CPE Seminar

Tampa | 2nd Annual Business Summit: Conversations Smart Business Professionals Should Have Now

October 25, 2018

A Couple of Accounting Standards That Will Keep You Up at Night

  • Adam Hunter, Senior Manager | Cherry Bekaert LLP
  • Fireside chat with Chip Falk, Market President | BB&T

This session will address recent financial reporting and accounting developments across all industries and provide an in-depth look at some of the more significant changes in recent years, such as revenue recognition and leases. We will also discuss implementation issues and other business challenges as a result of changes in the accounting standards.

1:45 p.m. – 1:55 p.m.


1:55 p.m. – 2:45 p.m.

Growing Your Company Through Your People

  • Sean Murphy, Senior Business Advisor | BB&T Leadership Institute

People are an organization’s greatest asset. Discover how neuroscience has taught us about the critical motivational factors in the workplace and how to apply this knowledge with your employees. Explore the BB&T Leadership Institute Engagement Model, and the importance of aligning purpose with emotional and rational commitment.

2:45 p.m. – 4:00 p.m.

How the Wayfair Decision Impacts Your Business

  • Cathie Stanton, National Leader of State and Local Tax | Cherry Bekaert LLP

Businesses need to understand the impact of the Wayfair ruling on sales and use tax obligations. New economic nexus and reporting requirements are complicating the already murky waters regarding the taxability of products and services. Learn about steps that should be taken now to prepare for these changing sales and use tax requirements.

The Latest on Tax Reform

  • Barry Weins, Tax Director | Cherry Bekaert LLP

This session will cover the change in tax rates and some other planning opportunities for the remaining part of the tax year. More in-depth discussions will be held on the limitation on the business interest expense deduction and on Section 199A with emphasis on the reporting requirements that pass-through entities face.

4:00 p.m. – 4:10 p.m.


4:10 p.m. – 5:00 p.m.

Current and Forecast Economic Trends and Their Impact On Security Markets

  • Jim King, Chief Investment Officer | BB&T Institutional Investment Advisers

This session will highlight current and forecast economic trends and investment market valuations including a review of current conditions compared to historic norms, as well as the likely influence of potential international trade and tariff policy changes on economic conditions.

5:00 p.m.

Cocktails & Networking

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Hours of CPE | 5 Hours*
Delivery Method | Group Live
Program Level | Basic
CPE Category | Accounting, Auditing, Taxes, Business Management

CPE Sponsors Logo*Cherry Bekaert is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.