June/July 2007 Orange County/Long Beach Chapter Bulletin
In this Issue
President’s Message: Exciting New Goals
Chapter News
Golf Tourney a Success
Welcome New Members
Mr. Wright Goes to Sacramento
Save the Dates
Chapter Events
CPA Professional Conference
2007 Annual Income Tax Seminar
Leadership Development Seminar
Interest Group Meetings
Elder Care Interest Group Meeting
Financial Planning Interest Group
Estate Planning Interest Group
Technology Interest Group
All Orange County/Long Beach Chapter Events
California CPA Education Foundation CPE in Area
Opportunities [PDF]
CalCPA News
Getting to Know You ...
Free Internship Postings on CalCPA.org
Resources
PRESIDENT'S MESSAGE
Exciting New Goals
By Wendy Richards, CPA
As we look forward with great anticipation to this next year, I thought it would be appropriate to start by reviewing some of the chapter’s goals for the next 12 months:
1. Hire a professional writer to help president write monthly column.
2. Provide a greater emphasis on the social aspect of our chapter. We’re going to offer more opportunities for members to network with peers, share ideas and meet new folks. Informal mixers and other social events can also provide young professionals a chance to connect with veteran CPAs who can serve as personal and professional mentors for the next generation of leaders.
3. Develop and host a new chapter leadership training event. (More on this topic next month)
4. Celebrating Women CPAs: Assist with this new CalCPA symposium coming in October to address the personal and professional issues facing women.
Working together, I know we’ll reach our objectives and have a great year!
As we look ahead, I would be remiss not to extend a big thank you to several key members for their contributions this past year. First, to Ed Jordan, our past president. His time and effort to lead the chapter, his work to increase membership and his vision to create the upcoming CFO of the Year event all give testimony to a job done extremely well. He’s left some big shoes (kettles?) to fill.
Second, thank you to all the officers, directors, interest group chairs and functional chairs for their hard work. Your leadership and dedication is what enables our organization to function well and be successful.
Finally, thanks to Maria Nazario, our chapter liaison, and Nancy Wilson, our chapter’s program associate, for their expert assistance on all chapter activities and events.
– Wendy Richards, CPA
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Chapter News
Golf Tourney a Success
We would like to give a big thank to the sponsors of our 38th Annual Golf Tournament, ADP, Arxis Financial, Century Group, CAMICO and Sage Software, and to event chair Jim Fuchs, for helping to make it a success.
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Welcome 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:
Licensed Members
Stella Acosta, Hines Horticulture, Inc.
Douglas Beaver, Bolar Hirsch & Jennings LLP
Jarret Cho
Donald Dahl, Grant Thornton LLP
James Grace, Bolar Hirsch & Jennings LLP
David Hemphill, Kling & Pathak CPAs
Bradley Hogan, Bradley L Hogan CPA
Kevin Jacobs, Cal Poly Pomona Univ
Renee Kimoto, Public Company Acct Oversight Board
Kathy McLaughlin, Allen Haight & Monaghan LLP
Rodger Oetken
Joseph Olson, DriveCam Inc.
Richard Schweppe, Corvel Corporation
Joy Vandever, El Camino College
Yuan Ye Wan, Wiegel Szekel & Walker CPAs
Patricia Whaley
Student Members
Stephanie Bechtol
Sarah Flora
Hongtao Li
Candidate Members
Arlene Al-os, HBLA CPAs Inc
Beverly Amora, Ernst & Young LLP
Daron Atkin, Century Group
Robert Bertucci, CB Richard Ellis Inc
Bing Chen, Pacific Premier Bank
Alice Chuang
Alexandra Chung
Sarah Crumby, KMJ Corbin & Co LLP
Brian Donnelly, Allen Haight & Monaghan LLP
Mary Espinosa, BDO Seidman LLP
Morgan Gilliland
Kathleen Glynn, Grant Thornton LLP
Jennifer Grayson
Nicole Hitchcock, Murphy Murphy & Murphy CPAs
David Kenchington, PricewaterhouseCoopers LLP
Jessica Kerns, Ronald Blue & Co
Rebecca Kingsley, Deloitte & Touche USA LLP
Vivian Lin, Deloitte & Touche USA LLP
Grant Lippard, Deloitte & Touche USA LLP
Charles Nefkens, Moss Adams LLP
Valentin Negut
Sheryl Perez, Private Equity Management Group
Sarah Ramm, PricewaterhouseCoopers LLP
Joshua Scuri, Singer Lewak Greenbaum & Goldstein
Janice Tran, Deloitte & Touche USA LLP
Jaco van Rensburg
Melissa Walter, Grant Thornton LLP
Jamie Wiley, Moore Stephens Wurth Frazer & Torbet
Shirley Zhu
Candidate Members Converted to Licensed CPAs
Lacy Ertel, White Nelson & Co
Andrew Hong
Maria Ong, Deloitte & Touche USA LLP
Casey Phillips, Windes & McClaughry AC
Shannon Schmalhofer, Grant Thornton LLP
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Mr. Wright Goes to Sacramento
By Leonard C. Wright CPA/PFS
Every year, our trip to Sacramento for CPA Day at the Capitol gets more enjoyable. We had the treat this year of a personal audience with Assemblywoman and Majority Whip Fiona Ma, CPA, who we all now recognize from her appearance on the cover of California CPA. She is exciting to listen to and makes powerful position statements for bills that are important for Californians. She is charismatic and exciting to watch.
One of the highlights I have had on my sojourns to Sacramento occurred as I strolled by the governor’s office on the way to one of my meetings. I was mobbed by children wanting my autograph. A little blond haired boy about age 7 cut me off and thrust his autograph pad in front of me. Other children followed suit not wanting to be left out. After I signed the autographs, they asked me what my name was and who I was. I said I am a CPA. The little girl to my left indicated that her dad is an accountant too. I told her that her dad does very important work!
This year’s exhibit at the Capitol featured four of California’s flags of the Civil War. Soldiers of California carried the flags into battle against the Confederacy’s intrusion in Arizona and New Mexico, and once on the East Coast. The point is that there is so much to experience beyond the important issues that we bring to legislators. It is a good investment of time to benefit our profession and enrich ourselves at the same time.
Now with the introductory legislative effects of Enron on the profession waning, we can now begin to focus on issues that benefit society and the profession. We focused originally on three pieces of legislation— a financial literacy bill, acceleration of mandatory peer review implementation and mobility—with Fiona indicating that we left one important piece out that she was introducing: a bill that would reduce corporate taxation. From Orange County, we had many that took the initiative to participate in our May 29 rewarding trip to Sacramento: David George, Monica Rebella, Hal Schultz and Michelle Walters. My apologies to anyone I may have missed.
Next year, when the invitation to participate in our annual legislative day is extended, mark your calendars and be prepared to have both and enjoyable time representing the profession, personal enrichment, and rubbing elbows with new and old friends.
– Leonard C. Wright CPA/PFS
SAVE THE DATES
Topic: CalCPA Theater Night [PDF]
Date: Saturday, July 14
Location: Carpenter Theatre, Cal State Long Beach
Topic: Member Mixer
Date: Thursday, Aug. 23
Location: Chimayo Restaurant; Huntington Beach
Topic: CFO of the Year
Date: Thursday, Sept. 13
Location: Irvine Marriott
Download registration flier [PDF]
Download sponsorship flier [PDF]
Topic: Fall Seminar Series
(remember: all proceeds go the chapter’s scholarship fund)
Dates: Tuesdays, Sept. 18, 25; Oct. 2, 16, 23, 30; and Nov. 6
Location: Irvine Marriott
Topic: Member Mixer
Date: Thursday, Nov. 15
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CHAPTER EVENTS
CPA Professional Conference
Date: Friday, June 15
Time: 8 a.m.–2 p.m.
Location: Disneyland Hotel
CPE: 5 hours
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2007 Annual Income Tax Seminar
Date: Friday, June 22
Time: 8:30 a.m. – 5:05 p.m.
Location: Whittier Law School; 3333 Harbor Blvd.; Costa Mesa
CPE: 9 hours
RSVP: Online
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Leadership Development Conference
In the spirit of continuous improvement, we offer members this new Leadership Development Conference. As we expand our professional lives, mastery of three skills is critical: leadership, communication and negotiation. Come learn practical techniques for improving your skills and reinforce your understanding through small-group workshops.
Date: Thursday, July 26
Time: 9 a.m.–4 p.m.
Location: Irvine Marriott
CPE: 6 hours
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INTEREST GROUP MEETINGS
Elder Care Interest Group Meeting
Topic: Professional Fiduciary Services
Speaker: Larry Dean, President, PFAC and Sally Graham
Date: Wednesday, June 27
Time: 11:30 a.m.–1:45 p.m.
Location: PJ’s Abbey; Orange
CPE: 2 hours
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Financial Planning Interest Group
Topic: Business Succession Planning
Speaker: Richard Streza, J.D.
Date: Thursday, June 21
Time: 7:30–9:30 a.m.
Location: Jagerhaus; Anaheim
CPE: 2 Hours
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Estate Planning Interest Group
Topic: Asset Protection
Speaker: Jay D. Adkisson, Esq.
Date: Wednesday, June 27
Time: 7:30–9:30 a.m.
Location: Holiday Inn-Costa Mesa/OC Airport; 3131 S. Bristol St.; Costa Mesa
CPE: 2 hours
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Technology Interest Group
Topic: Excel
Speaker: Jeff Lenning
Date: Friday, June 15
Time: 11:30 a.m.
Location: David L. Baker Golf Course; 10410 Edinger Ave.; Fountain Valley
CPE: 1 hour
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CalCPA NEWS
Getting to Know You ...
Does CalCPA know where you work and what you do?
Many CalCPA members prefer to have information delivered to them at home. We appreciate that and will honor your preference. However, the more CalCPA knows and understands its members, the better we can serve you.
If you have not recently updated your professional information with CalCPA, please take a few minutes to do so. It will help us increase the value of your membership.
Update your info at www.calcpa.org/update.
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Free Internship Postings on CalCPA.org
Internships are a great way to expose the profession to accounting students—and a valuable recruiting tool for businesses looking for the best and brightest employees.
Now, with the launch of the new CalCPA.org classifieds, CalCPA members may post internship listings for free!
Visit http://secure.calcpa.org/classifieds/ today and post your internship openings.
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RESOURCES
Orange County/Long Beach Chapter Leadership
Contact Program Associate:
Nancy Wilson
Contact Program Director:
Gary Hammond
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QUOTE OF THE MONTH
"The difference between a boss and a leader: a boss says, 'Go!'; a leader says, 'Let's go!'"
– E. M. Kelly
