June 2006
In This Issue:President’s Message: (Chapter) New Year’s Resolutions
Chaper News Event Highlight Committee Meetings View all East Bay Chapter Events
2006–07 Leadership Team
Chapter Activities Passport
Member Anniversaries
Welcome New Members
Past Presidents Night
Contra Costa Discussion Group
Personal Financial Planning
North Bay Discussion Group
California CPA Education Foundation CPE in the East Bay Chapter
CalCPA News CalCPA Committee News Resources President’s Message Chapter News Chapter Activities Passport [PDF] Welcome New Members Licensed Members Candidate Members Candidate M1ember Converted to Licensed CPA Event Highlight Committee Meetings Personal Financial Planning North Bay Discussion Group CalCPA News Online Learning Pass: One Price, Unlimited CPE CalCPA Committee News Resources
You’re Hired!
Online Learning Pass: One Price, Unlimited CPE
BIC Audio Conference: E–crime Prevention
(Chapter) New Year’s Resolutions
By Bob Johnston, CPA
Happy New Year to the East Bay Chapter! And, what goes with each new year? Resolutions.
No. 1: Involve more of our chapter members in CalCPA activities. We are going to reach out and touch someone—and hopefully many. Efforts will be made to personally invite new members to chapter events. We are planning a new member orientation, as well. At each board meeting we will review the new members to make connections and build relationships. We want to make it clear that every member is welcome and encouraged to become involved.
No. 2: To make involvement easier we are going to develop a booklet that explains chapter committees, including their activities and goals, names of committee chairs (and perhaps all committee members) and committee contact information. In the meantime, you can find the information you need at www.calcpa.org/EB/Leadership.htm.
No. 3: This new year also should be a big year for financial literacy. Outgoing chapter president Rob Healy has done a terrific job of getting our chapter started on financial literacy. He, and Michelle Matlin, Financial Literacy Committee chair, have been in the classroom interacting with high school students and presenting relative financial information to our young people. Several of us from the East Bay Chapter attended the California Summit on Financial Literacy April 26. This was a very successful start to our new fiscal year and a strong emphasis on the wonderful challenges and opportunities in helping all Californians in becoming financially literate.
No. 4: This new year also represents a time to build on the success of our Young Emerging Professional Committee. This committee was new last year so there is still time to get in on the ground floor and help make it the most vibrant committee in the East Bay.
The East Bay Chapter has numerous committees, events and activities. So get involved and help yourself by helping your profession and your community.
—Bob Johnston, CPA
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2006—07 Leadership Team
Whether you are looking for the answer to a question or a way to get involved in your profession, our East Bay Chapter leadership team can provide you with the information you need.
You can sign up online if you want to get involved or would like information on specific committees.
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For $285 you can attend seven chapter CPE and social events and invite a guest at reduced prices. The events include: Past Presidents Night (July 18); Attorneys, Bankers & CPAs (ABC) Night; the 11th Annual Advanced Estate Planning Symposium (Nov 7); Tax Night; and Careers in Accounting Night; plus an eight–hour CPE seminar sponsored by the California CPA Education Foundation and another eight–hour CPE event sponsored by the Low Cost Education Committee.
You will receive approximately 21 hours of CPE, meals at most events and countless opportunities to network.
To sign up, mail in the flier or call (925) 926–0189.
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Erick Bell
James Caven, Pisenti & Brinker LLP
Nalda Crain, Pahio Resorts
Michael Ferguson, Ferguson & Co.
Steve Kau, Steve Kau CPA
John Mao, RW Lynch Co Inc
Babak Motie
Linda Nevin, Round Table Pizza, Inc.
Kenneth Rueckert, The Castle Companies
Navineet Sethi, Rothstein, Kass & Company
Marva Sheehan, Hilton Farnkopf & Hobson LLC
Gary Snyder, Testing Engineers Inc
Ling Yane, Grant Thornton LLP
H Bielen
Deborah Bland
Takashi Nikaidoh
Willis Petersen
Angela Shekhtman
Philip Swany
Barton Tolley, Burr Pilger & Mayer LLP
Lewis Voils, Nancy A Voils CPA
Helen Yeung
Hsin–Yin Wang, Greenstein Rogoff Olsen & Co. LLP
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Join us as we honor the chapter past presidents, 40–year members and this year’s recipient of the Garcia Award.
Speaker: Incoming CalCPA Chair Marc Parkinson
Date: Tuesday, July 18
Location: Scott’s; Jack London Square
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Topic: Mining the Property Tax Savings Hidden in Real Estate Portfolios
Speaker: Doug Goodrich, president, Goodrich Ad Valorem Services
Date: Wednesday, June 14
Location: Scott’s; Walnut Creek
Time: 12–2 p.m.
CPE: 1 hour
Cost: By June 9: $20/members; $25/nonmembers (add $5 thereafter)
RSVP:Online or call (925) 926–0189.
Future CCDG meetings: Sept. 14 and Oct. 10
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Topic: Pension Plans: Roth 401(k) Update; 5500 Delinquent Filer Program Update; Voluntary Compliance; Required Amendments for Final 401(k) Regulations Due in 2006; Lost Participants
Speaker: Ray Shojinaga, president, Flynn, Shojinaga and Associates
Date: Wednesday, June 14
Location: Massimo Ristorante; Walnut Creek
Time: 12–2 p.m.
CPE: 1 hour
Cost: By June 9: $25/members; $30/nonmembers (add $5 thereafter)
Future PFP meetings: Aug 9, Sept 20, Oct 18 and Jan. 17
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Topic: IRA Facts, Rules and Funding: Know Your Beneficiary Rules
Speaker: John Heflebower, vice president, Merrill Lynch
Date: Thursday, June 15
Time: 7:45–9 a.m.
Location: Downtown Joe’s; 902 Main St.; Napa
CPE: 1 Hour
Cost: $11 (make checks payable to Harvest Financial, LLC)
RSVP: By June 13: Kate, (707) 257-7281
The NBDG usually meets every third Thursday of each month.
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Don’t miss this occupational drama in which all walks of the accounting profession convene in one location to face the challenges and rigorous tasks of career fulfillment.
Those who prevail will be awarded the ultimate compensation: the career of one’s dreams. This is not a new business reality show—this is CalCPA.org classifieds.
CalCPA.org classifieds are a virtual community where employers and CPA professionals connect.
Visit the classifieds today at www.calcpa.org/classifieds.
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Want unlimited access to California CPA Education Foundation online courses? Then sign up for the Online Learning Pass, an annual subscription that allows users to take as many classes as they are interested in, any time—for only $350.
As an Online Learning Pass subscriber, you simply select an online course, study the material, take the exam when you’re ready—online grading is included—and upon passing the test, print out your certificate of completion.
There are hundreds of CPE credit hours to choose from, including A&A, Fraud and Ethics, and more titles are continually being released.
To view all online courses or to purchase the Online Learning Pass, visit www.educationfoundation.org/online.
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CalCPA’s Business and Industry Committee’s June 20 audio conference will cover e–crimes. Joel Rakow, director of the eCrimes Practice for Tatum Partners, will discuss what’s in the hacker’s arsenal and preventative measures companies can take, among other topics.
The audio conference will be held noon–1 p.m. To participate, dial (800) 376–6136 and reference pass code 857406. Download the presentation at www.calcpa.org/BIC.
To help us better facilitate the call, RSVP to Patti Sustin at patti.sustin@calcpa.org.
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East Bay Chapter Leadership
Contact Chapter Coordinator Soco Davenport
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