May 2008 | OCLB Chapter Bulletin

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CalCPA NEWS

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

 

CHAPTER EVENTS

39th Annual OCLB Golf Tournament

 

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 nonhandicap (modified Calloway).
   Thanks to our sponsors Alliant Group, Arxis, CAMICO, Intuit and Wealth Management Network.

   Please contact Golf Chair Jim Fuchs with questions regarding the course and rules:  (714) 549-9544 or email him at jjfuchs@sbcglogal.net

Date: Tuesday, May 20
Time: 11 a.m./registration; 12:30 p.m./shotgun start; 6 p.m./barbecue
Location: Tustin Ranch Golf Club; 12442 Tustin Ranch Road; Tustin
Cost: $130/members and nonmembers
RSVP: Chapter program associate Nancy Wilson or download flier.

Member Discounts: Angels’ Tickets—Two Games Added

Larry Lamb, CPA and chair of our chapter’s Careers in Accounting and Scholarship Committee, is organizing the purchase and sales of discounted Angels’ baseball tickets for chapter members. He’s added two games to the list, because of the positive response from chapter members!
   Tickets are available for the following games:

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• Tuesday, July 1 (vs. Oakland A’s)—Just added!
• Friday, July 18 (vs. Boston Red Sox). Since this is a Friday night game, it includes a post-game fireworks show.
• Sunday, Aug. 10 (vs. New York Yankees)—Just added!

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Seats are on the upper portion of the view level, between the third base line and the foul pole.
   Tickets are $20 and will be on a first-come basis.
   For tickets, e-mail Larry Lamb or call him at (949) 752-5400, ext. 33.

OC/LB Chapter Mixer/Officer Installation

It’s networking and so much more! The mixer of the season also includes the installation of our new board of directors. Enjoy your favorite drinks and flavorful global fusion cuisine. Meet up with friends, make new ones and unwind in style.
Date: Thursday, May 8
Time: 6–10 p.m.
Location: Kimera; 19530 Jamboree Road; Irvine
Cost: $20/members and nonmembers; $30/at the door
RSVP: Online

 

INTEREST GROUP MEETINGS

Financial Planning Interest Group

Topic: Planning Long-term Care Solutions
Speaker: Judy Pettigrew
Date: Thursday, May 15
Time: 7:30–9:30 a.m.
Location: Jagerhaus; Anaheim
Cost: $20/members; $25/nonmembers and at the door
CPE: 2 hours
RSVP: Online

Technology Interest Group

Topic: 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; $30 at the door (lunch included)
Location: Click Consulting, Inc.; Irvine
CPE: 1 hour
RSVP: Online

Estate Planning Interest Group

Topic: What to do When Estate Plans Go Awry
Speaker: Gerald Larsen, CPA, and Joseph Mona
Date: Wednesday, May 28
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
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PRESIDENT’S MESSAGE

Sharing Knowledge and Experience

By Monica Rebella, CPA

It is my honor to serve you as your chapter president for this coming year.
   If you are in public accounting, I hope you had a productive and successful busy season and you are getting some much-needed time off for recovery. If you are in industry I hope your just-completed quarterly reporting cycle went smoothly, and you are relaxing, as well.
   I want to begin with giving my sincere thanks and gratitude to past president Wendy Richards and to all of our officers, directors and interest group chairs for the numerous hours of service they have given to our chapter in the last year. I am truly humbled by the commitment and level of service they provide to our chapter. I also want to thank Nancy Wilson, our chapter's program associate, and program director Gary Hammond for their hard work and counsel to keep our chapter on track.
   My vision or “theme,” if you will, for this coming year is “Sharing Knowledge and Experience.” As the CalCPA's second-largest chapter, we are fortunate to have a vast group of CPAs with knowledge and experience in every area of concentration and career path. I am asking each of you to get involved to share your unique knowledge and experiences to help fellow CPAs, including our new, young professional CPAs, as well as our community. None of you should feel you are going it alone as a CalCPA member. The success of all members is a crucial element of the CalCPA mission.
   Many of you already are involved in knowledge sharing within areas such as financial literacy outreach to local schools and colleges, teaching and mentoring young professionals or being involved on boards or committees of your community, charitable or other nonprofit organization. I commend and applaud you for all these efforts and encourage your to continue with this service to our community.
   For those of you not engaged in sharing your knowledge and experience, I hope you take this as a challenge to find a way to be involved this coming year. If you would like to hear more about some opportunities, feel free to contact me.
   I believe we all need to engage in knowledge and experience sharing to promote our profession as one made up of highly educated, knowledgeable and trusted advisers. In this sharing process, we also will contribute to the success of all CPAs, consistent with CalCPA’s vision and mission, and will contribute to the success of our communities, as well.
   I understand we are all beyond busy these days. However, I do believe that we are rewarded many times over when we give and share our knowledge and experience. We all have something of value to share.
   I look forward to meeting as many of you as possible this year. I hope you will be able to attend some of the many chapter events this coming year.
   Sincerely,
—Monica Rebella, CPA
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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]
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CalCPA NEWS

Rising CPAs, Networking

CalCPA’s 2008 Young and Emerging Professionals Conference will provide an overview of what’s on the horizon for young CPAs, tips on becoming the “most trusted adviser” and feature keynote speaker Christopher Gardner, who will discuss his strategy for defining, finding and attaining success and focus.
   Other topics will include networking, creating a business image and learning the ins and outs of communications. And new this year will be a look at the do’s and don’ts of CPA fashion.
   The conference will take place May 7 in Los Angeles and May 9 in San Francisco.
   Register online.
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RESOURCES:

Orange County Long Beach Chapter Leadership