Palm Beach Chapter

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Chapters

Chapter Officers

President
Name: Steven I. Hein
Phone: 561-214-8128

President Elect
Name: Joshua B. Geib M.S.
Phone: 561-272-7317

Treasurer
Name: Alan M. Wagner
Phone: 561-712-9444

Secretary
Name: Roy Clemons, Ph D
Phone: 561-297-3636

CPE Chapter Liaison
Name: Susan C. Present
Phone: 561-624-1611

Region V Representative
Name: John W. Taylor Jr
Phone: 772-287-8964

Staff Representative
Name: Debra A. Kelly
Phone: 850-224-2727

Meeting Notice

May Meeting Notice:
5/22/2012

Ethics Meeting

Speaker, Topic, and CPE Information:
Richard Gray (Alpern Rosenthal), CPA/ABV, CVA, ASA
Ethics: Protecting the Integrity of Florida CPAs
4 hours of CPE

Course(s) subject to approval by the Florida Department of Business and Professional Regulation

Location:
Bear Lakes Country Club
1901 Village Boulevard
West Palm Beach, FL 33409

561.478.0001

www.bearlakes.org

Exit I-95 at Palm Beach Lakes Boulevard and proceed west to Village Boulevard. Turn right on Village Boulevard and continue north for one mile to the Bear Lakes Clubhouse on the left.

Time:
Registration: 2:45 PM
Appetizers & CPE Program: 3:00-7:00 pm

Cost:
$99 FICPA members, $104 non-members includes 4 hr of CPE, Appetizers
$110 FICPA members, $115 non-members for late registrations (5/17/2012)

Full fee will be charged for non-attended RSVPs

Reservations:
Contact Adrienne Huston Griffin
561-842-9219
ahg@associationhq.net

Click here to register online with your credit card:
http://www.ficpa.org/Public/Catalog/CourseDetails.aspx?courseID=12PB052212

Mail your payments payable to "FICPA Palm Beach Chapter" to:

C/O Alan M. Wagner
1920 Palm Beach Lakes Blvd., Suite 211
West Palm Beach, FL 33409

Sponsors

THANK YOU TO OUR CURRENT MEETING SPONSORS

Credit Suisse Securities (USA) LLC
Credit Suisse Group AG has served the wealth management needs of individuals and families since 1856. Our success in the areas of private banking, investment banking and asset management is founded on our ability to integrate our capabilities and to adhere to the values that first defined us over 150 years ago: a commitment to outstanding service, deliver tailored solutions, and to maintain the highest level of expertise and client focus. Private Banking USA is a boutique within a world-class, global firm.

Credit Suisse AG is one of the world's leading financial services providers and is part of the Credit Suisse group of companies (referred to here as 'Credit Suisse'). As an integrated bank, Credit Suisse offers clients its combined expertise in the areas of private banking, investment banking and asset management. Credit Suisse provides advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide.

Barry Berg, 561-366-0266, barry.berg@credit-suisse.com
Zachary Berg, 561-366-0281, zachary.berg@credit-suisse.com
Phillip Gilbert, CFP, 561-366-0262, phillip.gilbert@credit-suisse.com
www.credit-suisse.com

AND

Accounting Practice Sales (APS)
APS is the largest broker of accounting and tax practices in North America. Tim Price is the specialist representing the State of Florida. For an accountant either selling or buying, APS has the expertise and tools to be your best partner.

Tim E. Price, CPA, PhD
781 69th Avenue S
St Petersburg, FL 33705
off 727-698-7262
fax 727-866-1603
866-303-7262
tim@accountingpracticesales.com

THANK YOU TO OUR PREVIOUS SPONSORS

Enterprise Bank
ADP
The Private Client Reserve of U.S. Bank
Accounting Practice Sales (APS)
Alpern Rosenthal
UBS

Tentative 2012 Schedule

06/12/2012 Forensic Accounting & Divorce - Richard Gray, CPA From Alpern Rosenthal & Alan M. Wagner, CPA - 3 Hours CPE
06/26/2012 CIRA (Common Interest Realty Assoc.) & IFRS updates, Ann Mehling & Mark Brechbill, CPA's - 3 HOURS CPE (A&A)

Officer Elections

The Palm Beach Chapter Nominating Committee has nominated the following officers for the 2012-2013 year. Elections will be held at the June monthly meeting.

Officers
President: Josh Geib
President-Elect: TBD
Secretary: Susan Present
Treasurer: Ana Blanchard

Directors
CPE Liaison: Pamela Brown
Director: Tammy Clark
Director: Alan M. Wagner
Director: Craig Bachove
Director: Barbara B. Stradas
Director: William Washington

According to FICPA Policies and Procedures, Section VI (4), any one percent (1%) of Voting members of the Chapter may petition and submit supplemental nominations for Officers and/or Board of Directors, provided that such nominations be filed with the Secretary at least twenty days prior to the date of the election of officers. Notice of such supplemental nominations shall be provided by the Secretary to all Voting members at least ten days prior to the election of Officers and Board of Directors.