October/November 2007 | Orange County Long Beach Chapter Bulletin

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SPONSORSHIP

Please join me in extending a special thank you to the team at Wealth Management Network, LLC for being a Corporate Sponsor for our chapter. Mark Moehlman, MBA and Laine Ainesworth, CFP, co-founded Wealth Management Network with the goal of assisting their clients with every aspect of their financial lives. They offer comprehensive business financial planning services and personal estate planning including a wide range of investment options. Take a closer look at thewmn.com.

 

INTEREST GROUP MEETINGS

Accounting and Auditing

Topic: Internal Controls
Speaker: Gary Caporicci
Date: Thursday, Oct. 18
Time: 11:30 a.m.–1:45 p.m.
Location: PJ’s Abbey; Orange
CPE: 2 hours
RSVP: Online

Business and Industry

Topic: Body Linguistics
Speaker: Dr. Whitey Brewer
Date: Monday, Oct. 22
Time: 6–8:15 p.m.
Location: Zmario; Irvine
CPE: 1 hour

Elder Care

Topic: Insurance Fraud: Testing for Annuity Suitability
Speaker: Isabel Barajasi, California Department of Insurance
Date: Wednesday, Oct. 17
Time: 11 a.m.–2 p.m.
CPE: 2 hours
Location: PJ’s Abbey; Orange
RSVP: Online

Estate Planning

Topic: The ABCs of a Typical Living Trust
Speaker: Anita Lowenthal, Esq.
Date: Wednesday, Oct. 24
Time: 7:30–9:30 a.m.
Location: Holiday Inn-Costa Mesa/OC Airport; 3131 S. Bristol St.; Costa Mesa
CPE: 2 hours
RSVP: Online

Financial Planning

Topic: Investing Strategies
Speaker: TBA
Date: Thursday, Oct. 18
Time: 7:30–9:30 a.m.
Location: Jagerhaus; Anaheim
CPE: 2 hours
RSVP: Online
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SAVE THE DATES

Learn Quickbooks! Eight hours CPE!

Speaker: Lance Wilkins
Date: Nov. 28
RSVP: Online

Symposium 4 on Retirement and Aging

Date: Dec. 4 and Jan. 8, 2008
RSVP: Online

Holiday Mixer

Date: Dec. 6
Location: Sutra Lounge; Costa Mesa
RSVP: Nancy Wilson
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PRESIDENT’S MESSAGE

CFO of the Year a Hit

By Wendy Richards, CPA

Congratulations to all the nominees and winners of our chapter's first CFO of the Year event. The sold-out evening was a tremendous success thanks to the efforts of the planning committee, sponsors and CalCPA staff. A heartfelt thank you for all your hard work on this inaugural event. Please join me in extending a special thank you to the team at Wealth Management Network, LLC for being a corporate sponsor for our chapter’s event. Thanks also to our other generous sponsors: Rutan & Tucker, KOCE, Comerica Bank, Deloitte, Grant Thornton, Charles Schwab, Barney & Barney, KPMG, Alliant Group, BDO Seidman, LLP, ELLS CPA’s, Windes & McClaughry, Rebella Accountancy and CCRG.
   Our next exciting event, the inaugural Celebrating Women CPAs conference is coming up Friday, Oct. 19 at the Intercontinental Hotel in Century City. This daylong event is open to both members and guests, so make plans to attend with a friend or colleague and make the most of your CalCPA membership.
   Why dedicate a special conference just for women? Consider these national statistics from the September issue of California CPA magazine:

• In the past 35 years, the ranks of female CPAs grew from 2,000 to more than 100,000
• More than 50 percent of new accounting graduates are women
• Women in partner positions have increased from 12 percent in 1993 to 19 percent in 2005

Closer to home, 60 percent of all new licensees in California are women, 10 of the 14 CalCPA chapter presidents are women and our CalCPA Chair is a women. 
   Please join me for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contribution to the profession. We’ve got a fantastic lineup of speakers and sessions in addition to plenty of time to network with industry colleagues and sponsors.
   The keynote speaker is California Assemblymember and Assembly Majority Whip Fiona Ma, CPA and community leader. Session presenters include:

• Judy D. Olian, Ph.D., dean of UCLA Anderson School of Management, John E. Anderson chair in management
• Rosalinda O’Neill, president and CEO, LifeMentors, Inc.
• Pam Hedges, co-founder, Hedges & Associates

Conference sessions include:

• Leading the profession
• Embracing cultural and generational differences
• Navigating life financial transitions
• Follow your passion: Effecting social change
• Leveraging differences: keys to conflict management
• Networking tools for success
• Sharing your best——motivating and mentoring others

Don’t miss participating in this seminal CalCPA women’s event. Seating is limited, so secure your reservation today or call (800) 922-5272.

CalCPA salutes all these talented and industrious individuals and remains firmly committed to equipping women to be as successful as they wish within the CPA profession and in business and leadership. As the largest CPA society in the country, CalCPA recognizes the significant potential that lies within its 31,000 members.
—Wendy Richards, 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: Allen Chamasmani, James Edwards, Jonathan Hill... [see all new members]

CFO of the Year

By Ed Jordan, CPA, past president, Orange County/Long Beach Chapter
If you were not there and did not read the Orange County Register, you may still be wondering who were named the inaugural CFOs of the Year. Just to spare you the anxiety, they are:

• Public Company: Jerrold Pellizzon, Ceradyne
• Private Company: Mimi Taylor, Southern Counties Oil
• Nonprofit: Kenn McFarland, Mission Hospital
• Community Service: Kerri Ruppert, Children’s Hospital of OC
• Legacy Award: Frank O’Brien, ICU Medical

Thanks to our sponsors, our wonderful planning committee and all of your efforts, the chapter hosted more than 300 guests Sept. 13, the night that the recipients received their awards. Ed Arnold, well-known, KOCE-TV host, emceed the evening and helped give out the awards.
   By the way, we raised more than $40,000 for the scholarship fund that night through this event!
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CHAPTER EVENTS

OCLB Fall Seminar Series

There’s still time to take the last four classes of the Fall Seminar Series and get 15 hours of CPE. Register by calling chapter program associate Nancy Wilson at (714) 545-6717 or download a registration form and fax to (714) 545-6778.
   Remember, all net proceeds go to the chapter’s scholarship fund.
   Please join us for cocktails from 5–6 p.m. prior to class on Tuesday, Oct. 16, and Tuesday, Nov. 6, courtesy of our sponsor, Wealth Management Network.
   And many thanks to the additional sponsors of our OCLB Fall Seminar Series: Alliant Group, CompuPay and KBKG.

LA Run/Walk 2007: Power by Numbers

On your mark … get set … run! We are pleased to announce the Third Annual Power by Numbers Run/Walk. Last year’s run/walk was a smashing success as more than 900 runners/walkers basked in the sun and raised more than $40,000!
   This year we want to attract more runners/walkers to this 5K/10K event and raise even more money for local nonprofits, so we need your help!
   Our goal this year is for 1,000 runners/walkers to raise $45,000 for scholarships to local college/university students. The Venice Boys & Girls Club will also benefit and CalCPA will collaborate with “Reading is Fundamental” of Southern California, as well as host a non-perishable food donation for the Westside Food Bank.
   Enjoy well-earned prizes as medals will be awarded to the top three:

• 5K and 10K teams
• Individuals (within each division)
• Fund-raisers
  

   All registered runners/walkers will receive a pancake breakfast, T-shirt and a goodie bag.

Date: Sunday, Nov. 18
Time: 8 a.m./registration; 8:30 a.m./event begins
Location: San Vicente & Darlington; Brentwood
Register: Online

Download a run brochure and poster.
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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 online today or call (800) 922-5272.

Leaders Wanted: Become a CalCPA Officer or AICPA Council Member

You are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?
   The CalCPA Nominations Committee is accepting nominations until Dec. 1 for 2008–09 CalCPA officers and council members at large. Officer positions include chair, first vice chair, treasurer and two vice chairs. Three council members at-large also will be elected.
   Members can apply for more than one office and will be considered only for the positions to which they apply. Download a nomination form, review job descriptions and ideal leadership characteristics.
   For more information, contact John Angelo or Nominations Committee Chair D. Paul Regan.

Another Way to Serve–AICPA Council

If you’re an AICPA member and interested in representing your peers on AICPA Council, let us know. The Nominations Committee will recommend candidates to AICPA Council, which establishes AICPA policies and procedures, and enacts resolutions that are binding on the board of directors, officers, committees and staff.
   If you’re interested, send a letter of intent and your professional and volunteer history to: Nominations Committee; c/o D. Paul Regan, chair; 330 N. Brand Blvd., Suite 710; Glendale, CA 91203.
   All letters must be received by 5 p.m. Dec. 1. The AICPA makes the final selections.

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 CalCPA.org classifieds, CalCPA members may post internship listings for free!
   Post your internship openings.

Quote

“Older and wiser voices can always help you find the right path, if you are only willing to listen.” — Jimmy Buffett
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Orange County Long Beach Chapter Leadership