Endowment & Planned Giving

This committee is responsible for management of current Foundation endowments, developing new endowments, promoting planned giving opportunities and the new firm scholarship program. FICPA members interested in this committee should have experience and interest in assisting the Foundation with promoting endowments, planned giving, retirement, bequests and charitable annuities and trusts.

Chair
Alan West
University of Florida

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Steve Morrison
Morrison Brown Argiz & Farra, LLC

Member
Steven Totino
Community Foundation of Tampa Bay, Inc

Member
Monte Kane
Morrison Brown Argiz & Farra, LLC

Member
Ken Strauss
Berkowitz Pollack Brant Advisors and Accountants, LLP

 

Marketing & Public Relations

This committee is responsible for development and management of current Foundation marketing and outreach activities, promotional materials, and annual fundraising activities. The Committee provides guidance and oversight of Foundation scholarship and fundraising branding. FICPA members interested in this committee should have experience and interest in assisting the Foundation with marketing, advertising, and/or public relations.

Chair
Brandon Perry
Raposa Perry Young, LLC

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Jason Chorlins
Kaufman, Rossin & Co, PA

Member
Jill Carlton
Jill Carlton, CPA, PLLC

Member
Chandra Clines
Saltmarsh, Cleaveland & Gund, CPAs

Member
Paola Suarez
South Florida Business Banking-Chase

Member
Karen Vergara
Allgen Financial Advisors

Member
Vickie Tiutyama
First Step of Sarasota, Inc

Member
Jason Klein
Jason H. Klein PA

Member
George Gulisano
Florida Skin Center

Member
Robin Knuth

 

1040K Run

This committee is responsible for fundraising, marketing and implementing the 1040K Run. Committee members should have an interest in running and passion to raise scholarship funds for deserving South Florida accounting students. Committee members assist with outreach to CPA firms and corporate sponsors of the race.

Chair
Ken Strauss
Berkowitz Pollack Brant Advisors and Accountants, LLP

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Amy Santos
State College of Florida

Member
Jason Chorlins
Kaufman, Rossin & Co, PA

Member
Steve Morrison
Morrison Brown Argiz & Farra, LLC

Member
Carshena Allison
BCA Watson Rice LLP

Member
Shayne Ellman
Gladstone & Company, CPAs

Member
Karen Vergara
Allgen Financial Advisors

Member
Ira Herschbein
Reed & Company, CPAs

Member
Gary Margolis
Callaghan & Margolis, C.P.A.’s

Member
Mamie Davis
Mamie L. Davis, PA

Member
Brandon Perry
Raposa Perry Young, LLC

Member
Elizabeth Manso
Elizabeth D. Manso, CPA, PA

Member
Ashley Fagan
KPMG LLP

Member
Monte Kane
Morrison Brown Argiz & Farra, LLC

 

Family Retreat

This committee is responsible for fundraising, marketing and implementing the Family Retreat and Golf Tournament at Ocean Reef Club in Key Largo, FL the last weekend in July/first week of August. Committee members should have an interest in attending this annual 3-day event in Key Largo and promoting a family oriented networking event to raise scholarship funds for deserving accounting students. Committee members assist with outreach to CPA firms and corporate sponsors of the retreat.

Co-Chair
George Gulisano
Florida Skin Center

Co-Chair
Jason Chorlins
Kaufman, Rossin & Co, PA

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Rick Smith

Member
Steve Morrison
Morrison Brown Argiz & Farra, LLC

Member
Carshena Allison
BCA Watson Rice LLP

Member
Mark Sellner
Sellner Tax Consulting, LLC

Member
Clarece Nash

Member
Marie Rosier
Marie M Rosier CPA, MBA LLC

Member
Paola Suarez
South Florida Business Banking-Chase

Member
Mamie Davis
Mamie L. Davis, PA

Member
Robin Knuth

Member
Ed Duarte
Foreign Parts Distributors, Inc

Member
Jason Klein
Jason H. Klein PA

Member
Elizabeth Manso
Elizabeth D. Manso, CPA, PA

 

Suncoast Scramble

This committee is responsible for fundraising, marketing and implementing the annual Suncoast Scramble golf tournament at Oldsmar, FL (Tampa Bay) the first Friday in May. Committee members should have an interest in golfing and promoting sponsorship and player opportunities to raise scholarship funds for deserving accounting students. Committee members assist with outreach to CPA firms and corporate sponsors of the golf tournament.

Chair
Bill Moore
Penservco, Inc

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Bethany Carr
Kerkering, Barberio & Company

Member
Louise McLead
Louise Mclead, CPA

Member
Chuck Riggs, III
Morgan Stanley

Member
Will Quilliam
Florida Southern College Barnett School of Bus & Economics

Member
Celina Jozsi
Florida Southern College Barnett School of Bus and Economics

Member
Alan West
University of Florida

 

The FICPA Scholarship Foundation, Inc. is recognized as tax exempt under section 501(c)(3) of the Internal Revenue Code. Contributions are tax deductible to the fullest extent of the law. A COPY OF THE OFFICIAL REGISTRATION (#CH2614) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800) 435-7532 WITHIN THE STATE OF FLORIDA OR THROUGH THEIR WEBSITE wwwhelpfla.com. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.