the Tampa Bay CPA Group, Inc.
2240 Belleair Road, Suite 125, Clearwater, FL  33764
Phone: 727 586-2696 .... Fax: 727 586-2832
email: info@TampaBayCPAs.com

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Spring 2004

Spring 2004 SEMINAR   Friday, May 7, 2004
     
TIME SPEAKER TOPIC CREDITS
7:45 - 8:30 Registration – Continental Breakfast & Welcome    
8:30 -9:20

Lynn S. Johler SR VP – SBA Division
United Bank
St. Petersburg, FL

SBA Packages  1TB
9:20 - 10:10

Michael E. Hardin SR VP – Retirement Plan Svc. 
Synovus Trust Company
St. Petersburg, FL

Fiduciary Issue of Qualified Retirement Plans

 1TB
10:30 - 11:20

Marilyn Polson, Esq.
Fisher & Sauls, PA
St. Petersburg, FL

Advanced Directives

 1TB
11:20 - 12:10

Malcolm Hayes, CPA
Malcolm Hayes, CPA
Plant City, FL

Financial Literacy - the 4 Ways Money is Made 1TB
12:10 -1:10 Lunch    
1:10 - 2:50

Brian Burek, CPA
Jody Beste, CPA
Brimmer, Burek,& Keelan, LLP
Tampa, FL

A Vision of the Future
  - Auditing in an Environment of change
  - New Millennium Auditing Issues

2AA
3:10 - 4:50 Elizabeth Wadsworth, CPA Condominium Accounting     2AA
 
Spring 2004 SEMINAR   Friday, June 4, 2004
     
TIME SPEAKER TOPIC CREDITS
7:45 - 8:30 Registration – Continental Breakfast & Welcome    
8:30 -10:10

Brian K. Gray, VP
George King, SR. Portfolio Manager
Bernstein/Alliance
West Palm Beach, FL.

Setting Investment Objectives for Individuals
Where Do We Go From Here?		 2TB
10:30 - 12:10

Sheryl Kennedy, Audit Manager
Carol Ann Martin, Audit Senior
Gregory Shearer & Stuart, CPA’s
St. Petersburg, FL

Independence and Fraud Standards Revisited

 2AA
12:10 -1:10 Lunch    
1:10 - 2:00 Toastmaster Effective Presentations 1BEH
2:00 - 2:50

Natalie Udovich
Glen Drouin
Paychex
St. Petersburg, FL

Human Resources

1TB
3:10 - 4:50

Duane Janssen, CPA
Janssen & Igar, CPA’s
St. Petersburg, FL

Improving Communication Skills in Financial Statements 2AA

 

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Last modified: July 13, 2004