August 2007 | San Diego Chapter Bulletin
In this Issue
President’s Message: Hot August Nights
Chapter News
Welcome New Members
Bulletin Deadlines
Wanted: PFP Committee Chair
Chapter Events
SD Young & Emerging Professionals Day at the Races
SD AP&AS Committee Meeting
SD Business & Industry Committee Meeting
Joint Meeting of SD MAP and Tech Committees and the B2B Forum
SD Tax Committee Meeting
SD Technology Committee Meeting
Sixth Annual Technology & Paperless Demo Day
Fifth Annual Student Day
11th Annual Tax & Accounting Institute
California CPA Education Foundation CPE in Area
CalCPA News
Celebrating Women CPAs
President’s Message
Hot August Nights
By Narelle E. MacKenzie, CPA
During this time of year I think of Neil Diamond and “Hot August Night.” We have some exciting events occurring during August encompassing technology, specifically mobility. Cliff Kaiser is chair of our Technology Committee and his insights about the use of technology are always practical and well developed. I am especially excited that part one in his mobility series is being offered in North County at the Shadowridge Country Club at a joint meeting with the B2B Forum. If you work in North County, consider attending the Aug. 23 event because as well as mobility, the meeting will cover employment issues of hiring and promoting the right people.
While on the subject of technology, I urge you to save the date of Sept. 18 for the chapter’s Sixth Annual Technology and Paperless Office Demo Day at the Handlery Hotel & Resort. This event offers six hours of CPE and covers topics ranging from choosing the paperless tools that work best for the CPA practice to developing workflow. Hands-on exhibits and a Microsoft mobile event will give you an opportunity to see and feel these state-of-the-art technology tools.
Our CalCPA Council representatives who attended the June Council meeting provided an update at the chapter’s July board meeting. CalCPA is working on initiatives with a focus on serving members who work in business and industry and also educators. Sharon Lightner, director of SDSU’s School of Accountancy and a member of the San Diego Chapter board, was part of the statewide education task force and we will provide an update in the September Bulletin.
As part of the focus on accounting education, the role members can play in this area is to sponsor a student or two at the chapter’s 5th Annual Student Day Friday, Sept. 28. Students will spend the morning at the offices of CPA members working in public practice and private industry and then we’ll all get together for lunch to talk about what they learned and hear from a panel of past CalCPA scholarship recipients who have started their accounting careers. Please watch your e-mail for details and sign up for this important event, as it is intended to inform students of the day in the life an accountant and encourage them to choose accounting as their major and career choice. Recruiting and hiring staff is a major challenge these days, both for public practitioners and business and industry members.
Financial literacy is another educational focus for CalCPA. As president of the San Diego chapter, I am proud to see San Diego's prominent presence in the list of the financial literacy efforts over the past year. Thank you to all of you who have made presentations at schools and other community groups over the past year. Educating the public on the importance of and understanding financial literacy is vital to so many in our community. There are ongoing programs and opportunities if you wish to present to the community on financial literacy. The financial literacy group in San Diego is chaired by Larry Kaplan and Carlos Gomez.
Hope you are able to keep your cool during these hot August nights as we enter the Sept. 15/Oct. 15 busy season.
– By Narelle E. MacKenzie, CPA
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Chapter News
Welcome New Members
On behalf of the San Diego Chapter officers, directors and members, we extend our warmest of welcomes to our new members:
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Bulletin Deadlines
Keep these dates in mind if there’s something you’d like to publish in the Bulletin. Information can be sent to chapter program associate Jackie Kuhn.
September issue: Aug. 13
October issue: Sept. 12
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Wanted: PFP Committee Chair
Are you a CPA who has an interest in financial planning issues? Would you like the chapter to provide more CPE on financial planning topics? If so, you have an opportunity to direct the content and volume of such events by taking a leadership role as chair of the chapter’s Personal Financial Planning Committee. The chair determines topics and speakers for the PFP luncheons, but you wouldn’t be going it alone as several of our local CPAs can help with contacts and ideas for content. As committee chair, your attendance is complimentary and you earn CPE for attending the events.
If you are interested, contact San Diego chapter board member Leslie Mittanck at (858) 875-2090.
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Chapter Events
SD Young & Emerging Professionals Day at the Races
Join us for networking, horse racing a concert by the Violent Femmes.Date: Friday, Aug. 3
Time: 4–6:30 p.m. (pick up ticket between Clubhouse and Grandstand entrances)
Location: Del Mar Racetrack; 2260 Jimmy Durante Blvd.
Cost: $10/members; $15/nonmembers
RSVP: Online
This event is generously sponsored by ClearPoint Solutions.
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SD AP&AS Committee Meeting
Topic: Internal Control Issues for CPAs Outside of the Audit Environment
Speaker: Daniel G. Dangel, CPA
Date: Wednesday, Aug. 15
Time: 12–2 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
CPE: 2 hours (A&A)
Cost: By Aug. 7: $25/members; $35/nonmembers (after Aug. 7: add $5)
RSVP: Online
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SD Business & Industry Committee Meeting
Topic: Cost Segregation: Why and When Does it Make Sense?
Speaker: Steven D. Lustig, Galapagos Financial Partners
Date: Thursday, Aug. 23
Time: 8–9:30 a.m.
Location: Handlery Hotel; 950 Hotel Circle North
CPE: 1 hour
Cost: $20/members; $30/nonmembers (after Aug. 16: add $5)
RSVP: Online
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Joint Meeting of SD MAP and Tech Committees and the B2B Forum
Topics: Mobility: Empowering the Mobile Workforce and Taking the Guesswork out of Hiring and PromotingSpeaker: Clifford Y. Kaiser, Kaiser & Associates, IT Consulting, and Jim Plotkin, The Plotkin Group
Date: Thursday, Aug. 23
Time: Noon–2:30 p.m.
Location: Shadowridge Country Club; 1980 Gateway Drive; Vista
CPE: 2 hours
Cost: By Aug. 16: $20/members; $30/nonmembers (after Aug. 16: add $10)
RSVP: Online
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SD Tax Committee Meeting
Topic: Changes to the R&D Tax Credit That May Allow Your Clients to QualifySpeaker: Sonny Grover, CPA, Alliantgroup LP
Date: Tuesday, Aug. 28
Time: Noon–2 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
CPE: 2 hours
Cost: By Aug. 20: $25/members; $35/nonmembers (after Aug. 20: add $5)
RSVP: Online
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SD Technology Committee Meeting
Topic: Mobility: Part 2—PDAs, Smartphones, Windows Mobile
Speaker: Clifford Y. Kaiser, Kaiser & Associates, IT Consulting
Date: Thursday, Aug. 30
Time: Noon–2 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
CPE: 2 hours
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Sixth Annual Technology & Paperless Demo Day
Topic: Intro to Paperless, Practical Implementation, Developing Workflow and Specific paperless toolsSpeakers: Various
Date: Tuesday, Sept. 18
Time: 7:30 a.m. – 4 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
CPE: 6 hours
Cost: By Sept. 5: $30/members; $40/nonmembers (after Sept. 5: add $10)
RSVP: Online
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Fifth Annual Student Day
Help promote the CPA profession by sponsoring a student!
Date: Friday, Sept. 28
Time: 9 a.m.–2 p.m.
Location: Morning: Offices of participating CPAs hosting students; lunch: Island Palms Hotel & Marina; 2051 Shelter Island Drive; San Diego
Cost: $40 (after Sept. 18: add $5)
RSVP: Online
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11th Annual Tax & Accounting Institute
Join us for San Diego’s premier event for tax and accounting professionals.
Speakers: Michael Glynn, CPA, AICPA Audit & Attest Standards Technical Manager; and Russell Sullivan, Esq., chief counsel, Senate Finance Committee; and other top experts on federal, state and local tax & accounting issues.
Dates: Wednesday–Friday, Nov. 14-16
Time: Wednesday and Thursday: 7:30 a.m.–4 p.m.; Friday: 8 a.m.–noon
Location: Handlery Hotel; 950 Hotel Circle North
CPE: 20 hours (including up to 14 hours of A&A)
Cost: By Oct. 24: $275/members; $375/nonmembers (after Oct. 24: add $25)
RSVP: www.extension.ucsd.edu/sdtax
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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.
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Resources
Program Associate: Jackie Kuhn
Program Director: Gary Hammond
