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Chapter Leadership—We Need You!

By Susan Jacobson, CPA

4_pres_sm_0.jpgOur board of directors is comprised of six officers and three directors. All board members start at the initial director level, work their way up to chapter president and then serve as past president. They hold each office for one year. Our chapter leadership also includes 10 chapter committee chairs and four discussion group chairs.

Additionally, our chapter has two members who serve two-year terms on the CalCPA Council, CalCPA’s governing body. Council members usually are the chapter president and vice president.

Other important members of our team are Rita Williams and Kay Coffin. As CalCPA employees, Rita and Kay are not official members of our chapter leadership, but our board and chapter could not run without them. As always, thank you Kay and Rita for your support and fine work in support of our chapter.

Our chapter is also very proud to have two of our chapter members serving on the 2009-10 CalCPA Education Foundation Board of Trustees. A big thank you to both Pam Kelty, the Foundation’s 2008-09 president, and Peter Iannone for their loyal service.

Our chapter leadership is enriched by its diversity, but it could always be enhanced through the involvement of new members, which would bring new insight and perspectives. Our chapter leaders are involved with CalCPA for a number of reasons, not the least of which is a desire to serve our profession and the organization that helps to contribute to our success as CPAs. As you can see, we offer a lot of opportunities to get involved with CalCPA at the chapter or state level.

Get involved. Come to chapter events. Meet your leaders. Become one of our future leaders. To get the word out and to network with other professionals in our area, our chapter is in the process of planning its first ABC (attorney/banker/CPA) night in January. To make this event a success, we need your participation. We will publish more information on this event in future bulletins. Stay tuned.

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Save the Dates

Aug. 12: Attorneys, Bankers and CPAs Mixer
Sept. 29: Annual Golf Tournament
Nov. 4: Awards Night
Dec. 2: Eight-hour CPE: Estate Planning in 400 Minutes

Discussion Groups

AP&AS (Santa Barbara)
Info: Committee chair Chris Reed or chapter program associate Rita Williams

AP&AS (Ventura)
Info: Raj Acharya

Conejo Valley Discussion Group: Data Protection
Date: Thursday, Aug. 19
Location: First California Bank; Westlake Village
Info: Chapter program associate Rita Williams

Santa Barbara CPA Discussion Group: You CAN Do That in Outlook
Date: Tuesday, Aug. 24
Info: Chapter program associate Rita Williams

Ventura CPA Discussion Group: Business Sale/Acquisition Considerations
Date: Thursday, Aug. 26
Info: Interest Group Chair Garry Jones, (805) 778-1858, or chapter program associate Rita Williams

Monthly Archives

Local Interest Groups

From technical committees to discussion groups, the Channel Counties Chapter offers a variety of opportunities to exchange information and connect with your peers.

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Contact Us

Program Associate:
Rita Williams
(805) 571-1558

Program Director:
Kay Coffin
(559) 876-3800

7127 Hollister Ave. #318; Suite #25A
Goleta CA 91137

Chapter Leadership