FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
Transcription
FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS
SPRING 2014 TABLE OF CONTENTS FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ............................................................ 2 A MESSAGE FROM OUR CHAPTER’S CHAIR..................................................................................... 3 2013-2014 CENTRAL FLORIDA CHAPTER FICPA BOARD .................................................................. 4 A MESSAGE FROM OUR ANNUAL SPONSOR ................................................................................... 5 CPE SCHEDULE................................................................................................................................. 6 FINANCIAL LITERACY TASKFORCE - UPDATE ................................................................................... 7 THIRD ANNUAL PUTT-PUTT TOURNAMENT ................................................................................. 10 PRACTITIONERS FORUM MEETING SCHEDULE ............................................................................. 12 CPAS IN PRIVATE PRACTICE SCHEDULE......................................................................................... 12 ADVERTISE IN THE FICPA NEWSLETTER ........................................................................................ 12 NEW MEMBERS – OCTOBER 2013 THROUGH MARCH 2014 ........................................................ 13 FICPA CFC SCHOLARSHIP RECIPIENTS ........................................................................................... 14 2 Central Florida FICPA Newsletter – Spring 2014 FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS The FICPA Mission The FICPA Vision The Florida Institute of Certified Public Accountants is the premier professional organization representing Florida's Certified Public Accountants. We serve the diverse needs of our members; enhance their competency and professionalism; support professional standards; promote the value of our members and advocate on behalf of the profession. 3 Central Florida FICPA Newsletter – Spring 2014 A MESSAGE FROM OUR CHAPTER’S CHAIR As my year as Chair of the Central Florida Chapter is coming to an end, I would to thank each and every Board member, Sponsor, Committee Chair and Chapter Member that has contributed their time and efforts to making this another successful year. Our Chapter continues to lead the way in organizing and hosting events such as: FICPA Student Field Day, Play for Charity Day and our annual Putt-Putt Fundraiser, which raises thousands of dollars each year for UCF Students to continue their accounting educations. I recently had the honor of presenting scholarships to Jamie Manica and Doug Greenwald, two very accomplished and deserving students, at the UCF Dixon School of Accounting Spring Banquet. These events draw the community, students and accounting professionals together for a variety of wonderful causes and I look forward to seeing them continue to grow. All of these events would not be possible without the continued support of everyone involved, including our Annual Sponsor- USA Payroll, who has committed their time and resources to helping the Central Florida Chapter continue to grow and achieve our goals. This year, our membership has grown by 75 members, to a total of 1,992, including 234 student members. July 1st represents the start of a new fiscal year and a great time to meet your new Chapter Board and become involved in all of the activities, CPE, and networking opportunities that are available to our members. I hope to see our Chapter continue to grow and have our members take advantage of all of the great benefits that the Central Florida Chapter and the FIPCA provide. I once again thank you for the opportunity to serve as Chair and look forward to continuing on the Central Florida Chapter Board as Past-Chair. Kristin A. Bivona, FICPA Central Florida Chapter Chair 4 Central Florida FICPA Newsletter – Spring 2014 2013-2014 CENTRAL FLORIDA CHAPTER FICPA BOARD Chair – Kristin Bivona Chair-Elect – Andrea Riesen Treasurer – Steve Gooden Secretary/Membership – Stephanie Adams CPE Liaison – George Fender Past Chair & Nominating Committee – Ann Stachura CPAs in Private Practice – Larry Herring Practitioner’s Forum – Martin Prague Young CPAs – Kirsten Burbridge Accounting Careers – Ashley Vance Special Projects – Tarsha Jacobs Legislation – Mia Thomas Financial Literacy Taskforce – Linda Howard Newsletter & Website – Lisa Wells UCF Faculty Liaison – Scott Smith UCF Student Representative – Joshua Slee 5 Central Florida FICPA Newsletter – Spring 2014 A MESSAGE FROM OUR ANNUAL SPONSOR USA Payroll is proud to be the 2013- 2014 annual sponsor of the Central Florida Chapter of the FICPA and in recognition of that, we are introducing our scholarship program. USA Payroll will donate 10% of all commissionable revenue to the Central Florida Chapter of the FICPA, designated specifically for college scholarships, for twelve months, for every referral that becomes a USA Payroll client. Also, any FICPA member client starting by November 30th will get their year-end payroll reports and Form W-2s at no charge. We look forward to another great year working with the Central Florida FICPA and its members. Shawn Knapp 307 Cranes Roost Blvd. Suite 1010 Altamonte Springs, Fl. 32701 Ph: 321.282.6158 Fax:321.282.6159 Mobile:407.227.7711 www.usapayroll.com 6 Central Florida FICPA Newsletter – Spring 2014 CPE SCHEDULE Topic Location Credits Date & Time Ethics Doubletree Hotel 4 hours May 15, 2014 2:00pm – 6:00pm TBD FICPA Mega Conference 3 hours June 11th– 14th For the most current information about our CPE schedule, please visit our website www.centrafloridaficpa.com. 7 Central Florida FICPA Newsletter – Spring 2014 FINANCIAL LITERACY TASKFORCE - UPDATE It has been an exciting year for financial literacy. We see some moves on the horizon to help promote awareness of how important it is to learn financial literacy at an early age. Two big events this year include: An April 8, 2014 USA Today article entitled, “Financial Literacy Education has Lasting Impact” . It states that the effects of financial literacy education in high school continue to influence attitudes and behaviors toward money management for students well after graduation, according to a newly released study of 65,000 students. Seminole County Public Schools are pushing to make financial literacy a required course for graduation. Think of the impact this will have on those students. Through our efforts in Orange and Seminole County public schools, we have grown to reach some new students. We have presented the Elevate Programs to Evans and Oak Ridge High Schools, and just recently to the Tips for Success after-school program at Jones and Evans High Schools. These contacts were generated from our successful presentations at various area high schools throughout the school year. Our efforts are helping to provide the financial education our students need to be successful in handling their financial affairs throughout adulthood. If you are interested in serving on this committee, please feel free to contact me. Linda Howard Chair of Financial Literacy Task Force, Central Florida 407.434.2168 8 Central Florida FICPA Newsletter – Spring 2014 9 Central Florida FICPA Newsletter – Spring 2014 10 Central Florida FICPA Newsletter – Spring 2014 THIRD ANNUAL PUTT-PUTT TOURNAMENT On April 26, 2014, the Central Florida Chapter of the Florida Institute of CPAs hosted the Third Annual Putt-Putt Golf Fundraising Tournament at the Congo River Miniature Golf Center on East Colonial in Orlando. The event was a big success, thanks to a large number of sponsors and the 35 participants that came out to play. This event offered a great opportunity to bring the whole family for a day of fun and support local Accounting students. The funds raised from this tournament will be awarded to University of Central students in the coming 2014 and 2015 fall and spring semesters. Thanks to everyone who participated and helped to make this event possible. We hope to see you again next year! Special thanks to all of our sponsors: Title sponsor: Breakfast sponsor: Hole-in-one Sponsors: GellerRagans Twistee Treat Ice Cream Prime Tuscan Tavern (Vinito) Hole Sponsors: Averett Warmus Durkee Becker Professional Review BKHM, CPA Carr, Riggs & Ingram, LLC Clifton Larson Allen CPA Excel – Efficient Learning Systems Cross, Fernandez & Riley, LLP Fast Forward Academy Morgan Stanley Smith Barney Robert Half Thanks to our team: Tarsha Jacobs, Chair – Special Projects Committee Alicia Allen Ann Stachura Debbie Younglove Stephanie Adams 11 Central Florida FICPA Newsletter – Spring 2014 Thank you for all your support! Team Averett Warmus Durkee Team GellerRagans Taking a break from the action Check out our youngest player! Orange County Controller’s Office Team One of three KPMG staff and UCF student teams featuring two hole-in-one winners 12 Central Florida FICPA Newsletter – Spring 2014 PRACTITIONERS FORUM MEETING SCHEDULE Date Topic Speaker Committee Member 5/20/14 Investments Dennis Michaels GF 6/17/14 Governmental Accounting Marjorie Perkins SA 7/15/14 Internal Revenue Service Edgar Kidd MMP 8/19/14 TBD TBD TBD CPAS IN PRIVATE PRACTICE SCHEDULE Date & Topic Speaker Type of Credit 5/28/14 - A&A Update Ed Hoffma, Averett, Warmus & Durkee TBD 6/25/14 - Governmental Accounting Tom Reilly, Holland & Reilly . Update TBD ADVERTISE IN THE FICPA NEWSLETTER THIS SPACE COULD BE YOURS! Advertise in the Central Florida FICPA newsletter and reach over 2,000 members in the Central Florida area. For advertising information, contact Lisa Wells, Lwells14@knights.ucf.edu. 13 Central Florida FICPA Newsletter – Spring 2014 NEW MEMBERS – OCTOBER 2013 THROUGH MARCH 2014 Altamonte Springs: Kristin Green, Jacqueline Y. Hardy, Christine Siron Apopka: Andrew Bennett, Debra Cunningham, Dennis Dangel, Kenneth A. Simon Casselberry: Daniel A. Collins, Samson Gafkjen, Zakiya Kasimova Celebration: Kamran Khan Cocoa: Andy Phan Coconut Grove: Kyle Tatum Davie: Belinda Ochoro Deland: Kenneth J. Biancardi Eustis: Merrilyn DiVenanzo, James T. Murphy, Jennifer Sheets Kissimmee: Andres Cotamo, Jannette DeWitt, Vladimir Gonzalez, Rafael G. Perez Lake Mary: Minaz Mawji Lantana: James Riley Longwood: Emeria Del Dago, Stefanie Denza, Joe Kummer, Dorothy Marshall Maitland: Laura E. Arcuri, Luis A. Hevia Melbourne: Ryan Hughes Orlando: Sierra M. Adams, York Adkins, Korey Alberts, Patricia Ballard, Jay Bassin, David S. Bates, Hina Behal, Deuanpheng T. Boyd, Ayesha T. Breakenridge, Alexandra Bryant, Adrianna J. Campbell, Shante Canton, Airan Chen, Cassandra Christie, Emily Curby, Jacob Danik, Channel Davis, Heather Dickerson, Dominic Dowe, Randall J. Dutcher II, Christopher K. Elkerton, Jean Fils-aime, Hiu Fong, Pranny Gallardo, Robert P. Goodin, Greta Higinio, Pedro A. Hilera, Shanika Hill, Jeremiah Howard, Christopher J. Iannarelli, Shivam N. Jadeja, DeAnna M. Johnson, Christina Klimek, Christina Maddox, Jamie Manica, Rosemary Mantle, Coral Martinez, Max Martinez, Ayleen Mau, Courtney L. Maynard, Jessica Mazza, Aisha Melville, Brittany Mikus, Sharon Miller, Tyannique Morgan, Lauren Nagel, Ava Nelson, Anthony Nguyen, Alexis Norwich, Natasha L. Novikov, Amy Osiason, Nam Pham, Dustin Provenzano, Donald J. Siclari, Sr, Kevin Sokoloff, Dayna Stephens, Peter Tran, Sara Tsui, Anna Vanluven, Andrea Vargas, Pablo Vera, Prem R. Warde, Lisa Wells, Tracy L. Willis, Teresa Woodcock, Robert A. Word, Jr Oviedo: Alan Andrews, Corey Chamberlain, Benjamin Chin, Erica Dominguez, Ryan Firestone, Dondre McBean, Andrea L. Nall, Emily Sulzer, Matthew White Palm Coast: Marc A. Yeager Port Orange: Robert Scott Sanford: Lecia Percival, Jeffrey S. Roach St Cloud: Paula L. Greco, Xiaoshi Long The Villages: Jerry J. Murray Windermere: Robert J. Bukala, Morgan Devanney, Nancy L. Juron, Nicolas Lebredo, Philip A. Nix Winter Garden: Habeeb Ali, Mary E. Kasch, Shirley C. Perry Winter Park: Asad Ahmad, Melna L. Beegle, Jean-Paul Kalula, Ximena Sanchez, Anisa Stewart Winter Springs: Jennifer Bolin, Valeria Sierra 14 Central Florida FICPA Newsletter – Spring 2014 FICPA SCHOLARSHIP RECIPIENTS Pictured from left to right: Jamie Manica, Kristin Bivona (FICPA), Doug Greenwald Congratulations to all of this year’s and last year’s FICPA Scholarship Recipients: Fall 2012 ($1,300) – Steven Peterson Spring 2013 ($1,300) – James Hufschmid Fall 2013 ($1,000) – Jamie Manica Fall 2013 ($1,000) – Doug Greenwald 15 Central Florida FICPA Newsletter – Spring 2014 Newsletter Brought to You By Lisa Wells Adam Singh Dennis Michels Andrea Riesen