Florida Institute Of Certified Public

Orlando, FL · Founded 1905

Professional association protecting the CPA license and promoting accounting excellence in Florida

Primary audience
Business Members
Work area
Regional Advocacy
Topic
Economic Development
Contact
Donna Son
Website Contact

About Organization

Protects the value of the CPA license, promotes the accounting profession, and educates members to achieve professional excellence. Based in Orlando, FL, the institute has served Florida accountants since 1905, making it one of the oldest professional associations in the Southern states. Operating with $7.5 million in annual revenue and 40 employees plus 411 volunteers.

What They Focus On

Economic Growth

Promotes regional economic development through strategic partnerships and support for business expansion initiatives

Member Services

Provides networking opportunities, professional development resources, and support services for member organizations

Business Advocacy

Represents member interests in policy development and advocates for pro-business initiatives at local and state levels

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2021)

$7.5M

+7.6% vs 2020

Expenses (2021)

$7.7M

+31.5% vs 2020

Assets (2021)

$18.3M

-7.6% vs 2020

Employees (2021)

40

-2.4% vs 2020

Year Revenue Expenses Assets Employees
2021 $7,489,719 $7,745,227 $18,346,520 40
2020 $6,962,414 $5,891,010 $19,860,693 41
2019 $7,274,088 $6,988,473 $15,562,467 41
2018 $8,109,207 $7,734,925 $16,063,682 55
2017 $8,381,139 $8,101,338 $13,190,767 55

Source: IRS Form 990 filings. All figures in USD.

How They Work

Learn more
  • 01

    Member Engagement

    Identifies priority issues through stakeholder consultation and analysis of business community needs

  • 02

    Strategic Planning

    Develops targeted initiatives based on member input and regional economic development priorities

  • 03

    Program Implementation

    Executes programs through partnerships with member organizations and community stakeholders

  • 04

    Impact Assessment

    Evaluates outcomes through member feedback and tracks progress toward organizational objectives

Programs and Initiatives

Services and programs offered by Florida Institute Of Certified Public

Member Services

Provides networking opportunities, resources, and support to member organizations across the region

Leadership Programs

Develops business leadership capacity through training, mentorship, and professional development opportunities

Community Engagement

Facilitates collaboration between business and community stakeholders on shared priorities

Business Advocacy

Represents business interests in policy development and legislative initiatives at state and local levels

Economic Development

Promotes regional economic growth through strategic partnerships and development initiatives

Team & Leadership

Meet the people behind Florida Institute Of Certified Public.

DS

Donna Son

Chief Operating Officer
Full-time
Compensation: $219,281
SW

Shelly Weir

President And CEO
Full-time
Compensation: $206,355
JC

Jeff Conway

Chief Financial Officer
Full-time
Compensation: $135,829
PB

Paul Brown

Director Of Technical Services
Full-time
Compensation: $126,871
JT

Justin Thames

Chief External Affairs Officer
Full-time
Compensation: $110,593
MT

Mia Thomas

Sr Director Of Learning
Full-time
Compensation: $106,328
KH

Kristin High

Chief Financial Officer
Full-time
Compensation: $29,023
CS

Carrie Summerlin

Chief Growth And Innovation Of
Full-time
AG

Andrew Gay

Member-At-Large
1 hrs/week
AM

Anne Marie Hicks

Member-At-Large
1 hrs/week
CS

Cheri Swain

Member-At-Large
1 hrs/week
CO

Chris Oatis

Member-At-Large
1 hrs/week
CS

Christopher Stemley

Member-At-Large
1 hrs/week
DF

Delia F Finnerty

Member-At-Large
1 hrs/week
ED

Eduardo Duarte

Member-At-Large
1 hrs/week
KL

Karen Lake

Member-At-Large
1 hrs/week
KE

Kathleen E Brothers

Region I Reprresentative
2 hrs/week
KN

Kristian N Nenov

Region V Reprresentative
2 hrs/week
LW

Leslie Welsh

Region Ii Representative
2 hrs/week
MD

Michael Dupree

Member-At-Large
1 hrs/week
MJ

Michael Jerman

Member-At-Large
1 hrs/week
RT

Randall T Coleman

Region Iv Reprresentative
2 hrs/week
RJ

Robert J Maya

Member-At-Large
1 hrs/week
WK

William Kaser

Region Iii Reprresentative
2 hrs/week
AK

Amy Kistka (Chair-Elect)

ED

Ed Duarte (Immediate Past Chair)

CA

Carshena Allison

KH

Kathryn Horton

JK

Jennifer Keller

RM

Robbie Maya

MR

Mindy Rankin

BS

Brion Sharpe

AS

Alex Sueiro

MH

Maximilian Halasz (YCPA)

KO

Key O'Keefe (Past Chair)

DA

Daniel Amat

DC

Danny Castro

YC

Yvonne Clayborne

AD

Adam Daniels

AF

Ashley Fagan

CG

Carlos Grosmann

GH

Genevieve Hancock

IJ

Isaac Juarez

MR

Michael Riskin

HR

Heber Rojas

IS

Ian Shapiro

GS

Guy Strum

AW

Alex Welsh

DZ

Dana Zukierski

Milestones

1905

Organization Founded

1905

Established to serve business community development and economic growth initiatives

1965

Regional Expansion

1965

Extended programming and membership services to serve broader regional business community

2023

Program Enhancement

2023

Launched enhanced member services and expanded advocacy initiatives for business community

2026

Continued Impact

2026

Maintains active programming serving member organizations and regional economic development priorities

Associated People

Board members, advisors, and key contributors

Board of Directors

AD
Abigail Dupree Past Chair - Current 4.0 hrs/week
Brion Sharpe
Brion Sharpe Director 3.0 hrs/week
HA
Hector Aguililla Director 3.0 hrs/week
JG
Jennifer Gunter Director 3.0 hrs/week
JD
Julian Dozier Chair-Elect 4.0 hrs/week
Kathryn Horton
Kathryn Horton Director 3.0 hrs/week
KJ
Keith Jowers Director 3.0 hrs/week
KG
Key G O'Keefe Director 3.0 hrs/week
KA
Kristin A Bivona Chair 4.0 hrs/week
LC
Lydia C Desnoyers Director 3.0 hrs/week
VC
Valrie Chambers Director 3.0 hrs/week
WG
W Gordon Spoor II Chair 4.0 hrs/week
Karen Lake, CPA, CFST
Karen Lake, CPA, CFST Board Member
Amy Kistka, CPA
Amy Kistka, CPA Board Member
Ed Duarte, CPA, CGMA
Ed Duarte, CPA, CGMA Board Member
Foreign Parts Distributors
Foreign Parts Distributors Board Member
Carshena Allison, CPA, MBA
Carshena Allison, CPA, MBA Board Member
Kathryn K. Horton CPA PA
Kathryn K. Horton CPA PA Board Member
Jennifer Keller, CPA
Jennifer Keller, CPA Board Member
Robert Maya, CPA
Robert Maya, CPA Board Member
Kaufman Rossin
Kaufman Rossin Board Member
Chris Oatis, CPA
Chris Oatis, CPA Board Member
Mindy Rankin, CPA, CCD
Mindy Rankin, CPA, CCD Board Member
Warren Averett
Warren Averett Board Member
Alex Sueiro, CPA
Alex Sueiro, CPA Board Member
Maximilian Halasz, CPA, CFF, CVA
Maximilian Halasz, CPA, CFF, CVA Board Member

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2021)

$1.1M

Highest Paid

$242K

Donna Son

Compensated Officers

7

Name Title Base Other Total Hrs/Wk
Donna Son Chief Operating Officer $219,281 $22,468 $241,749 40
Shelly Weir President And CEO $206,355 $33,263 $239,618 40
Paul Brown Director Of Technical Services $126,871 $39,617 $166,488 40
Jeff Conway Chief Financial Officer $135,829 $11,910 $147,739 40
Justin Thames Chief External Affairs Officer $110,593 $5,576 $116,169 40
Mia Thomas SR Director Of Learning $106,328 $8,940 $115,268 40
Kristin High Chief Financial Officer $29,023 $3,855 $32,878 40

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Contact

Get in touch with Florida Institute Of Certified Public

Email

[email protected]

Phone

(850) 224-2727 (850) 521-5934

Social

Visit Website
250 South Orange Ave Ste 300p Orlando, FL 32801