April 2008 | OCLB Chapter Bulletin

TOOLS

---

 

CalCPA NEWS

CPA Mobility

CalCPA supports AB 2473, which addresses CPA mobility issues in California. Contact your legislators today and educate them on the importance of this bill to you and the businesses and individuals with whom you work.

 

CHAPTER EVENTS

End of Tax Season? Play Ball!

By Larry Lamb, CPA, Careers in Accounting Committee chair
What I always like about the end of tax season is that it’s the start of another baseball season. The chapter has asked me to select a few Angels’ games to gauge member interest in attending this summer.
   To begin, I selected two games that I believe will get baseball fans excited: Saturday, May 17, against the Dodgers and Friday, July 18, against the Red Sox. Discounted tickets for chapter members are only $20.
   We have purchased 45 tickets for the May 17 game and 25 tickets for the July 18 game, which also includes a fireworks show.
   The seats are in the upper portion of the view level, between third base and the foul pole. Why the view section? Well, because season ticket holders have gobbled up most of the other sections, our only other choices were on the ground level or lower view level behind the foul pole.
   Tickets will be on a first-come basis. If there is enough enthusiasm, we will purchase a few more games for August and September.
   For tickets, e-mail me or call (949) 752-5400, ext 33.
   Tickets sold on a first-come, first-serve basis.

---

Discounted Angels Tickets for Chapter Members
Saturday, May 17 (Dodgers)
Friday, July 18 (Red Sox)

---

Chapter Mixer

When tax season is over, it’s time to have fun. Join us for our first networking mixer of the season and the installation of our new board of directors. Come meet with friends, make new ones and unwind.
Date: Thursday, May 8
Time: 6–10 p.m.
Cost: $20/members and nonmembers ($30/at the door)
Location: Kimera Restaurant; 19530 Jamboree Road; Irvine
RSVP: Online

Chapter CPA/Guest Golf Tournament [PDF]

All CPAs and financial professionals are encouraged to sign up for our 39th annual golf tournament. Be sure to invite your favorite client, banker, attorney, financial planner or friend to join you. Cost includes golf, required cart and barbeque/awards/prizes. There will be three flights, gross, score, handicap and non-handicap (modified Calloway).
Date: Tuesday, May 20
Time: 11 a.m./registration; 12:30 p.m./shotgun start; 6 p.m./barbecue
Cost: $130/members and nonmembers
Location: Tustin Ranch Golf Club; 12442 Tustin Ranch Road; Tustin
RSVP: Chapter program associate Nancy Wilson

Economic Forecast 2009 With Dr. Esmeal Adibi

Dr. Esmael Adibi, director of Chapman University’s A. Gary Anderson Center for Economic Research, will again be our featured speaker at this informative and popular event Wednesday, Jan. 21. Mark your calendars to join us for our 10th annual forecast event, and find out what one of our best economic prognosticators believes will happen with our local and national economy in the coming year.
   Further details will be published in upcoming chapter bulletins.

 

INTEREST GROUP MEETINGS

Business and Industry Interest Group

Topic: Speaking Skills: The Key to Effective Presentations
Speaker: Arvee Robinson
Date: Monday, April 28
Time: 11:45 a.m.–1:30 p.m.
Cost: $37/members; $42/nonmembers; $47/at the door (lunch included)
Location: Zmario; 18912 MacArthur Blvd.; Irvine
CPE: 1 hour
RSVP: Online

Estate Planning Interest Group

Topic: 706/709—Preparation Through Audit
Speaker: Wes Scott, JD
Date: Wednesday, April 30
Time: 7:30–9:30 a.m.
Cost: $35/members; $45/nonmembers
Location: Holiday Inn Costa Mesa; 3131 Bristol St.; Costa Mesa
CPE: 2 hours
RSVP: Online

Technology

Topic: Roundtable: Practice Management
Speaker: Jeff Lenning
Date: Friday, May 16
Time: 11:30 a.m./registration; noon–1 p.m./lunch and program
Cost: $20/members; $25/nonmembers
Location: David L. Baker Golf Course; 10410 Edinger Ave.; Fountain Valley
CPE: 1 hour
RSVP: Online
[back to top]

 

PRESIDENT’S MESSAGE

A Good Year

By Wendy Richards, CPA

This is my last president’s message, and looking back on the year, I hope we provided a good mix of professional and social events to make your membership worthwhile.
   We implemented chapter leadership training, produced another successful Fall Seminar Series and executed our inaugural CFO of The Year Awards event (with grateful thanks to Ed Jordan and Stephen Masterson for their leadership). Socially, we gathered at Chimayo on the Huntington Beach pier, learned a little about wine at Onotria and toasted the year at Sutra Lounge.
   These events don’t just happen. They are the result of a dedicated chapter staff and our board of directors who creatively work to produce valuable events for our members. I especially want to thank program associate Nancy Wilson for her dedication and energy during my term. Our corporate sponsors also help underwrite our activities, and they deserve our collective thanks and patronage.
   Finally, I would like to thank our members for dedicating your time and money to the chapter. The leadership team worked hard to make sure you realized a return greater than your investment.
—Wendy Richards, CPA, CITP
[Back to top]

CHAPTER NEWS

New Members

On behalf of the Orange County Long Beach Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Glenn Bier, Jeffery Duncan, Laura Engel... [see all new members]
[Back to top]

CalCPA NEWS

Don't Miss This Year's California Summit on Financial Literacy

CalCPA and the California Jump$tart Coalition are hosting the second California Summit on Financial Literacy at the Sacramento Convention Center Wednesday, April 23. And given the current credit crisis facing the state and the nation, the timing could not be better.
   Participants will connect with a variety of programs, organizations and dedicated individuals working to improve the level of personal financial education of all Californians.
   As the most trusted adviser, CPAs have a responsibility to address this important issue, and the Summit will offer ideas for everyone concerned.
   More program information can found at the California Summit on Financial Literacy homepage, along with registration information and a video from the highly successful 2006 Summit.

CPA Day at the Capitol

Help legislators understand key issues facing California CPAs including the importance of CPA mobility and achieving substantial equivalency in our state. California is a part of a national effort to remove unnecessary barriers to providing services across state lines, which is unjustly costly to the clients of CPAs and may in fact interfere with consumer choice.
   The connections you make will prove to be crucial in educating legislators and their staff before they vote on issues important to you as a California CPA.
   You will establish meaningful relationships that ultimately will create a more favorable business environment for CPAs throughout California.

Date: Tuesday, May 13
Time: 9:30 a.m./registration; 10–11 a.m./issues briefing; 11 a.m.–3 p.m./appointments with legislators; 3:30–4 p.m./debrief
Location: Sheraton Grand Sacramento; Sacramento
RSVP: Online

[Back to top]

RESOURCES:

Orange County Long Beach Chapter Leadership