September 2007 | San Diego Chapter Bulletin

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COMMITTEE MEETINGS

MAP Committee

Topic: What You Need to Know When Your Clients Ask About Bankruptcy
Speaker: Thomas B. Gorrill, Attorney at Law
Date: Tuesday, Sept. 11
Time: Noon–1:30 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $20/members; $30/nonmembers (after Sept. 5: add $5)
CPE: 1 hour
RSVP: Online

AP&AS Committee

Topic: Financial Statement Ratios as a Predictive Indicator
Speaker: Daniel G. Dangel, CPA
Date: Wednesday, Sept. 12
Time: Noon–2 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $25/members; $35/nonmembers (after Sept. 6: add $5)
CPE: 2 hours (A&A)
RSVP: Online

6th Annual Technology & Paperless Demo Day

Topic: Intro to Paperless, Practical Implementation, Developing Workflow, and specific paperless tools
Speakers: Various
Date: Tuesday, Sept. 18
Time: 7:30 a.m. - 4 p.m.
Location: Handlery Hotel, 950 Hotel Circle North
CPE: 6 hours
Cost: $30/Members; $40/Nonmembers (after Sept. 5: add $10)
RSVP: Online

13th Annual US-Mexico Conference

Topic: Cross-border Issue Discussion with Member of the Colegio de Contadores Publicos de Baja California, A.C.
Speakers: Various
Date: Friday, Sept. 21
Time: 8 a.m.–4:30 p.m.
Location: Club Campestre de Tijuana (Tijuana Country Club)
Cost: $60/members; $100/nonmembers (after Sept. 12: add $20)
CPE: 8 hours
RSVP: Online

Financial Literacy Training

Topic: Financial Statement Ratios as a Predictive Indicator
Speaker: Crystil Turner
Date: Wednesday, Sept. 26
Time: 8 a.m.–Noon
Location: Handlery Hotel; 950 Hotel Circle North
Cost: Complimentary
CPE: 4 hours
RSVP: Online

PFP & Tax Committees Joint Meeting

Date: Thursday, Sept. 27
Time: Noon–2 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $25/members; $35/nonmembers (after Sept. 19: add $5)
CPE: 2 hours
RSVP: Online

11th Annual Tax & Accounting Institute

San Diego’s premier event for tax & accounting professionals
Speakers: Michael Glynn, CPA, AICPA Audit & Attest Standards Technical Manager and Russell Sullivan, Esq., chief counsel, Senate Finance Committee, among other experts on federal, state and local tax & accounting issues.
Date: Wednesday–Friday, Nov. 14–16
Time: Wednesday–Thursday/7:30 a.m.–4 p.m.; Friday/8 a.m.–Noon
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $275/members; $375/nonmembers (after Oct. 24: add $25)
CPE: 20 hours (including up to 14 hours of A&A)
RSVP: Online

Litigation Committee Meeting

Topic: California Employment Law Trends and Developments
Speaker: Christopher W. Olmsted, Esq.
Date: Tuesday, Oct. 2
Time: Noon–1:30 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $20/members; $30/nonmembers (after Sept. 25: add $5)
CPE: 1 hour
RSVP: Online

MAP Committee

Topic: What You Need to Know When Your Clients Ask About Divorce
Speaker: Andy Cook, attorney at law
Date: Tuesday, Oct. 9
Time: Noon–1:30 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $20/members; $30/nonmembers (after Oct. 2: add $5)
CPE: 1 hour
RSVP: Online

Business & Industry Committee

Topic: Foreign Exchange Strategies for Companies of All Sizes
Speaker: Gary Loe, Vice President, Comerica Bank
Date: Tuesday, Oct. 16
Time: 8–9:30 a.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $20/members; $30/nonmembers (after Oct. 8: add $5)
CPE: 1 hour
RSVP: Online

International Business Committee

Topic: Joint Meeting with the Hong Kong Association of Southern California – 2007 New Development in Doing Business in China and Hong Kong
California Employment Law Trends and Developments
Speakers: Various
Date: Tuesday, Oct. 30
Time: 11:30 a.m.–3 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $25/members; $35/nonmembers (after Oct. 3: add $5)
CPE: 3 hours
RSVP: Online
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PRESIDENT’S MESSAGE

Opportunities to Get Plugged In

By Narelle E. MacKenzie, CPA

I really enjoy these last weeks of summer before the start of fall, with the last few lazy days before getting ready for back to school and the focus on the next few months of work.
   We have an exciting time coming up in the next few weeks and I especially enjoy the New Member lunch. If you have joined CalCPA in the past year, please come to the New Member lunch Oct. 17. It is a great way to meet some other new members as well as some of the chapter leadership. I hope we see many new faces.
   If you live or work in North County, I hope you can make it to the Member Networking event at the Rancho Bernardo Winery Oct. 25. Of course, any member is welcome to attend, but we are trying to ensure we have more events in North County to reach out to all our members.
   With all the changes in the tax world, both paid preparer penalties and accounting for uncertain tax positions (FIN 48), it behooves each of us to stay current. I applaud Tax Committee Chair Melody Thornton for ensuring there are interesting and important topics presented by dynamic speakers at each meeting.
   As most of you are aware I have an interest in (and a passion for) international tax, and this year I am serving on the committee for the 2007 International Tax and Business Conference with Kate Leonard. The program will be held in San Francisco Dec. 3, and there will be two tracks: an advanced international tax track and a business and industry track. If you work in international tax, either advising clients or working for a company doing business overseas, I encourage you to attend this conference. Attendance is expected to be about 200 people, which will provide a great opportunity to network with other CPAs in this practice area from around the state.
   San Diego's International Business Committee chaired by Beth Smiley brings interesting international issues to our members locally. On Sept. 21, we hope you will join us as we travel down to the Tijuana Country Club by bus for the 13th Annual US-Mexico Conference. Sam Mascareno is doing a great job chairing this event. Also, we're planning a meeting with members of the San Diego Chapter of the Hong Kong Association on Oct. 30. At his third annual joint event, various experts will speak about 2007 New Developments in Doing Business in China for three hours of CPE.
   Enjoy the last days of summer and the opportunities that fall brings for business and pleasure.
–Narelle E. MacKenzie, CPA
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CHAPTER NEWS

Bulletin Deadlines

By Jerry Sample, CPA, Chapter First Vice President

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.
 
October issue: Sept 12
November issue: Oct 10
 

Welcome New Members

On behalf of the San Diego Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members, Danielle Ashley, Mary Barnes, Caroline Bilodeau... [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.
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RESOURCES:

San Diego Chapter Leadership