September 2007 | Sacramento Chapter Bulletin

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CHAPTER EVENTS

Taxation Committee Meeting

Topic: Changes to IRC 6694, Preparer Penalties
Speaker: Robert R. Rubin, McDonough Holland & Allen, PC
Date: Thursday, Sept. 13
Time: 7:30–9 a.m.
Location: Mimi’s Café; 2029 Alta Arden Expressway; Sacramento
Cost: $8 (at the door)
CPE: 1 hour
RSVP: Craig Fechter or (916) 979-7671

Litigation Consulting Committee Meeting

Topic: Sacramento Superior Court’s revamped civil division, including changes to the case management, trial, mandatory settlement conference and the court’s pilot mediation programs, and how there changes affect those who practice the CPA litigation section.
Speaker: Sacramento County Superior Court Judge Michael G. Virga
Date: Thursday, Oct. 18
Time: 11:45 a.m.–1:30 p.m.
Location: The Sutter Club; 1220 Ninth St.; Sacramento
Cost: $35/members; $45/nonmembers
CPE: 1 hour
RSVP: Serena Trovato

Estate and Financial Planning Committee Meeting

Topic: When the Heirs Don’t Agree
Speaker: Daniel I. Spector, Spector, Middleton, Young & Minney, LLP
Date: Tuesday, Sept. 18
Time: 7:30–8:45 a.m.
Location: Mimi’s Restaurant; 2029 Alta Arden Expressway; Sacramento
Cost: $8 (selected limited menu)
CPE: 1 hour
RSVP: Patti Waltman or (916) 643-1400

Redding Discussion Group

Topic: Paperless File Management Systems for Accounting Offices
Speakers: Robeg Mongeon, Doc.It Systems
Date: Wednesday, Sept. 12
Time: 11:30 a.m.–1:45 p.m.
Location: C.R. Gibbs Restaurant; 2300 Hilltop Drive; Redding
Cost: $15 (Make Check Payable to C.R. Gibbs)
CPE: 2 hours
RSVP: dbutler@dhscott.com or (530) 243-4300

CPA/Attorney Networking Opportunity

Join the tax committee members and the Sacramento County Bar Association for a night of dinner, networking and fun!
 
Date: Tuesday, Oct. 16
Time: 5:30–8:30 p.m.
Location: Zocalo’s; 1801 Capitol Ave.; Sacramento

The Accountant's Responsibility for Fraud

The objective of this class is to assist CPAs in understanding their responsibilities to establish and oversee controls that will prevent and detect fraud. Major topics include the extent of the fraud problem, the reasons it is so common and who commits it; types of fraud schemes; how to avoid an atmosphere conducive to fraud; developing internal controls in relation to fraud; evaluating the reliability of financial information; and auditing and reviewing financial information.
 
Speaker: Mark Dauberman, CPA
Date: Thursday, Sept. 20
Time: 8 a.m./registration; 8:30 a.m.–5 p.m./program
Location: Marriott; 11211 Point East Drive; Rancho Cordova
Cost: $149/members; $199/nonmembers (includes breakfast and lunch)
CPE: 8 hours
RSVP: Online

44th Annual Golf Tournament

Press time is prior to the tournament date so expect more news in the October issue of the Bulletin. Kelly Brothers, as emcee, a full flight of players (144) and 38 sponsors are expected to make this tournament a bigger success than ever!
   Fun, food, competition, special games, great drawing prizes, camaraderie and networking all make for a great day on the golf course! Read more next month!
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PRESIDENT’S MESSAGE

Do’s and Don’ts

By Conrad Davis, CPA

Recently my son came home from his first day of third grade and told me he was asked to write a page on what he did during summer vacation. In addition, he told me he was asked to write a page on what he did not do over the past summer. While he was explaining the writing project to me, I started thinking about my own “did do” and “didn’t do” summer lists. If you are at all like me, you have probably already guessed that the “didn’t do” list was much longer than the “did do” one.
   For most of us, life just seems to get busier and busier with each passing year. Commitments to meeting family and personal goals, while also continuing to provide the very best in client service, keeps life challenging. On top of that, professional development, working in service to the profession (for example, committee work for CalCPA—which is very much appreciated!) and volunteering in the community (which I know so many of you do) add to our already busy schedules.
   Having said all this, I want to maximize the time we use for regular meetings and social events. After discussing with many of you the idea of creating a quarterly meeting schedule (rather than the monthly schedule we now use), it seems that this format will provide the greatest opportunities for our chapter.
   By the time you read this, we will have had a great golf tournament. I look forward to this event every year not only to play golf, but also to talk to CPAs and other professionals I only see a few times a year. Even if you don’t play golf, consider attending the after-golf auction and take advantage of this networking opportunity.
   We are planning the next chapter meeting as a practice management and tax season kickoff in mid-January. We are considering having it in the afternoon instead of the morning. We want this to be a valuable time for improving our tax season and meet before we dive into the tax returns.
   I am looking forward to seeing many of you over the next few weeks.
–Conrad Davis, CPA
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CHAPTER NEWS

New Members

On behalf of the Sacramento Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Mang Fang, Romeo Francisco, Suzanne Hodgins... [see all new members]
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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.
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RESOURCES:

Sacramento Chapter Leadership