North Dade / South Broward Chapter

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Dave Roberts
(305) 777-1699

Carshena Allison
(305) 947-1638

Gerri Lazarre
(305) 940-5344

Cheryl Balaban
(954) 566-6829

CPE Chapter Liaison
Washti Bajnath

Region VI Representative
Ray Kulzick
(305) 812-4998

Staff Representative
Debra Kelly
(850) 224-2727

Board of Directors

Mark Bernstein
Marcie Bour
Lynn Britt
Joan Cleveland
Alan Harriet
Bonnie Mackey
Gina Masses-Valera
Chris Moreno
Steven Samuels
Gary Saslaw
Raul Serrano, Jr
Marc Wexler


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


Submit items of 50 words or less for approval to:

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 $50,000+.  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.
o Liaison with FAU, Esther Superstein, CPA;, 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;
o 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;
o Liaison with FIU:  Paul Thayil, CPA - 5400 S. University Drive #101, Davie, FL 33328;  (954) 432-1099,
o Liaison with Saint Thomas University:  Ray Kulzick, CPA – (305) 812-4998

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

Monthly Dinner Meeting
September 3, 2014 - October 1, 2014


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.



July 17, 2014.  8am - 10am

Speaker: Patrick Casey

Topic:  When Disaster Strikes a Family


July 22, 2014. 8am - 10am


August 1, 2014. 12pm - 2pm

Scholarship Recipients
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.