February 2007
In This Issue: Chaper News Chapter Events Other Events of Interest View all East Bay Chapter Events California CPA Education Foundation CPE in the East Bay Chapter Committee Meetings CalCPA News Resources President’s Message Chapter News President: Robert Y. Anderson Licensed Members Candidate Members Chapter Events Other Events of Interest Committee Meetings CalCPA News Resources
President’s Message: The Busy Season
New Chapter Officers, Directors
Ice Skate Event [View Photos]
Member Anniversaries
Welcome New Members
Post–Busy Season Celebration
BARE Event
Business & Industry
QuickBooks Users Group
Getting to Know You ...
The Busy Season
By Bob Johnston, CPA
Are you really, really busy already? Are you concerned about getting everything done during this hectic season? Are you worried about getting stressed out? A busy season is a blessing and a curse. It is a blessing because this is a time when people in our profession provide advice, counsel, assistance and peace of mind to our clients and thus to our communities. What would it be like if there weren’t people doing what we do? Well, all right, maybe there would be a flat tax.
A busy season is a curse because of the large workload, which too often results in being too busy. This is true for those who work in industries with employers having calendar year-ends, as well as those in public accounting. But, we are not alone. My dad was a farmer, and when I was young we only took one summer vacation. As he said, you have to make hay when the sun shines. Or take the retail business. What percentage of retail sales occurs between Thanksgiving and Christmas?
And really, busy season is only 13 weeks long.
And, you will get through it once again, and, undoubtedly you will feel great when your busy time is over.
The chapter wants you to have something to look forward to so that you can feel even better. We have arranged a very special outing Tuesday, April 24—a “Post–Busy Season Celebration.” It will be held at Blackhawk Museum, where you will be able to see a terrific collection of one-of-a-kind coachbuilt and limited production automobiles. There will be docent tours, food, drinks and merriment for all. So mark your calendars and plan to attend this extraordinary event.
And let me remind you that Thursday, Feb. 1 is a BARE event, sponsored by the San Francisco Chapter, where the new audit risk standards will be discussed. Also, both the Business and Industry and the QuickBooks committees will meet Wednesday, Feb. 7. So, stay tuned … things are continuing to happen in our chapter.
Happy busy season to all, and to all a good night.
—Bob Johnston, CPA
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2007-08 Slate of Leaders
The East Bay Chapter Board has approved the Nominations Committee's slate of leaders for the 2007-08 year:
First Vice President/Program Director: Michele C. Day
Second Vice President/Treasurer: Joelyn K. Carr-Fingerle
Secretary: G. Scott Haislet
Past President: Robert A. Johnston
Chapter Directors:
First Year of Two-Year Term:
Ching Fong
Lynn P. Gardner
Jame S. Menasco
M. Weldon Moreland
Second Year of Two-Year Term:
A.J. Major
Bonnie J. Nagayama
Virginia G. Smith
Susan D. Tulis
CalCPA Council:
Robert A. Johnston
Robert Y. Anderson
Michele C. Day
Eligible chapter members will receive a separate announcement by e-mail within a few days of asking for the approval of the proposed slate. We thank the current board members who have served this current year.
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Welcome New Members
On behalf of the East Bay Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members:
Elena Adair, Maze & Associates CPAs
Paula Brotherson, Deloitte & Touche USA LLP
Charina Del Rosario, Timpson Garcia, LLP
Shelly Dhir
Thomas Ferguson
Daniel Harris
Keith Lober, PricewaterhouseCoopers LLP
Jason McKenna, Johnston Gremaux & Rossi, LLP
Mary Saechao, Timpson Garcia, LLP
Nikita Singh
Daniel Waugh, Union Bank of California
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Post–Busy Season Celebration[PDF]
Join us for an amazing celebration at one of the most unique and beautiful venues in the Bay Area. The Blackhawk Museum presents a one–of–a kind coachbuilt and limited–production automobiles, dating from the early 1900s to the contemporary. Take a tour with a docent and learn about these beautiful cars, or just relax and enjoy the company of others and the fine food. Be sure to bring friends and co–workers and celebrate in style!
Date: Tuesday, April 24
Time: 6-9 p.m.
Location: Blackhawk Museum; 3700 Blackhawk Plaza Circle; Danville
Cost: By April 10: $40 ($50 thereafter) Cost includes hors d’oeuvres and beverages.
Note: There is a 20 percent discount for firms with 10 or more registrations; 50 percent discount available for young/emerging professional members (students, candidates and professional staff with less than 5 years’ experience). Registration with discounts by mail or by phone only.
RSVP:Online
This event sponsored by Bridge Bank and ADP.
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BARE: Audit Standards Update–The New Audit Risk Assessment Standards [PDF]
Speaker: Thomas Noce
Date: Feb. 1
Location: SFSU Downtown Center; San Francisco
RSVP:Online
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Business & Industry
Topic: Everything You Wanted to Know About Corporate Insurance, But Were Afraid to Ask
Speaker: Ann Krilanovich, CEO, Insurance Dynamics
Date: Wednesday, Feb. 7
Time: 7:30–9:30 a.m.
Location: Scott’s; Walnut Creek
CPE: 2 hours
Cost: By Feb 1: $20/members; $25 nonmembers; (add $5 thereafter)
RSVP:Online or call (925) 926–0189
Next BIC meeting: May 2
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Topic: Job Costing and Inventory
Speaker: Bonnie Nagayama
Date: Wednesday, Feb. 7
Time: 9:30-11:30 a.m.
Location: Sunrise Bistro; Walnut Creek
CPE: 2 hours
Cost: By Feb 1: $15/members; $20/nonmembers, add $5 thereafter
RSVP:Online or call (925) 926–0189
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Getting to Know You ...
Does CalCPA know where you work and what you do?
Many CalCPA members prefer to have information delivered to them at home. We appreciate that and will honor your preference. However, the more CalCPA knows and understands its members, the better we can serve you.
If you have not recently updated your professional information with CalCPA, please take a few minutes to do so. It will help us increase the value of your membership.
Update your info. at www.calcpa.org/update.
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East Bay Chapter Leadership
Contact Chapter Coordinator Soco Davenport
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