Newsletter - FICPA

Newsletter SUMMER 2013

Contents Outgoing Chair Message ..........................................................................................................................2

Incoming Chair Message ..........................................................................................................................2

CPE Schedule .............................................................................................................................................3

Financial Literacy Update ..........................................................................................................................3

Annual FICPA Putt-putt Event ..................................................................................................................6

FICPA Board 2013-2014 .........................................................................................................................10

CPAs in Private Practice Schedule .......................................................................................................11

Women to Watch ......................................................................................................................................13

Academy of Finance Scholarships ........................................................................................................13

New Members ...........................................................................................................................................16

Practitioners Forum Meeting Schedule .................................................................................................18

2 Central Florida FICPA Newsletter – Summer 2013

OUTGOING CHAIR MESSAGE

Dear Members,

Thank you for the opportunity to serve as Chair of the Board and for your support. The Central Florida Chapter enjoyed a successful year in that we grew our membership, raised funds for Accounting scholarships at UCF, sponsored fundraisers for several charities, sponsored monthly CPE sessions, hosted a golf tournament, sponsored Field Day for students, sponsored the Academy of Finance, arranged socials for our YCPAs, educated teens at various local schools in Financial Literacy, and provided our membership with a viable website.

None of this would be possible without the support of the entire Board. I would like to thank each Board member on behalf of myself and on behalf of our membership for the time and talent these individuals have graciously given.

Serving on your Board had proven to be a great learning experience and provided me the opportunity to grow in leadership skills. Again, thank you for a great year! I will serve on your Board this year as Past-Chair and look forward to an exciting year under the direction of our new Board Officers.

I encourage you to stay involved with our Central Florida Chapter and your local Professional organization, and perhaps consider volunteering some time to your Chapter. Have a wonderful summer, and I will see you at our local events!

Sincerely,

Ann Stachura, CPA/PFS/CGMA

Chair, Central Florida Chapter of FICPA

Ann Stachura, Chair

INCOMING CHAIR MESSAGE

As I begin my tenure as the Central Florida Chapter Chair, I’d first like to say that it’s an honor to have to opportunity to serve in this capacity over the next year and I am particularly excited about the advancement opportunities that lie ahead for our profession, especially at the local level.

I owe a great amount of gratitude to our Immediate Past Chair, Ann Stachura, whose leadership and dedication has allowed our Chapter to accomplish and often exceed all of the current year goals. I would


also like to thank our Executive Board Members who have worked tirelessly and devoted time and resources to lend to the vision that makes the Central Florida Chapter the strong and successful Organization that it is today. Throughout my years of experience with the Central Florida Chapter, I have learned that the inherent drive and dedication of our Board Members comes from a history of great leadership and sense of service, which have proven invaluable.

During the course of this year, the FICPA has focused efforts on engaging students and young CPAs in our Membership. In support of the FICPA’s efforts, I hope to carry this message to our local Chapter, as these individuals are the future of our profession. It is important that we focus on the changes that are occurring within our profession and that the traditional methods for involvement at the Chapter level have evolved may not be what the next generation is seeking.

The Central Florida Chapter Mission and Goals have always included: support for our membership, support for the profession and serving the public. I hope to continue fulfilling these goals and address the needs of our current Chapter Membership while engaging the newest group of professionals to continue our mission for years to come.

We welcome any feedback on ways to improve your experience within the Organization. I encourage you to visit our Chapter’s website at www.centralfloridaficpa.com to see how you can become involved and take advantage of all of benefits that your membership in the FICPA can provide. I look forward to hearing from the Membership and seeing you all at our future events.

Kristin Bivona, Chair [email protected] 407.425.4636

CPE SCHEDULE

Date Topic Location Hours & Credit Type Time

7/18/13 TBD Doubletree 3 hours – A&A

3-6 PM

FINANCIAL LITERACY UPDATE

School’s out, yeah! While the students are taking a break, so is the Financial Literacy Committee. During the school year, this committee makes presentations to educate the students on basic financial literacy concepts. The lessons include questions and hands on exercises. The State organization provides

http://www.centralfloridaficpa.com/

mailto:[email protected]


committee members with the presentation handouts and exercises for the students. Hard copies are provided for those schools that request hard copies; otherwise, students view the presentations during their class sessions. The goal is to keep the students engaged in the learning process and to leave them something that helps them plan for their financial future.

It’s not too early to volunteer for the 2013-2014 school year! Please contact me if you are interested in providing basic financial information to our high school students before they graduate.

Linda S. Howard Committee Chair

[email protected] | 407.434.2168




ANNUAL PUTT-PUTT FUNDRAISER

On April 27, 2013, 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 in Altamonte Springs. The event was a big success, thanks to a large number of sponsors and the more than 50 participants.

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 Florida (UCF) students in the coming 2013 Fall and 2014 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:

Breakfast sponsor: Glickstein Laval Carris, CPAs

Hole-in-one Sponsors:

• Geller Ragans

• Moore Stephens Lovelace

• Dennis Michels - Moors and Cabot

• Twistee Treat Ice Cream

• Prime Tuscan Tavern (Vinito)

Hole Sponsors:

• Becker Professional Review

• BKHM, CPA

• Carr, Riggs & Ingram, LLC

• Clifton Larson Allen

• CPA Review Course – Efficient Learning Systems

• Cross, Fernandez & Riley, LLP

• Fast Forward Academy

• Hancock Bank

• Morgan Stanley Smith Barney

• nPerspective

• USA Payroll Orlando LLC


Special Projects Committee:

• Tarsha Jacobs, Chair

• Pam Russell

• Ann Stachura

• Andrea Riesen

• Shepard Burr

• Nam Ho

• Debbie Younglove




Tarsha Jacobs, Special Projects 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


CPAS IN PRIVATE PRACTICE SCHEDULE

Date & Topic Speaker Type of Credit 7/24/13 - Governmental Accounting Update Tom Reilly, Holland & Reilly 1 hour A&A

8/28/13 - ObamaCare Update George Royal. Kuykendall Gardner 1 hour TB

9/25/13 - Investing in Today’s Market Jim Dorman, Dorman Financial 1 hour TB

10/23/13 - Fraud TBD TBD

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

Larry Herring, CPAs in Private Practice


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 at (321) 948-8098 OR

[email protected].


WOMEN TO WATCH

Andrea Riesen, Central Florida FICPA Chair-Elect for the 2013-2014 year and Principal with Glickstein Laval Carris, P.A., was nominated as a “Women to Watch” award finalist for 2013. Her nomination was in the following category:

Experienced Leaders—Women who have made notable contributions to the accounting profession, their organizations, and the development of women as leaders.

This award recognizes women who promote within the accounting profession, a work environment that provides opportunities for the successful integration of their personal and professional lives and the advancement of women to positions of leadership. To view past winners and additional awards information, visit the FICPA website.

The “Women to Watch” awards ceremony and the Women’s Leadership Summit was held at the Mega CPE Conference on June 13, 2013, at Disney’s Contemporary Resort in Orlando.

Congrats, Andrea!

ACADEMY OF FINANCE SCHOLARSHIPS

Mia Thomas, Legislative Chair, presented 3 scholarships on May 13, 2013 on behalf of the FICPA Chapter to the Academy of Finance Students.

The first award was given to Emily Collins from Boone High school.

The second award was given to Bryce Sherwood, a senior at Timber Creek. He is photographed below with his Dad.

Another award was given to Danielle Shea, who is a senior at Lake Brantley. She is photographed with Ms. Daniels, Accounting Instructor at Lake Brantley.

In addition, in March, the Central Florida Chapter sponsored the Academy of Finance Conference luncheon at the Citrus Club. The chapter hosted over 130 students. The students had the opportunity to listen to speakers in the accounting and finance industries. The AoF schools included were Boone, Timber Creek, and Lake Brantley.


Mia Thomas, Legislative Chair


Since 1899, Hancock Bank has been a catalyst for commerce and opportunity throughout the Gulf South from Houston to Tampa Bay. With an unwavering pledge to core values of Honor and Integrity, Strength and Stability, Commitment to Service, Teamwork, and Personal Responsibility, the bank has helped generations of people achieve their financial goals and dreams. Hancock Bank is rated among Forbes’ “100 Most Trustworthy Companies”; BauerFinancial’s “Strongest and Safest Banks”, for 93 consecutive quarters - more than 23 years; and J.D. Power & Associates “50 Customer Service Champions”. We are proud to partner with the Central Florida Chapter of the Florida Institute of CPAs as the 2013 Annual Sponsor.

Scot Bradley Steve Woodell

VP Commercial Banking VP Middle Market Banking [email protected] [email protected]




NEW MEMBERS

The FICPA welcomed the following new members to the Central Florida Chapter during February and March 2013:

CELEBRATION

→ Noel Orraca

GULF BREEZE

→ Brittany D. Nolan

HIALEAH

→ Khristopher Fernandez

KISSIMMEE

→ Leangsreng Ing → Tania Torres

LAKE MARY

→ Stephanie Brillante

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.

The FICPA Vision The Florida Institute of

Certified Public Accountants is the premier professional organization representing Florida's Certified Public

Accountants.


MAITLAND

→ Caitlin S. Carrier → Lisa M. McAnally

OCALA

→ Ashley A. Hoglund

OCOEE

→ Bren W. Dietrich → Nicola A. Liquori

ORANGE CITY

→ Edwin Valentin

ORLANDO

→ Jana Dudlova → Jason A. Hamm → Thao N. Ho → Anna E. Latrobe → Austin McDowell → Zaid Nassereddin

→ Ruth Nelson → Timothy F. Neu → D. Jaynitsa Paul → Patty B. Soto → Shantel Thomas

OVIEDO

→ Nicole Duncanson → Artus E. Nemati

→ Donna J. Kirby Sands → Michael J. Seifert

SANFORD

→ Andrew S. Rolle

WINDERMERE

→ Debra P. Lee

WINTER PARK

→ Cori Cameron → Nicholas Carbone

→ Fran Repaci


WINTER SPRINGS

→ Erin Barnett Welcome to the Central Florida Chapter! Be sure to check the FICPA website at www.ficpa.org for our next chapter meeting.

Stephanie Adams, Membership Chair

PRACTITIONERS FORUM MEETING SCHEDULE

Date Topic Speaker

7/16/13 *Investment in Uncertain Times Dennis Michels

8/20/13 *Estate & Gift Tax Anita Barber

Class Type *TB **AA

Dena Harrison Adam Singh Dennis Michels Andrea Riesen

Newsletter Brought to You By

http://www.ficpa.org/

Documents

Newsletter - FICPA