Atlantic - Management Accounting and the Small Business / Protecting Yourself and Your Clients from External Fraud (AT062414)

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REGISTRATION STATUS: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (850) 224-2727 or (800) 342-3197 if you wish to inquire about registering.

Date:Tuesday, June 24, 2014
Time:4:30PM - 7:30PM (Registration at 4:00PM )
City:Boca Raton
Facility:Boca Country Club, Boca Raton
CPE Credit:3 Accounting and Auditing
Vendor:Florida Institute of CPAs (chapter)
Subject:Accounting, Auditing, and Assurance


Atlantic Chapter's final dinner of 2013-14

Management Accounting and the Small Business
Presented by Dr. Raymond S. Kulzick, CPA, CFF, CFE, CDFA, CGMA
CPE: 2 hours A&A

Protecting Yourself and Your Clients from External Fraud
Presented by Dr. Raymond S. Kulzick, CPA, CFF, CFE, CDFA, CGMA
CPE: 1 hour A&A

Event Schedule
4:00 Registration
4:30 Presentations begin
5:50 Break for networking and socializing
6:10 Elections and dinner is served
6:15 Presentations continue
7:30 Conclusion and Key Largo Raffle Drawing

Meal Description
Spinach Salad - Tomatoes, Cucumbers, Toasted Almonds, Sun Dried Cranberries and Sherry Vinaigrette
Warm Dinner Rolls Served with Creamery Butter

Stuffed Breast of Chicken, Wild Rice and Apricots – Apple-Thyme Jus
Basil Brushed Salmon - Lemon-Dill Sauce
Vegetarian Option - Chef's Choice
Herb Crusted Roasted Sliced Sirloin with Au Jus (at an added cost, see below)

Au Gratin Potato
Chef's Selection of Seasonal Vegetables

Deep Dish Apple Crumb Cake with Vanilla Sauce
Coffee / Tea / Ice Tea


Register by Phone

Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form  to pay for your event by check. This form contains our mailing address and payment instructions.

Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs

Include with payment:
Event Name:
Member Number:
Meal Choice (if applicable):

Chapter Registration Contact
Howard Isaacs
(561) 292-2782

Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.

Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.

Save the Date
July 8, 2014 at 8am: Joel DiCicco of FAU on Financial Due Diligence. Start the new CPE reporting period off right with 2 hours of A&A CPE. And remember, if you attended on June 10, you will be able to pay at the door for this program for only $15!
8/19/13, breakfast (new day of month)
9/16/13, breakfast (new day of month)
10/21/13, Weston Smith, former CFO of Healthsouth) dinner at FAU (DIFFERENT location)
11/18/13, breakfast (new day of month)
12/16/13, breakfast (new day of month)
1/20/14, breakfast (new day of month)
1/27/14, tax dinner
5/19/14, breakfast (new day of month)
5/26/14, ethics dinner
6/16/14, breakfast (new day of month)
6/23/14, A&A dinner

THIS IS [almost] IT!  We will be eliminating postal meeting notices after the next breakfast meeting (July). As have most other chapters, meeting notices will be going out by e-mail only.  If you have opted out of e-mails from the FICPA, you can change that to limit the type of e-mails you receive. Please consider opting back in. If uncertain how to do it, please contact the FICPA directly.

Our Key Largo raffle!!
As a Chapter, we are supporting the Foundation’s Annual Family Retreat at the exclusive Ocean Reef Club in Key Largo ( This year’s retreat again includes a moonlight beach luau dinner among other fun activities.

During the month of June, you can buy a raffle ticket for $10.00 each, 3 for $25.00.
You get two nights' accommodation during the retreat, a value of at least $400.
You get two tickets to the special luau Saturday night, worth $150.
And you will get $75 of resort credit to be used however you want during your stay.
A total prize package of over $600! Doesn’t that sound like it is worth a $10.00 ticket?

The retreat starts Thursday July 31 and ends on Sunday, August 3. The hotel accommodations are for Friday
and Saturday night, so it will be great for a weekend getaway. Children under age 12 can stay in your room with you at no additional cost. Tickets for them to the Saturday night luau are $25 each.

"But I won’t be able to be at both programs?" No problem! You do not have to be present to win. Tickets will be sold at the dinner program on June 24. The drawing will be held that night at the end of the program and Dr. Kulzick will drawn the winner.

"I still want to enter but I won’t be at either program." No problem! Make your checks payable to the FICPA Educational
Foundation" and mail them to Mark Gulko (5701 Royal Club Dr., Boynton Beach, FL 33437) who will write your name on the tickets and mail them back to you.

We hope you will participate in this FUNdraising opportunity for the Foundation and enjoy all the activities that Ocean Reef has to offer!

The Atlantic Chapter Nominating Committee has nominated the following officers for the 2014-2015 year. Elections will be held at the monthly meeting on June 24, 2014.

Chair: Quinn, Tyler
Chair-Elect: Gulko, Mark
Secretary: Demosthenes, Alexandra
Treasurer: Powell, Elizabeth 
CPE Liaison: Isaacs, Howard

Director: Heyn, Patrick
Director: McIntosh, Racquel
Director: Rubin, Noah
Director: Woodson, Dean
Director: Ziffer, Adam (Past Chair)

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.

Atlantic Chapter on Facebook: Your Atlantic Chapter of the FICPA now has a page on Facebook! Our calendar for the year will be posted there as well as pictures from past events. CPE, networking and social opportunities ... that will be the place to look. Follow us on Facebook:

And Membership has its privileges. If you are a member of LinkedIn, join the FICPA's Atlantic Chapter Group. Soon, members will be allowed to post information there about job openings, space needed, etc. But That is ONLY FOR FICPA MEMBERS! And it will be free!

Regular Price: $55 FICPA Members, $65 Non-Members

Tuesday, June 24, 2014
Raffle Ticket Preference: (If desired)
One Ocean Reef Raffle Ticket ($10)

Three Ocean Reef Raffle Tickets ($25)

Entree Preference: (Select one)
Herb-Crusted Roast Sliced Sirloin Au Jus ($5 more)

Stuffed Breast of Chicken, Wild Rice and Apricots with Apple-Thyme Jus

Basil Brushed Salmon with Lemon-Dill Sauce

Vegetarian Option - Chef's Choice