February/March 2008 | East Bay Chapter Bulletin

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CalCPA NEWS

Introducing the Financial Leadership Forum

The Forum, a new program of CalCPA and the California CPA Education Foundation, will enhance the support provided to finance executives and business leaders with tailored resources and programs.
   Membership is an exclusive benefit for business and finance professionals who are CalCPA members.
   Find your path to success in business. Check out the Financial Leadership Forum.

 

CHAPTER EVENTS

A&A Update

Review of issues discussed at the 2/7/08 State A&A Committee meeting.
Speakers: John Levy
Date: Wednesday, Feb. 13
Time: 8:30am - 9:30am (Registration at 8:30am)
Location: John Levy’s office: 2161 Ygnacio Valley Road #10; WC
CPE: 1 hour; A&A 1 hour
Cost: Complimentary
RSVP: Online
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PRESIDENT’S MESSAGE

Comings and Goings

By Rob Anderson, CPA

Now that January has passed, we find ourselves in the midst of busy season. So here are some thoughts for the month for the few of you reading this column.
   January was an extremely busy month for the chapter:

• The Bay Area Regional Education (BARE) event featured Arthur Werner, JD, who discussed “What to Do When Bad Things Happen to Good Clients.”
• The always-popular Tax Issues in Divorce Mini Conference was well-attended and, again as always, our speakers presented a wealth of information.
• We held our first Honorees Night in January (see photos). Joe Mori, former chair of San Jose State University’s accounting department, gave a very inspiring talk. We awarded a number of scholarships and recognized the students from our local universities for their accomplishments.
  
  Our own Chris Yahng was presented with the Laverne Garcia Award to recognize his contributions to our profession and community. We also awarded the first East Bay CPA Executive of the Year award to Dan Heinrich, CFO of Clorox. This award is for a business leader who is a CPA, has achieved notable professional success and has given back to our community here in the East Bay.

• Our annual Partners Forum lunch featured Bruce Allen, CalCPA’s director of government relations, who spoke about potential legislation in California that could impact our profession. Also, CalCPA CEO Loretta Doon gave us her view on the future of the profession in California. Loretta and Bruce provided a valuable update on important issues, such as mobility and the 150-hour requirement, mandatory peer review and future agenda items.
  

   The mobility issue involves proposed current legislation to make California a “substantially equivalent” state and allow those with a California CPA license to provide services in other states that conform to the mobility provisions of the Uniform Accountancy Act without needing an additional license. It has been compared to a driver’s license in that CPAs would be required to obey the laws of another state in which they practice, but they would not be required to obtain a new license in each state. This is a huge issue impacting virtually all members.
   Please save the date of Tuesday, May 13 to attend CPA Day at the Capitol in Sacramento. In light of the potential legislation impacting our profession, I encourage everyone to take the time to attend this important event that is designed to inform and demonstrate how seriously we consider legislation that affects our industry and our careers. This is an annual event, but it has never been more important than this year.
   Have a terrific busy season and don’t hesitate to contact me with your comments and suggestions. You can reach me at (925) 296-1007 or by e-mail.
—Rob Anderson, CPA
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CHAPTER NEWS

New Members

On behalf of the East Bay Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Irma Cayanan, Theodore Reich, Leigh Taylor... [see all new members]

Member Anniversaries

Congratulations to our members who are celebrating their anniversaries in February and March.

2008–09 Chapter Leaders

Please join us in congratulating the following members, who were voted into leadership positions for 2008–09 during our January chapter meeting:

Officers:
President: Michele C. Day
First Vice President/Program Director: Joelyn K. Carr-Fingerle
Second Vice President/Treasurer: G. Scott Haislet
Secretary: Alan L. Olsen
Past President: Robert Y. Anderson

Chapter Directors
(first year of two-year term)
Thomas O. Hatfield
A.J. Major
Susan D. Tulis

(second year of two-year term):
Ching Fong
Lynn P. Gardner
Jamie S. Menasco
M. Weldon Moreland

CalCPA Council
Robert Y. Anderson
Michele C. Day
Joelyn K. Carr-Fingerle

   Thank you and congratulations to our volunteer members for their time and dedication to the East Bay Chapter!
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CalCPA NEWS

Recognizing Achievements in Improving Financial Literacy for Youth

The California Jump$tart Coalition is looking for outstanding teachers, other educators and community leaders to honor their efforts in expanding personal finance education. Honorees will be recognized at the California Summit on Financial Literacy April 23 with awards and contributions to their organizations, including $1,000 educator awards sponsored by Citi.
   If you know of individuals who have made contributions to financial literacy among California's youth, please contact California Jump$tart Coalition Awards Committee members Karen Anderson or Norm Greenbaum by March 17.
   Reserve your place today at the Summit! Register online.

CCH Discounts

CalCPA members receive a 40 percent discount on CCH’s U.S. Master Tax Guide and the Guidebook to California Taxes.
   Plus: CalCPA members save 30 percent on all tax and accounting references from CCH. Choose from the more than 175 authoritative CCH titles that provide up-to-date guidance on federal and state taxation, legislation, tax prep, accounting, auditing, finance and estate planning.
   Go online to check out this benefit.
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East Bay Chapter Leadership