The CalCPA Council meeting was held June 21–23. Representatives from all over the state came together to share ideas, receive updates on issues facing CalCPA and the profession, and vote on some of these subjects. Several of the key issues are addressed in the report from the Strategic Vision Advisory Task Force. You can find the report on the CalCPA website, which, by the way, should be the new and improved website by the time you get this message.

   There have been many changes to the website, including a return of the search function. The new design will make it easier for you to find information, as the interface is oriented toward function or task rather than by category. It will automatically adapt to your profile to highlight relevant information specific to you. These changes should increase the effectiveness of the website as a tool for communication between you, CalCPA and other CPAs.

   At both the chapter president’s breakfast and state committee chair’s breakfast there was robust discussion of the need to pass along information from the state committees to our members. Many issues affecting your practice are discussed at these meetings. Much of this information is ultimately communicated to you or posted on the website. Our goal is for this information to come to you in a manner that is both timely and calls to the information to your attention.

   Another issue I’m sure you are interested in is CPA mobility or state substantial equivalency. The California Board of Accountancy has conceptually approved following a Substantial Equivalency path. We now have to work on the legislative part of the solution, which means we need your involvement with CPA Day at the Capitol. Please put next year’s date on your calendar: May 13. 
    The Sacramento Chapter meeting was held June 20. I am highlighting just a couple of issues, so feel free to call or e-mail a board member to get more details. One big change is that we are going to have fewer chapter meetings. A perceived need or interest of the chapter members is for greater contact with each other. We are planning to have just a few meetings with a focus on making them productive for networking with other CPAs. We are still working on times and locations to determine how to best accomplish this. The other issue is greater committee involvement. The committees are one of the best ways to tap into CalCPA’s professional benefits. From the board side we will spend more time and effort to make sure the committee meetings satisfy your needs. Please consider helping the committee chairs by serving on a committee steering committee or just giving feedback to the chair on what you want or ideas you have.
– Conrad Davis, CPA

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CalCPA is hosting a “Train-the-Trainer” session on the new National Endowment for Financial Education (NEFE) materials that will be used for CalCPA’s high school financial literacy visits.

   The new materials will be put into action with the start of the 2007–08 school year. If you are an existing financial literacy volunteer or are interested in becoming a financial literacy volunteer, please attend this free, four-hour training to learn about the new materials and how to present them most effectively during a classroom visit.

Date: Friday, August 3
Time: 8 am – 12pm
Location: Sterling Hotel; 1300 H Street; Sacramento CA
Cost: Free (breakfast and light snack included)
CPE: 4 hours
RSVP: Crystil Turner or (650) 802-2494

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We are excited to welcome Kelly Brothers, a partner with Genovese, Foreman, Buford & Brothers, as our golf tournament emcee this year. Brothers is a morning talk show host for KFBK, as well as the News 10 financial adviser.

   Come out and support the Sacramento Chapter’s largest fund-raiser for our Scholarship Fund by participating as a sponsor, player, raffle donor, tee prize donor or cash donor. In 2006 the chapter awarded $14,000 in scholarships to area students.

Date: Thursday, Aug. 23
Time: 11 a.m. —shotgun start
Location: Morgan Creek Golf Course; Roseville
Download registration flier [PDF]
Download sponsorship flier [PDF]

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Topic: Foreclosure Process and the Tax Consequences
Speaker: Greg Burke, John Waddell & Company CPAs
Date: Thursday, July 12
Time: 7:30 a.m.
Location: Mimi’s Café; 2029 Alta Arden Expressway
Cost: $8 (at the door)
CPE: 1 hour
RSVP: Craig Fechter

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Topic: David Maister’s book, “Managing the Professional Service Firm–the Professional Service Firm Lifecycle”
Date: Wednesday, July 11
Time: 7:30–8:45 a.m.
Location: L Wine Lounge & Restaurant; 1801 L St., Suite 50
Cost: $12/members; $14/nonmembers (at the door)
CPE: 1 hour
RSVP: Perry Ghilarducci
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Topic: California Enterprise Zones and Benefits
Speakers: Joe Abdallah and Dave Tierney, Professional Solutions Group LLP
Date: Wednesday, July 18
Time: 11:30 a.m.–1:45 p.m.
Location: C.R. Gibbs Restaurant; 2300 Hilltop Drive; Redding
Cost: $15 (check made payable to C.R. Gibbs)
CPE: 2 hours
RSVP: dbutler@dhscott.com or (530) 243-4300

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Date: Thursday, Aug.16
Location: Sutter Club

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