August 2007 East Bay Chapter Bulletin

In this Issue

President’s Message: Pressing Issues

Chapter News
New Members
Members Anniversaries

Chapter Events
ABC Night
Golf Tournament
QuickBooks Users Group
North Bay Discussion Group
Personal Financial Planning

Save the Dates
Low-cost Education Committee
12th Annual Advanced Estate Planning Symposium
Tax Night
BARE/Low Cost Education 8-hr class

All East Bay Chapter Events

California CPA Education Foundation CPE in Area

Information Exchange

CalCPA News
Celebrating Women CPAs

Resources

President’s Message

Pressing Issues

By Rob Anderson, CPA
As chapter president I had the opportunity to attend CalCPA’s Council meeting in June. This meeting was tremendously insightful and a great opportunity to hear about the work being done around our state by CPA volunteers and CalCPA staff that supports and furthers our profession. There were two days of wide-ranging presentations and discussions on topics from the CalCPA strategic vision to financial literacy programs to the work being done to promote and monitor legislation.

One of topics discussed at length was mobility, that is, our ability as CPAs to practice across state lines. Earlier this year the California Board of Accountancy recommended support of the Model Accountancy Act developed by the National Association of State Boards of Accountancy. There is a possibility that we will have legislation in 2008 that will recognize the need for CPAs in public practice to have greater uniformity of rules as we practice in other states, lessening the administrative burden as we serve our clients.

The mobility issue is an example of the important work being done by CalCPA staff members and volunteers. As I discussed last month, a way to get involved in this area is by attending the annual CPA Day at the Capitol, held each May. In 2008, CPA Day at the Capitol will be on May 13. It is likely there will important legislation impacting CPAs proposed early in 2008, so this will be an important day. It’s not too early to get this on your calendar.

I want to take this opportunity to remind you to hold two dates in September: Sept. 18 and Sept. 25. Sept. 18 is our second annual ABC Night (attorneys, bankers, CPAs and others in the business community) at Scotts Restaurant in Walnut Creek. Last year was sold out and we are looking forward to another great event.

Sept. 25 is our third annual golf outing, with the CalCPA San Francisco Chapter, at Harding Park in San Francisco. The proceeds from the event fund scholarships. This event has grown in popularity and should be sold out, so get your reservations in early. Please remember this is a team golf event, so even if your skills are more like Tigger than Tiger, you will have a great time in one of the most beautiful parts of San Francisco.

Remember, we have a great profession to be proud of and CalCPA is a great way to get involved and further our profession. I was reminded of this the other day when I heard a company in Emeryville put up a suggestion board announcing a $100 reward for any idea that would save the company money. The first winner: an accountant who suggested cutting the award to $50.

Have a great month.
– 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, Mark Giovanetti, Deborah Hughes, Sangjin Kim... [see all new members]

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Chapter Events

ABC Night [PDF]

After last year’s extremely successful event, you won’t want to miss this year’s biggest networking event of the year. Join us at ABC Night where close to 250 attorneys, bankers, CPAs and other financial professionals will gather. Food and beverages are included in the price of admission.

Thanks to our sponsors:
Law firms: Donahue Gallagher Woods; Littler Mendelson; Morgan Miller Blair.
Banks and other financial institutions: Scott Valley Bank; Bridge Bank; Heritage Bank of Commerce; City National Bank; Wachovia Securities; The Mechanics Bank.
Accounting firms: Burr Pilger Mayer; Johnston Gremaux & Rossi; Armanino McKenna, RINA.
Date: Tuesday, Sept 18
Time: 5–8 p.m.
Location: Scott’s; Walnut Creek
Cost: By Sept. 10: $45 (after Sept. 10: $55)
RSVP: Online or call (925) 926-0189.

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Golf Tournament [PDF]

The East Bay Chapter will again join the San Francisco Chapter for a day of golf at Harding Park. Come out for a day of fun.
Date: Tuesday, Sept. 25
Time: Noon/tee off; 5 p.m./dinner and awards
Location: Harding Park; 99 Harding Park Road; San Francisco

Early Bird special rate until Aug. 15.

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North Bay Discussion Group

Topic & Speaker: TBA
Date: Thursday, Aug 16
Time: 7:45–9 a.m.
Location: Downtown Joe’s, Napa
CPE: 1 hour
RSVP: Chal, Ellen or Amy, (707) 257-7281
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Join the YEPs for an evening of education and networking.

Topic: Private vs. Public
Speaker: Jamie Menasco, Bio-Rad Laboratories and Dan Jordan, DBA,CPA, CVA, ABV
Date: Thursday, Aug. 23
Time: 6:30–8:00 p.m.
Location: Pyramid Alehouse, Walnut Creek
CPE: 1 hour

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Excellent CPE and networking opportunities await you! Sign up for individual sessions or save 40% when you sign-up for the entire series.

Wed., Aug. 22
Identity Theft Awareness; Is Your Business FACTA Compliant.
Speaker: Renee Brown

Wed., Sept. 26
Drinking From the Technology Fire Hose.
Speaker: Jim Sanders

Wed., Oct. 24
Eldercare Management Frees You to Do What You Do Best.
Speaker: Roger Cormier

Wed., Nov. 28
6 Steps to Financial Planning.
Speaker: Riley Etheridge

Wed., Jan 23, 2008
Overview of Compliance Strategy and Tax Gap.
Speaker: Sheryl Parker

Time: Noon–1:30 p.m.
Location: Massimo’s, Fremont
Cost: $35 each session; $100 series

Click here to sign-up for the series. Or, to sign up for an individual session, click on desired heading.

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Personal Financial Planning 

Topic: Social Security Benefits
Speakers: Fernando Peralta, Social Security Administration
Date: Thursday, Aug 16
Location: Massimo’s; Walnut Creek
CPE: 1 hour
RSVP: Online or call (925) 926-0189
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Save the Dates

Low-cost Education Committee

Topic: Eight-hour CPE course
Date: Saturday, Oct. 20
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12th Annual Advanced Estate Planning Symposium

Date: Tuesday, Nov. 6
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Tax Night

Date: Tuesday, Dec. 4 (This is a change. Previously scheduled for Dec. 11th)
Guest Speaker: Gary McBride
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BARE/Low Cost Education 8-hr class

Date: Saturday, Jan. 19
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Information Exchange

The Alameda Point Collaborative is seeking volunteers with strong financial skills who are interested in getting involved in their community by working with APC on our audit committee or as a member of our board of directors.

APC provides housing, support services and economic development opportunities for families who have become homeless primarily due to domestic violence or disabilities. APC serves 500 residents, including more than 270 children and youth.

For more information, contact Sue Sigler, APC executive director, at (510) 898-7802.
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CalCPA News

Celebrating Women CPAs

Join us for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contributions to the profession.

Attend Celebrating Women CPAs and leave with:
• A clear vision of the ascent of women within the CPA profession;
• Social and professional connections to last a lifetime;
• Action steps to effect social change;
• Keys to excelling as a mentor; and
• Strategies and tactics for managing and resolving conflict.

Confirmed notable speakers include California Assemblymember and CPA Fiona Ma and Judy Olian, dean of UCLA’s Anderson School of Management.

Don’t miss this phenomenal event, Friday, Oct. 19, at the Intercontinental Hotel in Century City.

Register today at www.calcpa.org/women or call (800) 922-5272.
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RESOURCES

East Bay Chapter Leadership 

Chapter Coordinator: Soco Davenport
Program Director: Vince Chin

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