Plan your sunny escape to the Summer Vacation Cluster today! Register now for this refreshing CPE conference.

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2 Dive In to the Perfect Summer Retreat Grab your snorkel and pack up the car, it s time for a trip to the ultimate destination for cool breezes, swaying palm trees, and family-friendly fun. Meet us in sunny Orlando to unwind and earn much-needed CPE during the Dog Days of Summer. The Summer Vacation Cluster at Disney's Grand Floridian Resort on July offers the best of both worlds enjoy a great summer vacation and earn high-quality CPE to keep you up-to-date. Hop on the bus and go from pencil-in-hand to toes-in-the-sand within just minutes. With some of the most knowledgeable instructors presenting, you ll be up to date on essential topics ranging from practice management to information technology and A&A Updates. Earning up to 20 hours of CPE has never been easier with 9 flexible fourhour sessions and a convenient centralized location. Take a break from learning to soak up all the great fun that Walt Disney World Resort offers. Plan your sunny escape to the Summer Vacation Cluster today! Register now for this refreshing CPE conference.

3 Thursday 7/23 Conference at-a-glance 8:15-8:45 a.m. Session I and II Registration 8:45 a.m.-12:15 p.m. Session I Practice Management Issues Facing the CPA in Both Public Accounting and Industry 8:45 a.m.-12:15 p.m. Session II Revenue Recognition, Leases & Financial Instruments 1-1:30 p.m. Session III and IV Registration 1:30-5 p.m. Session III Fraud Yesterday, Today, Tomorrow 1:30-5 p.m. Session IV House of Cards Get Your Tax House in Order Friday 7/24 8:15-8:45 a.m. Session V and VI Registration 8:45 a.m.-12:15 p.m. Session V Technology Plus Cloud Computing 8:45 a.m.-12:15 p.m. Session VI A&A Update 1-1:30 p.m. Session VII and VIII Registration 1:30-5 p.m. Session VII Compilation and Review SSARS 21 1:30-5 p.m. Session VIII Industry Update: Lending Practices and Business Financing Saturday 7/25 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) CPE Credit We have filled this event with 9 four-hour sessions, providing you the opportunity to earn up to 20 hours of CPE. 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. #ficpasvc 3

4 Thursday 7/23 8:15-8:45 a.m. Session I and II Registration 8:45 a.m.-12:15 p.m. Practice Management Issues Facing the CPA in Both Public (SVC01) Accounting and Industry (4 TB) Marshall D. Gunn, Jr., CPA/PFS, CGMA, CFP President GunnChamberlain, PL Jacksonville and Marshall D. Gunn, III, CGMA,CPA Partner GunnChamberlain, PL Jacksonville CPAs face numerous issues in managing their practices, consulting with clients across numerous industries and being the financial person within their company. During this session, we ll review personnel, ownership, management, technological, and other issues that you need to understand in order to efficiently manage your firm and advise clients or employers. Plus, discover how to engage in active succession planning; identify, manage, and maintain quality employees; and implement programs to stay up-to-date with applicable standards and regulation. Accelerate your ROI with tips on how to market to current and potential customers and manage relationships among company/firm owners. At the end of this session, you will also review how to set up and maintain effective I.T. systems. 8:45 a.m.-12:15 p.m. Revenue Recognition, Leases & Financial Instruments (4 AA) (SVC02) Ed Grossman, CFE, CMA, CPA, CGMA Principal CliftonLarsonAllen Lakeland Review the hot topics impacting all professional CPAs in the areas of Revenue Recognition, Leases, and Financial Instruments. The status and issue expected will also be covered. 1-1:30 p.m. Session III and IV Registration 1:30-5:00 p.m. Fraud Yesterday, Today, Tomorrow (SVC03) TBD 1:30-5 p.m. House of Cards Get Your Tax House in Order (4 TB ) (SVC04) Vicki Meyer, CPA Owner Meyer Consulting, PLLC Orlando This session focuses on the most relevant income tax developments including: legislation, regulation, cases, rulings and other administrative pronouncements. 4 Summer Vacation Cluster

5 Friday 7/24 8:15-8:45 a.m. Session V and VI Registration 8:45 a.m.-12:15 p.m. Technology Plus Cloud Computing (4 TB) (SVC05) Scott Helfrich Senior VP Program Development Web.com Group, Inc. Jacksonville The presentation for professionals, as well as small and medium sized businesses looking for information on technology issues involving the web, cloud computing, and business opportunities. Get answers to the questions you have been hesitant to ask regarding security issues, cost, and advantages. 8:45 a.m.-12:15 p.m. A&A Update (4 AA) (SVC06) Cecil Patterson, Jr., CPA, MBA Patterson CPA Group, Inc. Ponte Vedra Beach Discuss the new and important aspects of the Financial Accounting Standards Board (FASB), the pronouncements from the Auditing Standards Board (ASB), and the new issues and changes from the Accounting and Review Services Committee (ARSC) with changes to SSARS for Compilation and Review. Further, any new issues in the area of A & A will be discussed. 1-1:30 p.m. Session VII and VIII Registration 1:30-5 p.m. Compilation and Review SSARS 21 (4 AA) (SVC07) Paul N. Brown, CPA, CGMA Director of Technical Services Florida Institute of CPAs Tallahassee SSARS 21 will have a significant impact on how CPAs elect to perform and issue financial statements in the future. This presentation will guide you through all of the requirements of the new pronouncement. We ll also take a long, hard look at the new Preparation of Financial Statements service embedded within SSARS 21 and when it might be best applicable in your practice. 1:30-5 p.m. Industry Update: Lending Practices and Business Financing (4 TB) (SVC08) Lunelle Siegel, EDFP Funding Manager, Emeritus Corporate Funding Tampa Post-recession business financing and capital access will be the subject of the presentation. CPAs in industry and private practice will benefit from the incites of this veteran banker. Saturday 7/25 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) (SVC09) Cecil Patterson, Jr., CPA, MBA Patterson CPA Group, Inc. Ponte Vedra Beach Review the changes to the professional ethics of the CPAs. The newly codified Ethical Standards and Interpretations will be reviewed plus their applications. Examples of ethical issues will also be presented. 5

6 Conference Site Disney Disney Disney Grand Floridian Resort & Spa Lake Buena Vista 4401 Floridian Way Lake Buena Vista, FL (407) Disney Accommodations FICPA Room Rate: $185 Single/Double Hotel Cutoff Deadline: Wednesday, July 8, 2015 Reservations made after the cutoff date will be subject to availability and current room rate. For reservations, please contact the Disney Grand Floridian Resort directly at (407) 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 ficpa.org/policies or on the registration 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. Save Big with Group Discounts Register five or more people from the same organization and receive special group discounts! Restrictions may apply. For more information, visit ficpa.org/policies. Did You Know? You can apply your nonmember fee from this event towards an FICPA membership. Visit ficpa.org/policies for more details and an application. 6 Summer Vacation Cluster

7 Registration Four ways to register for FICPA CPE Programs Internet registration can be placed at Fax a completed registration form with credit card information to the FICPA at (850) Call the FICPA Member Service Center at (800) , or (850) to place a credit card order. Mail a completed registration form to: Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL Contact Information Name FICPA Member No. Firm Address City/State/ZIP Telephone ( ) m Check here if registration reflects an address change. Pricing Summer Vacation Cluster (SVC) Member Price (per session) m In accordance with ADA requirements, if you are disabled and require special services, please check here. Someone from our office will contact you. Nonmember Price** (per session) Additional nonmember fees of $125 apply for this event Early Bird Price* $185 per session $185 per session Regular Price (as of 06/23/2015) $240 per session $240 per session Please check one breakout session for each time slot indicating the concurrent session you wish to attend. Thursday 7/23 8:45 a.m.-12:15 p.m. SVC01 SVC02 1:30-5 p.m. SVC03 SVC04 Friday 7/24 8:45 a.m.-12:15 p.m. SVC05 SCV06 1:30-5 p.m. SVC07 SVC08 Saturday 7/25 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 30 days in advance and save $55 off the regular price. ** Nonmembers of the FICPA must add an additional $125 to the registration price. Save money and apply this fee to your FICPA membership fees. Visit for more details. Total $ Method of Payment Check enclosed in the amount of $. Please charge my company-issued credit card: Please charge my personal credit card: VISA MasterCard 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. 7

8 P.O. Box 5437 Tallahassee, Florida Summer acation C L U S T E R July 23-25, 2015 Disney s Grand Floridian Resort & Spa Orlando New Location! (800) (850)