November 8-10, 2021The Signature Grand

Ft. Lauderdale (Davie), FL

CPE: Up to 26 hours

THANK YOU TO OUR SPONSORS

The Premier South Florida Event forAccounting and Finance Professionals

TWO WAYS TO ATTEND

IN PERSON AND ONLINE

ficpa.org/SUMMIT 1

While CPAs regularly work with their clients to prepare for stormy weather, the pandemic was a perfect storm that caught everyone by surprise.

The FICPA’s Florida CPA Summit brings you three days of the information and expertise you need to succeed in these turbulent times.

Keynote Speakers:

Reasons to attend:

INVEST IN YOURSELFTHOUGHT LEADERS

William R. Pirolli, CPA, CFF, PFS, SGMA Partner, DiSanto Priest & Co; AICPA Chairman

Scott Price, CPA, CISA, CIA CEO & Founder of A-LIGN; FICPA Past Chair

Ridgely Goldsborough Author and International Speaker, Founder of the Avatar Formula

Professional Issues Update

The Need to Succeed

Grow Your Book of Business and Your Customer Wallet Share Using Brain Biology and the Power of Online Marketing

CUTTING-EDGE CPE designed to provide you with the knowledge and skills to position yourself as a trusted financial advisor.

FOUR HOURS OF FREE CPE at our TED-style Learning Labs. Each session is fast-paced and focused on a unique challenge. (Separate registration required)

FOUR HOURS OF ETHICSProtecting the Integrity of Florida CPAs (4980) to meet your biennial requirements. (Separate registration and fee required)

TAKE A BREAK from the office or remote work to sharpen your skills and network with peers.

MEET WITH INDUSTRY LEADERS in our Solution Center to discuss your firm's particular challenges and how to address them.

What you will learn:

• Navigate the latest in tax issues, including multi-state credits and incentives

• Understand accounting for investments, including Bitcoin and cryptocurrency, and for cannabis

• Explore cybersecurity issues in various environments, and learn how to benefit from data analytics and AI

• Discuss the importance of diversity and inclusion in the profession

• And much more!

2 FICPA Florida CPA Summit 2021 ficpa.org/SUMMIT 3

CONFERENCE AT-A-GLANCE

MONDAY, NOVEMBER 8, 2021

8 A.M. – 12 P.M. Ethics: Protecting the Integrity of Florida CPAs (4980) (4 ET)

12 - 1 P.M. Ethics Lunch (Included in Ethics registration cost)

1 - 5 P.M. TED-style Learning Labs (FREE) (4 TB)

5 - 6:30 P.M. Welcome Cocktail Reception (FREE)

TUESDAY, NOVEMBER 9, 2021

6:30 - 7:30 A.M. Health and Wellness: Chair Yoga

7 - 7:50 A.M. Early Riser | COVID-19 Today: The Health and Well-Being of Your COVID-19 Policies and Protocols (1 TB)

8:10 - 9:10 A.M. Keynote Presentation | Professional Issues Update

9:15 - 10:05 A.M. Economic Update (1 TB)8 Mistakes New Accounting Firms Make and How to Avoid Them (1 TB)

10:05 - 10:30 A.M. Break

10:30 - 11:20 A.M. FASB Update - Private Company Focus (1 AA)

Private-Label Pooled Employer Plans: Grow Firm Revenue (1 TB)

11:25 A.M. - 12:15 P.M.Cryptocurrencies - Transactional Currency, Investment, or Money Laundering Tool? (1 TB)

Department of Financial Services Local Government Financial Reporting Update (1 AA)

12:15 - 1:25 P.M. Lunch

1:25 - 2:15 P.M. Navigating State Tax in a Changing World (1 TB)

The "Intelligent Automation" of Finance and Accounting (1 AA)

2:20 - 3:10 P.M.Protecting Your Data in a Remote Work Environment (1 TB)

Expand Services and Increase Profit: A Guide to Adding Financial Planning to Your Tax Practice (1 TB)

3:10 - 3:30 P.M. Break

3:30 - 4:20 P.M. Accounting for Cannabis (1 AA)

Panel: How to Generate Additional Revenue for Your CPA Practice (1 TB)

4:25 - 5:15 P.M. Keynote Presentation | Current Trends in Fraud, Including COVID-19 and Business Email Compromise (BEC) (1 AA)

5:15 - 6:30 P.M. Vendor Reception (Exhibit Hall)

WEDNESDAY, NOVEMBER 10, 2021

6:30 - 7:30 A.M. Health and Wellness: Chair Yoga

7 - 7:50 A.M. Early Riser | COVID-19 Tomorrow: The Future of IIlness and COVID-19 in the Workplace (1 TB)

8:10 - 9 A.M. Keynote Presentation | The Need to Succeed (1 TB)

9:05 - 9:55 A.M. Florida Tax Watch: Legislative Overview (1 TB)

The Old Ways of Doing Business Don't Meet Today's Cybersecurity Challenges (1 TB)

9:55 - 10:15 A.M. Networking Break (Exhibit Hall)

10:15 - 11:05 A.M.Panel: Supplying the Profession's Talent Pipeline (1 TB)

A Time for Equities, With Bond Yields This Low and Fundamentals Improving (1 TB)

11:10 A.M. - 12 P.M. Designing Anti-Fraud Tests That (Actually) Work (1 AA) TBD

12 - 1:20 P.M. Lunch

1:20 - 2:10 P.M.The Business Case for Inclusion & Diversity in Public Accounting (1 TB)

An Open Forum to Peer Review With Updates on Findings and Standards (1 AA)

4 FICPA Florida CPA Summit 2021 ficpa.org/SUMMIT 5

CONFERENCE AT-A-GLANCE

2:15 - 3:05 P.M. Tax Advantages of Reverse Mortgages (1 TB)

Mergers and Acquisions: Current Trends for CPA Firms (1 AA)

3:05 - 3:15 P.M. Break

3:15 - 4:05 P.M. Practice Management (1 AA)

The Future of Accounting: What's in Your Wallet? (1 TB)

4:10 - 5:00 P.M.Keynote Presentation | Grow Your Book of Business and Your Customer Wallet Share Using Brain Biology and the Power of Online Marketing (1 BE)

FREE SOLUTION CENTER EXHIBIT HALL NOVEMBER 9, 2021 | 8 A.M. - 5 P.M. & NOVEMBER 10, 2021 | 8 A.M. - 3 P.M. For even more next-level skills and networking opportunities, be sure to visit our Solution Center! You'll learn about the latest goods and services from more than 25 exhibitors, have the opportunity to pose for professional headshots, and maybe even walk away with a prize.

Also be sure to make your way to the FICPA Scholarship Foundation booth to try your hand at winning a free bottle - or bottles - of wine.

Finally, we look forward to seeing you at our

VENDOR RECEPTION ON NOVEMBER 9, 2021 FROM 5:15 - 6:30 P.M.

REGISTRATION

Online registration can be processed at ficpa.org/SUMMITCall FICPA Member Services at (800) 342-3197 or (850) 224-2727 to register a group.

IN-PERSON PRICINGEarly-Bird Price* ........................................................................ $455Regular Price ........................................................................................... $510

Nonmember Early-Bird Price* ................................................. $705Nonmember Regular Price ..................................................... $760

ETHICS PRICINGEarly-Bird Price* ........................................................................ $159Regular Price ........................................................................................... $214

Nonmember Early-Bird Price* ................................................. $224Nonmember Regular Price ........................................................... $279

LIVESTREAM PRICINGRegular Price ........................................................................................... $455 Nonmember Regular Price ..................................................... $705

GROUP DISCOUNTS

Register five to seven participants from the same organization: Save 15%

Register eight or more participants from the same organization: Save 20%

All participants must be registered at the same time to qualify for the group discount. Group discounts cannot be obtained online. Call Member Services to register groups and receive this discount.

*Register by Oct. 8, 2021 to qualify for early-bird pricing.

Follow the FICPA on Twitter @ficpa and use #ficpaSUMMIT to tweet about this conference.

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