· bvn$?jcz '%%. executive editor and ceo-executive director: kathryn b. anderson, cae deputy...

www.ficpa.org FLORIDA CPA TODAY | May/June 2009 | 3

EXECUTIVE EDITOR AND CEO-EXECUTIVE DIRECTOR:

Kathryn B. Anderson, CAE

DEPUTY EXECUTIVE DIRECTOR: Brent C. Johnson

SR. DIRECTOR OF MARKETING & COMMUNICATIONS:

Jan Dobson, CAE

EDITOR: Erika D. Peterman

GRAPHIC DESIGNER: Loleta K. Bolden

PUBLICATIONS COORDINATOR: Dianne Deardu!

EDITORIAL COMMITTEE: Troy Y. Manning, CPA, Chair

All articles submitted to Florida CPA Today are subject

availability and editing requirements and restrictions. Please

Florida CPA Today

Florida CPA Today’s

standards.

Florida CPA Today

PRESIDENT’S MESSAGE“Let’s go fishin’ ” is one of my favorite phrases and a philosophy embraced by our Board of Governors this year. For the board, “going fishing” means that we’ve been getting busy with specific projects, while having plenty of fun along the way.

COVER STORYTurbulent Times: Budget Woes Dominate 2009 Legislative Session

FEATURESCEO-Executive Director’s Message

10 Ways to Recruit Great Talent in Today’s EconomyThe Partner-Manager Relationship Florida Part of AICPA Peer Review Evolution Prudent Management of Endowment Funds by Not-for-Profit Organizations

Member Connection Leads to Special Week for Special ChildNew Risk Assessment Standards: Lessons LearnedThe 2009 FABexpo: Create Your Own PlaylistOutstanding CPE Discussion Leaders of the YearFICPA Brings Financial Literacy to Children’s Week

Florida CPA Today is an award-winning, professional publication for the 19,000-plus members of the Florida Institute of CPAs.

Our magazine:

DEPARTMENTS Educational

Foundation

Student Outreach

DOR Update

On the Move

New Members

Marketplace

4 | FLORIDA CPA TODAY | May/June 2009 www.ficpa.org

ADVERTISERS’ INDEX:1st Global .............................................................. 10Accounting Practice Sales (APS) ........................... 46ADP, Inc. ................................................................. 47AON Insurance .................................................30, 41Audimation ............................................................ 34BankAtlantic............................................................. 2CPA Protector Plan ............................................... 27CPAlliance ................................................................. 8Donlevy-Rosen & Rosen, PA .................................. 36InterDyn-CFO Consulting ....................................... 46Keats Connelly ......................................................... 4National City ......................................................... 16Newman & Cohen Financial Management .......... 20Nova Southeastern University ............................... 37Profit Developers, Inc. ......................................... 44Results Partnership (Great Florida Bank) ........... 26Sage North America .............................................. 28Schwab YieldPlus Investors .................................... 24TaxWorks ............................................................... 32Thaxton Barclay Group ......................................... 24Thomson Reuters ................................................... 43Trugman Valuation Associates, Inc. .......................... 4Viera Williams, PA ................................................. 40

By John W. Johnson, FICPA Director of Governmental Affairs

Tension in Both Chambers

Shortfall Overshadows Session

Balancing the Budget

Rep. Carl Domino and Sen. Dennis Jones

2009 Legislative Update

Streamlining the Licensure Process

8 | FLORIDA CPA TODAY | May/June 2009 www.ficpa.org8 | FLORIDA CPA TODAY | May/June 2009 www.ficpa.org

Mobility

Bill TrackingSenate Bill 1640

www.ficpa.org FLORIDA CPA TODAY | May/June 2009 | 9 www.ficpa.org FLORIDA CPA TODAY | May/June 2009 | 9

Budget

New faces on BOA

For more information about legislative or regulatory issues, please contact the FICPA’s Governmental Affairs team at (850) 224-2727, Ext. 201, or via e-mail at govaffairs@ficpa.org.

House Bill 1099

Contribute

Collaborate

Advocate

10. Look at Open Positions Through New Glasses

9. Foster a Learning Environment

By Sandra Wiley, Boomer Consulting COO and Senior Consultant

8. Share Your Strategic Plan

7. Strengthen Your Technology

6. Check Out Your Archives

5. Tap Into Your “Extended Human Resources Department”

4. Don’t Neglect to ‘Net Workhhh NeNeww GlGlasassesess

rr a Learning mment

6. Check Out Your Archives

WoWorkrk

By Sandra Wiley, Boomer Consulting COO and Senior Consultant

Communication Solution

Generational Differences G

Communication

3. Look for Young Talent

2. Help Job Seekers Find (and Want) You

1. Build a Recruitment Plan

Business Experience

Business Experience Solution

Top 10 Ways to Boost the Partner-Manager Relationship:

Generational Differences Solution

Work Ethic

Work Ethic Solution

Why Facilitated State Board Access?

other BOAs as specifically requested by firms.

What This Means for Your Firm

How the Process Will Work

Peer Review Promotes Firm Quality

The American Institute of CPAs

By Lynda M. Dennis, CPA, Ph.D., CGFO

History of the UMIFA

prudently

PA TODAY | May/June 2009 www.ficpa.org

e UMIFA

History of the UPMIFA

FASB Response

FASB Accounting Standards Codification

donor-restricted endowment funds

donor-restricted board-designated

approval

established by donor-restricted gift

By Erika D. Peterman, Florida CPA Today Editor

Investment News

By Jason Zaborske, FICPA Educational Foundation Development Manager

Desmond Howard, left, and 1040K Board of Directors Chair Ken Strauss, center, award

a $3,000 scholarship to Barry University accounting student Winston Imho!.

A record crowd gathers at Miami City Hall to participate in the 1040K Walk/Run.

From left to right: Miami City Commissioner Marc Sarno!, 1040K Board of Directors Chair Ken Strauss, scholarship recipients Winston Imho! and Emmanuel Jourdan, Miami Mayor Manny Diaz, scholarship recipient Crystal Wiltshire, ESPN analyst and Super Bowl MVP Desmond Howard, and scholarship recipients Ismaris Soberon and Yamaris Diaz.

2009 1040KRun/WalkSponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Bronze Sponsors

Chapters

Schwab YieldPlus Investors

HAVE YOU LOST MORE THAN $20,000 INVESTING IN THE

SCHWAB YIELD PLUS FUND (SYMBOLS – SWYSX and SWYPX)?

Do you feel you were misled regarding the safety of this fund?

If so, you may have a legal claim against Schwab to recover your losses.

Call (321) 724-4445 or (800) 838-8320

Thomas F. Shine, Esq. 114 Sixth Avenue, Suite 4

Indialantic, FL 32903

See Press Releases on Website

www.thomasfshinelaw.com

FREE INITIAL CONSULTATIONS

NO ATTORNEYS FEES IF NO RECOVERY*

The hiring of an attorney is an important decision that

should not be based solely upon advertisements. Before you decide, ask me to send to you free written information

about my qualifications and experience.

*Clients are responsible for the initial filing fees associated with pursuing their claims. Clients are responsible for

additional fees and expenses only if clients are successful in obtaining a recovery.

Conclusion

Sat isfy your thirst for knowledge.

T akerefresher.a

Ethics: Protecting the Integrity of Florida CPAs

Soak up some fresh ethics.

R egister for a course today!

andEthics for Governmental CPAs in Florida

By Lawrence S. Burke, CPA

Relevant CPE

Great Location

Keynote

The 2009 FABexpo: Create Your Own Playlist

Vendor Showcase

Educational Foundation

Register Today and Save

"is year’s FABexpo returns to the glorious Gaylord Palms Resort and Convention Center in Orlando. "e resort’s signature glass dome pays tribute to the Florida experience. (courtesy Gaylord Palms™ Resort and Convention Center)

By Wendy Johnson, FICPA CPE Conference Manager

DISCUSSION LEADER OF THE YEAR

2008 Outstanding Discussion Leaders

By Brenda Hubbard, FICPA Director of Leadership Development & Initiatives

Tampa Bay Business Journal’s

By H. French Brown IV, Florida Department of Revenue

should

WEEKCHILDREN’S

LITERACYFINANCIAL

FICPA Leadership Development & Initiatives Assistant

Vicky Wade, left, shares information about financial

literacy with visitors.

"e FICPA’s table o!ered information for children and adults alike.

"e Feed-the-Pig beanbag toss was a popular activity.

TRANSITIONSBoca Raton

Michelle BlackstockRacquel McIntosh

Ft. LauderdaleShari Mello

Tim J. Monzillo

Ft. Lauderdale Steve Picha

OrlandoDavid Lee

OrlandoClay Worden

Palm HarborTracy L. Jardine, CPA, LLC

St. PetersburgRobert L. Ingham

St. PetersburgColin Bock

Stuart Hill, Barth & King, LLC

Tampa Pender, Newkirk & Company

West Palm Beach James “Jimmy”

Joinson

Winter ParkLena Combs Kathy Ennis

Adriene Pierce

WHO’S NEWSSandi Breitenstein

Augustine Enofe

Fiona Hayward

Harvey P. Muskat

Stephen C. Riggs, III

Richard R. Shavell

Emery Sheer

Matt Shell

William “Bill” Thomas William “Bill” Pace

Randall Wilson

For more member news, visit CPAs in the Spotlight www.ficpa.org/members/spotlight.

The space for “Who’s News,” “Transitions” and other announcements published on this page is limited to news focusing on promotions and new hires for members of the FICPA, speeches by members at professional conferences, and other firm news such as recognition of business achievements. We do not publish FICPA committee appointments as a part of this feature because of space limitations. Submissions for On the Move can be e-mailed to communications@ficpa.org.

The Florida Institute of Certified Public Accountants welcomed 116 new members during February and March 2009.

Boca Raton

Boynton Beach

Palm BayVero Beach

Boca RatonCoral SpringsFort Lauderdale

Hollywood

MiamiMiramarSunriseTamarac

BrandonClermont

KissimmeeLake MaryOrlando

Windermere

Winter Park

DestinPanama City Beach

North Miami Beach

Sarasota

BaldwinFernandina Beach

Jacksonville

Jacksonville Beach

MiddleburgSt. Augustine

Biscayne ParkDoralMiami

MiamiMiami Beach

Gainesville

BrooksvilleHudsonLand O’ Lakes

Port RicheySpring Hill

Boynton BeachLake WorthPalm Beach Gardens

Palm SpringsRoyal Palm Beach

Vero Beach

BrandonPlant CityTampa

Cape CoralMiramar Lakes

Naples

St. Augustine

Clearwater

Safety HarborSt. Petersburg

Tallahassee

Daytona Beach

BrandonDoverLutzPhoenixTampa

TrinityWesley Chapel

Pensacola

Katonah, N.Y.Manchester, N.H.Pittsburgh, Penn.Pt. Pleasant Beach, N.J.

S. Holland, Ill.

POSITIONS AVAILABLE

OFFICE SPACE

PRACTICES WANTED FOR PURCHASE OR MERGER

FOR SALE

MISCELLANEOUS

To access Marketplace online, visitwww.ficpa.org/ficpa/ResourceCenter/Classifieds.

RATES AND FEES:Members - $95 for 35 word minimum; $2.70 per word over 35 words. Nonmembers - $105 for 35 word minimum; $3.00 per word over 35 words. Advance payment is required. Bolding and logos are permissible for an additional fee.

CATEGORIES:Content subject to approval and categories available are: (1) Positions Available, (2) Practices Wanted for Purchase or Merger, (3) Miscellaneous, (4) Office Space, (5) For Sale.

COPY DUE:Issue DeadlineJuly-August May 25September-October July 25November-December September 25January-February November 25March-April January 25May-June March 25

All requests are subject to space availability. Ads run concurrently on Florida CPA Netlink™.

SUBMISSION OF ADS:E-mail ads to communications@ficpa.org. For more information, contact the FICPA Communications Department at (800) 342-3197 (within Florida) or (850) 224-2727, Ext. 385.

FILE NO. REPLIES:If anonymity is desired, responses can be mailed to the FICPA offices using a file number. The responses will be forwarded to the address provided by the advertiser.

For complete classifieds policies, visit www.ficpa.org/ficpa/ResourceCenter/Classifieds.

NewsFlash

FICPA NewsFlash

March 19, 2009

April 2, 2009

NewsFlash

10.9.8. 7.

5.4.3.2.1.

10.9.8. 7.

5.4.3.2.1.

April 23, 2009

Florida Institute of Certified Public AccountantsP.O. Box 5437Tallahassee, FL 32314-5437

· bvn$?jcz '%%. executive editor and ceo-executive director: kathryn b. anderson, cae deputy...

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