October 2007 | San Diego Chapter Bulletin
In This Issue:
President’s Message: Fabulous Fall
Chapter News
Welcome New Members
Bulletin Deadlines
Committee News
Litigation Committee Meeting
MAP Committee
Business & Industry Committee
New Member Luncheon
Tax Committee
North County Networking Event
International Business Committee
Business & Industry and AP&AS Joint Meeting
Other Events of Interest
11th Annual Tax & Accounting Institute
San Diego Tax Boot Camp
Low Cost 8-Hour CPE: Fraud
Save The Dates
Chapter Holiday Party
ABC Night
All San Diego Chapter Events
California CPA Education Foundation CPE in Area
CalCPA News
Celebrating Women CPAs
Leaders Wanted: Become a CalCPA Officer or AICPA Council Member
Resources
TOOLS
COMMITTEE NEWS
Litigation Committee Meeting
Topic: California Employment Law Trends and DevelopmentsSpeaker: 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 Tuesday, Sept. 25 add $5)
CPE: 1 hour
RSVP: Online
MAP Committee
Topic: What You Need to Know When Your Clients Ask About DivorceSpeaker: 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 Tuesday, Oct. 2 add $5)
CPE: 1 hour
RSVP: Online
Business & Industry Committee
Topic: Foreign Exchange Strategies for Companies of All SizesSpeaker: 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 Monday, Oct. 8 add $5)
CPE: 1 hour
RSVP: Online
New Member Luncheon
Topic: Make the Most of Your CalCPA Membership and Meet Other MembersDate: Wednesday, Oct. 17
Time: Noon–2 p.m.
Location: Island Palms Hotel & Marina; 2051 Shelter Island Drive
Cost: Complimentary
RSVP: Online
Tax Committee
Topic: Sec. 1031 Replacement Option: Tenant in Common InvestmentsDate: Tuesday, Oct. 23
Time: Noon–1:30 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $20/members; $30/nonmembers (after Tuesday, Oct. 16 add $5)
CPE: 1 hour
RSVP: Online
North County Networking Event
Date: Thursday, Oct. 25Time: 5:30–8 p.m.
Location: Café Merlot, Rancho Bernardo Winery; 13330 Paseo del Verano Norte
Cost: $10/members only (register by Friday, Oct. 19 to receive a $10 Starbucks gift card.)
RSVP: Online
International Business Committee
Joint Meeting with the Hong Kong Association of Southern CaliforniaTopic: 2007 New Developments in Doing Business in China and Hong Kong
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 Wednesday, Oct. 3 add $5)
CPE: 3 hours
RSVP: Online
Business & Industry and AP&AS Joint Meeting
Topic: FIN 48: Accounting for Uncertain Tax Positions: Are You in Compliance?Date: Wednesday, Oct. 31
Time: Noon–2 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $25/members; $35/nonmembers (after Tuesday, Oct. 23 add $5)
CPE: 2 hours
RSVP: Online
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OTHER EVENTS OF INTEREST
11th Annual Tax & Accounting Institute
San Diego’s premier event for tax and accounting professionals.nbsp;
Speakers: Michael Glynn, CPA, AICPA Audit & Attest Standards Technical Manager and Russell Sullivan, Esq., chief counsel, California Senate Finance Committee, among other experts on federal, state and local tax and accounting issues. View full list of speakers at:
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 Wednesday, Oct. 24 add $25)
CPE: 20 hours (including up to 14 hours of A&A)
RSVP: Online
San Diego Tax Boot Camp
Co-sponsored by CalCPA and the University of San Diegonbsp;
Topic: Individual Tax With Introduction to Corporations
Instructors: Katherine Leonard, CPA and Frank Beiser, CPA
Dates: Jan. 7–10
Times: Jan 7–9: 8 a.m.–5 p.m.; Jan 10: 8 a.m.–noon
Cost: $795/members; $895/nonmembers
CPE: 28 hours
RSVP: Online
Low-Cost 8-Hour CPE: Fraud
Topic: Fraud: Exposures and Solutions in the Non-Audit EnvironmentDate: Wednesday, Jan. 16
Time: 7:30 a.m.–4:30 p.m.
Location: Handlery Hotel; 950 Hotel Circle North
Cost: $100/members; $170/nonmembers (after Wednesday, Dec. 19 add $30)
CPE: 8 hours (qualifies for A&A /fraud hours)
RSVP: Online
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SAVE THE DATES
Chapter Holiday Party
Date: Wednesday, Dec. 12ABC Night
Date: Wednesday, Jan. 9[back to top]
PRESIDENT’S MESSAGE
Fabulous Fall
By Narelle E. MacKenzie, CPA
Welcome to Fall! For Halloween I am thinking of getting dressed up as an excerpt from FIN 48 or FAS 109—truly scary stuff and keeping me very busy.
Speaking of FIN 48, come and join the Business and Industry Committee Wednesday, Oct. 31 when we learn about FIN 48, current issues, things we have learned and issues still uncertain. This topic is relevant to anyone who prepares or audits tax provisions and provides a great networking opportunity and to hear how others are coping or planning to cope with this issue.
From work to relaxation, come and join us at Rancho Bernardo Winery on Thursday, Oct. 25 to network with your fellow CalCPA members. What a great way to meet people in a beautiful setting, especially at this time of year! Register online.
In September I represented CalCPA at SDSU and talked with students about accounting careers and the benefits of CalCPA. I encourage each one of you to consider hiring interns from the schools here in San Diego. Whether you are in industry, local practice or a larger firm, your role in showing these students various accounting careers is invaluable in getting more students into accounting and showing them the real world.
Don't forget that Wednesday, Oct. 17 is our new member lunch. If you have recently joined CalCPA, expect to receive your invitation. If you have not recently joined, but would like to come and be reminded about the benefits of CalCPA, register online for this free lunch. This is another great networking event, as well as an opportunity to meet your local leadership and register your interest in joining a committee and getting involved in the chapter.
I hope the beginning of Fall brings some cool weather and you are able to participate in one or more of our many CalCPA networking opportunities.
—Narelle E. MacKenzie, CPA
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CHAPTER NEWS
New Members
On behalf of the San Diego Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members: Nicole Fleming, Jeremiah Sacksteder, Jon Schwartz... [see all new members]
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.
November issue: Oct. 10
December issue: Nov. 7
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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:
San Diego Chapter Leadership
| Contact Your Program Associate: Jackie Kuhn |
| Contact Your Program Director: Gary Hammond |
California CPA Education Foundation CPE in the San Diego Chapter




