at disney’s contemporary resort in orlando june 12-15, 2013

At Disney’s Contemporary Resort in OrlandoJune 12-15, 2013

mega fun. mega learning. mega choices.

If you can dream it,“

Walt Disney ”you can do it.

4 #megacpe

This conference is all about yourexperience – customize your agenda andprice in registration to plan the perfectbizcation. Make Mega YOURS!

If you’re looking to get CPE, CFP or evenCLE credit, we have you covered:

� Knock out over HALF of your renewalCPE in less than one week. Megaincludes a record 30 hours of live CPEwith up to 12 hours of bonus CPE.That’s 42 possible CPE hours over fourdays!*

� Certified Financial Planners won’t bedisappointed at Mega – we are offeringover 10 hours of CFP credit across 13sessions. Look for the sessions marked“CFP” in the daily schedule.

� For the Attorney, we’ve got CLE credittoo – we are offering up to 14.5 hoursof CLE credit across 13 sessions. Lookfor the sessions marked “CLE” in thedaily schedule.

In addition to our huge CPE offering, we’reincluding lots of fun excursions! Seepages 36-37 for all of the Mega Funactivities, and see page 29 to learn aboutour special $175 spouse/guest-onlyregistration.

We’re making it easy for you to takeadvantage of everything at Mega with aFICPA Room Rate that saves you over$200/night at a Walt Disney World® Resorthotel and CPE as low as $11.25/hour!

your agenda.your price.

your bizcation.

*You will receive 2 hours of bonus CPE with the first 8 Mega CPE hours you purchase, plus 2 hours of bonus CPE for every4 additional Mega CPE hours you purchase.

#MegaCPE bit.ly/FICPAonLinkedInfacebook.com/MegaCPE

5ficpa.org/megacpe

6 mega featured speakers

7 conference at-a-glance

8 hotel information

10 mega enhancements

12 daily schedule - tuesday

12 daily schedule - wednesday

17 daily schedule - thursday

mega pullout planner

24 daily schedule - friday

25 committee members

29 family and friends

contents

30 daily schedule - saturday

32 women's leadership summit

34 dress for success

35 give kids the world

36 fun/excursion activities

38 vendor expo 2013

40 registration information

41 registration form

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The Hon. David M. Walker Founder and CEO / Comeback America Initiative (CAI)

Dave leads CAI's efforts to promote fiscal responsibility and sustainability. He has served asthe Comptroller General of the United States, complementing over 20 years of private sectorexperience that included a leading role at Arthur Anderson LLP. Dave’s latest of three books,“Comeback America: Turning the Country Around and Restoring Fiscal Responsibility,” is aNational Bestseller.

Karl Ahlrichs, SPHR Human Resource Consultant / ExpertSpeaks

Within the Society of Human Resource Management, Karl has acted as conference chair forthe Indiana State SHRM Conference and has presented at six consecutive National SHRM

Conferences. He has run career centers in Louisiana and Appalachia and played a role in therestructure of Apple computer in Silicon Valley. He has directed videos in Chicago; marketedsoftware in Orlando; and launched an office of Right Management Consultants in San Diego.

Charles E. Landes, CPA Vice President / American Institute of CPAs

Chuck directs the AICPA’s Audit and Attest Standards Team, responsible for technicalactivities of the Auditing Standards Board and the Accounting and Review Services

Committee. He oversees the AICPA’s Accounting and Financial Reporting team, the BusinessReporting Assurance & Advisory Services team and Hotline team. Chuck also is AICPA’s

representative to the Committee of Sponsoring Organizations of the Treadway Commission.

George A Heyman, CPA, CGMA, MAS, MBAInstructor / AuditSense, LLC

George is Professor Emeritus of Accounting and Economics at Oakton Community Collegewhere he received the 2003 Harstein award for academic excellence. He draws on nearly40 years of diverse experience to present on the work place environment, ethics,economics, auditing and accounting issues for CPA and IMA groups. He has also givenpresentations for the National Association of Credit Managers and for the TreasuryManagement Association of Chicago. Presently, he belongs to the AICPA as well as theIllinois CPA society, where he serves as chair of the Ethics committee.

mega featured speakers

Bruce A. Nunnally, CPAPartner / Carr, Riggs & Ingram, LLC

Bruce serves as the Partner and Director of Accounting and Auditing at Carr, Riggs & Ingram,LLC. He is also a member of the faculty at the AICPA for eight accounting and auditing courses.As a member of the FICPA, Bruce was awarded the Outstanding Discussion Leader designationfor the 1999-2000 CPE year. He has been a CPA since 1981 and is licensed in Florida, Texasand Alabama.

conference at-a-glance

ficpa.org/megacpe 7

6.12

8 a.m.-4 p.m. State Tax Conference

8 a.m.-4 p.m. Employee Benefit PlansConference

9:30 a.m.-2 p.m. Disney’s Keys to the KingdomTour

1:15-4:50 p.m. Ethics – Protecting theIntegrity of Florida CPAs –All New

4-6 p.m. Welcome Reception

7 p.m. Dine Around

tuesday

wednesday

thursday6.11

6-7 p.m. Early Bird Welcome Reception

6.13

7 a.m.-5 p.m. Mega CPE ConferenceSessions

7 a.m.-5 p.m. State Tax Conference (continued)

8-8:15 a.m. FICPA and Women to WatchAwards

8:15 a.m.-2:15 p.m. Women’s Leadership Summit

9:30 a.m.-12 p.m.Executive Committee Meeting

1-5 p.m. Golf Tournament

1-5 p.m. Soar Above Walt Disney World®

Resort Helicopter Tour

1:30-3:30 p.m. BASS Fishing

2:30-6 p.m. Business Casual with Style Fashion Show andShopping Spree

3-4:30 p.m.Meet Your Mentoring Match

4:30-8:30 p.m.Kid’s Nite Out

5-6:30 p.m. Vendor Reception

5-9:30 p.m.Give Kids the World VolunteerService Event

7 p.m. Dine Around

6.14

7 a.m.-5 p.m. Mega CPE ConferenceSessions

8-8:15 a.m. FICPA Awards

8:15 a.m.-3:30 p.m. Chapter Officers’ LeadershipConference

9:30-10 a.m. FICPA Annual Meeting

10 a.m.-12 p.m. Board of Governors Meeting

1-5 p.m. Fantasy of Flight

1-5 p.m. Richard Petty DrivingExperience

5:30-10 p.m.Kid’s Nite Out

6-9:30 p.m. FICPA Magical Evening!

friday

6.15

8:15 a.m.-12 p.m. Mega CPE ConferenceSessions

saturday

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© Disney © Disney

© Disney © Disney

© Disney © Disney

© Disney © Disney

one conference…two breathtaking

Stay in the center of the 2013 Mega CPE Conference with Disney’sContemporary Resort. Retreat to this ultra-modern Resort hotel anddiscover award-winning dining, white-sand beaches, spectacular viewsand dazzling pools. Walk to Magic Kingdom® Park or catch the ResortMonorail as it breezes through the iconic A-frame Contemporary Tower.Inside, a 90-foot-tall mural by Disney Legend Mary Blair—responsiblefor the distinct look and feel of the It’s a Small World® Attraction—celebrates the Grand Canyon and the American Southwest.

accommodations Disney’s Contemporary Resort4600 North World DriveLake Buena Vista, FL 32830-8413

FICPA Room Rate: $179 single/double Hotel Cutoff Deadline: Wednesday, May 22, 2013Reservations made after the cutoff date will be subject to availabilityand current room rate.

For reservations, please contact Disney’s Contemporary Resort directlyat (407) 939-4686 or visit the FICPA’s custom hotel reservations page atwww.mydisneymeetings.com/ficpamega2013/.

Be sure to mention the Mega CPE Conference to receive the specialgroup rate.

free parkingParking is FREE at Disney’s Contemporary Resort.

http://www.mydisneymeetings.com/ficpamega2013/

9ficpa.org/megacpe

© Disney © Disney

© Disney © Disney

© Disney © Disney

hotels

Experience another side of the 2013 Mega CPE Conference withDisney’s Wilderness Lodge and escape to the rustic majesty ofAmerica’s Great Northwest. Inspired by turn-of-the-century NationalPark lodges, Disney’s Wilderness Lodge celebrates Americancraftsmanship and honors the beauty of the untamed wilderness. Soakin the splendor of the great outdoors, from nature trails through pineforests to rocking chairs that overlook a murmuring creek. Inside,discover towering totem poles, headdresses and more, and sink into aplush leather armchair in front of the roaring fireplace.

accommodations Disney’s Wilderness Lodge901 Timberline DriveLake Buena Vista, FL 32830

FICPA Room Rate: $179 single/double Hotel Cutoff Deadline: Wednesday, May 22, 2013Reservations made after the cutoff date will be subject to availabilityand current room rate.

For reservations, please contact Wilderness Lodge directly at (407) 939-4686 or visit the FICPA’s custom hotel reservations page atwww.mydisneymeetings.com/GenPrev.php?msid=14871.

Be sure to mention the Mega CPE Conference to receive the specialgroup rate.

free parkingParking is FREE at Disney’s Wilderness Lodge.

http://www.mydisneymeetings.com/GenPrev.php?msid=14871

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mega cpeThis free app is available for iPhone®, iPad® and Android™ and other mobile devices.

See conference details; read speaker bios; view a vendor list and exhibit map; explore with a local attractionmap; connect with Twitter; and create your session agenda for easy reference.

Apple® Devices: http://bit.ly/MegaAppleAndroid™ Devices: http://bit.ly/MegaAndroid Other Devices: http://megaapp.ficpa.org/

my disney experience This free app is available for iPhone®, iPad® and Android™ devices.

This official app features Walt Disney World® Resort maps; attraction wait times; Fastpass® Service returntimes; dining menus and reservation-booking; itinerary-sharing; park schedules; and more!

Apple® Devices: http://bit.ly/Yrt0jVAndroid™ Devices: http://bit.ly/11ox341

iPhone and iPad are registered trademarks of Apple Inc. Android is a trademark of Google Inc.

mega cpe conference isn’t all work. not even close.

mega fun | pg. 36Walt Disney World® Resort and Orlando offer a wide selection of fun activities for everyone.*

*Some excursions/activities require an additional fee or admission. See pages 36-37 for required fees or admissionsassociated with each excursion/activity.

state tax and employee benefitsThe State Tax Conference and Employee Benefits Conference will be at Mega CPE Conference! Look forthe and icons throughout the agenda to find these sessions.

women’s leadership summit | pg. 32Get CPE, see the Women to Watch Awards presentation, network, shop and more.

mega plannerPull out the Mega Planner from the center of this brochure to use as a registration guide.

mega gives back | pg. 34-35Get involved with Give Kids the World and Dress for Success at Mega CPE Conference.

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plan from the palm of your hand

http://bit.ly/MegaApple

http://bit.ly/MegaAndroid

http://megaapp.ficpa.org/

http://bit.ly/Yrt0jV

http://bit.ly/11ox341

11ficpa.org/megacpe

An investment in knowledgepays the best interest.

Benjamin Franklin”“

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A&A Excursions/Social Events Employee BenefitsAA EB X Industryi

6-7 p.m. Mega Conference Early Bird Welcome Reception Start the week off right by joining us for the Early Bird Welcome Reception at Disney’sContemporary Resort on Tuesday night. This is a great opportunity for attendees of theState Tax and Employee Benefits conferences to join with Mega CPE Conference attendeesand kick off a great event with drinks and hors d’oeuvres in a Walt Disney World® Resortatmosphere.

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7:30-8 a.m. Registration and Continental Breakfast

8-8:10 a.m. Introduction and Opening Remarks

8:10-9:50 a.m. Concurrent Breakouts (Select One)

SG1 Multi-State State Tax Nexus and Significant State Tax Litigation (2 TB) (2 CFP) (CLE)* Jordan GoodmanAttorney / Horwood Marcus & Berk, Chartered / Chicago, IL andMarilyn WethekamPartner / Horwood Marcus & Berk, Chartered / Chicago, IL This presentation will cover the recent happenings in state and local tax. It willhighlight the GOOD things that happened for taxpayers, both judicially andlegislatively. It will inform you on the BAD issues that you and your clients shouldtry to avoid. Finally, it will dissect the UGLY traps for taxpayers and try to find asilver lining where possible.

EG1 Department of Labor Update (2 AA) Michael E. Auerbach, CPAChief, Division of Accounting Services – Employee Benefits SecurityAdministration / U.S. Department of Labor / Washington, D.C.This session is designed for the over 700 Florida CPAs performing employeebenefit plan audits. Learn about current regulatory and enforcement developmentsat the Department of Labor. This interactive session will provide an update on theEBSA’s audit quality inspection program and what distinguishes work that isconsidered to be “best practice,” reporting compliance activities and EFAST2. Mr.Auerbach will describe the pitfalls that most often plague benefit plan audits andresult in the rejection of Form 5500 filings.

9:30 a.m.-2 p.m. Optional Excursion Disney’s Keys to the Kingdom Tour See pages 36-37 for more information on our optional excursions.

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schedule

*The Florida Bar has approved 13 sessions for a total of 14 ½ CLE credit hours. If you opt only to take a portion of the CLE-approved offerings, you must contact TheFlorida Bar to determine the number of CLE credit hours you will earn.

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SG3 Mainstreet Fairness (Bricks and Mortar vs. Internet Retailers) (Part 1) (1 TB) (CLE)*James M. Ervin Jr., Esq. Partner / Holland & Knight, LLP / Tallahasseeand Rex Ware, Esq.Shareholder / Fowler White Boggs, PA / TallahasseeandRandy MillerExecutive Vice President / Florida Retail Federation / TallahasseeJoin us for this presentation of issues and current developments concerning theStreamlined Sales Tax Project and related matters involving sales tax nexus and collectionresponsibilities for remote sellers. The speakers address the "fairness" issues for in-stateretailers, internet sellers, taxing authorities and consumers in a point/counterpoint format.

EG2 Audit Guide Update (1 AA) Marilee P. Lau, CPA EBP Consultant/Retired Partner / KPMG LLP / San Francisco The Guide Overhaul Project is complete, and a new guide is about to be issued. Thissession will take you on a “walk” through the new guide. Of particular interest will be theformat, practice tips, appendixes and new audit opinions that have been added.

11-11:50 a.m. Concurrent Breakouts (Select One)

SG4 Mainstreet Fairness (Bricks and Mortar vs. Internet Retailers) (Part 2) (1 TB) (CLE)*James M. Ervin Jr., Esq. Partner / Holland & Knight, LLP / Tallahasseeand Rex Ware, Esq.Shareholder / Fowler White Boggs, PA / TallahasseeandRandy MillerExecutive Vice President / Florida Retail Federation / TallahasseeJoin us for this presentation of issues and current developments concerning theStreamlined Sales Tax Project and related matters involving sales tax nexus and collectionresponsibilities for remote sellers. The speakers address the “fairness” issues for in-stateretailers, internet sellers, taxing authorities and consumers in a point/counterpoint format.

EB1 How to Improve Audit Efficiencies and Determine Appropriate Sample Sizes(1 AA) Jennifer Keshwar, CPAAssurance Director / McGladrey LLP / OrlandoThis session will discuss best practices for promoting audit efficiencies in a definedcontribution plan audit with various sampling methodologies and their use in EBP audittesting. Areas include: investments (full scope audits); eligibility; contributions; investmentelections; participant account income; and distributions.

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wednesday 6.12 (continued)

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EB2 Auditing Benefit Plans for Staff and Seniors (1 AA) Ian ShapiroPartner / BDO Seidman, LLP / MiamiThis session will provide seniors and staff with some of the common pitfalls andareas to “be on the lookout for” when auditing employee benefit plans. Thediscussion will include typical DOL and inspection findings and how to avoid someof the hidden traps when auditing employee benefit plans.

11:50 a.m.-1 p.m. Lunch Presentations (Select One)

SG5 Lunch Presentation – State of the States (1 TB) (CLE)*Harley DuncanManaging Director / KPMG LLP / Washington, D.C. This session will review the fiscal situation facing state governments and providean overview of major trends in state tax policy, legislation and administration.Particular attention will be paid to activities in the 2013 legislative sessions and thenumerous tax reform proposals under consideration.

EG3 Lunch Presentation – IRS Update (1 TB) Loretta DollarEP Manager / Internal Revenue Service / DallasThis session will cover exam projects and programs including the most commonlyfound issues discovered during an audit. In addition, it will include how to use theEmployee Plans Compliance Resolution Program to fix a myriad of errors.

1:15-4:50 p.m. Concurrent Breakout – Ethics

ETH Ethics: Protecting the Integrity of Florida CPAs – All New! (4 ET)

Cecil “Pat” Patterson, Jr., CPA, MBAPatterson CPA Group, Inc. / Ponte Vedra BeachTotally revamped for 2013, this course centers around the most common errors,new legislation and regulations that impact the practice of public accounting inFlorida 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 bythe Florida Board of Accountancy.

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1:15-2:05 p.m. Concurrent Breakouts (Select One)

SG6 Apportionment Issues (1 TB) (CLE)*Mark R. Arrigo, CPA, MBA Grant Thornton LLP / TampaThis session will review apportionment in today’s changing world.

EB3 Department of Labor Fee Disclosures and the Audit Impact for 2012 (1 AA) Michael Durante, CPAManaging Member / Berman Hopkins Retirement Solutions, LLP / MelbourneandThomas Santa Barbara, QPFCPresident / Berman Hopkins Retirement Solutions, LLP / MelbourneThe DOL issued new Fee Disclosure regulations in 2012 to change how retirementplan fees are disclosed to plan sponsors and participants. Understand the rationalebehind the changes and how they will affect the cost structure of retirement plans inthe future. Best practices for handling the impact on 2012 audits will also beaddressed.

EB4 Financial Reporting and Disclosure (1 AA) Ian Shapiro, CPAPartner / BDO Seidman, LLP / MiamiThis session will provide the preparers and auditors of employee benefit planfinancial statements with timely tips on preparing and reviewing these statements.Topics include highlights of commonly missed disclosures, an update on newdisclosures and a discussion of the new auditor’s report.


SG7 Department of Revenue Panel (1 TB) (CLE)*Department of Revenue RepresentativesDepartment officials will share current issues, opportunities most often overlooked,and other items of concern for Florida taxpayers.

EB5 Auditing Fraud Issues in an Employee Benefit Plan (1 AA) Robert Heidt, CPAAssurance Partner / McGladrey LLP / OrlandoThis session details various types of accounting fraud including fraudulent financialreporting and misappropriation of assets. A comprehensive discussion coversresponsibility for fraud, fraud risk factors specific to employee benefit plans, cases offraud, ethics and much more. Some case studies and examples of actual fraudcases are also included.

EB6 Plan Audits, Corrections and Fiduciary Issues (1 AA) Lisa R. Carrasco, JD, LLMCounsel / Smith, Gambrell & Russell, LLP / JacksonvilleIn this presentation, I will include a discussion of how to handle retirement planaudits by federal agencies; a summary of common retirement plan errors and howthey can be corrected; and an overview of fiduciary duties.

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wednesday 6.12 (continued)


SG8 Active Florida Tax Litigation (1 TB) (CLE)*Mark E. Holcomb, Esq.Partner / Madsen, Goldman & Holcomb LLP / TallahasseeandGeorge (“Tony”) HammDeputy General Counsel / Florida Department of Revenue / TallahasseeWe will hold an interactive discussion from the Department’s and tax practitioner’sperspectives of tax cases currently pending in Florida courts and the Division ofAdministrative Hearings, including the potential implications of these cases forother taxpayers and the Department’s administration of the tax laws.

EG5 Audit Quality Center Update (1 AA) Robert A. Lavenberg, CPA, JD, LLM Partner / BDO USA, LLP / Philadelphia, PALearn about new EBPAQC resources and tools to help with your EBP audits; hearabout current and upcoming EBPAQC activities including CPE webinars;understand how to make the most of your EBPAQC membership; and learn aboutEBPAQC resources for plan sponsors and service providers in this session.

4-6 p.m. Mega Welcome Reception Whether you attended the Early Bird Reception or just arrived at the conference, this MegaWelcome Reception is another great opportunity to mix and mingle with conferenceattendees and speakers before partaking in one of the many evening and dining optionsprovided by Walt Disney World® Resort.

7 p.m. Evening Optional Excursion Dine Around Orlando

See pages 36-37 for more information on our optional excursions.

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thursday 6.136:30-8 a.m. Registration and Continental Breakfast

6:30 a.m.-5 p.m. Dress for Success Apparel DriveSee page 34 for more information.

7-7:50 a.m. Early Bird Session ($20 Additional Charge) E01 Not for Profit Update (1 AA)

Gregory B. Capin, CPA Partner / CapinCrouse LLP / Lawrenceville , GACome early and attend this session that will highlight recent FASB pronouncementsand projects affecting NFP entities, which include the agenda of its NFP AdvisoryCommittee and the recently released AICPA Audit and Accounting Guide for not-for-profit entities.

8-8:15 a.m. Opening Remarks with FICPA and Women to Watch Awards

8:15-9:05 a.m. Opening Session/Keynote G01 Keynote Address: Managing Multiple Generations: Next Steps and New

Surprises (1 B) Karl Ahlrichs, SPHRHuman Resource Consultant / ExpertSpeaks / Carmel, INThe worlds of finance and CPAs are having to come to grips with the “new normal”workforce. Simply put, boomers are not retiring as planned, and the Millennials arenot going to wait forever for their chance. Boomers want clarity, Generation X wantsoptions and the new generation wants action. It’s your move as you develop asuccession plan.

Key issues covered:• The three values that all generations appear to have in common• How the Millennials got motivated• Where new citizens from other countries fit into the equation and their core

motivators• The one trait – teamwork – that is interpreted differently by all of the generations

8:15 a.m.-2:15 p.m. WLS Women's Leadership Summit ($99 Additional Charge) This year’s Women's Leadership Summit will provide Florida business women of allindustries with opportunities to network and advance their leadership skills.

See pages 32-33 for more details on the Women’s Leadership Summit.

9:30 a.m.-12 p.m. Executive Committee Meeting

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thursday 6.13 (continued)



B01 Audit Clarity Standards Update (1 AA) Anthony M. Palermo, CPA Ahearn, Jasco & Company / Pompano BeachWe will review the clarity standards following the first six months of theirimplementation. This session will focus on an overview of the most applicablestandards, analysis of questions and comments provided to the AuditingStandards Board on implementation issues and participant “War Stories” duringthe past six months.

B02 Security Current Threats and Strategies (1 TB) Eric McMillenChief Security Architect / The McMillen Group, LLC / Plano, TXEvery day, attackers are discovering vulnerabilities and developing new strategiesto get at your secure data. In this session, we will discuss the information securityrisks and delivery methods that we are currently seeing in the wild, strategies andtactics that you can use to better protect your firms while debunking some of thecurrent fear, uncertainty and doubt concerning information security. The goal is toenable you, the accounting professional, to understand the critical security issuesimpacting your firm and to present a summary of important information securitytopics. After we’re done, you’ll be able to make informed choices and decisionsthat will reduce risks and improve your firm's security.

B03 Shut Up, Don't Say Anything, Get a Lawyer (1 TB) Frances D. Sheehy, BS, JD Tax AttorneyThis presentation will describe several common and not-so-common red flagsraised by a client, by information provided by a client or by contact with the IRS.These red flags should alert the practitioner that the client’s (and perhaps theCPA’s) best interests would be best served to involve a tax attorney.

B04 Click-Through Nexus (1 TB) (CLE)*James M. Ervin Jr., Esq.Partner / Holland & Knight, LLP / TallahasseeandRobert D. Clarke, CPASALT-Senior Manager / Grant Thornton LLP / TampaWe’ll hold a discussion of the latest developments concerning the sales tax “click-through nexus” and other efforts made by the taxing authorities to requirecollection of sales tax by remote sellers.

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B05 FASB Update (1 AA) Upaasna Laungani, CPAProject Manager / Financial Accounting Standards Board / Norwalk , CTThis session will provide an overview of the recent activities taking place at theFinancial Accounting Standards Board.

B06 Panel – Engagement Letter Defects (1 TB) C. Michael Halfast, CPA (Moderator)Professional Liability Specialist / Risk Avoidance Managers, Inc. St. PetersburgandDuncan B. Will, CPA/ABV, CFF, CFEA&A Loss Prevention Specialist / CAMICOThis session will start with a panel discussion between a Loss Prevention specialist,a claims attorney and a Florida CPA who will review a variety of engagement lettersclauses while discussing the good, the bad and the ugly. Attendees are welcome tosubmit their own engagement letters (or specific clauses) to be picked as part of thediscussion. Please email your engagement letter to the session moderator, MichaelHalfast, at [email protected]. Questions from the audience will be welcomethroughout the presentation.

B07 Impact of Bankruptcy on Tax Debts (1 TB) Frances D. Sheehy, BS, JD Tax AttorneySome of the questions which will be discussed and answered in this presentationinclude: When will taxes go away in bankruptcy? What happens to the federal taxlien after bankruptcy? When is bankruptcy a good choice for unpaid taxes? When isbankruptcy a bad choice for unpaid taxes? What actions do CPAs take in dealingwith the IRS which might affect the client’s ability to discharge taxes in bankruptcy?

B08 The Basic Framework of Florida Tax Law (1 TB) (1 CFP) (CLE)*Joseph P. Handy, CPA, CFSTJoseph P. Handy, CPA, PL / MiamiandJames H. Sutton Jr, CPA, Esq., LLM (TAX) Partner / Moffa, Gainor, & Sutton, PA / TampaThis presentation will review major Florida taxes such as sales and use tax,communication service tax, motor fuel tax and corporation income tax. We will coverthe applicable statutes, rules, administrative rulings and recent case law.

All CPAs who serve Florida businesses should attend this presentation to becomefamiliar with taxes that affect Florida businesses. We will cover current issues underexamination; enforcement programs; and potential exemptions and refund issues.

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A&A Excursions/Social Events Employee BenefitsAA EB X Industryischedulethursday 6.13 (continued)

12-12:50 p.m. Lunch PresentationG02 TBD (1 TB)

1-5 p.m. Optional Excursion Golf Tournament


1 p.m. Optional Excursion Soar Above Walt Disney World® Resort Helicopter Tour


1:10-2 p.m. Concurrent Breakouts (Select One)

B09 Yellow Book Update (1 AA) Sam M. McCall, CGFM, CIA, Ph.D.City of Tallahassee / TallahasseeIn December 2011, government auditing standards were revised with emphasis onauditor independence. This session focuses on audit standards for financial,attestation and performance audits of government, non-profit and other entitiesreceiving federal and state funds.

B10 An Economic Approach to Accounting (1 AA) George Heyman, CPA, MAS, MBA, CGMA Instructor / AuditSense, LLC / TampaThis session explores how accountants can make better decisions using aneconomic approach. We will also discuss how the economy impacts the way weview an entity and its environment as well as where the economy may be headed.

B11 Litigation Against CPAs - How to Avoid Being Sued (1 TB) Pete L. DeMahyShareholder/Attorney / DeMahy Labrador Drake Victor & Cabeza / Coral GablesThis session aims to address steps that can be taken to avoid litigation. We’ll coverthe specific practice areas and the common claims and suits that are seen inthose areas. By working backwards from a claim or suit being made or filed, onecan best understand how we got there.

B12 Property Tax Update (1 TB) (CLE)*William D. ShepherdGeneral Counsel / Hillsborough County Property Appraiser / TampaandRobert S. GoldmanPartner / Madsen Goldman & Holcomb, LLP / Tallahassee This update will focus on legal matters involving property taxation. I’ll presentcurrent trends and issues in property tax matters, focusing in particular on thevaluation of tangible personal property.

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1:30-3:30 p.m. Optional Excursion BASS Fishing



B13 GASB Update (1 AA) Lisa R. Parker, CPA Project Manager / Governmental Accounting Standards Board / Norwalk This session will give an overview of the GASB pronouncements that will be effectivein the coming fiscal years. The session will also explain some of the projects on theGASB’s current technical agenda and research agenda.

B14 Social Networking Liabilities (1 TB) Joyce ChastainHuman Resources Consultant / The Krizner Group / TallahasseeThis session will explore the legal issues associated with employees’ use of thesesocial media venues and what an employer can do to curtail work-related comments.We will reveal the legal parameters regarding social networking in the workplace andprovide tips on crafting social media policies that are in compliance with federalregulations. Specifically, do the free speech provisions extend to social media andyour employee? Does that continue to be true when they provide negativecommentary? Is it okay to use social media to screen applicants? What do I need towatch for? Finally, we’ll share the NLRB’s position of employees’ use of social mediaand reveal what constitutes “protected activity” under the NLRA.

B15 New Documentation Issues in A&A (1 AA) Bruce A. Nunnally, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachThis session will explore new disclosure requirements related to the AICPA ClarityStandards. We will also look at efficient documentation options and approaches forall audit, review and compilation engagements.

B16 Best Practices Florida Tax Audit (1 TB) (1 CFP) (CLE)*Glenn A. Bedonie, CPA, CFSTOwner / Glenn A. Bedonie, CPA, PA / TallahasseeandJoseph P. Handy, CPA, CFSTJoseph P. Handy, CPA, PL / North MiamiPrecise information is provided on the essential dos and don'ts when providing taxconsultation services for clients undergoing an examination for tax compliance withFlorida's revenue laws and regulations.

2:30-6 p.m. Optional Excursion Business Casual with Style Fashion Show and Shopping Spree


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thursday 6.13 (continued)

3-4:30 p.m. Optional Event Meet Your Mentoring Match


3:30-5:10 p.m. General SessionG03 General Session: Asking Questions/Listening to Answers (2 AA)

George Heyman, CPA, MAS, MBA, CGMA Instructor / AuditSense, LLC / TampaInquiry is an important tool in performing an audit. Asking the right question is thekey to doing a good financial statement, audit, review or tax return. Listening forthe reasonability of answers in view of our expectations (analytical analysis andinternal control) is the basis of sound professional judgment. This session willexplore questioning and listening techniques to get the most out of inquiry.

5-6:30 p.m. Mega Vendor Reception There will be lots of fun activities during Thursday night’s reception, held immediately afterthe CPE classes within the vendor/exhibitor area. This is a fantastic opportunity to enjoymore drinks and hors d’oeuvres while networking with the vendors about their products andservices designed to assist you both personally and professionally. (Vendor Expo pages 38-39)

5-9:30 p.m. Give Kids the World Volunteer Service Event See page 35 for more information.

7 p.m. Optional Excursion Dine Around Orlando


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6:30-8 a.m. Registration and Continental Breakfast

7-7:50 a.m. Early Bird Session ($20 Additional Charge)E02 Compilation and Review (1 AA)

Chuck Landes, CPA VP, Professional Standards & Services / AICPA / Washington, D.C.I will provide an update on the compilation and review clarity project and how thecompilation standard is changing with the non attest literature in the Code ofConduct.

8-8:15 a.m. Opening Remarks and FICPA Awards 8:15-9:05 a.m. Opening Session/Keynote

G04 Keynote Address: Comeback America: The Nation’s Fiscal Challengeand A Way Forward (1 TB) The Hon. David M. WalkerFounder & CEO / Comeback America Initiative (CAI) / Bridgeport, CTLet’s take a hard and detailed look at the nation’s fiscal challenges; where thecountry is headed; sensible and nonpartisan solutions to these challenges; andwhat you can do to stay informed.

8:15 a.m.-3:30 p.m. Chapter Officers' Leadership Conference This invitation-only conference is designed to training the 2013-14 incoming ChapterOfficers about their chapter roles and responsibilities. Breakouts by region and positionallow attendees to network with peers and learn what strategies have worked to make yourjob easier.

This event will require separate registration that will be available in the near future.

9:30-10 a.m. FICPA Annual Meeting


B17 Leases - Applying the Proposed Lease Guidance (1 AA) J. Edward Grossman, CPA, CMA, CFE, CGMA ProprietorThis presentation will discuss the FASB's proposed new approach to leaseaccounting that will ensure that assets and liabilities arising under leases arerecognized in the statement of financial position.

B18 Health Care Affordable Care Act (Part 1) (1 TB) Lisa R. Carrasco, J.D., LL.M.Counsel / Smith, Gambrell & Russell, LLP / JacksonvilleEver since the Supreme Court upheld the Patient Protection and Affordable CareAct (“PPACA”), Federal agencies have been releasing guidance that affectsemployers almost every week. During Part 1, PPACA’s “pay or play” rules will bediscussed, including how to determine whether an employer is subject to the rulesand, if so, how to comply with the rules.

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B19 Florida Single Audit Act (1 AA) (CLE)*Daniel O’Keefe, CPA, CFE, MBAShareholder / Moore Stephens Lovelace, PA / Winter ParkThis session will discuss the unique characteristics of the Florida Single Audit Act and the potentialimpact from changes in the Federal Single Audit requirements.

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mega cpeconferencecommittee

Gary Fracassi, ChairJeff BarbacciDave BergsteinMark BrechbillFred BrownLynda DennisRich FranzEd GrossmanMarshall GunnAllison HarrellDan HeviaAnne Marie HicksMichael KridelDan LevineBill MaloneyDave MojaRay MonteleoneTony PalermoPat PattersonMichael Rosciam

employee benefitsconferencecommittee

Tony Palermo, ChairGene BonhamJohn CaddenAlan CampbellRichard CristiniEd DuarteMichael DuranteAdam FiresteinRussell GoolsbyDavid HowieRandall NunleyLaura OlivieriKevin Zollner

state taxconference committee

Marty Kaye, ChairMark ArrigoGlenn BedonieMark BrownFred BrummerCristin Conley Dave ElderLaura ElderJoey EpsteinJim ErvinJana GrossenbacherKevin HerzbergAndrew HuberJohn HumphressKaren LakeMichael LampertIan LasherChris MorenoCathy NewportBarbara ODonnellGary PericKen RiosLila RobbinsTracey SellersJim SpencerRex WareJJ WehleShawn Williams

The FICPA Mega CPE Conference wouldn’t have been possible without the efforts of our volunteer committees. Wewould like to extend a special “thank you” to everyone on these committees for their time and dedication in creating asuperb agenda with top speakers from around the country.

thank you



B20 Communications Service Tax (1 TB) Glenn M. Feldman, CPA, MBA, MST Crowe Horwath LLP / Ft. LauderdaleandIsabel NoguesAssistant General Counsel / Florida Department of Revenue / TallahasseeLearn about the current issues with compliance, audits and legislative changes.

10 a.m.-12 p.m. Board of Governor's Meeting


B21 Fiduciary Accounting (1 AA) (1 CFP) F. Gordon Spoor, CPA, PFS, CGMA Spoor & Associates, PA / St. PetersburgThis session will cover basic (and not so basic) concepts of fiduciary accountingand related income tax impacts. Special attention will be paid to the impact ofFlorida's Principal and Income Act on the preparation of fiduciary accountings andincome tax returns. Legislative changes to Florida's Principal and Income Actpassed in 2012 and effective January 1, 2013, will be covered.

B22 Health Care Affordable Care Act (Part 2) (1 TB) Lisa R. Carrasco, J.D., LL.M.Counsel / Smith, Gambrell & Russell, LLP / JacksonvilleEver since the Supreme Court upheld the Patient Protection and Affordable CareAct (“PPACA”), Federal agencies have been releasing guidance that affectsemployers almost every week. During Part 2, I will include an overview of recentPPACA guidance and upcoming deadlines for employers.

B23 Budget and Forecast Systems Comparison (1 TB) Mark Ryburn, CPA, CITP, CDIA+Product Line Manager – Workflow Solutions / CCH Tax & Accounting Budgeting is not much fun, accurate forecasting is none too easy, and, as we arereminded regularly, prior year results are not necessarily indicative of future results.Fortunately, specialized software tools are available to assist us. This session isdesigned help you better understand the options.

B24 Corporate Income Tax (1 TB) (CLE)*Kevin J. Herzberg, CPA, MBA Partner & Tax Practice Leader / Grant Thornton LLP / TampaandScott C. Batsch, CPAVP, Corporate Tax / Lender Processing Services, Inc. / JacksonvilleWhat state tax issues are weighing on the tax director of a multistate company?We will explore in a dialogue monitoring nexus, apportionment options, variouschanges in the states and compliance requirements. Address how the companiesmanage the increasing volume of state tax audits. At the same time, considerwhat kind of planning is available as a business evolves, while never losing sightof considering how it impacts the various requirements of financial reporting.

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*The Florida Bar has approved 13 sessions for a total of 14 ½ CLE credit hours. If you opt only to take a portion of the CLE-approved offerings, you must

contact The Florida Bar to determine the number of CLE credit hours you will earn.

12-12:50 p.m. Lunch PresentationG05 Financial Reporting Framework (1 AA) (1 CFP)

Chuck Landes, CPA VP, Professional Standards & Services / AICPA / Washington, D.C.We will discuss the issuance of the AICPA's new financial accounting framework forsmall and medium entities; what lead to the issuance of this special purposeframework; how it differs from GAAP; and how it differs from other special purposeframeworks. Chuck will also talk about how this project fits into the new FASBprocess from private companies.

1-5 p.m. Optional Excursion Fantasy of Flight


1-5 p.m. Optional Excursion Richard Petty Driving Experience®



B25 Audits of Group Financial Statements (1 AA) Chuck Landes, CPA VP, Professional Standards & Services / AICPA / Washington, D.C.AU-C 600 Audits of Group Financial Statements (including the work of componentauditors) is the most significant change from the prior auditing standards. During thissession, I will provide an overview of those significant changes including when thestandard applies, when you can make reference to other auditors and whatresponsibilities you have as the group auditor.

B26 Federal Tax Update (Business) (1 TB) (1 CFP) Albert GrassoOf Counsel / Chuhak & Tecson, P.C. / Chicago, ILEndeavoring to produce economic stimulation, a dysfunctional Congress has beenworking overtime. With that in mind, I will be covering laws that are: newly-passed;just becoming effective; expiring; extended; and significant new revenue rulings; taxcourt cases; appellate decisions and more.

B27 Identify Theft: Protecting Financial Data in an Age of Cyber Crime (1 TB) James TaralaPrincipal Consultant / Enclave Security / VeniceCybercrime is on the rise and everyone from individuals to small businesses to largeenterprises have experienced financial loss as a result. In this presentation,attendees will learn practical, proven techniques to protect sensitive financial dataagainst such threats. Unable to make this session? No worries – I’m holding it againon Saturday (see B38).

B28 HR/Employment Law Update (1 TB) Patricia J. HillPartner / Smith, Gambrell & Russell, LLP / JacksonvilleI will discuss emerging issues in wage and hour laws, employment agreements,handbook policies and employment discrimination laws.

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B29 Revenue Recognition – What's New (1 AA) J. Edward Grossman, CPA, CMA, CFE, CGMA ProprietorThis session will discuss the current status of the FASB's project to clarify theprinciples for recognizing revenue. Will it result in improved comparability ofrevenue recognition practices across entities, industries, jurisdictions and capitalmarkets?

B30 Federal Tax Update (Individual) (1 TB) (1 CFP) Albert GrassoOf Counsel / Chuhak & Tecson, P.C. / Chicago, ILI will share updates on these topics: federal income, employee benefits, payroll,selected excise taxes; tax savings and planning opportunities; references toInternal Revenue Code, regulations, court decisions and IRS rulings; and practicalillustrations on how laws and federal tax updates apply to client situations.

B31 Personal Wealth Management (1 TB) (1 CFP) Marshall D. Gunn Jr, CPA/PFS, CFP President / GunnChamberlain, PL / JacksonvilleThe Fiscal Cliff, The Patient Protection and Affordable Care Act and The AmericanTaxpayer Relief Act of 2012 have created traps and challenges impacting yourclient's personal wealth management. We will explore the numerous options andopportunities to help our clients succeed in these turbulent times.

B32 The Newest Tech Tools and Trends (1 TB) Paul S. Hoffman, CPA, CITP SouthTech / SarasotaCurrent technology trends reflect major changes in efficiency, communications andaccess to data. This session will provide attendees the driving forces behindthese trends and identify tools to take advantage of these new opportunities.Topics will include mobility, cloud computing, big data, analytics and security.

3:30-5:10 p.m. General Session G06 General Session: Fraud: Don’t be Blind (sided) (2 AA)

Bruce A. Nunnally, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachThis session will take actual fraud cases and analyze them from these standpoints:What happened? What controls should have been in place to possibly prevent thefraud? What procedures should the accountant/auditor have performed that mighthave detected the fraud?

6-9:30 p.m. Optional Event FICPA Magical Evening!

Honor outgoing Chairman Scott G. Price and welcome incoming FICPA leadership with anexquisite dinner party at Epcot ®. Watch the IllumiNations: Reflections of Earth fireworksshow afterwards!

See pages 36-37 for complete details.

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family and friendswill love megaso invite them to join you!A special conference spouse/guest-only registration is available for$175 which includes: Wednesday and Thursday eveningreceptions and admittance to Friday’s FICPA Magical Evening!

The Mega CPE Conference is loaded with activities for the wholefamily. Explore world-famous Walt Disney World® Resort ThemeParks, get your heart racing in a 600-horsepower NASCAR® at theRichard Petty Driving Experience® or get airborne at Fantasy ofFlight® – and that’s just the beginning. No matter what you like,Mega has something for everyone!

Check out our list of fun activities on pages 36-37 for all the Mega Fun that we have to offer.

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7:30-8:15 a.m. Registration and Continental Breakfast


B33 Housing Update Part 1 (1 AA) Daniel A. Levine, CPA, CGMA President / High Road Management, Inc. / MiamiIs it time to buy, sell or hold residential real estate? The answer will differ fromperson to person, neighborhood to neighborhood and house to house. Spend anhour examining some important analytical review procedures for housing-relateddecisions.

B34 Estate Planning Update – How to Make a Gift Without Really Making aGift (1 TB) David Pratt, JD, LLM, CPAManaging Partner / Proskauer Rose LLP / Boca RatonMost of our ultra-wealthy clients have already made gifts and exhausted their gifttax exemptions but such gifts have not made a dent. This presentation will focuson gifting strategies that do not require the use of exemptions, i.e., zeroed-out gifts.

9:10-10 a.m. Concurrent Breakouts (Select One)

B35 The Future of A&A – Panel (1 AA) Cecil Patterson, Jr., CPA, MBA (Moderator)Patterson CPA Group, Inc. / Ponte Vedra BeachandC. Michael Halfast, CPAProfessional Liability Specialist / Risk Avoidance Managers, Inc.St. PetersburgandPaul N. Brown, CPADirector of Technical Services / Florida Institute of CPAs / TallahasseeThis presentation and discussion will focus on recent changes and developmentsin the FASB, the AICPA and Florida regarding the accounting and auditing issuesthat CPAs face. The future of A&A is changing very soon. Are you aware of thechanges? Are you ready for the future?

B36 Housing Update (Part 2) (1 TB) Daniel A. Levine, CPA, CGMA President / High Road Management, Inc. / MiamiWhat is going to happen next in the local housing markets? Are they going to soar?Are they going to crash? Should I buy? Should I invest? Spend an hour discussingthe major factors currently affecting housing supply, demand – and ultimately,pricing – so you can formulate your own conclusions.

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B37 The Dumbest Things People Do to Hide Their Money – FindingHidden Assets and Income in Divorce (1 AA) (1 CFP) Michael S. Kridel, CPA/CFF/CITP, CFC, DABFAPartner / Daszkal Bolton LLP / Boca RatonAlso called “Stupid Spouse Schemes,” this session present amusinganecdotes of the often goofy (and always wrong) acts husbands and wivescommit in an effort to beat the system and their spouses when divorcing, plushow they're caught.

B38 (Repeat of B27) – Identity Theft: Protecting Financial Data in anAge of Cyber Crime (1 TB) (1 CFP) James TaralaPrincipal Consultant / Enclave Security / VeniceCan’t attend this session on Friday? No worries – I’m replaying it on Saturday!Cybercrime is on the rise and everyone from individuals to small businesses tolarge enterprises have experienced financial loss as a result. In thispresentation, attendees will learn practical, proven techniques to protectsensitive financial data against such threats.

11:10 a.m.-12 p.m. Concurrent Breakouts (Select One)

B39 Status of Conversion to International Standards (1 AA) Lynn H. Clements, CPA, CMBA, CFM, Cr.FA, CFEDorotha C. Tanner Chair in Ethics in Business and Economics / Barney BarnettSchool of Business & Free Enterprise / LakelandHow close is the U.S. to converting to international GAAP? Explore the historyof conversion, where we are today and future expectations.

B40 Mobile Devices, Security and More (1 TB) Chris N. Fraser, CISA, CITP, CPAConsulting Services Manager / Zeno Technology SolutionsThis session will cover all things mobile – from mobile device management tomobile security. We'll look at the latest developments in the industry and howyour firm should be leveraging these devices. Is your firm leading the chargeon “BYOD” (Bring Your Own Device) or under attack from BYOD?

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Women are having an impact on the CPA profession – and managing to maintain a healthywork/life balance in the process.

The summit will provide Florida business women of all industries with opportunities tonetwork and advance their leadership skills.

Participate in the Dress for Success Apparel Drive by donating nearly-new apparel toDress for Success Greater Orlando. See page 34 for complete Dress for Successdetails.

Don’t miss the Women to Watch Awards presentation honoring women exemplifyingleadership excellence in the accounting field presented by the FICPA 2012-2013Chair of the Board, Scott Price.

After a day of CPE, join the attendees for your choice of two optional excursions.*

CPE CreditThe Summit qualifies for 6 hours of Behavioral(BE) CPE credit and is subject to change.CPE credit is subject to approval by theFlorida Department of Business andProfessional Regulation.

*See pages 36-37 for complete details forthese and the other fun activities offered at

the Mega CPE Conference.

2012-2013 Women inLeadership CommitteeEllen L. Joseph, ChairSaadia Rauf, Vice Chair

Penelope Boyd-GearDeborah C. BudajMarcia R. CarrolCarla B. DorseyBarbara B. FinkeTarsha R. JacobsTroy KimbroughKathelyn C. MolinaresLauren H. OtradovecKaren RussellSheri F. SchultzJessica V. ShellardProchi ShethBarbara B. StrasdasMaria A. ThomasChristina L. WorleyDeborah J. Zaller

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Optional Event

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Thursday, June 13, 2013(additional registration required $99)

7-8 a.m. Registration and Continental Breakfast

8-8:15 a.m. Opening Remarks and Women to WatchAwards Presentation Scott G. Price2012-13 FICPA Chair

8:15-9:05 a.m. Mega CPE Conference Keynote –Managing Multiple Generations: NextSteps and New Surprises Karl Ahlrichs, SPHR Human Resources Consultant / ExpertSpeaksCarmel, IN

9:05-9:30 a.m. Networking Break with Sponsors

9:30-10:20 a.m. Best Practices in Work/Life Integration –What are the Options for Female Leaders? Sara BradyPresident / Sara Brady Public Relations, Inc.Winter Park

10:20-11:10 a.m. Character, Conscience and Courage Nan Ellen Dixon Adjunct Professor / Georgetown UniversityWashington, DC

11:30-12:20 p.m. Lunch Presentation: Every Great Leader has Been a Great Communicator Kristina KihlbergDTM, SVP of Operations / ExpatRide International Pompano Beach

12:35-2:15 p.m. Career Navigation Strategies for WomenMary Bennett, CEC, MBA, CIAOwner / MLBennett Consulting LLCLake Lure, NC

Excursions (Additional registration required.)*

2:30-6 p.m. Business Casual with Style Fashion Showand Shopping Spree (Cost: $15.00)

3-4:30 p.m. Meet Your Mentoring Match (Cost: Free)

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mega gives back

Drop off your nearly-new donations at the registration desk for the Mega CPEConference on June 13, 2013, and we will take care of the rest. The Women inLeadership Committee is organizing a Dress for Success Apparel Drive, and we needyour donations. The women’s apparel collected will be donated to the Dress for SuccessGreater Orlando, the Central Florida affiliate of the international Dress for Success non-profit organization.

donationsDonated items should be in excellent condition (no obvious tears, stains, etc.) andshould be cleaned, pressed and on hangers, ready for use.Unfortunately, we can’t accept clothing in bags or boxes. Pleasecontribute only items that you would feel comfortable wearing to aninterview.

what we acceptBusiness Suits (Skirts and Pants)Separates including Blazers, Skirts, Slacks and BlousesNew Nylons and New BrasNew and Nearly-New Closed-toe ShoesAccessories like Scarves, Purses, Belts and JewelryUnused Cosmetics

For donation tips and additional information, visitwww.dressforsuccess.org/orlando or contact Debra Kelly,FICPA Member Connections Manager at [email protected] or(850) 224-2727, Ext. 431.

donations acceptedthursday, june 13

a suit, a chance, a future…

Dress for Success mega apparel drive

donate...

http://www.dressforsuccess.org/orlando


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volunteer with Give Kids the World and inspire hopeGive Kids The World Village is a 70-acre resort providing memorable,magical and cost-free experiences to children with life-threateningillnesses. The Village is a place where families make memories andfind joy, laughter and serenity.

On June 13, the FICPA invites Mega CPE Conference attendees andtheir families to help create a memorable evening for these specialchildren. Anyone who’s 14 years and up can volunteer to staff TheVillage and become an “Angel.” From driving the Village Train toscooping ice cream, there are many ways you can bring joy to thelives of others.

The FICPA will provide transportation between Disney’s ContemporaryResort and the Give Kids The World Village (located about 12 milesfrom Walt Disney World® Resort).

Volunteering is easy – just complete an online application.*

registerVisit www.gktw.org/volunteer/groups.php. Scroll to “Apply Today” andchoose “Apply Online.” Be sure to mention “FICPA Group” on yourapplication.

eventThursday, June 13, 2013, from 5-9:30 p.m. (Transportation will beprovided.)

deadlineRegister by June 1, 2013.

For more information about volunteering, contact FICPA MemberServices at [email protected]. For more information about Give Kids TheWorld, visit www.gktw.org.

*All volunteers must undergo a background check as part of the registration process.

Children ages 14-17 must have a parent/guardian complete a permission agreement.

http://www.gktw.org/volunteer/groups.php


http://www.gktw.org

fun/excursion activities Schedule is subject to change.

Disney’s Keys to theKingdom Tour**9:30 a.m.-2 p.m. ($79 per person;includes lunch)Discover the secrets of MagicKingdom and learn how WaltDisney’s vision brought to life thewonders you see in the ThemePark. You’ll be among the selectfew to venture into the Utilidors –mysterious, underground servicetunnels beneath your feet at thepark.

Dine Around Orlando7 p.m.Make marvelous meals easy.We’re offering a Dine AroundProgram on a first come, firstserved basis. Guests areresponsible for transportationand dining costs. You can reachthe wide variety of Dine Aroundrestaurants by sidewalk, monorailor taxi from the hotel.

Kid’s Nite OutBy Reservation (Disney’sContemporary Resort)Kid’s Nite Out offers an in-roomchildcare service that’s availableby reservation on Wednesday.Certified and insured staff bringalong age-appropriate books,games and other activities. Makea reservation through Kid’s NiteOut by calling (407) 828-0920Ext, 0. There is a four-hourchildcare minimum, andreservations must be made atleast 24 hours in advance.

**This excursion requires a MagicKingdom Park Pass (sold separately).

wednesday thursdayGolf Tournament1-5 p.m. ($135 per person,includes box lunch)Disney’s Magnolia Golf CourseMagnificent Course!

Named for its majestic magnolia trees,this course features elevated tees,spacious greens and challengingwater hazards. Wide fairways inviteyou to hit the ball and hit it long, butbeware—11 of the 18 holes boastwater hazards and 97 bunkers dot thelandscape.

Certified by Audubon Internationalas a Cooperative WildlifeSanctuary and rated 4 stars by GolfDigest,Disney's Magnolia Golf Courserepresents a thrilling challenge forplayers at all levels.

Walt Disney World® Resort golfcourses are operated by ArnoldPalmer Golf Management.

Soar Above Walt DisneyWorld® ResortHelicopter Tour1-5 p.m. ($100 Adult/$85 Child)Get airborne with this scenic aerialtour of Walt Disney World® Resort.You’ll see things from a newperspective…not to mention theopportunity to fly in a helicopter.Bring your camera!

BASS Fishing1-5 p.m.Cast your line for great freshwatercatch-and-release BASS fishingwith professional guides on yourchoice of Walt Disney World®

Resort’s sparkling lakes. Useavailable equipment or bring yourown.

Vendor Reception5-6:30 p.m.You’re always looking for ways toimprove your practice. That’s whywe’re letting you mingle withMega’s diverse vendors in arelaxed setting. Go beyond thesales pitch!

Business Casual withStyle Fashion Showand Shopping Spree2:30-6 p.m.Join us for the “Business Casualwith Style – Fashion Show”provided by Dillard’s and theopportunity to shop at TheFlorida Mall®, the largestshopping mall in Central Florida.

Meet Your MentoringMatch3-4:30 p.m.MenteesMeet Your Match Mentoringintroduces you to individuals whoare offering their experience asprofession mentors. At the event,Mentees will meet the mentorsduring a round robin sessionfollowing initial introductions.Once you choose a mentor, theywill be in contact for at least 15minutes per month for six monthsvia in-person meetings, phone,email or other technology.

MentorsMeet Your Match Mentoring givesyou the chance to share yourwealth of experience withaspiring young professionals.Mentors agree to be in contactwith mentees for at least 15minutes per month for six monthsvia in-person meetings, phone,

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email or other technology. If youwant to be a mentor, submit aone-paragraph professionalbiography to Debra Kelly, FICPAMembers Connection Manager,by email at [email protected].

Kid’s Nite Out4:30-8:30 p.m. ($45 per childages 4-12)For your convenience, we’vearranged for child care servicesto be available for an additionalfee. The Kid’s Night Out programwill be available on Thursday,from 4:30-8:30 p.m. Kid’s NiteOut, the preferred child careprovider of Walt Disney World®

Resort, offers qualified activitycounselors who come preparedwith arts and crafts, table gamesand much more! Kid’s meal isincluded. Parents are responsiblefor dropping off and picking upchildren in a timely manner.

Space is limited and advanceregistration is required. Parentsor guardians are required to signa waiver for each child each daythey are registered.

Dine Around Orlando7 p.m.Make marvelous meals easy.We’re offering a Dine AroundProgram on a first-come, first-serve basis. Guests areresponsible for transportationand dining costs. You can reachthe wide variety of Dine Aroundrestaurants by sidewalk, monorailor taxi from the hotel.

fridayFantasy of Flight1-5 p.m.To the skies! See historic flyingmachines up close, climb aboarda B-17 Flying Fortress and seevintage aircraft in flight. Challengeyourself with zip line courses andteach the kids with hands-onlearning.

Richard Petty DrivingExperienceEver wonder what it’s like to driveat 165 mph? Get behind the wheelof a NASCAR® race car with 600horsepower at your feet or rideshotgun with a professional to geta feel for it. Buckle up.

FICPA Magical Evening!EveningYou’re invited to an exquisitedinner party at The AmericanAdventure at Epcot®, where you’llget to eat and socialize insideaquarium walls. Watch the truemagic unfold with theIllumiNations: Reflections of Earthfireworks, laser and water showafterwards!

Kid’s Nite Out5:30-10 p.m. ($45 per child Ages4-12 Years)Disney’s Contemporary Resort The Kid’s Night Out program willalso be available on Friday from5:30-10:00 p.m.

See Thursday’s Kid’s Nite Out forfull details.

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“

Dale Carnegie

”

People rarely

succeed unless

they have fun

in what they

are doing.

A special spouse/guest-onlyregistration is available for $175.

See page 29 for complete details.


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vendor expo 2013

The Mega Marketplace features today’s premier industry vendors to help you find solutions to your individualand business needs. Learn how the newest tools, technologies and services for financial professionalsempower your business message and amplify your professional capabilities.

vendor reception (thursday 6.13 / 5-6:30 p.m.)New this year: we’re setting up the Vendor Reception to give you the opportunity to meet one-on-one withMega’s diverse vendors in a relaxed setting. Go beyond the sales pitch and find out how vendors cancustomize their products to fit your needs.

the mega marketplace

thursday 6.13 - friday 6.14

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mega thanks to our sponsors and exhibitors

sponsors (As of April 4, 2013)

Advanta IRASelf-Directed IRAs-specializing in administrating IRAs that are invested in alternate investmentslike real estate and more!

AICPA Member Insurance ProgramThe AICPA Member Insurance Programs offer members quality insurance coverage provided bysome of the leading insurance companies in the country. Aon Insurance Services is the exclusivebroker and administrator of the AICPA Endorsed Insurance Programs, offering service that ispersonal, responsive, and dedicated to meeting member needs.

Bisk Education, Inc.Bisk Education is a provider of continuing professional education and CPA exam preparationmaterials. Stop by our booth for show discounts on unlimited CPE packages and to register for a $100 AMEX gift card.

FATCA Consultants.comFATCA Consultants is comprised of attorneys and CPAs offering various compliance solutionsincluding training, impact studies as well as company specific resources.

Office DepotWe supply all your office supply needs.

Rogers, Gunter, Vaughn Insurance, Inc.As the endorsed agent for the FICPA, we offer group health, term life, disability and individualhealth plans underwritten by Florida Blue and Florida Combined Life. We also serve as theadministrator for the CNA professional liability program and the association’s group term life,dental and individual yearly renewable term life policy.

exhibitors (As of April 4, 2013)

more efficiently manage time and resources?

attract new clients?

better manage operating risks? You’ll have numerous opportunities to learn how Mega CPE Conference exhibitors can help you reach business goals.Take a look at this vendor list snapshot:

BB&T Association Services

Bedford Strategies and

Solutions

CBC National Bank

CertiPay

CPS Investment Advisors

Drake Software

LTC Global, Inc.

Medicare Plan Options

Office Tools Professional

OJ Mortgage Co. Inc.

PayChoice

Paycor

Pension Investors Corp. of Orlando, Inc.

Strategic Alliance Advisors, Inc.

Thomson Reuters

Thomson Reuters, Tax &Accounting

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registration info

*For every 8 hours purchased, receive 1 lunch ticket.

**Attend Mega CPE Conference and receive your bonus on-demand unlock key via email on June 17, 2013.

++The 30-hour program includes 2 Early Bird Sessions. The Early Bird Sessions can be added separately to all other Mega CPE packages during registrationat $20 per 1-hour session.

four ways to registerinternet 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.

Perhaps the best part of Mega 2013 is the chance to make it YOURS. We’re unveiling a new way to register –customizable schedules and prices mean you’ll only pay for what you want. Get it all for a record 30 hours ofCPE at the event!

Start your Mega CPE package with 8 hours of your choosing, then customize your learning by adding 4-hourblocks and earn bonus on-demand CPE along the way!

Mega CPE Hours* Bonus On-Demand CPE** Fee Cost per CPE Hour+

8 hours 2 $270 $27.00

12 hours 4 $300 $18.75

16 hours 6 $320 $14.55

20 hours 8 $360 $12.86

24 hours 10 $410 $12.06

28 hours 12 $450 $11.25

30 hours++ 12 $490 $11.67

+ Fee and cost per CPE hour are based on the FICPA Member Mega Early Price. For a full list of prices, see page 42.

big savings! The more you learn, the more you save – choose from 30 total Mega hours to fill your schedule and get CPE as low as$11.25 per hour!

megafy your cpe! You also may purchase Early Bird Sessions on Thursday and Friday for $20 each. Attending these sessions will allow you toearn up to 30 in-person hours at the event.++

cpe credit The Mega CPE Conference qualifies for up to 30 credit hours, subject to approval by the Florida Department of Businessand Professional Regulation. The type of credit earned depends on concurrent breakouts chosen. Please indicate choiceof breakouts on the registration form.

cpe policies you may need to knowCPE policies may be found on our website at www.ficpa.org/cpepolicies, or on the registration confirmation sent uponcompletion of registration.

http://www.ficpa.org/cpepolicies

http://www.ficpa.org/cpe

41ficpa.org/megacpe

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registration form

wednesday (details on pages 12-16)SG1* 8:10 a.m. Multi-State Nexus (2 Hrs) EG1* 8:10 a.m. Department of Labor Update (2 Hrs) SG3 10:05 a.m. Mainstreet Fairness Issues EG2 10:05 a.m. Audit Guide Update EB1 11 a.m. How to Improve Audit Efficiencies and

Determine Appropriate Sample Sizes EB2 11 a.m. Auditing Benefit Plans for Staff and Seniors SG4 11 a.m. Mainstreet Fairness Issues Continued SG5 11:50 a.m. Lunch Presentation - State of the States EG3 11:50 a.m. Lunch Presentation - IRS Update ETH* 1:15 p.m. Ethics: Protecting the Integrity of Florida CPAs (4 Hrs) SG6 1:15 p.m. Apportionment Issues EB3 1:15 p.m. Department of Labor Fee Disclosures and the

Audit Impact for 2012 EB4 1:15 p.m. Financial Reporting and D isclosure EB5 2:20 p.m. Auditing Fraud Issues in an Employee Benefit Plan EB6 2:20 p.m. Plan Audits, Corrections and Fiduciary Issues SG7 2:20 p.m. Department of Revenue Panel EG5 3:15 p.m. Audit Quality Center Update SG8 3:15 p.m. Active Florida Tax Litigation

thursday (details on pages 17-22)G01 8:15 a.m. Keynote Address: Managing Multiply Generations B01 9:30 a.m. Breakout 1: Audit Clarity Standards Update B02 9:30 a.m. Breakout 2: Security Current Threats and Strategies B03 9:30 a.m. Breakout 3: Shut Up, Don't Say Anything, Get a Lawyer B04 9:30 a.m. Breakout 4: Click-Through Nexus B05 10:30 a.m. Breakout 5: FASB Update B06 10:30 a.m. Breakout 6: Panel - Engagement Letter Defects B07 10:30 a.m. Breakout 7: Impact of Bankruptcy on Tax Debts B08 10:30 a.m. Breakout 8: The Basic Framework of Florida Tax Law G02 12 p.m. Lunch Presentation: Topic TBD B09 1:10 p.m. Breakout 9: Yellow Book Update B10 1:10 p.m. Breakout 10: An Economic Approach to Accounting B11 1:10 p.m. Breakout 11: Litigation Against CPAs -

How to Avoid Being Sued B12 1:10 p.m. Breakout 12: Property Tax Update B13 2:10 p.m. Breakout 13: GASB Update B14 2:10 p.m. Breakout 14: Social Networking Liabilities B15 2:10 p.m. Breakout 15: New Documentation Issues in A&A B16 2:10 p.m. Breakout 16: Best Practices Florida Tax Audit G03* 3:30 p.m. General Session: Asking Questions/Listening to Answers

(2 Hrs)

friday (details on pages 24-28)G04 8:15 a.m. Keynote Address: Comeback America Initiative B17 9:30 a.m. Breakout 17: Leases - Applying the Proposed

Lease Guidance B18 9:30 a.m. Breakout 18: Healthcare Affordable Care Act (Part 1) B19 9:30 a.m. Breakout 19: Florida Single Audit Act B20 9:30 a.m. Breakout 20: Communications Service Tax B21 10:30 a.m. Breakout 21: Fiduciary Accounting B22 10:30 a.m. Breakout 22: Healthcare Affordable Care Act (Part 2) B23 10:30 a.m. Breakout 23: Budget and Forecast Systems Comparison B24 10:30 a.m. Breakout 24: Corporate Income Tax G05 12:00 p.m. Lunch Presentation: Financial Reporting Framework B25 1:10 a.m. Breakout 25: Audits of Group Financial Statements B26 1:10 p.m. Breakout 26: Federal Tax Update (Business) B27 1:10 p.m. Breakout 27: Identify Theft: Protecting

Financial Data in and Age of Cyber Crime B28 1:10 p.m. Breakout 28: HR/Employment Law Update B29 2:10 p.m. Breakout 29: Revenue Recognition - What's New B30 2:10 p.m. Breakout 30: Federal Tax Update (Individual) B31 2:10 p.m. Breakout 31: Personal Wealth Management B32 2:10 p.m. Breakout 32: Technology Update G06* 3:30 p.m. General Session: Fraud: Don’t Be Blind (Sided)

(2 Hrs)

saturday (details on pages 30-31)B33 8:15 a.m. Breakout 33: Housing Update Part 1 B34 8:15 a.m. Breakout 34: Estate Planning Update B35 9:10 a.m. Breakout 35: The Future of A&A - Panel B36 9:10 a.m. Breakout 36: Housing Update - Part 2 B37 10:15 a.m. Breakout 37: The Dumbest Things People Do to

Hide Their Money – Finding Hidden Assets and Income in Divorce

B38 10:15 a.m. Breakout 38 (Repeat of B27): Identity Theft: Protecting Financial Data in an Age of Cyber Crime

B39 11:10 a.m. Breakout 39 - Status of Conversion to International Standards

B40 11:10 a.m. Breakout 40 - Mobile Devices, Security and More

All courses are 1 hour except for those indicated.*Course counts as more than one hour of CPE.

select your cpe coursesChoose a Mega CPE package from the previous page, then select your sessions from the list below. Please note that all sessions are one (1) hour unlessotherwise indicated. Optional excursions and events may require an additional charge. Use pull out planner in brochure center as a registration guide.

Total Hours Selected

42 #megacpe

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contact information

Name

FICPA Member No.

Firm

Address

City/State/ZIP

Telephone ( )

Email

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.

method of payment

Check enclosed in the amount of $ made payable tothe FICPA.

Please charge my: Company-issued credit card Personal credit card

VISA MasterCard American Express Discover

Cardholder Name

Signature

Exp. Date

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

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

optional excursions (details on pages 36-37)

wednesdaycode time excursion

X01 9:30 a.m. Disney’s Keys to the Kingdom Tour - $79 per person, includes lunch

X02 7 p.m. Dine Around Orlando

thursdayX04 1 p.m. Golf Tournament - $135 per person, includes box lunch X05 1 p.m. Soar Above Walt Disney World® Resort Helicopter Tour -

Adult $100 per (13 and older) X06 1 p.m. Soar Above Walt Disney World® Resort Helicopter Tour -

Children $85 per (12 and under)X07 1 p.m. BASS Fishing - ($80) X15 2:30 p.m. Business Casual with Style Fashion Show and

Shopping Spree ($15) X16 3 p.m. Meet Your Mentoring Match (FREE)X09 7 p.m. Dine Around Orlando

fridayX10 1 p.m. Fantasy of Flight -

Adult $65 per (13 and older) X11 1 p.m. Fantasy of Flight -

Children $45 per (age 6-12) X12 1 p.m. Richard Petty Driving

Experience® - Adult $125 per (14 and older) X13 1 p.m. Richard Petty Driving

Experience® - Children $80 per (age 6-13)

total $

optional eventsSP1 Spouse and Guests ($175 per person)

includes Wednesday and Thursday evening receptions and Friday Magical Evening! (see page 29)thursday

E00 7 a.m. Early Bird Topic: Not for Profit Update (1 hour of CPE, $20 per person) WLS 8:15 a.m. Women’s Leadership Summit ($99 per person)

(see page 32)

fridayE02 7 a.m. Early Bird: Compilation and Review

(1 hour of CPE, $20 per person) S03 6 p.m. FICPA Magical Evening! ($75 per person)

(see page 37)

+ optional eventslist code quantity sub-total

$

$

$

$

$

cpe members nonmembers Mega Early Regular Price Mega Early Regular Price Price as of 06/04/13 Price as of 06/04/13

8 hours $270 $325 $345 $400

12 hours $300 $355 $375 $430

16 hours $320 $375 $470 $525

20 hours $360 $415 $510 $565

24 hours $410 $465 $635 $690

28 hours $450 $505 $675 $730

hours

+ optional excursionslist code quantity sub-total

$

$

$

$

$

P.O. Box 5437Tallahassee, Florida 32314

June 12-15, 2013

Think BIG SavingsSave BIG on your vacation to Walt Disney

World®with Mega CPE Conference. The FICPA

Room Rate for this event saves you over

$200/night while Mega gets you CPE as low as

$11.25/hour!

Think BIG CPEEarn over HALF of your renewal CPE at

Mega with up to 30 hours of live CPE

and 12 hours of bonus on-demand CPE

for a total of 42 possible CPE hours!

Think BIG FunOn top of all the CPE, Mega 2013

introduces dozens of fun Walt Disney

World® area excursions and a new

way to register. Make it YOURS –

customize your agenda and plan the

ultimate bizcation!

Think

at disney’s contemporary resort in orlando june 12-15, 2013

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