(October 19-21, 2011  Orlando, Florida) Portfolio seized the opportunity to present to the American Institute of CPAs (AICPA), the largest professional organization of CPAs in the nation, at their annual conference of CPAs who specialize in dealership accounting.
   After a review by their Program Committee, Steve Burke was selected to present “Understanding Reinsurance: What the Dealer’s CPA Should Know” as a formal Solution Session to educate CPAs on their fiduciary duties to their dealer clients. Nearly 50 attendees heard an objective educational overview of how reinsurance evolved historically, and how it differs fundamentally from other types of F&I programs. The attendees received a thorough outline of the questions they should ask when evaluating their client's program, especially if has been marketed as "reinsurance."
   Portfolio also had an information booth in the exhibit hall to give CPAs more exposure to the Portfolio program. Many good contacts were made to add to the professional referral network of Portfolio, and we expect to see new business as a result. Attending with Steve Burke were Greg Hoffman and Alan Pouyat of Resources Management Group, and Pam Hamilton and Duncan Fick from the Dallas Portfolio office.