July 2006
In This Issue:President’s Message: Off and Running
Chapter News View all East Bay Chapter Events
New Member Orientation
Calling All Golfers (and Sponsors)
Scholarship Donations
Member Anniversaries
Installation and Awards Dinner
Welcome New Members
California CPA Education Foundation CPE in the East Bay Chapter
Save the Dates
Committee Meetings CalCPA News Resources President’s Message Chapter News Calling All Golfers (and Sponsors) Installation and Awards Dinner Welcome New Members Licensed Members Candidate Members Student Member Candidate Member Converted to Licensed CPA Event Highlights Save the Dates Committee Meetings CalCPA News A&A Answerline Dear Help, The A&A Answerline is a free member service that can be accessed at (800) 922-5752, Ext. 2355. Resources
North Bay Discussion Group
Register Online
A&A Answerline
Off and Running
By Bob Johnston, CPA
Well, we are off and running. We celebrated the chapter’s outgoing officers, directors and committee members and the installation of this year’s board and officers May 24. At that event, we also participated in a murder mystery dinner, and the guilty party was ... Mr. Royal Paine, the ultimate fan who felt betrayed. None of the competing tables determined the guilty party. So much for our sleuthing skills. Maybe we need to expand the forensic accounting training in the East Bay.
Hats off to all the officers, directors, committee chairs and committee members for their efforts on behalf of CalCPA. You truly provide wonderful services that benefit all California CPAs, as well as the financial community and the community at large. You should feel proud of your contribution to the profession. A big thank you goes to Rob Healy, outgoing chapter president, who has been instrumental in building the PFP Committee to be one of our chapter’s strongest committees. He led the PFP Committee’s push to get our Financial Literacy Committee formed. Michelle Matlin is continuing as chair of Financial Literacy committee and she and others have been in the schools and conducting training sessions for our volunteer instructors. Have you always wanted to teach? Well, here is an opportunity to really make a difference in our community. For more information, contact Michelle Matlin at (925) 943-1122.
An exciting thing occurred at the installation dinner: 15 new members participated in the event. This is due, in large part, to Michele Day and her new role in helping to welcome new members to our chapter. The duties of our secretary have also expanded and Joelyn Carr-Fingerle will be working with chapter coordinator Soco Davenport, and all of the liaisons and committees, to develop a chapter resource guide that will provide information about each committee, their objectives, the chairs and members, a preliminary calendar, etc.
At the May board meeting, we appointed a task force, led by new director Virginia Smith (yes, of St. Mary’s College fame), to review the possibility of an outreach to East Bay college students. The task force has already made major strides and you will hear more about this in future issues of the Bulletin.
There will be a new member orientation just prior to the chapter dinner July 18. If you are a new member or simply want to know more about what is happening with CalCPA, stay tuned for upcoming details regarding the orientation. The July 18 dinner is Past President’s Night and our featured speaker will be CalCPA Chair Marc Parkinson.
Please remember that CalCPA is your professional organization. Everything CalCPA does is geared to help California CPAs and the businesses and public they serve. I’m sure that all of the officers, directors and committee members feel as I do––that it is a true honor to serve such a highly regarded profession.
—Bob Johnston, CPA
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New Member Orientation
New members and anyone who is interested in finding out more about the Chapter and CalCPA is invited to a New Member Orientation. Learn about CalCPA and Chapter structures and services as well as networking, leadership, scholarship and CPE opportunities awaiting you. We look forward to seeing you there!
Date: Tuesday, July 18
Time: 5:15 p.m./registration; 5:30 p.m./orientation; 6–6:30 p.m./cocktail reception
Location: Scott's Seafood; Jack London Square; Oakland
Cost: Free
RSVP:Online or contact Soco Davenport at soco.davenport@calcpa.org.
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The East BayChapter is co-sponsoring this Sept. 25 event at Harding Park Golf Course with the San Francisco and Peninsula Silicon Valley chapters to benefit all of our scholarship funds.
Players of all levels are welcome to this scramble format tournament. Download a registration form. [PDF].
We’re also in need of sponsors and raffle prizes. Last year, our chapter gave out more than $20,000 in scholarships and we’d like to do the same again. [PDF]
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Wilner Ash, Wil Ash & Associates
Christopher Becnel, Christopher A Becnel CPA
Samantha Carter, Johnston, Gremaux & Rossi, LLP
Toju Ekwejunor-Etchie, Etchie & Associates
Barbara Ernst, Heimbucher & Anderson
Julianne Gee, Thorson KPMG LLP
Aras Grakauskas, Deloitte & Touche LLP
Albert Koo, Port of Oakland
Penny Lane, Sallmann Yang & Alameda A/C
Vida Loya, Schoenholz & Spiegel, LLP
Paul Lyon, Paul Lyon CPA
Beth Mohr, Sutter Connect
Melanie Mun
Michael Patten, BDO Seidman LLP
Judith Seid
Patrick Sullivan
Shannon Vincent, ReNew Group
Antonette West, Girl Scouts of San Francisco Bay Area
Rachel Alameda, Sallmann Yang & Alameda A/C
Margaret Carson
Christopher Chew, Oto Bailey Fukumoto & Mishima Inc
Jonathan Corbin, Leibowitz Shumaker Berger Rubens LLP
Tim Devoto, Johnston, Gremaux & Rossi, LLP
Antoinette Duerr, Henle & Schunck
Michael Fogel, Clorox Company
Robert Gonzales, The Clorox Company
Brent Jackson, G & J Seiberlich & Co LLP
Chi-Mei Ku, Chevron Corporation
Jean Li, Greenstein Rogoff Olsen & Co. LLP
Daniel Mackey, Oto Bailey Fukumoto & Mishima Inc
Tracey Mendoza
Juri Nagoya, Oto Bailey Fukumoto & Mishima Inc
Ryoko Nakamura
Chetan Shah
Gregory Swindell, University of California Berkeley
Tiffany Morgan
Joseph Chung, Macias Gini & Co LLP
Rajiv Dharmani, Silverman Krantz & Porter
Loretta Fable, Fuhriman van Gemeren Matlin CPAs LLP
Michael Gregory, PepsiCo
Kevin Nobriga, Gen Conference Auditing Svc
Ferdinand Zabala, Tomei & Tonjes, LLP
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Join us as we honor the chapter's past presidents, 40-year members and this year’s recipient of the Garcia Award.
Speaker: CalCPA Chair Marc Parkinson
Date: Tuesday, July 18
Time: 6 p.m./social hour; 6:30 p.m./event
Location: Scott’s; Jack London Square
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Saturday, Oct. 28: Low Cost Education (8 hour CPE)
Tuesday, Nov. 7: 11th Annual Advanced Estate Planning Symposium
Saturday, Jan. 20, 2007: BARE/Low Cost Education 8-Hour Class
Topic: Top 10 Individual Tax Planning Issues for Your Client's Well-Being
Speaker: Noelle Allen
(All of the above are CAP card events)
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Topic: The CPA’s Role as Adviser
Speaker: Sonya Perez, CPA, MBA, broker, reverse mortgage specialist financial freedom
Date: Thursday, July 20
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 July 18: Kate, (707) 257-7281.
The NBDG usually meets every Thursday of each month.
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Register and pay for CalCPA events 24 hours a day, seven days a week.
Visit CalCPA.org’s Master Calendar to search for CPE and other events by chapter or key word. To explore the possibilities, visit www.calcpa.org/rsvp today.
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Dear Answerline,
Are you guys kidding? Eight SASs at one time? Are you trying to put me out of business? What’s wrong with the way I’ve been doing audits all these years? When will this ever end?
Help, Help, Help
That’s a lot of questions for one letter. First, no, we’re not kidding. Second, although all eight standards, the Statements on Auditing Standards Nos. 104–111 (collectively referred to as the Risk Assessment Standards), have been issued together, they are all not effective until periods beginning on or after Dec. 15, 2006. That’s a year and a half down the road—more than enough time to read them, get some CE on them, study their impact on your audits and discuss any time and billing changes with clients.
With regard to your next two questions, I think these standards are designed to keep you in business, not the opposite. I don’t think it’s necessary to rehash all of the audit failures that have rocked our economy, eliminated a major CPA firm and resulted in many lawsuits against CPA firms. Gaining a greater understanding of your clients and the environment in which they operate might even make your work more enjoyable. As to your last question, I hope it never ends because, if that day should ever come, it would do away with the thought process that makes this profession what it is.
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East Bay Chapter Leadership
Contact Chapter Coordinator Soco Davenport
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