October 2007 | Central Coast Chapter Bulletin

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CHAPTER EVENTS

North County Discussion Group

Topic: TBD
Date: Friday, Oct. 19 (Note: meeting a week later due to Oct. 15 deadlines)
Time: 7:45–8:45 a.m.
Location: Centennial Park (Live Oak Room); 600 Nickerson Road; Paso Robles
Cost: Free/members and nonmembers
CPE: 1 hour
RSVP: Online (No advance registration necessary)

SLO Tax Roundtable

Topic: Selected Tax Topics for 2007
Speaker: Debbie Wacker, CPA
Date: Friday, Oct. 19
Time: 7:30–8:30 a.m.
Location: SLO County Courthouse (room behind cafeteria)
Cost: Free/members and nonmembers
CPE: 1 hour
RSVP: Online (No advance registration necessary)

Attorneys, Bankers and CPAs Mixer

Date: Tuesday, Oct. 23
Time: 5:30–7:30 p.m.
Location: Presidential Suite, Alex G. Spanos Stadium; Cal Poly campus
Cost: $15/members and nonmembers before October 18th
(includes parking); $20/members and nonmembers after October 18th
RSVP: Online
Sponsored by: Andre, Morris and
Buttery, LLC; Sinsheimer Juhnke Lebens and McIvor, LLP; CapWest
Securities; Coast National Bank; Rabobank, N.A.; R.E. Wacker Associates, Inc.; Barbich Longcrier Hooper & King Accountancy Corporation; GBP&B Tax & Business Advisors and Lapp, Fatch, Myers and Gallagher, Accountants.

Student Night

Speakers: Panel discussion
Date: Tuesday, Nov. 13
Time: 5–8 p.m.
Location: San Luis Obispo Country Club; 255 Country Club Drive; San Luis Obispo
Cost: $35/members; $40/nonmembers; free/students
CPE: 1 hour
RSVP: Online

SLO Tax Roundtable

Topic: Church Tax Topics for CPAs
Speaker: Dave Hanush
Date: Friday, Nov. 16
Time: 7:30–8:30 a.m.
Location: SLO County Courthouse (room behind cafeteria)
Cost: Free/members and nonmembers
CPE: 1 hour
RSVP: Online

Tax Seminar

Speakers: Tom Daly and Gary McBride
Date: Friday, Dec. 7
Time: 8 a.m./registration; 8:30 a.m.–4:30 p.m./program
Location: Shore Cliff Lodge/Pelican Pointe; 2555 Price St.; Pismo Beach
Cost: $145/member; $170/nonmember (after Friday, Oct. 26 add $15)
CPE: 8 hours
RSVP: Online
Net proceeds benefit the Central Coast Chapter Scholarship Fund.
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PRESIDENT’S MESSAGE

Networking on the Central Coast

By Dana Senes, CPA

Don’t miss your chance to mingle with attorneys, bankers and CPAs and tour the Presidential Suite in the new Cal Poly Mustang Sports Complex at our upcoming ABC mixer. Your chapter leadership team is busy planning this unique networking opportunity and invites you to join us Tuesday, Oct. 23 for ABC Night (Attorneys, Bankers and CPAs).
   This mixer is destined to be a popular event for all of us Cal Poly alumni and supporters of our local university. Because we value the relationships we build and maintain with our local attorneys, bankers, investment managers and advisers, we wanted to find the perfect location for this mixer, and I think we have. Come and experience the power of networking with your local business leaders and blend networking into your career life. A special thank you to our planning committee, board members, Greg Peters, Debbie Wacker and our banker Karan Pohl for their efforts in putting this event together. Don't forget to let your favorite attorneys, bankers and other financial professionals know about the event. Look for specific details in this Bulletin.
   I also hope to see some of you in Los Angeles Oct. 19 when CalCPA presents "Celebrating Women CPAs—Network, Learn and Grow" at the Intercontinental Hotel in Century City. I plan on being there Friday and then being on my bike bright and early the next morning in Santa Barbara to participate in the "Start to Finish MS Bike Tour" fund-raising event with the Multiple Sclerosis Society of Southern California. I'm riding with my husband's team from Conoco Phillips and am looking for pledges. Maybe next year we can have our own local team, too! It is such a worthy cause and so important to give back to this wonderful community where we work and live.
   Looks like we also have another exciting panel of our membership speaking for Student Night 2007. Mark your calendars for Tuesday, Nov. 13 at the San Luis Obispo Country Club. Yes, it is the same day as Spidell, but this gives our north and south county members the opportunity to attend both events on the same day. This year's event promises to be just as interesting as last year’s. Thank you to board members Debbie Wacker and Polly Mead for arranging this event and getting the students and panel to join us in learning more about the many options available in our profession. If you are interested in sponsoring this event, please contact chapter program associate Sherri Parkinson for more information. Your participation in this event is what makes it work!
   Don't forget our chapter also offers interest groups and geographically based discussion groups tailored to provide high-quality networking opportunities and free CPE. Look for topics and times in this Bulletin.
   Our last scholarship event for this year will be Friday, Dec. 7 with a "Tax Update Seminar" featuring Gary McBride and Tom Daly. We have not seen these lecturers in our area for a while and are happy to welcome them back. I also heard that they won an award for their text for this course, and you can get a copy if you attend. Not only are you getting another annual and useful tax update, but you also are supporting your local colleges by allowing us to continue to award scholarships to those deserving students, potential CPAs and most importantly, potential employees.
   Last, I would like to congratulate our own Rusty Roy who was selected to participate in the CalCPA Leadership Institute 2007–08 program. We are very proud of vice president Rusty and want to thank him for representing us here on the Central Coast.
   Happy October.
—Dana Senes, CPA
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CHAPTER NEWS

New Members

On behalf of the Central Coast Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Mandy Leastman, Jose Duarte, Ellyn Cole... [see all new members]
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CalCPA NEWS

Celebrating Women CPAs

Join us for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contributions to the profession.
   Attend Celebrating Women CPAs and leave with:

• A clear vision of the ascent of women within the CPA profession;
• Social and professional connections to last a lifetime;
• Action steps to effect social change;
• Keys to excelling as a mentor; and
• Strategies and tactics for managing and resolving conflict.

   Confirmed notable speakers include California Assemblymember and CPA Fiona Ma and Judy Olian, dean of UCLA’s Anderson School of Management.
   Don’t miss this phenomenal event, Friday, Oct. 19, at the Intercontinental Hotel in Century City.
   Register online today or call (800) 922-5272.

Leaders Wanted: Become a CalCPA Officer or AICPA Council Member

You are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?
   The CalCPA Nominations Committee is accepting nominations until Dec. 1 for 2008–09 CalCPA officers and council members at large. Officer positions include chair, first vice chair, treasurer and two vice chairs. Three council members at-large also will be elected.
   Members can apply for more than one office and will be considered only for the positions to which they apply. Download a nomination form, review job descriptions and ideal leadership characteristics.
   For more information, contact John Angelo or Nominations Committee Chair D. Paul Regan.

Another Way to Serve–AICPA Council

If you’re an AICPA member and interested in representing your peers on AICPA Council, let us know. The Nominations Committee will recommend candidates to AICPA Council, which establishes AICPA policies and procedures, and enacts resolutions that are binding on the board of directors, officers, committees and staff.
   If you’re interested, send a letter of intent and your professional and volunteer history to: Nominations Committee; c/o D. Paul Regan, chair; 330 N. Brand Blvd., Suite 710; Glendale, CA 91203.
   All letters must be received by 5 p.m. Dec. 1. The AICPA makes the final selections.
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RESOURCES:

Central Coast Chapter Leadership