A MESSAGE FROM OUR CHAPTER’S CHAIR - FICPA

WINTER 2013

TABLE OF CONTENTS

FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS ............................................................ 2

A MESSAGE FROM OUR CHAPTER’S CHAIR..................................................................................... 2

2013-2014 CENTRAL FLORIDA CHAPTER FICPA BOARD .................................................................. 4

A MESSAGE FROM OUR ANNUAL SPONSOR ................................................................................... 5

CPE SCHEDULE ................................................................................................................................. 6

MASTER TAX GUIDES | 2013-2014 ................................................................................................. 7

FINANCIAL LITERACY TASKFORCE - UPDATE ................................................................................... 9

FICPA FIELD DAY ............................................................................................................................ 11

PRACTITIONERS FORUM MEETING SCHEDULE ............................................................................. 12

CPAS IN PRIVATE PRACTICE SCHEDULE ......................................................................................... 12

ADVERTISE IN THE FICPA NEWSLETTER ........................................................................................ 13

NEW MEMBERS – APRIL THROUGH SEPTEMBER 2013 ................................................................. 13

FICPA CFC SCHOLARSHIP RECIPIENTS ........................................................................................... 14

2 Central Florida FICPA Newsletter – Winter 2013

FLORIDA INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS

A MESSAGE FROM OUR CHAPTER’S CHAIR

The Central Florida Chapter Officers and Committee Chairs have been hard at work throughout the first

four months of our fiscal year working to accomplish the goals that we have set forth as a Chapter and improve

the benefits available to our members.

In September, the Chapter welcomed our 2013- 2014 FICPA Chair, Ken Strauss along with Rivers Buford,

the Governmental Affairs Director and Justin Thames, the Governmental Affairs Manager, who together

provided an insightful legislative update as well as an overview of some new benefits available to FICPA

members, including the Chartered Global Management Accountant (CGMA) designation and Insurance Exchange.

Our annual FICPA Student Field Day event was held in October and welcomed over eighty college

students from various Universities across the state. These students were able to spend the day with several

Central Florida CPA firms and private businesses to learn about the profession. The FICPA was also able to award

The FICPA Vision

The Florida Institute of

Certified Public

Accountants is the premier

professional organization

representing Florida's

Certified Public

Accountants.

The FICPA Mission

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.


six scholarships to deserving accounting students to complete their degrees or further their accounting

education. This successful event wouldn’t have been possible without the hard work of Ashley Vance, our

Accounting Careers Chair, and the local firms and businesses that took the time out their busy day to support the

Chapter and the future of the profession, for which we thank all of you.

We are looking forward to several upcoming Chapter events including our annual “Play for Charity Day”

organized by Tarsha Jacobs and her dedicated “Special Projects” Committee. This event will take place on

Saturday November 16th at Lake Claire Park on the UCF Campus. Chapter members along with UCF students will

have the opportunity to show off their sports skills and enjoy some comradery, all while donating to worthy

organizations. Also, beginning in late November, Kirsten Burbridge and the YCPA Committee will begin their

annual Toys for Tots Drive, which collects hundreds of toys for deserving children in the Central Florida Area.

If you are interested in attending any of these events or becoming more active in the Central Florida Chapter,

please visit our website (www.centralfloridaficpa.com) or contact a Chapter Officer. We are looking forward

to wrapping up a successful first half of our year and we hope that you can join us!

Kristin A. Bivona, FICPA Central Florida Chapter Chair


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 – Rolando Quintero

UCF Faculty Liaison - Scott Smith

UCF Student Representative – Nam Ho


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

http://www.usapayroll.com/


CPE SCHEDULE

Topic Location Credits Date & Time

Fraud Doubletree Hotel 3 hours November 21, 2013

3:00pm – 6:00pm

Annual Update on Taxes

by Linda Parks

Doubletree Hotel 3 hours January 16, 2014

TBD

Tentative:

New Health Care Law by

ADP

TBD TBD February 16, 2014

TBD

There is no meeting planned for the month of December.

For the most current information about our CPE schedule, please visit our website www.centrafloridaficpa.com.

http://www.centrafloridaficpa.com/


MASTER TAX GUIDES | 2013-2014

PRICE BREAK FOR CCH MASTER TAX GUIDES – $42.00 SAVINGS!

It’s that time of year to order the CCH Master Tax Guides that everyone uses during the busy tax

season. Your FICPA Chapter is making these publications available for its members at a discounted price of only

$65.00 per book, which includes shipping and handling (Retail price from CCH is $93.50 per book, plus shipping

and handling of $13.50). Please place your orders no later than December 1, 2013 so you can receive the

publications by the first of the year.

Please indicate the number of publications you want to purchase, total the order, complete the order

form (located on the next page of this announcement), and REMIT A CHECK made payable to:

Central Florida Chapter of FICPA

Mail your completed order form and check to:

Ernie Janvrin, Chairman

Special Projects Tax Guides

1477 West Fairbanks Avenue – Suite 200

Winter Park, Florida 32789-7117

Please note that we cannot deliver your publications to a Post Office box. We need a physical address to

guarantee delivery of your publications.

DEADLINE FOR ORDERING IS DECEMBER 1, 2013.

REMIT PAYMENT WITH YOUR ORDER

OR IT WILL NOT BE PROCESSED

ONLY ORDERS PLACED WITH THE CHAPTER

WILL RECEIVE THIS SPECIAL PRICE


2014 CCH MASTER TAX GUIDE ORDER FORM

QUANTITY AMOUNT

CCH Master Tax Guides @ $65.00 each __________ $_________

Total Amount of Order (REMIT CHECK) $_________

Please note that we cannot deliver your publications to a Post Office box. We need a physical address to

guarantee delivery of your publications.

Firm Name:__________________________________________________

Address:____________________________________________________

City, State, Zip Code:__________________________________________

Telephone Number:___________________________________________

FAX Number:________________________________________________

E-mail Address:______________________________________________

Contact Person:______________________________________________


FINANCIAL LITERACY TASKFORCE - UPDATE

Blankner School middle school student Wesley Huddleston, left, listens as FICPA volunteer Linda Howard

gives a lesson on financial literacy on October 10, 2013.

Jacob Langston, Orlando Sentinel – October 9, 2013

Linda Howard, pictured above, has visited Boone High School and Blankner K-8 schools in an effort

to increase the financial literacy of the next generation of students. During the lecture, she discussed family

budgeting and practical application of financial concepts. The end message: learn to manage your expenses

or face potential financial distress.

There will be a total of 5 modules, and the efforts of the taskforce have been recognized in several

articles published by the Orlando Sentinel.


FICPA FIELD DAY

The Central Florida Chapter of the FICPA hosted its annual Student Field Day on October 25, 2013. The

event allows students the unique opportunity to get an inside look at the firms as well as a real world feel of the

accounting industry. The event once again proved to be a success providing over 80 students the opportunity to

visit the offices of Central Florida accounting firms.

The day began with students and firms meeting at the Crowne Plaza downtown for breakfast and

pairing for the morning session. Students were then transported to their morning firm where they spent roughly

two hours learning about the firm and different aspects of the profession. Everyone came back to the Crowne

Plaza for a luncheon where this year’s guest speaker was Sara Brady, President/CEO of Sara Brady Public

Relations, Inc. Scholarships were also awarded on behalf of the FICPA Educational Foundation to Adrianna

Campbell, Lauren Tindel, Marc Yeager, Sierra Adams, Artus Nemati, and Aaron Blades. After the luncheon

students were paired with a different firm where they were transported to and spent the afternoon.

This event would not be possible without the generous support of our local firms. We would like to

thank the following participating firms: Averett Warmus Durkee, BKHM, CPA, Borcheck & Gase, Carr, Riggs &

Ingram, Cherry Bekaert LLP, Geller Ragans, Glickstein Lavel Carris, Moore Stephens Lovelace,

PricewaterhouseCoopers LLP, Vestal & Wiler, and Verizon.

For more information on the event please contact Ashley Vance, [email protected].

mailto:[email protected]


PRACTITIONERS FORUM MEETING SCHEDULE

Date Topic Speaker Committee Member

11/19/13 A&A Mary Dantuma MG

12/17/13 Tax Update Richard Ornstein MMP

1/21/14 New Banking Rules Anne Fray MMP

2/18/14 Employment Law Kevin Swetsch MMP

3/18/14 A&A Lynda Dennis MMP

5/20/14 IRS Edgar Kidd MMP

6/17/14 Governmental Accounting Marjorie Perkins SA

7/15/14 Investments Dennis Michaels GF

There is no planned meeting for the month of April (2014).

CPAS IN PRIVATE PRACTICE SCHEDULE

Date & Topic Speaker Type of Credit

11/20/13 - IRS TBD TBD

12/25/13 - No Meeting TBD TBD

1/22/14 - Tax Update TBD TBD

2/26/14 - Social Security & Medicare

Issues

TBD TBD

3/26/14 - Local Economic Update TBD TBD

4/30/13 - Operational Audits TBD TBD

5/28/14 - A&A Update TBD TBD

6/25/14 - Governmental Accounting

Update

TBD TBD

7/23/14 - Property Appraisers Office TBD TBD

8/27/14 - Human Resources TBD TBD


ADVERTISE IN THE FICPA NEWSLETTER

NEW MEMBERS – APRIL THROUGH SEPTEMBER 2013

Altamonte Springs: Michelle I. Barrera, Leonel Garcia, Todd R. Thibodeau

Apopka: Jonathan T. Simpson, Scott A. Stinard

Casselberry: Nisha T. Madhav, Ashley F. Vance

Lake Mary: Lisa R. Latham, Manisha R. Patel, Robert N. Turner

Longwood: Diane L. Terrell, Robert W. Wilson

Maitland: Janet D. Copenhaver, Dean A. DiPaolo

Mount Dora: Bonnie S. Stapp

Orlando: Teresa R. Adams, Michelle Anderson, Conrad Biegel, Daniel Butler, Liliana Calvillo, Cedric A. Donaldson, Jay S. Edley, M L. Garcia, Nicholas Gebert, Timothy Griffith, Blaine Helsby, Terence Holiday, Gina M. Jenkins, Grant D. Kartagener, Craig S. Kish, Leigh Anne A. Lattin, Brian M. Lewis, Waqar H. Mahamad, Duska J. McCardl, Brian Mendes, Carol Nadzak, Teresa L. Ott, Tracy Packman, Daniel Paz, Seeta D. Persaud, Judy Petrillo, Daria L. Potapova, Melody R. Read, Haleigh Smith, Kathleen E. Steffen, Zachary D. Surmiak, Jennifer Thibodeau, Jason A. Tomlinson Sr, Jamie Vera, Eileen Vieira, Xiang Wei, Erin E. Wilder, Elijah A. Williams, Mary L. Williams, Kristina N. Wurth, Maria Zinader

Oviedo: Julian Brownlee, Jennifer P. George, Molly J. Kosik, Caleb N. Lukas, Seksit Niltub, Christina G. Stansbury

San Juan: Jorge Torres-Caratini

St Cloud: Shannon Davenport, Leon H. Rupp

Winter Garden: Rebekah A. Yates

Winter Park: Alicia Allen, Mink Baker, Chloe Cook, Seth De Armas, Shannon N. McKenzie, Graeme J. Mellet, Jamie Pritzker, Alex B. Rakatansky, Shiva L. Tookhan

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

Rolando Quintero, [email protected].


Winter Springs: Letha Cucci, Anna T. McGranaghan

FICPA CFC SCHOLARSHIP RECIPIENTS

Pictured from left to right: Marty Prague (FICPA), Aaron Blades, Marc Yeager, Lauren Tindel, Sierra Adams, Artus Nemati, Adrianna Campbell (Wilcox Undergraduate recipient), Mia Thomas (FICPA)


Rolando Quintero Adam Singh Dennis Michels Andrea Riesen

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A MESSAGE FROM OUR CHAPTER’S CHAIR - FICPA

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