North Dade / South Broward Chapter

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Officers

Chair
Nadine Olmann
(305) 215-6561

Chair-Elect
Dave Roberts
(305) 777-1699

Treasurer
Carshena Thompkins
(305) 947-1638

Secretary
Joan Cleveland
(954) 431-3126

CPE Chapter Liaison
Cheryl Balaban
(954) 566-6829

Region VI Representative
Ray Kulzick
(305) 812-4998

Staff Representative
Debra Kelly
(850) 224-2727


Board of Directors

Marcie Bour
Lynn Britt
Alan Harriet
Bonnie Mackey
Gina Masses-Valera
Chris Moreno
Steven Samuels
Gary Saslaw
Marc Wexler


Message from The Chair

Welcome to the Florida Institute of CPAs North Dade / South Broward Chapter page. Here you will find information of upcoming events involving our chapter.

Our chapter is committed to the accountancy profession through education, training and community involvement. Our members provide outstanding service to public and private institutions as well as individuals.

Please contact any one of our chapter officers if you have questions or need more information, and I look forward to seeing you at our next event.


Upcoming Events

Announcements

No Meeting in April 2014. Need CPE Liaison for next year. Please consider volunteering!

The North Dade/South Broward Chapter Nominating Committee has nominated the following officers for the 2014-2015 year. Elections will be held at the MAY monthly meeting.

OFFICERS
Chair:                          Dave Roberts

Chair-Elect:                 Carshena Allison

Secretary:                    Cheryl Balaban

Treasurer:                    Gerri Lazzare

CPE Liaison:               Nominations Welcome

DIRECTORS

Director:                      Marcie Bour

Director:                      Lynn Britt

Director:                      Joan Cleveland

Director:                      Alan Harriet

Director:                      Bonnie L. Mackey

Director:                      Gina Masses-Valera

Director:                      Christine M. Moreno

Director:                      Nadine Olmann – Past Chair

Director:                      Steven M. Samuels – Industry Roundtable

Director:                      Gary R. Saslaw

Director:                      Marc Wexler

Director:                      Mark A. Bernstein – MAP Roundtable

Director:                      Raul O. Serrano, Jr. – Tax
Roundtable

According to FICPA Chapter Bylaws, Article VI; Section 5; Any ten Public Practice or Not in Public Practice members of this Chapter may submit supplemental nominations, 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 mailed by the Secretary to all Public Practice and Not in Public Practice members at least ten days prior to the election of officers.

Submit items of 50 words or less for approval to: jclevec2@aol.com

Education Endowment
Our Chapter's Board, in following the wishes expressed by some Chapter Members, established the ‘FICPA North Dade/South Broward Chapter Education Endowment’ f/k/a ‘FICPA Gold Coast Chapter Education Endowment’ to fund annual scholarships to local universities. The chapter is well on its way to meeting its goal of $100,000 and is already at $43,800+. We can meet this goal easily if all of our members contribute. Please consider pledging $100 a year over the next five years or another donation of any amount. We will have information available at meetings or you can contact our Endowment Chair, Gary Saslaw at (305) 682-0200 for more information or to request a PLEDGE form.

New Member Perk
New Members of the North Dade South Broward Chapter will receive a FREE roundtable session, after attending their second dinner meeting.

North Dade/South Broward Directory
At future monthly meetings we will be taking photos and information for the North Dade/South Broward Chapter Directory.  Christine Moreno or a delegate will take the pictures and collect information.  Our thanks go to Marc Gidney for offering his staff’s time to put together the photo directory.  Please call Christine Moreno at 772-288-1020 for more information. 

Chapter Liaison with Universities
Come work together! Our chapter is seeking member volunteers to assist as university liaisons between our local graduate schools and our chapter.  We want to get the word out about our scholarship program and encourage students toward future membership in our chapter.  Please call Christine Moreno at 772-288-1020 for more information or to volunteer.  The following members have already volunteered but we need more.

  • Liaison with FAU, Esther Superstein, CPA; esther@supersteincpa.com, Boca Raton campus:  1200 N Federal Hwy #200, Boca Raton, FL 33432, Phone (561) 279-7997; Office:  3830 Hollywood Blvd. Suite 101, Hollywood, FL 33021, Phone (954) 602-9100; Fax (954) 602-9103; www.supersteincpa.com
  • Liaison with Barry University:  Judith Penate, CPA Controller Barry University, 11300 NE 2nd Ave, Miami Shores, FL 33138; Phone (305) 899-4042; Fax (305) 899-3969; jpenate@mail.barry.edu
  • Liaison with FIU:  Paul Thayil, CPA - 5400 S. University Drive #101, Davie, FL 33328;  (954) 432-1099, pthayilcpa@ifriendly.com
  • Liaison with Saint Thomas University:  Ray Kulzick, CPA – (305) 812-4998 rk@kulzick.com

Financial Literacy Program
We are seeking volunteers for our Financial Literacy program to teach seniors and high school students to balance a checkbook or pursue an accounting career. For more information or to volunteer please call Bonnie Mackey at (954) 985-8808 ext. 112 or Gary Margolis at (954) 966-8282 ext. 246.

Save the Date

General Monthly Dinner Meeting – on Wednesday– May 7 – June 4 – July 2 (to be
confirmed)

ROUNDTABLES
All Roundtables meet at the Sheraton Hotel, Ft. Lauderdale Airport
Private Wine Room (Next to dining room)
SE Corner of I-95 & Griffin Road 954-920-3500 -- Self Parking is free with validated
ticket.

ALL CPE IS SUBJECT TO DBPR APPROVAL

INDUSTRY ROUNDTABLE Breakfast

Thursday, April 24, 2014 (NOTE CHANGE IN DATE)
8:00 am to 10:00 am
Topic:Don’t Get Bitten by The New Wave of Lawsuits under the Americans with Disabilities Act
CPE:    2 hours Technical Business
Speaker:  Dan Matlow
Firm:    Daniel W. Matlow, P.A.
Phone:  954-842-2365
Email:  dmatlow@danmatlow.com
Click the following link to register and pay online by credit card.  Cost is $23 if paid on-line, $25 if paid at the door.  Cost includes breakfast buffet and CPE credit.
http://www.ficpa.org/Public/Catalog/CourseDetails.aspx?courseID=14GO042414

Thursday, May 15, 2014
8:00 am to 11:30 am
Topic: Ethics:  Protecting the Integrity of Florida CPAs
CPE:    4 Hours Ethics
Speaker:  Bonnie Mackey , CPA, CSEP, MBA, AEP®
Firm:   Levin, Silvey, Zelko & Mackey, PA
Phone: (954) 985-8808 ext. 112
Email:  bonnie@lszcpa.com

Click the following link to register and pay online by credit card.  Cost is $90 which includes breakfast and all materials. Class size is limited to 30 attendees registered in advance, no walk-ins.  Deadline to register is May 5th and cancellations by May 12th.

http://www.ficpa.org/Public/Catalog/CourseDetails.aspx?courseID=14GO051514

RSVP to Vic Leibofsky if you plan to pay at the door so enough seating can be arranged.
Phone: 954-562-5626
Email:  Victor.Leibofsky@SunTrust.com
Future Thursday Roundtable Dates:   June 19 – July 17 – Aug 21

MAP ROUNDTABLE Breakfast
Tuesday, April 29, 2014 (Note change in date)
8:00 am to 10:00 am
Moderated by Mark Bernstein, CPA
Click the following link to register and pay online by credit card.  Cost is $23 if paid on-line, $25 if paid at the door.  Cost includes breakfast buffet and 2 Hours Technical Business CPE credit.
http://www.ficpa.org/public/Catalog/CourseDetails.aspx?courseID=14GO042914

Tuesday, May 27, 2014
8:00 am to 10:00 am
Moderated by Mark Bernstein, CPA
Click the following link to register and pay online by credit card.  Cost is $23 if paid on-line, $25 if paid at the door.  Cost includes breakfast buffet and 2 Hours Technical Business CPE credit.
http://www.ficpa.org/public/Catalog/CourseDetails.aspx?courseID=14GO052714

RSVP to Mark Bernstein if you plan
to pay at the door so enough seating can be arranged.
Phone: 954-252-4955 x 11
Email:  mark@markbernsteincpa.com

Future Tuesday Roundtable Dates:  June 24 – July 22 – Aug 26

TAX ROUNDTABLE Lunch
Friday, April, 2014 (NO TAX ROUNDTABLE)
12:00 pm to 2:00 pm
Moderated by Raul O. Serrano, Jr., CPA
Click the following link to register and pay online by credit card.  Cost is $25 if paid on-line, $27 if paid at the door.  Cost includes lunch menu and 2 Hours Technical
Business CPE credit.

Friday, May 02, 2014
12:00 pm to 2:00 pm
Moderated by Raul O. Serrano, Jr., CPA
Click the following link to register and pay online by credit card.  Cost is $25 if paid on-line, $27 if paid at the door.  Cost includes lunch menu and 2 Hours Technical
Business CPE credit.
http://www.ficpa.org/public/Catalog/CourseDetails.aspx?courseID=14GO050214

RSVP to Raul Serrano, Jr. if you plan to pay at the door so enough seating can be arranged.
Phone: 954-987-4878
Fax: 954-987-4776
Email:  sari@serranocpa.net

Future Friday Roundtable Dates: June 6 – July 11 (Note change in date) – Aug 1
Scholarship Recipients
Image:
From right to left – Ed Foundation recipients and with FICPA Members - Ron Thompkins, Kiara De Jesus, Rummesa Abar, Gary Margolis, Jeff Greene, Rummesa’s mother, Paula Villafane, Nadine Olmann and friends.