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East Bay Chapter

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President's Message

Best Wishes for Busy Season

January 29, 2010

By Joelyn Carr-Fingerle, CPA

6_pres_sm_0.jpgFor those of you who missed it, our Jan. 28 event was wonderful. We learned what we might expect from the legislature this next year from Assembly member Mary Hayashi (Hayward), who chairs the Business & Professions Committee that oversees the California Board of Accountancy. Remember, peer review is now mandatory for those of us in public practice if we prepare any financial statements. Please note that the CBA has also changed the regulations on ethics courses.

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Chapter News

New Members

On behalf of the East Bay Chapter’s officers, directors and members, we extend our warmest of welcomes to our new members.

Member Anniversaries

Congratulations to East Bay Chapter members celebrating anniversaries this month.

Honorees’ Night

More than 60 members, students, faculty and guests attended this year’s Honorees’ Night. It was a special evening of recognition and heartwarming stories. The LeVerne Garcia Award for outstanding service to the profession or the community was made posthumously to Stephen Blanding. Stephen was a well-respected member of the accounting profession and was heavily involved in community service.

Also during the evening, eight very deserving students were presented scholarships totaling $21,000. This year’s awards reflected the implementation of the chapter’s new scholarship program, which incorporates three classes of awards. The Promising Accounting Scholar Award is presented to students in their first year of professional studies. The recipients in this category were Kelly Cao, Janet Lin and Aron Schindler of UC Berkeley, as well as Chelsey Marderosian of St. Mary’s College. The Emerging Accounting Scholar Award is presented to those students in their senior year or second graduate year. The recipients were Libby Zhou, Jenny Zhou and Jacqueline Lee, all of UC Berkeley. And, finally, Danielle Bortoli of UC Berkeley received the chapter’s Outstanding Accounting Scholar Award, which is given to the most deserving graduating undergraduate or graduate student.

Funding for these awards comes from individuals, organizations and designated chapter events held throughout the year.

Guest speaker Assembly member Mary Hayashi, along with presenting special certificates to all the honorees, called on all members to be advocates on behalf of the profession by visiting with their legislators to ensure that their message is heard. Check out some photos from this event, as well as others from past events.

2010-11 Slate of Officers, Directors

In January, eligible chapter members voted to elect the following slate of officers and directors for 2010–11, which was announced during Honorees’ Night:

Officers
President: G. Scott Haislet
First Vice President: A. J. Major
Treasurer: Mary M. Geong
Secretary: Patricia J. Mayer
Past President: Joelyn K. Carr-Fingerle

Chapter Directors
(Second year of a two-year term)
Thomas V. Bret
Lynn P. Gardner
Elaine L. Kawasaki
Jamie S. Menasco

(First year of a two-year term)
Jenise S. Gaskin
Thomas O. Hatfield
Tom O’Sullivan
Susan D. Tulis

Council Representatives
G. Scott Haislet
A. J. Major
Joelyn K. Carr-Fingerle

Fifth Annual Bay Area CFO of the Year Awards

Nominations are being accepted for the Fifth Annual Bay Area CFO of the Year Award presented by the San Francisco Business Times and Larkin Street Youth Services. Awards are made to CFOs who have made an outstanding contribution to their company’s performance, as well as to the greater Bay Area business community in the following categories:

  • Public Company with revenues above $500MM
  • Public Company with revenues up to $500MM
  • Nonpublic Company
  • Venture-Backed Company
  • Community Service
  • Transformation Agent

Nominations are being accepted online. If you are nominating someone, also notify chapter program associate Soco Davenport.

CalCPA News

Member Discount: CCH Tax Guides

Pre-order your 2010 U.S. Master Tax Guide and Guidebook to California Taxes today and save as much as 40 percent. To order, call (800) 922-5272 or go online.

Get Involved: Serve on a CalCPA State Committee

Serving on a state committee gives you the opportunity to work with other professionals on projects that increase members’ technical knowledge; enhance the profession’s image; influence regulations and legislation; draw the best and brightest into accounting; and study the CPA’s role in local, national and global economies. Join a state committee and experience the many benefits, while building leadership skills and making valuable personal and business contacts.

Complete an application today. Committee assignments will be finalized in May.

CalCPA Member Logo

The CalCPA member logo provides a recognizable symbol of membership in the California Society of CPAs. This logo is designed to fit our members’ website, business card, stationery and collateral material needs. Only CPA members may use the member logos. If the CPA member is in a public accounting firm, all CPAs in the firm must be CalCPA members before the member logo may be used.

Further instructions on logo use and to download the logos is available online.


 
Chapter Events
 
Save The Dates

April 20: Post Busy Season Celebration

May 18: Spring ABC Night

 
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local interest groups

From technical committees to discussion groups, the East Bay Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

 
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Contact Us
Bulletin Editor:
Olga Martinez

Program Associate:
Soco Davenport
(925) 926-0189

Program Director:
Vince Chin
(916) 551-2963

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