FICPA Member recommendations and intelligence 2014 Elections Noticing Meetings

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What is a Political Committee? Articles / Bylaws Reporting Requirements Contribution Limits Florida CPA/PAC Overview Regions Directors Membership Levels Membership Outreach Candidate Screening Process Florida CPA/PAC Questionnaires Candidate Interviews and Research FICPA Member recommendations and intelligence 2014 Elections Noticing Meetings

What is a Political Committee? Articles / Bylaws Reporting Requirements Contribution Limits

What is a Political Committee? Florida Statute 106.011 Definitions (16)(a) Political committee means: 1. A combination of two or more individuals, or a person other than an individual, that, in an aggregate amount in excess of $500 during a single calendar year: a. Accepts contributions for the purpose of making contributions to any candidate, political committee, affiliated party committee, or political party; b. Accepts contributions for the purpose of expressly advocating the election or defeat of a candidate or the passage or defeat of an issue; c. Makes expenditures that expressly advocate the election or defeat of a candidate or the passage or defeat of an issue; or d. Makes contributions to a common fund, other than a joint checking account between spouses, from which contributions are made to any candidate, political committee, affiliated party committee, or political party;

Contribution Types and Limits Governor & Cabinet * $3,000 per election (Primary/General) State House and Senate *1,000 per election (Primary/General)

Florida CPA/PAC Overview Regions Directors Membership Levels Membership Outreach

Florida CPA/PAC Regions In 2001, the Florida CPA/PAC was separated into three geographic regions. Each chapter is nested into one of the three regions. Members are assigned to one of the three regional CPA/PACs based on geographic location: *North includes 11 chapters *Central includes 10 chapters *South includes 7 chapters

Florida CPA/PAC Regions

Florida CPA/PAC Directors Florida CPA/PAC North James F. Thielen, CPA, CGMA Tallahassee, FL Marshall D. Trey Gunn, III, CPA Jacksonville, FL William H. Hank Hurst Jr., CPA Amelia Island, FL Deborah L. Curry CPA, CGMA Secretary/Treasurer Tallahassee, FL Florida CPA/PAC Central Maria A. Thomas, CPA, CGMA Orlando, FL C. Michael Halfast, CPA St Petersburg, FL Phillip W. Price Jr., CPA Crystal River, FL Jose E. Valiente, CPA, CGMA Tampa, FL Deborah L. Curry CPA, CGMA Secretary/Treasurer Tallahassee, FL

Florida CPA/PAC Directors Florida CPA/PAC - South Ronald Thompkins, CPA, CGMA Miami, FL Joseph A. Epstein, CPA, CGMA Ft Lauderdale, FL Antonio Tony L. Argiz, CPA Miami, FL Deborah L. Curry CPA, CGMA Secretary/Treasurer Tallahassee, FL Florida CPA/PAC - Main Jacob C. Cecil Shumacker III, CPA Leesburg, FL Joseph A. Epstein, CPA, CGMA Ft Lauderdale, FL Sheldon F. Bernau CPA, CDFA, Pensacola, FL Deborah L. Curry CPA, CGMA Secretary/Treasurer Tallahassee, FL

Florida CPA/PAC Membership Levels Individual Contributions *Trendsetter. $500 or more *Pacesetter.. $250 or more *Committee of 100.. $100 or more *Sustaining. $50 or more *Active $25 or more

Florida CPA/PAC Membership Levels 120,000 100,000 80,000 1,862 Contributions 1,537 1,393 1,143 901 Contributions 60,000 Dollars 40,000 20,000 0 08-09 09-10 10-11 11-12 12-13 Fiscal Year

Florida CPA/PAC Membership Levels Top 250 Campaign- Florida CPA/PAC Main -Firm Contributions *Platinum Club. $5,000 or more *Gold Club $2,000 or more *Silver Club. $1,000 or more *Bronze Club.. $500 or more *Ambassador Club.. $250 or more

Florida CPA/PAC Membership Levels 30,000 Contributions 22 21 21 Contributions Dollars 20,000 10,000 12 10 13 0 08-0909-1010-1111-1212-13 13-14 Fiscal Year

Florida CPA/PAC Membership Outreach *Dues Renewal *Targeted Communication *Association Events *Annual Giving Campaigns

Candidate Screening Process Florida CPA/PAC Questionnaires Candidate Interviews and Research FICPA Member recommendations and intelligence

2014 Candidate Questionnaire

Candidate Interviews and Research

Candidate Interviews and Research

Candidate Interviews and Research

2014 Elections

2014 Elections *Aug. 26, 2014: *Nov. 4, 2014: Primary Election General Election

Who s on the ballot? Governor (Scott 48.9%) Attorney General (Bondi 54.8%) Chief Financial Officer (Atwater 57.3%) Agriculture Commissioner (Putnam 55.9%) All 27 Congressional 20 State Senate Districts Even numbered Seats All 120 House Districts Constitutional Amendments (20) Local Candidates & Issues

2014 Elections

2014 Elections Open Seats No Senators Term Limited 14 House Members Term Limited (9 Reps & 5 Dems) Republicans Marti Coley (HD05) Bryan Nelson (HD 31) Eddy Gonzalez (HD 111) Jimmy Patronis (HD 06) Doug Holder (HD 74) Rob Schenck (HD 35) Ed Hooper (HD 67) Will Weatherford (HD 38) Seth McKeel (HD 40) Democrats Joe Gibbons (HD 100) Betty Reed (HD 61) Elaine Schwartz (HD 99) Perry Thurston (HD 94) Jim Waldman (HD 96)

2014 Elections Battleground Seats- Primaries

2014 Elections Battleground Seats- Incumbents

Florida CPA/PAC Upcoming Meetings *July 8-10 during Committee Days

May 29, 2014

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