The Florida Institute of CPAs' strength is in its members and their sense of contribution and volunteerism. The FICPA needs you. There are several areas you can give back to your profession.
- Answer questions from other CPAs through listservs and online communities
- Serve on a Sections steering committee
- Serve on one of the FICPAs' many member committees
- Assist during a CPE course
- Offer your expertise during peer reviews
- Write a technical article for Florida CPA Today
- Talk to students about our profession
- Provide guidance to students and adults on personal finance
Below are additional opportunities to volunteer within your community.
Teach Floridians About Financial Literacy
Thousands of Florida families are stressed about financial decisions, struggling to prepare for retirement, and dealing with managing debt. The FICPA expanded its financial literacy programs by joining the American Institute of CPAs national 360 Degrees of Financial Literacy initiative, which equips CPAs to improve the financial understanding of Americans in every life stage.
- Become an FICPA Financial Literacy Speaker and provide financial-literacy presentations for groups of all ages around the state.
- Looking for a speaker? Visit the FICPA Speaker’s Directory to locate a CPA in your area.
- Contact Brenda Hubbard at hubbardb@ficpa.org or (850) 224-2727, Ext. 419 to become or find a speaker.
For more information, please contact Brenda Hubbard at hubbardb@ficpa.org or (850) 224-2727, Ext. 419.
Junior Achievement
Junior Achievement (JA) empowers young people to own their economic success. JA’s volunteer-delivered, K-12 programs foster work-readiness, entrepreneurship and financial literacy skills, and use experiential learning to inspire kids to dream big and reach their potential.
The FICPA encourages CPAs to get involved by volunteering with JA. JA makes it easy and provides the training and materials! Whether you have an interest in mentoring elementary, middle or high school students JA has many opportunities available.
There are more than 120 JA Areas operating across the United States with 14 in Florida! To volunteer and find the area closest to you, use the interactive map at http://www.ja.org/near/near_map.asp
Florida Master Money Mentor Program
The Florida Master Money Mentor Program is a coordinated referral network of volunteer mentors who provide basic personal finance coaching. University of Florida IFAS Extension serves to provide the infrastructure for this program throughout the state of Florida, thanks to a gift from Bank of America.
CPA volunteers must attend training on facilitation, coaching, and connecting families to community resources. Following the training, each volunteer provides financial mentoring to at least 24 individuals within one year of completion of training.
CPA volunteers are also needed to share their expertise and help train mentors in various areas of financial management. For more information about the program and to connect to a local IFAS Extension office, please contact Dr. Michael Gutter, UF IFAS Extension at msgutter@ufl.edu.

The Financial Literacy for Young Adults series developed by the Financial Literacy Committee has six modules on basic money management aimed at students and young adults. The stand-alone modules can be delivered through schools, community groups, public libraries, and other venues. The content is organized around the US Treasury’s core financial literacy competencies – earning/income, spending, saving and investing, borrowing, and protecting – and linked to Florida's Sunshine State Standards 9-12 for education.
The six modules on basic money management are as follows:
- Module 1: Careers and Earning
- Module 2: Spending and Budgeting
- Module 3: Savings and Investing
- Module 4A: Managing Debt - Credit Cards
- Module 4B: Managing Debt – Buying a Vehicle and Paying for College
- Module 5: Protecting your Assets
Presentation and Handout Materials
We encourage our volunteers to print their own handouts, and we also suggest you make a copy of the PowerPoint, print double sided and 2 slides per page. Depending on the module and time available, you may also want the accompanying worksheets and exercises. There are also evaluation forms. If you would like a package of pre-printed materials shipped to you in advance, please contact AccountingCareers@ficpa.org. Please include the module(s), number of attendees, school or organization, and type of class.
Online Training Support
Need some help with delivering the Financial Literacy for Young Adults modules? The FICPA is grateful for your personal finance expertise and will guide you on the best way to share it with your audience.
Each audio-based lesson walks you through the slides and key points. These lessons were designed to help you prepare or give you a refresher before your presentation. Note: You will need PowerPoint 2010 and spearkers to hear the audio portion. If you have an earlier version of PowerPoint, please contact AccountingCareers@ficpa.org for assistance or call (850) 224-2727, Ext. 419.
Reporting your Presentation
After making a presentation, please report it to the FICPA so we may track our outreach progress and acknowledge outstanding service towards this volunteer effort. Below are online reporting forms (for school based and non-school based) and a printable form for your convenience. We encourage you to share your outreach efforts with us!
Also, take a moment and thank your host. Content examples are below.
Our Volunteers!
We love our volunteers! Last year, FICPA volunteers shared their personal finance expertise with 2,268 students and individuals. Financial literacy presentations comprised 44% of our outreach efforts. (Please make sure to report your presentation today!)
Linda Howard was recognized as the “Accounting for Success” Speaker of the Year for 2010-2011. Linda made over 25 financial literacy presentations to students and adults in the Orlando area and chaired the Financial Literacy Committee of the Central Florida Chapter. We are proud of Linda and our other dedicated volunteers! They are truly making a difference in people’s lives.
Financial Literacy Volunteers, 2010-2011
Bettie Adams; University of North Florida; Jacksonville
Hazel Ademu-John; Hazel A. Ademu-John, CPA; Orlando
Judy Albano; Bollenback & Forret, PA, CPAs; Clearwater
John Amrhein; Moore Stephens Lovelace, PA; Winter Park
Maclain Benton; Kimberley M. Benton, CPA; Tallahassee
Donna Blaes; Crippen, Trice, Ford, Torres, LLP; Ocala
Fred Brown; FHB Advisory Services, LLC; Palm Harbor
Anthony Carro; Flagler College - Tallahassee
Julie Cotton; Lynch, Gregg & Lynch, PA; Dade City
Jennifer Cutting; Cutting Taxes LLC; Palm Harbor
Mamie Davis; Mamie L. Davis, PA; Jacksonville
Tanya Davis; S Davis & Associates, PA; Hollywood
Michael Dixon; Carl Domino, Inc; Palm Beach
Cindy Fernald; Cynthia A. Fernald, CPA; Tallahassee
Angela Gantt; AH Gantt, CPA & Associates, PA; Ocoee
Hubert Gill; University of North Florida; Jacksonville
Sharlene Golden; Crowe Horwath LLP; Ft Lauderdale
Janet Grossman; Janet K. Grossman, CPA; Coral Springs
Laura Guptill; BDO USA, LLP; Miami
Ken Hartwig; Kenneth S. Hartwig, CPA; Jacksonville
David Hastings; David C. Hastings, CPA, PA; Gulfport
Dan Henn; Daniel Henn, CPA, PA; Satellite Beach
Linda Howard; Orlando Utilities Commission; Orlando
Tarsha Jacobs; BKHM, PA; Winter Park
Marien Jamshidi; Marien I. Jamshidi, CPA; Ft. Lauderdale
Stanislav Jansta; BDO Seidman, LLP; Miami
Kathlyn Jordan; Adams & Harper, PA, CPAs; Orange Park
Coman Leonard; Coman C. Leonard III, CPA; Tallahassee
Dawn Lopez; Dwight Darby & Company; Tampa
Howard Lau; Tupperware Brands; Orlando
Arpit (Pete) Maharaja; Moore Stephens Lovelace, PA; Winter Park
Gary Margolis; Callaghan, Glassman & Margolis, LLC; Hollywood
Maria Mari; Miami Dade College; Miami
Kathleen Masterson; Flagler College - Tallahassee