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Continuing Professional Education Series


Two Days of CPE!
October 24 and 25, 2017

The series provides an informal setting of high quality education, presenting those topics you have requested, by some of the best presenters.

Event Information

This year Two Days of CPE! is being held at the historic Terrace Hotel in downtown Lakeland. Each day includes a buffet breakfast, buffet lunch, and afternoon refreshments.

Each day is attractively priced at:

  • $350 for two days
  • $190 for a single day
  • $95 for a half-day (includes breakfast or lunch)
  • For bulk full-day ticket purchases please contact us for discounts.

Online Registration is Closed

On-site registration will be available on the day of the event. We will be able to accept cash (exact change only) and checks.

 Download Mail-in Registration Form

Questions? Contact:

Meredith Prokuski

Meredith Prokuski


Day 1 - Tuesday, October 24, 2017

Income Tax Update (8 hours TB)

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Presented by Dr. James Hasselback

Day 2 - Wednesday, October 25, 2017

Morning Session (4 hours TB)

  • Financial Planning for the CPA Professional
  • Understanding Retirement Plans and the DOL’s New Fiduciary Rule
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Presented by:

  • Jim Luffman - CPA/PFS, Partner
  • Michael Riskin - CPA/PFS, Partner, CFP, MST, Corporate Officer, Partner
  • Nolen Bailey - CFP, CSPS, ARPC, Director of Retirement Plan Services

Afternoon Session (4 hours A&A)

Major Upcoming Accounting Changes: Financial Instruments, Leases, and Revenue Recognition

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Presented by J. Edward Grossman – CPA, CFE, CMA, CGMA, Principal CliftonLarsonAllen, LLP