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Live Webcast Replay

Best of the 2020 CFO & Controller Conference – Part 1

Total Credits: 4 including 1.5 Accounting - Technical, 1.5 Auditing- Technical, 1 Business Management & Organization - Non-technical

Average Rating:
Accounting and Auditing |  Partner Produced
Cecil "Pat" Patterson, Jr., CPA, MBA |  Jeremy Gilbert |  Ryan Boggs |  Karyn Roeling, CPCU, CI |  Steven Morrison
Course Levels:
4 Hours


CPAs, CFOs and Controllers that work in Industry have unique financial challenges and complexities. If you missed this year’s CFO & Controller Conference, you are in luck!


The FICPA is offering a 4-hour webcast replay to cover the best of the 2020 CFO & Controller Conference. For your convenience, we have split the Best of sessions in 2 parts – Part 1 and Part 2 that are 4 hours each. These sessions received high ratings by attendees on relevance, speakers and content. This webcast includes sessions on revenue recognition and leases, Cybersecurity & SOC Report Update, Insurance trends with Cyber Risk, Property Coverage and Liability exposures, and Coronavirus accounting and auditing issues.


This webcast qualifies for 4 hours of CPE credit. These sessions from the CFO & Controller Conference were previously recorded in March 2020.



8:30 - 9:20 am      or 1:00 – 1:50 pm

Status of Revenue Recognition and Leases (1 AA) - Cecil (Pat) Patterson, CPA


9:30 – 10:10 am        or 1:50 – 2:40 pm

Cybersecurity and SOC Report Update (1 AA) - Jeremy Gilbert, CPA and Ryan Boggs, CPA


10:10 – 10:20 am       or 2:40 – 2:50 pm - Break


10:20 – 11:10 am         or 2:50 – 3:40 pm

Insurance: New & Emerging Trends with Cyber Risk, Property Coverage and Liability Exposures (1 TB);  - Karyn Roeling


11:10 am - 12:00 pm

Coronavirus: Accounting and Auditing Issues in a Rapidly Changing Environment (1 AA),  - Steven Morrison, CPA

Basic Course Information

Learning Objectives
  • Gain insights on Status of Revenue Recognition and Leases
  • Learn Cybersecurity and SOC Reporting Updates
  • Review New and Emerging trends with insurance regarding cyber risk and liability exposure
  • Coronavirus Accounting and Auditing Issues

Major Subjects
  • Accounting standards
  • Cybersecuirty
  • Revenue Recognition
  • Lease accounting
  • Insurance Risk

Course Materials


Cecil "Pat" Patterson, Jr., CPA, MBA's Profile

Cecil "Pat" Patterson, Jr., CPA, MBA Related seminars and products:


Patterson CPA Group, Inc.

Cecil Patterson, (Pat), is an award-winning, nationally recognized author, speaker, and discussion leader for continuing education courses and numerous state societies. He has experience at the local and national CPA-firm level and as an adjunct university professor. Pat holds an MBA from the University of North Florida and is a CPA with Patterson CA Group, Inc. His firm provides accounting, tax preparation and tax planning services, wealth management services, and consulting for businesses and other professional firms. The AICPA has recognized the firm for work in the “virtual office” field. Pat has served on the AICPA Council, the FICPA Council, and the FICPA Educational Foundation Board of Trustees.

Jeremy Gilbert's Profile

Jeremy Gilbert Related seminars and products:

Jeremy serves as a Senior Manager in charge of the Digital Forensics lab in DHG's Charleston, SC office and manages a team of data analytics professionals around the firm.

Jeremy's digital forensic experience includes extracting relevant data from computers, smartphones, and cloud accounts. Jeremy assists attorneys and clients with digital forensics and electronic discovery issues in a wide variety of matters, including intellectual property theft, improper computer use, hacking incidents, malware incidents, family law, personal injury, worker compensation, and financial fraud.

Jeremy's analytics experience includes assisting clients with fraud investigations, fraud deterrence, class certification/decertification, wage and hour claims.

Ryan Boggs's Profile

Ryan Boggs Related seminars and products:

Ryan has extensive experience in the areas of compliance consulting, system and controls (SOC), HITRUST and internal audit reporting. He has experience managing both domestic and international engagements that include SOC audits, compliance assessments and technology control reviews. His extensive experience encompasses working with federal regulations including Sarbanes-Oxley (SOX), the Gramm-Leach-Bliley Act (GLBA), HIPAA, the Health Information Technology for Economic and Clinical Health Act (HITECH), the Federal Financial Institution Examination Council (FFIEC) and the National Institute of Standards and Technology (NIST). Ryan also leads DHG’s Microsoft Supplier Security & Privacy Assurance (SSPA) Data Protection Requirements (DPR) independent assessments as a Microsoft Preferred Assessor. His client base includes financial services, insurance, healthcare and technology organizations.


Ryan assisted in developing the HITRUST practice for DHG. Through consulting with and advising clients consulting and advisory, Ryan has assisted clients implement the HITRUST MyCSF tool, validate MyCSF requirements and report the validated assessment to HITRUST for certification.


He has led multiple consulting engagements with a variety of clients to assist with IT strategic alignment; data conversions; mergers and acquisitions; governance; security and operations; internal audits; SOC audits; compliance assessments; and technology control reviews for financial statements.


Karyn Roeling, CPCU, CI's Profile

Karyn Roeling, CPCU, CI Related seminars and products:

Karyn Seibert Roeling, CPCU, CIC is the President of Seibert Insurance Agency located in Tampa Florida.  Seibert Insurance specializes in providing risk management solutions for successful individuals, families and businesses.  Karyn is a former Board member of Florida Association of Insurance Agents, sits on the National Technology Council for Travelers Insurance, the Nationwide Insurance National Agency Council and the Tower Hill Agent Council.  She also is a graduate of the Risk Management/Insurance program at The Florida State University, class of way too long ago.


Karyn is no stranger to speaking engagements as she has spoken on national radio, local TV, local business meetings and national insurance meetings on topics related to insurance – specifically, cyber liability, business liability, teen driving and insurance automation in the agency world.  She has also been nationally recognized for her achievements in the agency technology space by National Underwriter magazine as well as Independent Agent magazine where she was recently featured on the cover.


Karyn has been happily married for over 16 years, she has 2 dogs and enjoys traveling the world with her husband and friends in her spare time. 

Steven Morrison's Profile

Steven Morrison Related seminars and products:


CohnReznick LLP New York, NY

Steven Morrison, CPA, serves in the National Assurance Office of CohnReznick, bringing experience as an engagement partner, quality control reviewer, and as a standard setter in a variety of industries, including automotive dealerships, employee benefit plans, freight, forwarding/mail courier, retail, and wholesale/distribution. His experience encompasses effectively addressing unique accounting and audit issues of entities in the United States, Asia, Europe, Oceania, and the Americas. Steven addresses specific issues for companies in a variety of other industries and has extensive experience in effectively communicating simple and complex technical matters to all levels of personnel. His current responsibilities also include advising engagement teams on accounting and auditing matters.

From 2015 to 2018, he served on the American Institute of Certified Public Accountants’ (AICPA) Auditing Standards Board (ASB), a senior committee that promulgates U.S. Generally Accepted Auditing Standards. As a part of his responsibilities on the board, he served as the final chair of the going concern taskforce, which updated the going concern standard with SAS 132. He also served on the audit evidence taskforce, which is considering updates to AU-C 500, Audit Evidence, and other standards for issues such as blockchain and artificial intelligence.

Additional Info

Basic Course Information

Course Developer FICPA
Date Added to Catalog 03/04/2020
Prerequisites Knowledge of Accounting
Advanced Preparation None
Designed For CPAs, CFOs & Controller professionals working in industry
Original Recording Date 03/26/2020
Yellow Book No

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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:
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.4

Total Reviews: 106


Margaret H

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Zina H

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Juliann S

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Lawrence J. W

"Content was excellent and very timely. Thank you."

Sara C - Miami Gardens, Florida

"I am very impressed with how quickly you were able to successfully transition this to a virtual conference. I look forward to hopefully attending in person again next year."

Jennifer M. F

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Donald R. C

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Margaret C - Lakeland, Florida

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Thomas K. P

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William L. M - st petersburg, Florida

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