Chaper Officer Leadership Conference

Mega Conference Events begin on Wednesday, June 11 and end on Saturday, June 14, 2014. As a Chapter Officer the following package deals are available.

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'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.


Wednesday, June 11, 8:15 a.m. -9:05 a.m.
Lunch Presentation


Image: Agenda

Wednesday, June 11

4-6 p.m.
Welcome Reception

Thursday, June 12

8-8:15 a.m.
FICPA Awards

8:15-9:05 a.m.
Keynote Speaker - Tom Hood

9 a.m.-3:30 p.m.
Chapter Officer Leadership Conference (COLC)

5-6:30 p.m.
Vendor Reception

6-7:30 p.m.
Meet Your Mentoring Match – Join the FICPA's 2014 Mentoring Program

Friday, June 13

6:30 a.m. - 5 p.m.
Dress for Success Apparel Drive

-8:15 a.m.
FICPA and Women to Watch Leadership Awards

8:15-9:05 a.m.
Keynote Speaker – Michelle Golden

9:05-9:30 a.m.
FICPA Annual Meeting

9:30 a.m.-Noon
Board of Governors Meeting

6-9:30 p.m.
FICPA Magical Evening
Passing of the FICPA Chair’s gavel from Ken Strauss to Marshall Gunn.

Important Information

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

Hotel Reservations
Note: Special hotel room accommodations have been arranged for Chapter Officers attending COLC at
Disney’s Polynesian Resort
1600 Seven Seas Drive
Lake Buena Vista, Florida 32830-8423
(407) 824-2000

FICPA Room Rate: $179 single/double
Hotel Cutoff Deadline: Wednesday, May 21, 2014* (or when rooms run out)
(Reservations made after the cutoff date will be subject to availability and current room rate.)

Rooms may sell out. Reservations should be made promptly. Reservations made after the cutoff date will be subject to availability and current room rate. For hotel reservations, please contact a Disney Reservationist at (407) 939-4686 or visit the FICPA’s custom hotel reservations page at

Be sure to mention the Chapter Officer Leadership Conference (COLC) to receive the special group rate.

Self-parking is free at the Disney’s Polynesian Resort and at the Disney Contemporary Resort. The resort’s Monorail will provide transportation between the hotel and conference.

The Resort Monorail will begin operation at 7:00 a.m. and makes the following stops:

For additional information regarding the monorail visit Disney's website.

Note: When booking your hotel at  you can also purchase discounted park tickets as a conference attendee.


Image: Registration

In an effort to offer Chapter Officers an opportunity to attend other events at Mega, the following discount packages are being offered and may be purchased only by members attending COLC. The packages below may not be reimbursed or paid for by the Chapter.

  • $175 for social events (Wednesday Thursday receptions and Friday Magical Evening)
  • $295 for social events (Wednesday Thursday receptions and Friday Magical Evening) AND any CPE for Wednesday, Friday and Saturday. Thursday you will be expected to attend COLC.

Free on demand is not included with the package pricing.

Excursions, Women’s Leadership Summit and Accel events are not included in the package pricing but may be purchased for an additional fee – see registration.

The fee for a Chapter Officers attending COLC is either $295 or $175 depending on your 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 Wednesday, Friday and Saturday (except as noted above).

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

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.

First Name:
Last Name:

Wednesday, June 11


Thursday, June 12


Will be attending COLC.

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


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

Important Information – Once you complete your registration by clicking the "submit" button below, a FICPA Member Services Representative will call you for payment.

You must register through this process even though you may take unlimited CPE so that room allocation can be assigned based on the expected number of attendees for each session

If you have questions please contact FICPA Members Services

Phone: (800) 342-3197 or (850) 224-2727
Email: or Debra Kelly at