Board meetings, strategic plans, and buyer signals from Gabrielle Mercogliano’s organization
Aug 19, 2026·BoardMeeting
Board
Department of Financial Services Advisory Council Advisory Council Meeting Minutes
The council reviewed updates regarding the Florida PALM project, specifically focusing on the User Acceptance Testing (UAT) timeline and the responsibilities of Security Access Managers in validating end-user roles. Discussions included the General Ledger Trial Balance and the ledger conversion process for agency records. The council also addressed cutover timing and planning, covering requirements for agency deployment plans, the remediation of critical business systems ahead of the system go-live, and operational strategies for PCard usage during the FLAIR system downtime.
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Board of Funeral, Cemetery, and Consumer Services In Person Meeting
The Board conducted a meeting to address various regulatory and disciplinary matters. Key discussion topics included the approval of preneed license renewals and continuing education course providers. Several disciplinary proceedings were heard, resulting in the permanent revocation of two funeral home licenses, and the imposition of fines, probation, and reprimands for other entities and individuals due to contract fulfillment failures and other violations. The Board also accepted settlement stipulations regarding advertising practices. Furthermore, the Board approved Consumer Protection Trust Fund claims, reviewed informational items regarding intern licenses, and voted on the denial of an application for a concurrent intern license.
Jul 15, 2026·BoardMeeting
Board
Department of Financial Services Advisory Council Meeting Minutes
The Advisory Council discussed key implementation topics for the Florida PALM system, including the upcoming schedule for year-end testing covering Financial Reporting and Carry Forward activities. The meeting reviewed results from the third Agency Readiness Certification, analyzing agency confidence levels and mitigation strategies. Additionally, the Council addressed requirements for the UAT Engagement Plan, procedures for the UAT environment refresh, and agency deployment planning, with a focus on cutover downtime and communication expectations.
Jun 25, 2026·BoardMeeting
Board
Board of Funeral, Cemetery, and Consumer Services Videoconference Meeting
The Board addressed an application for a removal service license, denied a petitioner's motion for reconsideration regarding a preneed sales agent license, and reviewed multiple Rules Committee reports concerning legislative updates and proposed rule developments. The Board also conducted several disciplinary proceedings, involving the vacating of final orders and the approval of settlement stipulations for various licensees, which included the imposition of administrative fines, probation periods, and license suspensions for violations of professional standards and licensing requirements.
Extracted from official board minutes, strategic plans, and video transcripts.
