Packed full of everything you need, the Florida Accounting & BusinessExpo™ is not a one-size-fits-all event.

Join us in June for three days overflowing with educational sessions,networking opportunities and trade-show exhibits. We’ve got everythingyou need to fulfill your distinct educational needs and keep you at the top.

As one of Florida’s most popular CPE events, FABexpo lets you create yourperfect ensemble from up to 23 hours of quality continuing professionaleducation you can modify to fit your needs. At a little more than $17 percredit hour, FABexpo is one of the best deals around.

So stuff your bags and join us at FABexpo in Tampa, June 8-10, 2011.

Just Stuff it!

www.ficpa.org/fabexpo 3

Follow the FICPA on

@ficpa and use #FABexpo to tweet about this event.

Agendaat-a-glance

Wednesday June 87:45 a.m.-2:00 p.m. Registration/Check-in

8:10-11:45 a.m. Ethics: Protecting the Integrity of Florida CPAs

12:45-1:35 p.m. General Session/Keynote Address (Bonus Hour of CPE!)

1:45-5:15 p.m. CPE Sessions

Thursday June 9

7:30 a.m.-Noon Registration

8:15-9:15 a.m. General Session/Keynote Address

9:15 a.m.-6:00 p.m. Vendor Showcase and Tradeshow Networking

9:30 a.m.-12:40 p.m. CPE Sessions

12:40-1:40 p.m. Lunch and Tradeshow Networking

1:45-4:50 p.m. CPE Sessions

4:30-6:00 p.m. Cocktail Reception and Tradeshow Networking

Friday June 10

8:00-11:25 a.m. CPE Sessions

8:30 a.m.-1:20 p.m. Vendor Showcase and Tradeshow Networking

11:10 a.m.-12:45 p.m. Lunch and Tradeshow Networking

12:45-4:20 p.m. CPE Sessions

4 Florida Accounting and Business Expo™

7:45 a.m.-2:00 p.m.Registration/Check-in

8:10 a.m.-11:45 a.m.Ethics Course (A-1) (4 Ethics)

Ethics: Protecting the Integrity ofFlorida CPAs (4980) . . . . . . 4 EthicsCecil “Pat” Patterson Jr., CPA, MBAPatterson CPA Group, Inc.

12:45-1:35 p.m.Keynote Address (B-1) (1 TB) (Bonus Hour of CPE Credit!)

1:45-5:15 p.m.Accounting & Auditing (C-1) (4 AA)

Compilation and Review . . . . 2 AACecil “Pat” Patterson Jr., CPA, MBAPatterson CPA Group, Inc.

CIRA Update . . . . . . . . . . . . . . 2 AACecil “Pat” Patterson Jr., CPA, MBAPatterson CPA Group, Inc.

1:45-5:15 p.m.Tax (C-2) (4 TB)

Taxpayer Bill of Rights / DefendingYour Clients from the IRS . . . . . 2 TBRaul O. Serrano, CPAPresident & CEO / Raul O. Serrano Jr.,CPA, PA

Return Preparer Strategy andUpdates to Circular 230 . . . . . . 1 TBCherene DeemSenior Stakeholder Liaison Specialist /Internal Revenue Service

Preparing Tax Documentation for Your Files . . . . . . . . . . . . . . . 1 TBVicki H. Meyer, CPAOf Counsel / Thomas Howell Ferguson, PA

1:45-5:15 p.m.Yellow Book (C-3) (4 AA)

Yellow Book Update . . . . . . . . 1 AA Jeffrey E. Barbacci, CPAPartner / Thomas Howell Ferguson, PA

Understanding the Red BookStandards and EffectivelyCoordinating the Red Book and Yellow Book . . . . . . . . . . . 1 AABeryl H. Davis, CPA, CIA, CGFMVice President, Standards & Guidance / The Institute of Internal Auditors

Florida Single Audit Act . . . . . 1 AADerrick Lomas, CPADerrick L. Lomas, CPA

Financial Distress in Municipalities . . . . . . . . . . . . 1 AAJ. Deede Weithorn, CPAAssociate Director of Attest and AccountingServices and Commissioner, City of MiamiBeach / Berkowitz Dick Pollack & BrantCPAs and Consultants, LLP

1:45-5:15 p.m.Technology (C-4) (4 TB)

Selecting Accounting Systems . . . . . . . . . . . . . . . . . . . 1 TBMario Nowogrodzki, CPA, CITPFounder & Principal / MendelsonConsulting, Inc.

Technology Tools for Your Practice . . . . . . . . . . . . 1 TBRandolph P. JohnstonExecutive Vice-President / NetworkManagement Group, Inc.

Document Management and thePaperless Office . . . . . . . . . . . . 2 TBDoug SleeterFounder & President / The Sleeter Group, Inc.

WednesdayJune 8

7:30 a.m.-12:00 p.m.Registration

8:15-9:15 a.m.Keynote Address (D-1) (1 TB)(Bonus Hour of CPE Credit!)

9:15 a.m.-6:00 p.m.Vendor Showcase and Tradeshow Networking

9:25 a.m.-12:30 p.m.Accounting & Auditing (E-1) (3 AA)

SAS Update . . . . . . . . . . . . . . . 1 AAHarold L. Monk, CPA, CFEManaging Partner / Davis, Monk &Company CPAs

Consolidation of VIEs: Applicationof the New Requirements . . . . 2 AADiane J. Reich, CPA, MBAPartner / Grant Thornton LLP

10:10 a.m.-12:40 p.m.Tax (E-2) (3 TB)

Estate Tax Update . . . . . . . . . . 1 TBDominic D’Ambrozio, CPA, Esq.Partner / D’Ambrozio, Newman & Co., LLP

Federal Tax Update . . . . . . . . . 1 TBVicki H. Meyer, CPAOf Counsel / Thomas Howell Ferguson, PA

Social Security – Choice of Entities – Impact on LLCs . . . . . 1 TBJeffrey H. Greene, CPA/PFSPresident / Jeffrey H. Greene, CPA, PA

10:10 a.m.-12:40 p.m.Valuation and Litigation (E-3) (3 TB)

Calculating Damages for Litigation . . . . . . . . . . . . . . . 1 TBMarcie D. Bour, CPA/ABV, CVA, CFEPresident / Florida Business ValuationGroup

Valuation Discounts from MinorityInterest . . . . . . . . . . . . . . . . . . . . 1 TBGary R. Trugman, CPA/ABV, MBA,ASA, MVSPresident / Trugman Valuation Associates., Inc.

Divorce Law Update . . . . . . . . 1 TBThomas L. DuggarAttorney / Duggar & Duggar, PA

10:10 a.m.-12:40 p.m.Yellow Book (E-4) (3 AA)

GASB Update . . . . . . . . . . . . . 2 AALisa R. Parker, CPAProject Manager / GovernmentalAccounting Standards Board

Governmental Fraud Cases . . 1 AARichard S. Fechter, JD, CAMSForensic Accountant / Berkowitz DickPollack & Brant CPAs and Consultants, LLPandLatour Lafferty, JDShareholder / Fowler White and Boggs

ThursdayJune 9

6

1:40-4:50p.m.Accounting & Auditing (F-1) (3 AA)

SOX and Good Internal Controlsfor Small Businesses . . . . . . . . 1 AAMario Nowogrodzki, CPA, CITPFounder & Principal / MendelsonConsulting, Inc.

Private Company FinancialReporting and a Report from the Blue Ribbon Panel . . . . . . . 2 AAArleen Thomas, CPASenior Vice President / AICPAandRobert DurakSenior Technical Advisor / AICPA

1:40-4:45 p.m.Tax (F-2) (3 TB)

Streamlining Your Tax Practice andGoing Paperless . . . . . . . . . . . . 1 TBBonnie L. Mackey, CPA, CSEP, MBA, AEPPartner / Levin, Silvey, Zelko & Mackey, PA

Health Care Reform Act . . . . . . 1 TBKeith E. Johnson, CIA, CPA, MBAPresident / Keith E. Johnson, CPA, PA

Tax Research . . . . . . . . . . . . . . . 1 TBJonathan Ingber, CPAKwal & Oliva, CPAs

1:40-4:45 p.m.Finance (F-3) (3 TB)

Meet Your Banker – Knowing the Requirements . . . 1 TBCharlotte StarfireGlobal Trade Solutions Executive / SunTrust BankandLee WrightRegional Credit Officer / SunTrust Bank

Alternative Financing . . . . . . . . 1 TBPenny HulbertPresident / Links Financial Services

Hot Topics in Bankruptcy, Debt Forgiveness and Credit Repair . . . . . . . . . . . . . . . 1 TBEdward J. Peterson, IIIPartner / Stichter, Riedel, Blain & Prosser, P.A.

1:40-4:45 p.m.Industry (F-4) (1 AA/2 TB)

The Continuing Explosion of Employer / ContractorMisclassification and Off-the-Clock Claims . . . . . . . . 1 TBKaren M. BuesingShareholder / Akerman Senterfitt

Exit Strategies for Business Owners . . . . . . . . . . . 1 TBWarren W. Blanchard Jr., CPAPrincipal / Templeton & Company LLP

Hindsight’s 20/20 – Lessons fromthe Recent Boom and Bust . . . 1 AADaniel A. Levine, CPAPresident / High Road Management, LLC

Thursdaycontinued

www.ficpa.org/fabexpo 7

8:00-11:10 a.m.Accounting & Auditing (G-1) (3 AA)

FASB Update . . . . . . . . . . . . . . 2 AAJ. Edward Grossman, CPA, CMA, CFEPartner / Crowe Horwath LLP

2011 Not-for-Profit Update . . 1 AADavid C. Moja, CPANational Director NFP Tax Services /CapinCrouse LLP

8:00-11:20 a.m.Tax (G-2) (3 TB)

Cost Segregation / 179D . . . . . 1 TBJulio P. GonzalezChief Executive Officer / Engineered TaxServices, Inc.

Incentives for ManufacturingCompanies (Section 199) . . . . . 1 TBBob Rankin, CPARobert M. Rankin, CPA

1031: A CPA’s Tool . . . . . . . . . . 1 TBChris Moreno, CPA, JDAttorney/CPA / Christine M. Moreno, CPA

8:15-11:25 a.m.Fraud Track (G-3) (2 AA / 1 TB)

Fraud Cases – How a CrookCooked the Books . . . . . . . . . . 1 AASam Antarwww.whitecollarfraud.com

Financial Forensics – How to Catch a Crook . . . . . . 1 AAMichael Bret HoodSpecial Agent / Federal Bureau ofInvestigation (FBI)

Face to Face with Bret and Sam . . . . . . . . . . . . . . .1 TBMichael Bret HoodSpecial Agent / Federal Bureau ofInvestigation (FBI)andSam Antarwww.whitecollarfraud.com

8:15-11:25 a.m.Personal Development (G-4)

(2 TB / 1 B)

Stress Management and Body Alignment . . . . . . . . . . . . . 1 BDiana LevinYoga Instructor / Donald Levin, CPA, PA

Elder Law Issues for CPAs:Detecting Exploitation . . . . . . . 1 TBGerald L. Hemness Jr. Esq.Attorney / Emma Hemness, PA

Practice Management Topic . . 1 TBTBD

FridayJune 10

8 Florida Accounting and Business Expo™

12:45-4:20 p.m.Accounting & Auditing (H-1) (4 AA)

Engagement Letters and Comfort Letters . . . . . . . . 1 AASteven M. Platau, JD, CPAProfessor of Accounting / University ofTampa

Peer Review Update – How toPrepare and/or Learn from Other’s Mistakes . . . . . . . . . . . 1 AAPaul N. Brown, CPADirector of Technical Services / FloridaInstitute of CPAs

Mortgage Fraud: An UnfortunateGrowth Industry . . . . . . . . . . . 1 AAGary Opper, CPAPresident / Levie-Opper, LLC

Detecting Fraud in FinancialStatements . . . . . . . . . . . . . . . . 1 AARichard G. Edsall, CFE, CPA

12:45-4:20 p.m.Tax (H-2) (2 AA / 2 TB)

Fiduciary Accounting and OtherTaxation Issues . . . . . . . 2 AA / 1 TBF. Gordon Spoor, CPA/PFSPartner / Spoor & Associates, P.A.

State Tax Update . . . . . . . . . . . 1 TBMark R. Arrigo, CPA, MBAState & Local Tax Practice Director / GrantThornton LLP

12:45-4:20 p.m.Accounting Technology (H-3)

(3 AA / 1 TB)

Auditing Today’s Small BusinessAccounting – Using theQuickBooks® Audit Trail . . . . . 1 AAMario Nowogrodzki, CPA, CITPFounder & Principal / MendelsonConsulting, Inc.

Paperless Audit withDocumentation . . . . . . . . . . . . 1 AATBD

Salami Slicing the HottestTechniques at the Embezzlement Deli . . . . . . . . . 1 AAR. Kevin Cross, CPA, MST, EAStewardship Director / Fellowship BibleChurch

Back-up and Disaster Strategies –Business Continuity . . . . . . . . . . 1 TBRobert PodgorowiezPresident / Tech Group, Inc.

12:45-4:20 p.m.Personal Financial Planning (H-4)

(4 TB)

The CPA as the Ultimate FinancialAdvisor: Helping your ClientContinue Their Recovery . . . . . 2 TBMarshall D. Gunn Jr., CPA/PFS, CFP®

President / Gunn & Company, CPA, PA

Retirement Planning for theBusiness Owner . . . . . . . . . . . . 1 TBChas P. Smith, CPA/PFSPresident & Chief Investment Officer / CPS Group CPAs, PA

Tips and Traps with IRAs . . . . 1 TBSean Deviney, CFP®

Financial Planner & Retirement PlansSpecialist / Provenance Wealth Advisors

Fridaycontinued

www.ficpa.org/fabexpo 9

Annual GolfClassic

Encourage staff members and other professionalsin the field to attend the Florida Accounting& Business Expo™ Vendor Showcase to learnabout the latest that business and accountingvendors have to offer.

Exhibiting companies include: accountingsoftware, financial services, office supplies andservices, outsourcing services, payroll providers,professional employer organizations,publications, state agencies and more.

For a current list of exhibitors visit our website atwww.ficpa.org.

Friday, June 10, 2011Tournament Fee: $150 per person,

$600 per team

The FICPA Annual Golf Classic was created toraise scholarship funds for Florida accountingstudents currently in their fourth or fifth year ofcollege.

The 10th Annual Golf Classic will take place atthe exclusive and private Feather SoundCountry Club, and will be held in conjunctionwith FABexpo, providing an excellent opportunityfor CPAs, vendors, clients and friends to gatherfor fun and camaraderie while raising money tobenefit the future of the CPA profession.

For more information on how to register and for acomplete listing of sponsors, visit the FICPAwebsite at www.ficpa.org/golf.

The Florida Institute of Certified Public Accountants’ EducationalFoundation, Inc. is recognized as tax exempt under section501(c)(3) of the Internal Revenue Code. Contributions are taxdeductible to the fullest extent of the law.

A COPY OF THE OFFICIAL REGISTRATION (#CH2614) ANDFINANCIAL INFORMATION MAY BE OBTAINED FROM THEDIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE(800-435-7352) WITHIN THE STATE. REGISTRATION DOESNOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDA-TION BY THE STATE.

• Exhibit Hall – Open to the public

• Outstanding vendors

• Exciting prize giveaways

• Easy access to e-mail at the FICPA Internet Café

VendorShowcase

The FICPA YCPAs Present

CasinoNightHosted by FICPA Young CPAsIn conjunction with FABexpo

Thursday, June 9, 20116-9 p.m.

atHowl at the Moon

www.ficpa.org/CasinoNight

All Casino Night proceeds benefit the FICPA Educational Foundation.

FICPA Educational Foundation

10 Florida Accounting and Business Expo™

Conference SiteTampa Convention Center333 S FranklinTampa, FL 33602(813) 274-8422

Hotel AccommodationsEmbassy Suites Tampa DowntownConvention Center513 S Florida AveTampa, FL 33602(813) 769-8300

Room Rate: $159 Single/DoubleHotel Cutoff Date: Saturday, May 14,2011

Reservations made after the cutoff date willbe subject to availability and current roomrate. Please call the hotel directly to reserveyour room.

CPE CreditCPE Credit: Show qualifies for up to 23hours of CPE credit, subject to approval bythe Department of Business and ProfessionalRegulation. The type of credit depends onthe tracks/days chosen. Please indicatechoice of tracks on the registration form.

CPE Policies You May Need To KnowA list of CPE policies may be found on ourwebsite at www.ficpa.org/cpe/policies oron the correspondence sent uponconfirmation of registration.

Did You KnowYou can apply your nonmember fee fromthis event toward and FICPA membership.Visit www.ficpa.org/cpe/policies for moredetails and an application.

Electronic MaterialsConference reference materials aredistributed to registrants electronically inadvance of the program. There will not be printed material available on site. This fully searchable PDF includes speakerpresentations and is intended for electronicuse only.

4 Ways to RegisterInternet registration can be placed onlineby visiting the FICPA website atwww.ficpa.org/cpe.

Fax a completed registration form withcredit card information to the FICPA at(850) 681-2433.

Call the FICPA Member Service Center at(800) 342-3197 (Florida only) 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.

Conference info

❍ Check here if registration reflects an address change. ❍ In accordance with ADA requirements, if you are disabledand require special services, please check here. Someonefrom our office will contact you.

www.ficpa.org/fabexpo 11

Registration OptionsPlease select one of the following registration options. Prices listed are per person.

Ethics Course, June 8, 2011(Includes 4 hours of Ethics CPE)

❍ Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $99❍ Regular Fee (as of 5/30/11): . . . . . . . . . . . . . . . . . $154❍ Additional Nonmember Fee: . . . . . . . . . . . . . . . . . . $65

Wednesday Afternoon, June 8, 2011(includes up to 5 hours of CPE with Keynote Address)

❍ Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$165❍ Regular Fee (as of 5/30/11): . . . . . . . . . . . . . . . . .$220❍ Additional Nonmember Fee: . . . . . . . . . . . . . . . . . . .$65

Wednesday Afternoon-Friday, June 8-10, 2011(includes up to 19 hours of CPE, 2 Keynote Addresses and Reception)

❍ Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$305❍ Regular Fee (as of 5/30/11): . . . . . . . . . . . . . . . . .$360❍ Additional Nonmember Fee: . . . . . . . . . . . . . . . . . .$165

Thursday-Friday, June 9-10, 2011(includes up to 14 hours of CPE, Keynote Address and Reception)

❍ Early Bird Fee: . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$240❍ Regular Fee (as of 5/30/11): . . . . . . . . . . . . . . . . .$295❍ Additional Nonmember Fee: . . . . . . . . . . . . . . . . . .$125

Keynote Address Only: N/C(For security purposes, a badge is required for admission to Keynote Address.)

❍ Wednesday, June 8, 2011 (12:45-1:35 pm)❍ Thursday, June 9, 2011 (8:15-9:15am)

1

3

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2CPE Track Selection Please select one track or N/A per line per registered day.

Wednesday, June 9, 2011Ethics ❍ A1 ❍ N/AKeynote ❍ B1 ❍ N/AAfternoon ❍ C1 ❍ C2 ❍ C3 ❍ C4 ❍ N/A

Thursday, June 9, 2011Keynote ❍ D1 ❍ N/AMorning ❍ E1 ❍ E2 ❍ E3 ❍ E4 ❍ N/AAfternoon ❍ F1 ❍ F2 ❍ F3 ❍ F4 ❍ N/A

Friday, June 10, 2011Morning ❍ G1 ❍ G2 ❍ G3 ❍ G4 ❍ N/AAfternoon ❍ H1 ❍ H2 ❍ H3 ❍ H4 ❍ N/A

Keynote Address Only

Name 1

Name 2 (For security purposes, a badge is required for admission to Keynote Address.)

Firm discounts available! Register 5-7 individuals at the same timefrom the same firm and receive 15% off the registration fee. Register 8or more and save 20%.

Cardholder Name

Signature Exp. Date

❍ Check enclosed in the amount of $ .

❍ Please charge my company-issued credit card:

❍ Please charge my personal credit card:

Method of Payment❍ VISA ❍ MasterCard ❍ American Express ❍ Discover

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

FICPA Educational Foundation Annual Golf ClassicFriday, June 10, 2011❍ Tournament Fee: . . . .$150 per player/$600 per team

Contact InformationName FICPA Member No.

Firm

Address City/State/ZIP

Telephone ( ) E-Mail

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

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