• If your username is your email address, it remains the same.
• If your username is your CalCPA member ID, it will change to your primary email address.
• Your password will not change, BUT you will be forced to change it at first log in. Your default password, if you did not previously change it, is your last name with a capitalized first letter.

Keep an eye out for registration details.

Speakers include David M. Fogel, CPA; Rodney R. Moy, Esq. (Harris Moy Sollazzo Law Group LLP); Eric Lundquist (Seevers Jordan Ziegenmeyer); Daniel Simmons, Esq., UC Davis; Belan K. Wagner and Esq; Minna Yang, CPA, Esq. (WKBK&Y); Jeb Burton, Esq. (Burton Law); and Jeff Yonamine, Exchange Resources, Inc.

Still not convinced? The cost—which remains the same as last year’s—covers parking and lunch at the Sutter Club.

Date: Wednesday, June 13
Cost: $89/members; $119/nonmembers
Register online.

In addition to thanking Anjela, I would like to thank the following individuals for their excellent service to the chapter this past year: David Chavez, who served as immediate past president; board members Milla Austin, Tim Foote and Dean Richardson; and committee chairs David Fogel, Chris DeLong, Rob Wallace, Sandy Hongo, Joe Earl and Scott Billups.

Milla will continue in her position as co-chair of our Scholarship Committee and Dean Richardson has accepted our invitation to become co-chair of our Taxation Committee. I wish that there were enough time and space to adequately thank all of the individuals who have rendered outstanding service to the chapter, some having served for several years.

This year we welcome to the chapter leadership our new members and those who are rotating positions: Perry Ghilarducci (vice president); Jamie Baker (secretary/treasurer); and Anjela DeRosa (immediate past president). New board members include Holly Roznowski, Kim Kirkish, Erica Pastor and Dorothea Silva.

New committee chairs include: Chad Rinde (Governmental Accounting and Auditing); Erika Trujillo (Nonprofit); Beverly Sanchez (Management of an Accounting Practice); Joe Skowron (Taxation Committee); and Bronwyn Gillespie and Richard Tyler (Young and Emerging Professionals).

Again, a huge thanks goes to each of you for your willingness to serve.

A little more than four years ago one of my partners received a call from a longtime associate who was then serving on the chapter board. He was looking for candidates to serve as board members. I had been a member of CalCPA for many years, but had never felt an inclination to become involved. As I thought about my 30-plus years in the accounting profession, it occurred to me that I had received a great deal of benefit from my career on many levels, and it was probably time to give a little back to one of the organizations that has been so foundational in building and even protecting the public accounting profession.

It is important to note that chapter activities are supported by a large contingent of member volunteers. If not for the willingness of these CPA members to serve, our chapter and CalCPA could not function and flourish as we do. We may well want to ask ourselves: If not me, then who? And if not now, then when? If you are contemplating becoming involved in CalCPA, and particularly at the chapter level, I invite you to follow up on your contemplation. There is much to do, and my experience has proved that rewards are there for those who are willing to contribute their time and effort. A lot of us working together can do much to lift our profession to even greater heights, and, as the saying goes, many hands make light work.

If you have a desire to become involved, please feel free to contact me or any other chapter board or leadership team member. Here’s to a great year for the chapter!

• Excellence in teaching and mentoring, as evidenced by receiving various awards or citations;
• Educational innovation, including developing curriculum, case studies and new programs;
• Published articles in professional or academic journals or written textbooks for use in accounting classes; and
• Significant involvement in professional or academic societies and related activities.

Download nomination criteria and a nomination form which is due May 1.

So, here it goes. All good things come to an end. My farewell. It’s been fun and a great honor to lead the chapter! The pleasure was all mine …. Oh, that is not how I usually started. Where’s the joke? How about a few?

What disease kills more accountants than any other? TB.

“Doctor, doctor, I’ve taken the medicine you prescribed but it’s not working. What should I do?”
“Try using your calculator”
“How will that help?”
“I’m not sure, but it’s something you can count on.”

A farmer sends his accounting sheepdog, Spot, off to gather in his eight sheep. On returning the farmer is astonished to find he now has 10 animals in his pen and asks the dog to explain.

“Woof! You asked me to round them up, woof”, barks Spot.

You might be an Accountant if …
you refer to your child as Deduction 214
you deduct Exlax as “moving expenses”
you have no idea that GAP is also a clothing store
at the movie Indecent Proposal you did a NPV calculation
getting to sleep is an exciting event that you look forward to all day
your idea of trashing your hotel room is refusing to fill out the guest comment card
you are doing it now because you checked the file and found that you did it last year.

This is what I stated in my first message: “I was able to narrow the multitude of ideas swimming in my head into the top goals of my term—attract new members and educate, train and support CPAs in their professional and personal development.”

I wanted to share a few statistics that, as you will see, indicate chapter leadership is definitely on the right track! Below is chapter membership by type for the last four years, as of January. Notice a remarkable growth in candidates and students categories—an overall combined increase of 713 percent, or 262 members, as compared to 2009! The next task would be to reach out to our professionals with noted overall combined decline of 30 percent, or 124 members, as compared to 2009.

And just to make you proud, I included the latest membership count by chapter as of February:

I also want to thank the chapter officers, board of directors and committee chairs who did an outstanding job this past year attracting new members, educating and training and supporting CPAs in their professional and personal development. Thank you for bringing our membership totals up and making my term a blast!

Officers
David Boyce, vice president
Perry Ghilarducci, secretary/treasurer
David Chavez, immediate past president

Directors
Milla Austin
Tim Foote
Annette Stalker
Jolene Fraser
Dean Richardson
Stu Robken
Bridget Sanders

Committee Chairs:
Dave Motes/Annette Stalker (ABC Mixer)
Jeffrey Stone (Business& Industry)
Jamie Baker (Davis Discussion Group)
Bruce Kajuwara (Estate & Financial Planning; Financial Literacy)
Rob Wallace/Dave Boyce (Financial Symposium)
Sandy Hongo/Holly Rosnowski (Golf Tournament)
Erica Pastor/Chad Rinde (Governmental Accounting & Auditing)
Pat Rogan (Grassroots Legislative)
Bridget Sanders (Litigation)
Perry Ghilarducci (Management of an Accounting Practice)
Scott Billups (New Members & Emerging Professionals)
David Chavez (Nominations); Dan Baker (Nonprofit)
Cameron Hess (Real Estate)
Lynn Walline/Milla Austin (Scholarship)
Crystal Ekanayka/Pamela White (Student Outreach)
Dave Fogel/Dean Richardson (Taxation)

Last, but not least, my special personal thanks to Vince Chin, our program director, and Dana Agosti, our program associate.

Serving as your chapter president was a once in a lifetime experience. With that, I am passing the torch. Farewell.

As always, I would appreciate hearing your comments or suggestions and will be happy to answer any questions you may have. You can contact me via email.  I will read and respond to every question.

If you would like to be more active in our chapter’s events, contact program associate Dana Agosti.

Together we can inspire and motivate California’s educators to fight financial illiteracy.

Be part of the solution—empower your community.

Download a flier to share with your local educators or register online.

Renew online today. See complete rules.

Register Online.

Download the sponsorship form.

Download the player registration form.