Archive for the ‘President's Message’ CategoryIn the Swing of ThingsAugust 28th, 2009
Mark Croce and Eric Vander Veen, once again, barbequed a delicious lunch and at the end of the day, there were hors d’oeuvres and cocktails to enjoy while the winners of the tournament were announced. Chase Chevrolet donated a car for the hole-in-one contest. A few golfers were “concerned about their golf game” and possibly breaking the windows of the car, but it was returned to Chase Chevrolet (in one piece!) as no one had a hole in one. Our golf committee, chaired by Nate Miller, worked hard over the last few months to put the tournament together. This event would not be possible without the support of our sponsors, including Employer Network, our Eagle Sponsor. Thank you to all of the golfers and sponsors for coming out and supporting our scholarship fund. And for those of you who missed this year’s tournament, there’s always next year! I also want to bring your attention to some of the great local CPE that will be offered in the next few months. I encourage everyone to sign up for these classes. We don’t have very many offered here in the San Joaquin Valley, so I encourage everyone to attend, as we can all benefit. Think of how great it is to be able to drive a half hour to a class, instead of an hour or more-usually during rush-hour traffic! PFP Committee Chair Chris Weed will be hosting a financial planning workshop Oct. 22 at the Stockton Hilton. The topics will include property and casualty insurance, annuities, long-term care insurance and investing in bonds. Net proceeds will also benefit our scholarship fund. Also, the Education Foundation will be hosting a Fraud CPE class Tuesday Oct. 27 at the Doubletree Hotel in Modesto. But you don’t have to wait until October to take advantage of local CPE classes. There will be a three-hour Adobe Acrobat class offered Monday, Sept. 28 at Community Hospice in Modesto. Some of the topics that will be covered are merging PDF files, extracting pages and encryption options. Just take a look at our chapter’s homepage for more information and to sign up. I hope everyone enjoys these last few weeks of summer and I look forward to seeing you at our local CPE classes this fall!
Excitement of a New YearMay 22nd, 2009
I am excited about being your new chapter president and am looking forward to a successful year. First, I want to thank our past president, Michelle Benton, and all of the officers, board members and committee chairs for all of their hard work this past year. Our chapter’s success is due in great part to their continued support and involvement. There is a lot to look forward to during this next year. One of the biggest upcoming events is CalCPA’s Centennial gala Friday, June 19 at The Fairmont in San Francisco. This fun-filled evening will include dinner, dancing and a silent auction. Also, our chapter’s golf committee is working hard at planning another successful tournament this year, which is scheduled for Monday, Aug. 3 at the Stockton Golf and Country Club. Net proceeds benefit our chapter’s scholarship fund. More information will follow, but be sure to mark your calendars and register early for both of these great events! One of my goals for this year is to bring the financial literacy program to our local high schools. CalCPA has been running the program for several years and has presentations suited to the high school level, including topics such as credit cards, savings and investing, and money management. In today’s economy, it’s crucial that we get out and teach these young adults the importance of financial responsibility so they can avoid the financial situations that many Americans are in today. I would love to see some new faces from our chapter help volunteer for this, so stay tuned for more information to follow in the next few months. On a closing note, I want to congratulate Eric VanderVeen, one of our Emerging Professionals Committee chairs, on receiving his CPA license. He truly is one of our rising stars! Great job, Eric!
Update from HawaiiJuly 29th, 2008
The meetings were spectacular as always, and we welcomed Gregory M. Burke as CalCPA’s 2008–09 chair. We also learned about many pertinent items affecting CalCPA and its members. Among the topics discussed were government relations, chapter scholarships, CalCPA Institute’s accounting education initiative for post-graduate scholarships and fellowships, financial literacy, possible relocation of the Redwood City offices, and XBRL. It is obvious that a lot of exciting issues confront our profession, and it is amazing to me how important and upfront our government relations efforts are to each of us. Many topics are evolving right now that will affect our profession. We are familiar with some of them, such as mobilization, AB 2473 and financial literacy, AB 2123. However, what about AB 1869, which was proposed to either reorganize or eliminate the California Board of Accountancy and transfer duties to the Department of Consumer Affairs? This version failed to receive enough votes on April 15 and is dead for this year, but we need to keep an eye out for the future. The next CalCPA Day at the Capitol is scheduled for Jan. 21, 2009, so mark your calendars now for a day out prior to the hectic tax season! Our chapter is going to investigate ways we can implement financial literacy within our communities, and we anticipate a chapter-wide effort to make a difference—more to come in the next months! I hope everyone is enjoying the summer—and Mahalo! —Michelle E. Benton, CPA
Good ThingsJune 9th, 2008
By Tara Eastwood, CPA This is my last “President’s Message,” as my term has come to an end. I have had a wonderful time serving as your chapter president and representative. I would like to thank all of the officers, directors and committee chairs for their hard work over the year. I truly appreciate all that you do, and it has been a pleasure to get to know you better. We had a great year! Our events were very well-attended , and we made our goal of presenting $12,000 in scholarships to local students. Thank you to all who participated in or sponsored our annual golf tournament, CPE events, committee meetings and Student/Faculty Night. I would like to congratulate and welcome our incoming President Michelle Mord. She has some wonderful plans for the year, and I know with a little help from everyone in the San Joaquin Chapter that we can make them happen. Please be on the lookout for all of the chapter’s upcoming events. Whether you can participate a little or a lot, every bit is appreciated and helpful. We can all get this year off to a great start by planning to attend the upcoming Annual Golf Tournament scheduled for Monday, Aug. 18. Thanks again. I hope all of you have a wonderful summer! —Tara Eastwood, CPA
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