Board of Governors

Mega Conference Events begin on Wednesday, June 11 and end on Saturday, June 14, 2014. As Board of Governor member there are FICPA Leadership Meetings which you are expected to attend. We have outlined the leadership meetings which will be taking place during the Conference, in order to aid you in the registrations process.

For your convenience we’ve organized the agenda by Executive Committee, Board of Governors and events open to everyone.

Location and Date:
Disney's Contemporary Resort
Orlando, Florida
June 11-14, 2014

Earn up to 40 hours of CPE. Mega's 32 hours of live CPE include A&A, ethics, tax, technology, state tax and employee benefit plan conferences and leadership opportunities that are complemented by up to 8 hours of bonus on-demand CPE.

That's 40 possible CPE hours over four days! Register now.

Featured Speakers

Image: Mega Featured Speakers
Image: Michelle Golden, CPF

Michelle Golden, CPF
Strategic Advisor
Kennedy and Coe, LLC

Michelle is a growth strategist. She teaches innovative practice management and marketing strategies to accountants around the world. She’s been named among the Ten Most Powerful Women in Accounting and the Top 100 Most Influential People in Accounting by Accounting day. She's also among CPA Practice Advisor’s Top 25 Thought leaders. Recently, she joined Kennedy and Coe after leading her firm, Golden Practices Inc, for over 15 years and is a senior fellow of VeraSage Institute.

Friday, June 13, 8:15-9:05 a.m.

Image: Tom Hood, CPA, CITP, CGMA

Executive Director/CEO
Maryland Association of CPAs

Tom is passionate about leadership, learning and technology. Mr. Hood is a nationally-recognized author, speaker and consultant, and he has been featured in the Journal of Accountancy, Accounting Today and AccountingWEB. He was named the second most influential leader in the CPA profession by Accounting Today, one of LinkedIn’s top 150 Influencers and one of HR Examiner’s Top 25 Influencers. Tom and his team have facilitated the Major Firms Group for the AICPA leadership Academy and led strategic planning sessions for the top CPA firms in the U.S.

Thursday, June 12, 8:15-9:05 a.m.

Image: Bob Keats, CFP®, MSFP, RFP®

Bob Keats, CFP®, MSFP, RFP®
Owner and Founder

Bob is a founder and President of KeatsConnelly, the largest cross-border wealth management firm in North America. For over 30 years, Bob has been helping clients manage the complexities of cross-border planning between the United States and Canada. Attorneys in Estate Planning and Elder Care often call upon him for his expertise. He is the author of two books: The Border Guide and A Canadian’s Best Tax Haven: The US.

Friday, June 13, 11:50 a.m. -12:40 p.m.
Lunch Presentation

Image: David H. Levine, CPA, CA

David H. Levine, CPA, CA
International Tax Manager

As the International Tax Manager at KeatsConnelly, David assists clients with tax planning and preparation of U.S. and Canadian tax returns. He has been working in the tax and financial services industry for over 30 years. He also practiced as a Chartered Accountant in Toronto, Canada for 20 years, specializing in U.S.-Canadian cross-border issues. David is a co-author of Taxation of Canadians in America: Are You at Risk?

Friday, June 13, 11:50 a.m. -12:40 p.m.
Lunch Presentation

Image: Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Peter J. Merrick, BA, FMA, CFP, TEP, FCSI

Peter’s career in business succession consulting and financial education is unparalleled in depth and experience. Sought after for his expertise in business succession planning; risk management; estates and trusts; cross-border planning; and executive benefits and pensions, he often speaks as a keynote for leading public and privately held businesses; property owners; financial institutions; accounting firms; and legal firms. Peter has authored three text books on tax minimization, business succession, estate planning and executive benefits.


Image: Agenda

Important Information

Image: Mega CPE Conference

A special conference guest/spouse registration is available for $175. This includes receptions Wednesday and Thursday, as well as Friday's FICPA Magical Evening.

FICPA Leadership Reimbursement Policy for Mega CPE Conference 2014
Executive Committee reimbursed for 3 nights at $190 per night
Board of Governors reimbursed for 2 nights at $190 per night

Accomodations & Reservations
Disney's Contemporary Resort
4600 North World Drive
Lake Buena Vista, FL 32830-8413
(407) 939-4686

FICPA Room Rate: $179 single/double (Totaling $201.38 with tax)
Hotel Cutoff Deadline: Wednesday, May 21, 2014
(Reservations made after the cutoff date will be subject to availability and current room rate.)

For reservations, please contact Disney's Contemporary Hotel directly at (407) 939-4686 (mention the Mega CPE Conference to receive the special group rate) or visit to make reservations online, to get resort information and more! Also note when booking your hotel online, you can purchase discounted park tickets as a conference attendee.


Image: Registration

The fee for a member of the Board of Governors is either $295 or $175 depending on his/her selection. If attending the social events and CPE, the fee will be $295. The social events include receptions Wednesday and Thursday evenings and the FICPA Magical Evening Friday night. Plus this fee allows you to attend any CPE from Wednesday through Saturday. These fees represent a significant discount from the regular member fee and we hope that you will take advantage of this rate and attend CPE and spend time with the exhibitors and sponsors.

If only attending social events, the fee will be $175. The spouse fee for attending the social events is also $175, and includes the receptions on Wednesday and Thursday night and the FICPA Magical Evening at Epcot on Friday night.

First Name:
Last Name:

Please select the package you'd like to register for (select one):*

Wednesday, June 11


Thursday, June 12


Friday, June 13


Saturday, June 14




Accel 2014


Wednesday, June 11, 2014 – $99 charge

Women's Leadership Summit


Friday, June 13, 2014 – $99 charge

Optional Activities


Thursday Afternoon Golf Outing – $135 additional charge
Enjoy the greens found at Disney World. Learn more about the course.

BASS Fishing – $90 per person
Enjoy freshwater catch-and-release BASS fishing with professional guides on Walt Disney World® Resort sparkling lakes. Fishing equipment and non-alcoholic beverages will be available.

Friday Evening Optional Event: FICPA Magical Evening – $75 per person

Spouse or Guest Registration – $175 per person
Includes Wednesday and Thursday evening receptions and Friday's FICPA Magical Evening