ZIP

Telephone (

)

E-Mail

â?? Check here if registration reflects an address change.

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

Pricing Summer Vacation Cluster (SVC)

Price (per session) $169 $224

Early Bird Price* Regular Price (as of 7/23/13)

Please check one breakout session for each time slot indicating the concurrent session you wish to attend.

Thursday 8/1

Friday 8/2

8:45 a.m.-12:15 p.m.

SVC01

SVC02

8:45 a.m.-12:15 p.m.

SVC05

SCV06

1:30-5 p.m.

SVC3

SVC04

1:30-5 p.m.

SVC07

SVC08

Saturday 8/3 9 a.m.-12:30 p.m.

SVC09

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.

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

MasterCard

. Please charge my personal credit card: American Express

Discover

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.

www.ficpa.org

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August 1-3, 2013 Disney’s Yacht & Beach Club Resort Lake Buena Vista

CLUSTER

Summer acation

P.O. Box 5437 • Tallahassee, Florida 32314

www.ficpa.org/cpe

(800) 342-3197 (in Florida)

(850) 224-2727

Great Location


Summer Vacation Cluster Conference Brochure