Foundation Committees

Printer Friendly
Text Size: A A A A

The mission of the Foundation is to provide scholarships to accounting students in the state of Florida. We encourage FICPA members to become involved and active with activities that help us provide scholarships by serving a one-year term on a Foundation Committee. Foundation Committees are a great way to get connected and give back to the future of the profession. All committees meet via conference call, and members are provided a toll-free phone number to connect to the calls. Committee members are not required to meet in-person, but committee members should plan on attending all conference calls and any event or activity planned by the committee. Here is a list of current 2016-17 Foundation Committees, please find a committee that matches your interests and experience:

Endowment and 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. The Endowment & Planned Giving Committee plans to meet quarterly via conference call in 2016-17.

Committee Members

Marketing and 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 develops and administers the following programs - Jeans for Scholarships, CPA Pie Challenge, AmazonSmile, chapter scholarship presentations and annual giving campaign. FICPA members interested in this committee should have experience and interest in assisting the Foundation with marketing, advertising and/or public relations. The Marketing and Public Relations Committee plans to meet bi-monthly via conference call.

Committee Members

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Amy Santos
https://www.linkedin.com/in/dr-amy-santos-28347225
State College of Florida

Member
Jason Chorlins
https://www.linkedin.com/in/jasonchorlins
Kaufman, Rossin & Co, PA

Member
David Cumberland
http://www.linkedin.com/in/cumberland
Kerkering, Barberio & Company

Member
Jill Carlton
Jill Carlton, CPA, PLLC

Member
Rummesa Abrar
Ernst & Young LLP

Member
Michelle Teeter
Kerkering, Barberio & Company

Member
Karen Vergara
Allgen Financial Advisors

Member
Vickie Tiutyama
First Step of Sarasota, Inc

Member
Bruce Gerstenfeld
Gary L Gerstenfeld, CPA PA

Member
Ray Zomerfeld
https://www.linkedin.com/profile/view?id=AAkAAATKb
PragerMetis

Member
Keith Jones
https://www.linkedin.com/in/keithjonescpataxproblemsolver
Keith L. Jones, CPA

Member
Jason Klein
Jason H. Klein PA

1040K Run

 

This committee is responsible for fundraising, marketing and implementing the 1040K Run held in Coconut Grove, FL on the first Saturday after tax day. 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. The 1040K Run Committee plans to meet bi-monthly via conference call.

Committee Members

Staff Representative
Jan Dobson
Florida Institute of CPAs

Member
Jason Chorlins
https://www.linkedin.com/in/jasonchorlins
Kaufman, Rossin & Co, PA

Member
Steve Morrison
http://linkedin.com/in/stevenmorrisoncpa
CohnReznick LLP

Member
Ryan Bontrager
CBIZ MHM, LLC

Member
Carey Vasallo
VMBG Accounting

Member
Lendl Tookhan


Member
Michelle Teeter
Kerkering, Barberio & Company

Member
Karen Vergara
Allgen Financial Advisors

Member
Monte Kane
https://www.linkedin.com/in/monte-kane-5898a67
Morrison Brown Argiz & Farra, LLC

Member
Gary Margolis
https://www.linkedin.com/in/gary-margolis-cpa-cgma-b1a8a2b
Callaghan & Margolis, C.P.A.'s

Member
Mamie Davis
Mamie L. Davis, PA

Member
Ashley Fagan
https://www.linkedin.com/in/ashley-maher-fagan-143140b
KPMG LLP

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. The Family Retreat Committee plans to meet bi-monthly via conference call.

Committee Members

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. The Suncoast Scramble Committee plans to meet bi-monthly via conference call.

Committee Members

 

FICPA members interested in joining a Foundation Committee please contact Jan Dobson, FICPA Scholarship Foundation at ficpascholarship@ficpa.org or 850-224-2727.