CIRA Brochure 2012.indd - Florida Institute of CPAs
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CIRA Brochure 2012.indd - Florida Institute of CPAs

There are at least tenpotential financial pitfallsfacing associations each and every year.Elevating your knowledge of Common Interest Realty Associations (CIRA) isa wise choice – associations are facing pertinent financial decisions as theystrive to keep dues low, while maintenance and utility costs are continuallyrising. Challenges abound for the thousands of communities in the state. Willyou be there to help?We’ll raise your expertise at the 2012 FICPA CIRA Conference by coveringthis highly regulated, constantly changing industry. You’ll lift your abilitywith timeshare topics, developer issues and financial statement deficiencies.Remember to stick around for the “ask the experts” session!Boost your specialty while getting needed CPE credits at this informativeconference!CPE CreditThis conference qualifies for 16 hours of CPEcredit, and is subject to approval by the FloridaDepartment of Business and ProfessionalRegulation. Type of credit is dependent uponbreakout selection.Follow the FICPA on@ficpa and use #CIRA12 totweet about this conference.This conference was developed, in part, by the FICPA CIRA Section. For information on how FICPASections can work for you, or to join a Section, contact the FICPA Member Service Center at(800) 342-3197 (in Florida), (850) 224-2727, or online at’t Attend in Person?If you can’t make it to the CIRA Conference, we’ll have select sessions availablethrough live webcast! You can register to watch the two days or just one. To registerfor the webcast and more information, please visit | Common Interest Realty Associations Conference

Conferenceat-a-glanceThursday November 88:00-8:30 a.m. Registration and Continental Breakfast8:30-8:40 a.m. Introduction and Opening Remarks8:40-10:20 a.m. A&A Update10:35-12:15 p.m. DBPR Update and Financial/Budget Deficiencies12:15-1:15 p.m. Lunch1:15-2:05 p.m. Jump Start Your Firm’s Marketing2:10-3:00 p.m. Legal Case Update3:15-5:00 p.m. Select Reserve Issues for CIRAs5:00-6:00 p.m. CIRA Section-Sponsored ReceptionFriday November 97:30-8:00 a.m. Continental Breakfast8:05-8:55 a.m. Tax Overview9:00-9:50 a.m. Fraud Cases/Property Management Accounting Issues10:05-10:55 a.m. Concurrent BreakoutsBreakout 1: Case Study – Compilation and ReviewBreakout 2: HOA vs. Condo Statutes11:00 -11:50 a.m. Concurrent BreakoutsBreakout 3: Case Study – AuditBreakout 4: Roundtable CIRA Hot Topics11:50-12:50 p.m. Lunch12:50-1:40 p.m. Concurrent BreakoutsBreakout 5: Roundtable – Audit Efficiency and Best PracticesBreakout 6: Roundtable – Complex Tax Issues1:45-2:35 p.m. Concurrent BreakoutsBreakout 7: Roundtable – Foreclosures/Bad DebtBreakout 8: Roundtable – Developer Issues2:50-3:40 p.m. Technology3:40-4:30 p.m. Cybercrimes: How to Protect Association | 3

ThursdayNov. 88:00-8:30 a.m. Registration and Continental Breakfast8:30-8:40 a.m. Introduction and Opening RemarksNicole JohnsonCommittee Chair8:40-10:20 a.m. A & A Update (2 AA)Bruce A. Nunnally, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachThis session will include an update of current and upcoming FASBand ASB standards, with special emphasis on those that will havean effect on the CIRA Industry. The objective will be to ensure thatattendees will be adequately informed and prepared for the 2012year-end.10:35 a.m.-12:15 p.m. DBPR Update and Financial/Budget Deficiencies (2 AA)Carol Eskew, CPAPartner / Goldman, Juda & Eskew, PA / PlantationandPatrick W. FlynnGovernment Analyst II / State of Florida Department of Businessand Professional Regulations / TallahasseeThis session will provide an explanation of the complaint processthrough the DPBR. Specific examples of deficiencies in the financialstatements and budgets will be included.12:15-1:15 p.m. | 5

THURSdaycontinued1:15-2:05 p.m. Jump Start Your Firm’s Marketing (1 TB)Krysta LyonMarketing Director / Fuoco Group / North Palm BeachA discussion about marketing from A to Z. We’ll talk firm branding,external and internal marketing and all things social media. Learnthe where, when and why of getting your firm’s marketing off to arunning start.2:10-3:00 p.m. Legal Case Update (1 TB)Michael Gelfand, Esq.Attorney / Gelfand & Arpe P.A. / West Palm BeachThis presentation will be a review of significant Florida judicialdecisions that impact community associations and theiradministration.3:15-5:00 p.m. Select Reserve Issues for CIRAs (2 AA)Jonathan M. Peet, CPA,MBAJonathan Peet CPA, LLC / TallahasseeThis course will provide a comprehensive look at select reserveissues for condominiums, cooperatives, timeshares and HOAs. Thecourse will cover budgeting and financial reporting requirementsand include discussions of common reserve problems faced byCPAs and associations.5:00-6:00 p.m. CIRA Section-Sponsored Reception6 | Common Interest Realty Associations Conference

FridayNov. 97:30-8:00 a.m. Continental Breakfast8:05-8:55 a.m. Tax Overview (1 TB)Cecil “Pat” Patterson Jr, CPA,MBAPatterson CPA Group, Inc. / Ponte Vedra BeachThis presentation provides attendees a comparison of Form 1120,1120C, 1120H and F1120 for CIRAs and how to communicatewith clients and assist them in making an informed decision.9:00-9:50 a.m. Fraud Cases and Property Management AccountingIssues (1 AA)Sandra H. Bennett, CPAExecutive Director / KW Property Management, LLC / MiamiandGlenn W. GillyardCarr, Riggs & Ingram, LLC / Miramar BeachWorking together through common accounting issues from a CPAand management company perspective will be discussed duringthis session, as well as an in-depth discussion of fraud cases to helpyou in your CIRA work.10:05-10:55 a.m. Concurrent Breakouts – Choose oneBreakout 1Breakout 2Case Study – Compilation and Review (1AA)Bruce A. Nunnally, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachandK. Alan Jowers II, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachA study of the compilation and review standards (SSARS) and howthey apply specifically to CIRA’s. We will focus on recent changesto the SSARS and what types of documentation would typically beexpected in a CIRA compilation or review engagement.HOA vs. Condo Statutes (1 AA)Kevin M. Payne, CPAProctor, Crook, Crowder & Fogal, PA / StuartThe purpose of the session is to obtain a better understanding ofthe similarities and differences of Florida Statutes 718 and 720 asthey relate to financial reporting for condominium and | 7

FRIdaycontinued11:00-11:50 a.m. Concurrent Breakouts – Choose oneBreakout 3Breakout 4Case Study - Audit (1 AA)Bruce A. Nunnally, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachandK. Alan Jowers II, CPAPartner / Carr, Riggs & Ingram, LLC / Miramar BeachThis session will take attendees step-by-step through the completionof a CIRA audit engagement.Roundtable CIRA Hot Topics (1 AA)Nicole K. JohnsonHafer Company, LLC / Palm BeachandPatricia Gordon, CPANorth Palm BeachandLena G. Combs, CPA, MSTPrincipal/Shareholder / Averett Warmus Durkee Osburn HenningOrlandoJoin a discussion amongst your peers of the latest CIRA problemsand issues.12:50-1:40 p.m. Concurrent Breakouts – Choose oneBreakout 5Breakout 6Roundtable – Audit Efficiency and Best Practices (1 AA)Steven M. Gladstone, CPA, CPAPartner / Gladstone, Scher & Company / Boca RatonandLena G. Combs, CPA, MSTPrincipal / Shareholder / Averett Warmus Durkee OsburnHenning / OrlandoA roundtable discussion as attendees share their experiences withaudit efficiencies and what best practices are being used.Roundtable – Complex Tax Issues (1 TB)Mark E. Brechbill, CPAManaging Director / Mark Brechbill, CPAs / StuartandLaura M. Barbery, CPA, MSTBarbery & Associates, CPA, Inc / Lake MaryAn interactive question and answer session regarding current hottax topics specific to the CIRA industry.8 | Common Interest Realty Associations Conference

1:45-2:35 p.m. Concurrent Breakouts – Choose oneBreakout 7Breakout 8Roundtable – Foreclosures/Bad Debt (1 AA)Carol Eskew, CPAPartner / Goldman, Juda & Eskew, PA / PlantationCIRA foreclosures, bad debts and how to account for them.Roundtable – Developer Issues (1 AA)Percy J. Legendre III, CPAManaging Partner / Bashor & Legendre, LLP / TampaandAnn L. Mehling, CIA, CPADirector of Audit Services / Mark Brechbill, CPAs / StuartA discussion amongst your peers of CIRA turnover and developerissues.2:50-3:40 p.m. Technology (1 TB)A David Bergstein, CPA, CITPDirector, Strategic Relationships / CCH, a Wolters Kluwerbusiness / MargateToys and gadgets and tools, oh my!3:40-4:30 p.m. Cybercrimes: How to Protect Association Information(1 AA)Jane E. Bracken, PCAMVice President of Association Service / Branch, Banking and TrustBank (BB&T) / ClearwaterandJoe PotuzakPayment Solutions Risk Manager / Branch, Banking and TrustBank (BB&T) / ClearwaterHow, when and why cybercrimes occur, and what you can do tomitigate | 9

Conference Info2011-2012CIRA ConferenceCommitteeNicole K. Johnson, ChairK. Alan. Jowers, Vice ChairLaura BarberySandra BennettMark BrechbillRobert CarmichaelWilliam Cole Jr.Lena CombsAmelia CooperCynthia D’ArtagnanRonald DiCrescenzoCarol EskewTimothy FulmerWendy GelfondSteven GladstonePatricia GordonEdward LaBrecquePercy LegendrePat Patterson Jr.Kevin PayneMidialys RiveroDonna SeidenbergGuy StrumRobert TapiaKathryn TushausConference Siteand AccommodationsRoyal Plaza in the Walt DisneyWorld Resort1905 Hotel Plaza BoulevardLake Buena Vista, FL 32830(407) 828-2828Conference SponsorGroup DiscountsAvailableRegister five or more people from the sameorganization and receive special groupdiscounts! Restrictions may apply. For moreinformation, visit You Know…You can apply your nonmember fee from thisevent towards an FICPA membership. for more details andan application.CPE Policiesyou may need to knowCPE policies may be found on our website, or on the registrationconfirmation sent upon completion of registration.FICPA Room Rate: $129Hotel Cutoff Deadline:Friday, October 12, 2012(Reservations made after the cutoff date will besubject to availability and current room rate.)Self-Parking: $10Valet-Parking: $16For reservations, please call: (407) 828-2828and mention the FICPA CIRA Conference toreceive the special rate.CONFERENCEMaterialsWe are going green, so there will notbe printed materials available onsite.Conference materials are availableelectronically as PDFs, making them easilyavailable to view on your personal tablet,laptop or e-reader.Download thematerials in advanceand enjoy theconvenience of goingpaperless. Electronicmaterials will beavailable throughyour online FICPApersonal accountseven (7) daysbefore the conference.10 | Common Interest Realty Associations Conference

Registration4Internet • Fax (850) 681-2433 • Call (800) 342-3197 (in Florida), or (850) 224-27272 Pricingways to register for FICPA CPE ProgramsMail Continuing Professional Education, FICPA, P.O. Box 5437, Tallahassee, FL 32314-54371Contact InformationName ____________________________________ FICPA Member No. _____________________________Firm _____________________________________________________________________________________Address ____________________________________ City/State/ZIP ________________________________Telephone (________) ________________________ E-Mail _______________________________________m In accordance with ADA requirements, if you are disabled and require special services, please check here. Someone fromour office will contact you. m Check here if registration reflects an address change.Friday, November 9, 2012 – Choose one breakout per time slotYou will be automatically registered for all General Sessions. Please check one breakout session foreach time slot indicating the concurrent session you wish to attend.10:00-10:55 a.m. m BO1 m B02 11:00-11:50 a.m. m BO3 m BO412:50-1:40 p.m. m B05 m BO6 1:45-2:35 p.m. m B07 m BO8Common Interest Realty Associations Conference (CIRA) Member Price Nonmember PriceEarly Bird Price* $425 $675Regular Price (as of 10/29/2012) $480 $730Subtotal $_ ___________________Total $_ _____________________Member PriceNonmember Price**Price $430 $610Webinar sold separately – To register, visit Method of Paymentm Check enclosed in the amount of $___________.m Please charge my company-issued credit card:m Please charge my personal credit card:m VISA m MasterCard m American Express m DiscoverCard Validation Code:(3 or 4 digit code located on the credit card)Cardholder Name __________________________________________________________________________Signature _______________________________________ Exp. Date___________________________________*Take advantage of the Early Bird Price by registering more than 10 days before the course date and receive $55 off the Regular Price.** Nonmembers of the FICPA must add an additional $125 per day of instruction to the registration price. Save money and apply this fee to your FICPAmembership fees. Visit for more details.The FICPA is not responsible for checks or registrations delayed or lost in the | 11 | (800) 342-3197 (in Florida) | (850) 224-2727P.O. Box 5437 • Tallahassee, Florida 32314PRESORTEDSTANDARDU.S. POSTAGEPAIDTallahassee, FLPermit No. 144Common Interest RealtyAssociations ConferenceNov.8-9, 2012 • Orlando

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