February 2008 | Silicon Valley San Jose Chapter Bulletin

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CalCPA NEWS

Introducing the Financial Leadership Forum

The Forum, a new program of CalCPA and the California CPA Education Foundation, will enhance the support provided to finance executives and business leaders with tailored resources and programs.
   Membership is an exclusive benefit for business and finance professionals who are CalCPA members.
   Find your path to success in business. Check out the Financial Leadership Forum.

 

CHAPTER EVENTS

Emerging Professionals Committee: Power Up Networking Event

Join your fellow emerging professionals for a fun and energizing evening at Dave and Buster’s. This is a great opportunity to “power up” on your networking skills, meet new people and have a great time!
Date: Thursday, Feb. 7
Time: 6:30–9 p.m.
Location: Dave and Buster’s; The Great Mall; Milpitas
Cost: $30/ members and their guests; $15/ student & candidate members ($5 additional at the door)
RSVP: Online

Estates & Trusts Committee: GST Planning and Recent Updates

Date: Thursday, Feb. 21
Speakers: Steve Anderson and Sinclair Hwang, estate attorneys, Carr McClellan Ingersoll Thompson & Horn
Time: Noon–1:30
Location: Abbott, Stringham & Lynch; 1550 Leigh Ave.; San Jose
Cost: $15/members and nonmembers (includes lunch)
CPE: 1 hour
RSVP: Online

Silicon Valley Forum Workshop

Topic: Personal Strategic Plans
Date: Wednesday, March 12
Speaker: Kristi Royce, KLR Consulting
Time: 7:30–9 a.m.
Location: Ramada Silicon Valley; 1217 Wildwood Way; Sunnyvale
CPE: 1.5 hours
RSVP: Chapter program associate Stephanie Stewart
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PRESIDENT’S MESSAGE

Buddy, Can You Spare a Dime?

By Roger Laux

If you read this article and find that it is news to you, I’m sorry to tell you that you just missed the annual highlight of our chapter events: Honorees Night.
   During the Jan. 23 event we acknowledged our chapter’s past presidents (who were treated to a free dinner, I might add) and announced chapter members who have reached 40 years of CalCPA membership, which gives them lifetime free membership (even better than the free dinner).
   Tony Yau (co-founder of Johanson and Yau) was honored with this year’s lifetime achievement award and gave us a nice trip down memory lane (nice 10-key you have there, Tony). We were also honored to have former CalCPA Chair Mark Parkinson and CalCPA CEO Loretta Doon in attendance. CalCPA Chair Teresa Mason also addressed the crowd of nearly 140 people.
   The real highlight of the evening, however, was the awarding of scholarships to accounting students from the nine community colleges and four universities in and around the Silicon Valley/San Jose region. Ben Mozzetti did a great job as chair of this event and master of ceremonies. There were 17 scholarship awards granted and more than $41,000 in cash awards were distributed. The awards total has grown substantially in each of the 10 years that this program has been in effect. Of CalCPA’s 14 state chapters, the Silicon Valley/San Jose scholarship awards represent approximately 18 percent of the total state scholarship awards. We are very proud of that. The major sources of these funds are the two semiannual ABC events, the chapter’s annual golf tournament and the chapter’s BARE educational event.
   The scholarship winners were determined based on recommendations from each school’s accounting professors, and it became obvious that scholastic achievement was a major criteria. It was amazing, while listening to a brief bio on each of the recipients, how many 3.8, 3.9 and 4.0 grade point averages were being touted. What’s more amazing is that these grade points are on a 4.0 system. While some of the recipients are dedicating their efforts solely to academics, a number of them are also involved in volunteer work and other interesting activities.
   It was a great event, an excellent opportunity to recognize past achievements and new achievers and a chance to have a short visit with some familiar faces. If you regret missing this season’s highlight (and you should), put a tickler in your file for next January. We’ll do it again.
   Stay well,
—Roger Laux
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CHAPTER NEWS

New Members

On behalf of the Silicon Valley San Jose Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members:

Licensed CPAs
Mason Brawley, Temmerman & Cilley, LLP

Tarun Arora, PricewaterhouseCoopers LLP
Anthony Bolasna, PricewaterhouseCoopers LLP
Brian Donahue, PricewaterhouseCoopers LLP
Ryan Fletcher, KPMG LLP
Kumiyo Hiraiwa, KPMG LLP
Bala Jayashanker
Ja-Young Kim
Joon Lee, Wells Fargo Bank
Jaime Moratalla Jr , BDO Seidman LLP
Aline Nguyen
Amanda Speakman, Deloitte & Touche USA LLP
Eurenzie Tan
Thuy-Vi Tran
Chun Yuet Yeung
Sara Youngs, Ireland San Filippo LLP
Wenqiao Zhang, Michael Gray CPA 

Candidate Members Converted to Licensed CPAs
Ramina Atanos
Duncan Bain, Finn & Cohen CPAs
Michael Brandstetter, PricewaterhouseCoopers LLP
Spencer Brock, Deloitte & Touche USA LLP
Jenny Chen, Berger/Lewis A/C
Ruchi Chopra, Berger/Lewis A/C
Iona Da Costa Pereira, SVB Financial Group
Michelle Doss, San Jose Water Company
Sara Dutoit
Christine Feltrin, PricewaterhouseCoopers LLP
Danielle Fontaine, Unknown Public Accounting Firm
Jennifer Gih, Cushman & Wakefield
Meenakshi Gulrajani
Lynda Hauswirth, Deloitte & Touche USA LLP
Richard Hillsbery, Burr Pilger & Mayer LLP
Rong Hu, PricewaterhouseCoopers LLP
Puneet Kedia, PricewaterhouseCoopers LLP
Karl Kieslich, Ernst & Young LLP
Yumei Li
Kelly Mak, Applied Materials
Quyen Ngo
Arthur Perez, Ernst & Young LLP
Hazem Rashed, Barit Consulting Inc
Marina Rombakh, Ernst & Young LLP
Tamara Rosenblum, Mohler Nixon & Williams
Dragana Shedroff, Deloitte & Touche USA LLP
Shannon Silverman, Burr Pilger & Mayer LLP
Randolph Sloan, Johanson & Yau AC
Michelle Southwick, Ireland San Filippo LLP
Judy Tam, Seiler LLP
Audrey Thorne, McGilloway & Ray CPAs
Sreevidhya Visvanathan
Chun-Yu Wen, Vavrinek Trine Day & Co LLP
Man Yan, Brokstein & Rosen CPAs LLP
Jonathan Youngberg

Student Members
Qingzhu Song, Michael Gray CPA , San Jose State University

Member Anniversaries

One–Five Years
Jason Adkins, Andrea Alexander, J. Eric Allegakoen, Ryan Angell, Ramina Atanos, Jarad Backlund, Rani Bandong, Richard Bellucci, Richard Berntsen, Michael Blas, David Carey, Xiaojuan Chen, Xin Chen, Yu-Jiuan Cheng, Emily Clark, Kimberly Daniel, Katherine Fan, Mary Fernald, Lauren Gallagher, Heather Gates-Massoudi, Meenakshi Gulrajani, Marcus Halluin, Ryan Hartnett, Barbara Hubbard, John Hughes, Anne Jablonski, Karl Kieslich, Cynthia Laddy, Laura Lamprecht, Robert Lee, Hua Li, Ting Lu, Sandra Maciel, Leena Mansharamani, Scott Martin, John Masegian, Robin Maxwell, Merle McClendon, J. Caitlin McCord, Michael McLean, Eugene Midlock, Ekaterina Miller, Quyen Ngo, Rajeshkumar Patel, Svetlana Peneff, Amanda Powell, Claudia Quammen, Antony Riley, Nancy Rogers, Kim-Louise Rye, Angela Saguindel, Madhuri Sathe, Paul Sawyer, Ralph Scarborough, Perry Schaefer, Mark Schmitz, Joanna Schultz, Vikrant Shah, Nicole Sheets, Dennis Sherratt, Brandi Short, Steven Shultz, Chris Tainty, Peter Tasseff, Richard Taylor, Danny Tow, Ben Towne, Latha Venkataraman, Thang Vu, Tuyet Vu, Ying Wang, Julia Westerberg, Ryan Wong, Paul Wong, Hongxia Wu, Michael Wu, Jessie Xin, Sheelan Yeravadekar, Alice Yeung, Lijun Yu, Christopher Zafra, Jinhua Zhao, Krasimira Zobova

Six–10 Years
Dina Bettinsoli, Nancy Brown, Pietra Buelow, Yuan Cai, Katherine Garcia, Ronald Gatto, Jeffrey Grace, Shirley Hsu, Mary Humphrey, Patrick Kohlmann, Allen Le, Lin Lee, Dong Liu, Natalya Lyukevich, Dometria Magdaleno, Raymond Marshall, H. Stephen Meisel, Thomas Moschetti, Jr., Tyana Olsem, Maria Ramirez, Victoria Tai, Keiko Tomura, Suzan Williams, Kari Woods

11–15 Years
Shauna Barker, Joel Baylson, Tonia Bloom, Barbara DeLorenzo, Terri Fukuda, George Garibay, Timothy Gehlmann, W. Michael Gough, Melissa Henderson, Reed Kingston, Richard Manning, John Masegian, Michelle McComb, Charles Swan, Jr., Daniel Tam, Paul Vanni

16–20 Years
Katheryn Evans, Christine Foong, Stephen Fournier, Laurence Gillis, Renee Hazel, Leslie Hench, David Hutchings, Geoffrey Lamb, Sammy Leung, Michele Panconi, Giup Pham, William Ritchie, Deborah Siebrandt, Michael Spence, Stephen Wan, Roxanne Worlock

21–30 Years
Ronald Brocklehurst, Davis Chang, Maurice Eckley Jr., Jeffrey Hayes, H. Holly Hess, G. Rich Hubler, Blair Johnson, Robert Mazurek, Mallory McWilliams, Steven Neil, Ramesh Patel, Douglas Rusch, Samuel Samson, John Shilling, Michael Sorber, Robert Watson, Alex Wong

31–40 Years
James Barth, Leonard Danna, Dennis Frandsen, Courtney Hanson, Douglas Hayashi, David Huey, Francis Ingraham, Daniel Lawrence, Neil Marks, Everett Meisser, Jr., Randy Peterson, Linda Pon, Warren Wong, Miles Yamamoto

More than 40 Years
Clyde Brown, James Calandra, Melvin Hoffman, Jr., Robert Hunt, Allen Lambert, Robert Raspo, Danny Scruggs, Wilbur Stevens, Fred Swisher, Richard Thorsen

Meet the Board: James A. Martin

 James A. Martin, tax partner at Burr, Pilger & Mayer, LLP, knew he wanted to be a CPA when he was in high school—it was his first career ambition.
   Martin attended University of Redlands and majored in accounting and economics. Being a CPA is the best job he has ever had, he says, and believes being successful means, “being able to take the time to learn about your clients and business and then using that knowledge to help clients grow and make sound financial decisions.”
   Martin wants to be remembered for his hard work and fairness to the people who work with him. He says people describe him as “being able to explain complex tax issues in an easy-to-understand manner.”
   Martin also volunteers his time at the YMCA’s Los Altos Education Foundation.

2008 CFO of the Year Awards

Nominations are being accepted for the 2008 Bay Area CFO of the Year Awards, which will be presented Thursday, May 29. The awards are a partnership between the San Francisco Business Times and Larkin Street Youth Services. Last year’s event raised more than $400,000 to benefit Larkin Street.

Nominations are open for the following categories:
Public Company (revenues above $500 million)
Public Company (revenues up to $500 million)
Nonpublic Company
Venture-backed Company
Community Service
Transformation Agent
   Go online for more information or to nominate someone. If you know of CalCPA members who should be considered for these awards, you may also contact Susan Klein. The nomination deadline is Friday, March 7.
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CalCPA NEWS

Recognizing Achievements in Improving Financial Literacy for Youth

The California Jump$tart Coalition is looking for outstanding teachers, other educators and community leaders to honor their efforts in expanding personal finance education. Honorees will be recognized at the California Summit on Financial Literacy Wednesday, April 23, with awards and contributions to their organizations, including $1,000 educator awards sponsored by Citi.
   If you know of individuals who have made contributions to financial literacy among California's youth, please contact California Jump$tart Coalition Awards Committee members Karen Anderson or Norm Greenbaum by Monday, March 17.
   Reserve your place today at the Summit! Register online.

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RESOURCES:

Silicon Valley San Jose Chapter Leadership