East Bay Chapter
A blog for and by a community of professionals
President's Message
July 28, 2010
By Scott Haislet
The new and old came together July 20 at the Lafayette Park Hotel for our Past Presidents Night and new member orientation.
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Chapter News
On behalf of the East Bay Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members.
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Congratulations to East Bay Chapter members celebrating anniversaries this month.
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Our legislative successes last year were built on the relationships that CalCPA members developed with their state senators and assembly members. To continue to effectively represent the profession going forward, we need to cement these relationships and build new ones.
If you personally know your senator or assembly member, or would like to get involved in our grassroots government relations effort, please contact Tom Parry, chair of our Grassroots Government Relations Committee, or chapter program associate Soco Davenport. We are not asking for a major time commitment—we are hoping to find members who can make an occasional visit to a district office with fellow members, take part in CPA Day in January and send one or two e-mails during the year.
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Regulatory changes are happening at a quickening pace, making it difficult for CPAs to just keep up with the new rules, much less plan accordingly to remain in compliance.
To calm the waters, join us for our eight-hour low-cost education event, where you’ll get the lowdown on the top 10 fraud schemes in a down/recovering economy (and who commits the fraud); new peer review program standards; technology updates, including security, remote computing, disaster recovery, systems audit & support, and malware; and key A&A guidance issues.
Expert speakers include Don Glenn, Charlie Burak, Tom Parry, Linda McCrone, AJ Major and Al Silva.
This also is a great opportunity to network with other CPAs.
Date: Saturday, Aug. 21
Cost: Members: $70/session or $125 both sessions and lunch; Nonmembers: $100/session or $180/both sessions and lunch. After Aug 13: Add $25.
Register online: all day | morning only | afternoon only
Note: Lunch and discount are included if you register for the all-day session.
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ABC Night is the chapter’s largest event of the year, bringing together close to 250 attorneys, bankers, CPAs and other financial professionals. Don’t miss the opportunity to see old friends and make new ones! Keep an eye out for registration details.
Date: Sept. 28
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Join us as guest speaker Barbara Cyphers, CPA, a partner at Armanino McKenna, discusses how to make your organization FIN 48 bullet proof. You will understand any related exposure and be prepared to give your organization a check-up to identify unrelated business income.
A planning meeting for future East Bay Not-for-Profit Committee meetings will follow the meeting. If you can’t attend the first meeting, but have ideas for future meeting and speakers, please contact committee chair Tammy Sugihara.
Date: Thursday, Sept. 23
Register online.
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It’s time to register for our golf tournament at Harding Park! If you’re a competitive golfer, you’ll have a chance to win some great prizes—including a car if you get a hole in one—and hone your reputation. If you’re just beginning or only get out there once or twice a year, you can be assured of a fun day. The scramble format takes the pressure off. So register now.
Golf is so popular simply because it is the best game in the world at which to be bad. — A.A. Milne
Date: Sept. 21
Register online. [PDF]
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CalCPA News
The PCPS/TSCPA National MAP Survey—one of the largest CPA firm practice management benchmarking projects in existence—is open. To access the 2010 PCPS/TSCPA National MAP Survey’s comparison data, you will need to participate. In addition to the free summary report, PCPS member participants will receive an interactive report with data tailored to firm size and region.
Some helpful tips before taking the survey include:
- The following reports are needed to complete the survey: accrual basis balance sheet, profit & loss statement ending Dec. 31, 2009 (two-year comparative); payroll reports by employee (gross wages, hours worked); A/R aging report; partner draw/salary information; from billing system (hours & fees)—billing by service code; employee analysis by service code; and employee analysis of billable/non-billable hours and fees.
- Keep copies of all your supporting documents to refer to for future surveys.
- Set up memorized reports now, so they are available for future surveys.
If your firm is not yet a PCPS member, you can join for $35 per CPA (maximum $700). Nonmembers can purchase results reports for $300 (survey participants receive a $100 discount; AICPA members receive an additional $100 discount.)
The survey closes Friday, Aug. 13.
For more information, go online.
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Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers. Participants will grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills.
Apply today. Application deadline is Sept. 1.
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