June 2007 East Bay Chapter Bulletin
IN THIS ISSUE
President’s Message: An Eventful Year
Chapter News
2007-08 Board of Directors
New Members
Golf Sponsorships Available
Member Anniversaries (June)
Committee Events
Contra Costa Discussion Group
QuickBooks Users Group
North Bay Discussion Group
Personal Financial Planning
Other Events of Interest
NAASA Leadership Conference
2007 Annual Income/Other Tax Seminar
All East Bay Chapter Events
California CPA Education Foundation CPE in East Bay Chapter Area
Resources
PRESIDENT'S MESSAGE
An Eventful Year
By Rob Anderson, CPA
In my first opportunity to write a column I would like to take a moment to thank Bob Johnston for his TERRIFIC leadership during his years of service to CalCPA, particularly last year as our president.
Over the last several years, Bob has had many ideas that have changed what CalCPA is to the members in the East Bay. The result is an organization that is more vibrant and relevant to the constituency. We have achieved a higher profile in the business community by adding events that extend beyond our own membership.
A brief summary of new and almost-new events:
• We had our first “ABC Night” in September and it was attended by more than 200 people. The evening was one-of-a-kind in the East Bay drawing together CPAs, attorneys, bankers, financial advisers, and other members of the business community. If you attended, you know what a success this first time event was. If you missed it, you have an opportunity to attend in September.
• We held a Student Outreach Luncheon where students from Cal State East Bay, St. Mary’s College and UC Berkeley were treated to lunch and had the opportunity to hear speakers from several local firms talk about their careers in public accounting; what they liked; and how they got there. This was well-received by all and will no doubt become a regular event.
• Ice skating and socializing were the focus of the second annual ice skating party put on by the Young Emerging Professionals. This was held in downtown Walnut Creek in December.
• The second annual luncheon for partners happened in January. Once again we had leaders from CPA firms in the East Bay gather to get to know one another and listen to a great program. Don Scholl, a consultant to the CPA profession for more than 40 years, spoke about the future of the profession and answered questions. CalCPA CEO Loretta Doon discussed issues that impact practicing CPAs in California now and on the horizon.
• And in April we all celebrated the end of busy season with the broader business community with a party at the Blackhawk Auto Museum [view photos].
In future months I will elaborate more on each of the events planned as they come up. For now, I would like to again thank Bob Johnston for his leadership that made last year’s events happen. Bob you are a TERRFIC leader, president and friend.
– Rob Anderson, CPA
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CHAPTER NEWS
2007-08 Board of Directors
The East Bay Chapter is proud to introduce its new board of directors, effective June 1:
President: Robert Y. Anderson
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
Jamie S. Menasco
M. Weldon Moreland
(second year of two–year term)
A.J. Major
Virginia G. Smith
Susan D. Tulis
CalCPA Council
Robert A. Johnston
Robert Y. Anderson
Michele C. Day
Thank you for your time and dedication to the chapter!
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Golf Sponsorships Available [PDF]
We had a full field of participants at last year’s golf tournament, and we expect the same this year. This means you have an opportunity to put your company’s name in front of more than 100 people and support an event that is an important fund-raiser for the chapter’s scholarship fund.
Date: Tuesday, Sept. 25
Location: Harding Park
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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:
Associate Member
Bryon McDougall, Alchemy Search Partners
Licensed Members
Rodney Goodman Jr, County of Napa Auditor/Controller
Colleen Hornbacker, Moreland & Bologna Accountants & Consultants Inc
Kathryn Lindquist, Chevron Texaco Corp
Susan Mulhall, H&R Block
Jeffrey Tom
Kimberly Wright
Elizabeth Coke
Candidate Members
Jeanie Chan
Karen Chang, Shea Homes
Yen Chau, Bio-Rad Laboratories Inc
Michele Dold, Vallejo Sanitation & Flood
John Downs, Retail Expansion Network Inc
Kate Heinemann
Jino Joseph
Ian Kennedy
Deborah Nakamura
Kimberlee Ores, Harrison Accounting Group Inc
Victor Susanto, Harb Levy & Weiland LLP
Theresa Utibe-Ukim, Management Functions Inc
Candidate Member Converted to Licensed CPA
Ginikanwa Echebiri, San Francisco County Trans Auth
Student Member
Elizabeth Coke
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COMMITTEE EVENTS
Contra Costa Discussion Group
Topic: Getting Your Practice Ready for Disaster or Retirement
Speaker: JD Miller, CPA
Date: Wednesday, June 13
Time: Noon–2 p.m.
Location: Massimo’s, Walnut Creek
CPE: 1 hour
RSVP: Online or call (925) 926-0189
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QuickBooks Users Group
Speaker: Bonnie Nagayama
Date: Wednesday, June 20 (note date change)
Time: 9:30–11:30 a.m.
Location: Buttercup Grill; Walnut Creek
CPE: 2 hours
RSVP: Online or call (925) 926-0189.
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North Bay Discussion Group
Topic: Benefits of Implementing ESOPs
Date: Thursday, June 21
Time: 7:45–9 a.m.
Location: Downtown Joe’s
CPE: 1 hour
RSVP: Contact Chal, Ellen or Amy at (707) 257-7281.
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Personal Financial Planning
Topic: Financial Planning Software Update
Speakers: Rob Healy, CPA/PFS, CFP; Colleen Soares, CPA, CFP; and Peter van Gemeren, CPA/PFS, CFP
Date: Thursday, June 21
Time: Noon–1:30 p.m.
Location: Burr, Pilger, Mayer LLP; 100 Pringle, #340; Walnut Creek
CPE: 1 hour
RSVP: Online or call (925) 926-0189.
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OTHER EVENTS OF INTEREST
NAASA Leadership Conference
CalCPA chapter members are invited to attend the National Asian American Society of Accountants’ leadership conference, Saturday, June 9. This is a CalCPA-sponsored event aimed at enhancing the presence and influence of Asians and Pacific Islanders in the accounting and finance professions.
The conference includes roundtable discussions about career paths, networking opportunities, leadership/mentorship programs and dinner, among other topics.
Date: Saturday, June 9
Time: 1:30–9:30 p.m.
Location: Hyatt Regency; San Francisco
Register: Online
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2007 Annual Income/Other Tax Seminar
CalCPA is a co-sponsor of this seminar presented by the Taxation Section of the State Bar of California at Golden Gate University School of Law.
Topics include domestic partnership tax issues, tax planning for venture capital investment, conflict of interest rules, federal tax collection update and maintaining confidential information.
Date: Friday, June 22
CPE: 9 hours
Register: Online
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RESOURES
Contact Program Associate Soco Davenport
Contact Program Director Vince Chin
