President's Message
June 25, 2009
By Donna Bumgarner, CPA
More than 75 Silicon Valley San Jose Chapter CPAs, friends and family members attended the June 12 San Jose Giants baseball game at Municipal Stadium. Just prior to the first pitch, past president David Veyna took the opportunity to gratefully recognize the service of our prior year’s chapter officers and board—while a sheriff’s helicopter was landing on the baseball field. As this year’s president, I received the chapter’s gavel and then introduced the new slate of officers. As part of the event, we enjoyed a delicious barbecue dinner on the VIP Deck and cheered on the Giants as they defeated the Modesto Nuts 5–3. My thanks to those who attended this installation celebration, especially to the members of my firm who showed up in full force. On behalf of the chapter, I also want to thank David and all of last year’s chapter leaders for their contributions to the many successes our chapter enjoyed during the 2008–09 year.
The CalCPA Annual Members’ Business and Council meeting was held June 18–19 in San Francisco. More than 100 California CPAs attended the meeting. We were addressed by a legislative panel led by Assembly members Fiona Ma and Mary Hayashi, who summarized the status of several bills in the Assembly. CalCPA is sponsoring SB 691, which is co-authored by Assembly member Ma and will require that all candidates entering the profession after Jan. 1, 2014, meet the 150-hour educational requirement (a total of 150 units with a bachelor’s degree, including at least 24 units in business and 24 units in accounting). The success of this legislation is essential to allowing current and future California CPAs to represent the needs of their clients with interests in other states. Ma indicated that our voice in Sacramento is stronger than ever due to our increased membership, which now exceeds 35,000, and to the vigilant services of Bruce Allen, CalCPA’s government relations director.
The meeting’s final event was a gala dinner and dance held in the grand ballroom at the Fairmont Hotel atop Nob Hill in San Francisco. Several hundred CalCPA members and their guests were dressed in their finest, and there was an enthusiastic crowd on the dance floor throughout the evening. It was a fitting conclusion to our celebration of CalCPA’s 100th anniversary.
By the way, have any of you had the opportunity to attend that extra chapter event yet? Please take this opportunity to accept the challenge I shared in May in my first “President’s Message.”
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Chapter News
Don’t miss out on a great opportunity Friday, Sept. 18, to network with CPAs, bankers, attorneys, clients and associates while enjoying the great Coyote Creek Valley Golf Course. Net proceeds benefit the chapter’s scholarship fund. Many sponsorship opportunities are available! Download event flier for details. View last year’s tournament pictures here.
To inquire about golf tournament sponsorship opportunities, contact chapter program associate Stephanie Stewart.
Register online.
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With the chapter’s annual golf tournament right around the corner in September, it’s a great time to brush up on your swing at our midsummer mixer. No golfing experience is required!
The event includes a social mixer at the clubhouse; hors d’oeuvres, desserts and drinks; driving range (bucket of balls with two driver clubs); a contest (you must sign up to find out what the contest is); and a driving lesson by the golf pro.
Date: Thursday, July 23
Register online.
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The Silicon Valley Forum is presenting two workshops dealing with the challenges faced by CFOs and their staffs in today’s uncertain economic climate.
At the Wednesday, July 22 meeting, Dirk Hopgood, CFO of Accretive Solutions, will look at cost-cutting strategies and how to streamline operations. Register today. At the Wednesday, Sept. 23 meeting, Jennifer Vessels, CEO of Next Step, will examine the other side of the coin: How to improve sales results and market sustainability. Register online.
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With more than a dozen members in attendance at the kickoff planning meeting, our chapter’s new Not-for-Profit Committee has set an impressive lineup of topics and speakers for the year. The group’s regular meeting time will be the second Thursday of each month at 8 a.m. The Health Trust in Campbell has graciously offered the committee the use of its conference room for the meetings. The committee’s first meeting will be held July 9 and will focus on endowment accounting. Please visit our chapter website for future meeting postings.
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We are excited to have Patricia Kaufman of McGilloway, Ray, Brown & Kaufman chair our new Governmental Accounting & Auditing Committee. We hope to serve and equip our members who practice in this specialized area of accounting.
The committee is planning to meet the fourth Thursday of each month in the Salinas area—and we need your help. A planning meeting is scheduled for Wednesday, July 29 at 8 a.m., and we would appreciate your attendance to suggest topics of interest and speakers.
Register online.
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Pamela S. Hedblad, CPA, is the newly elected president of the National Association of Women Business Owners–Silicon Valley Chapter. NAWBO is an association of CEOs and executive officers of women-owned businesses serving a membership in the greater Bay Area. Pam is a partner with San Jose-based Abbott, Stringham & Lynch and has more than 25 years of public accounting experience.
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CalCPA News
Please take three minutes to update your personal profile on our website and indicate your preferred fields of interest. This will allow us to target your meeting announcements so you receive only those of most interest to you. (No more tax updates for auditors—unless you request it).
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Looking for information on what CalCPA events you’ve registered for or a listing of all CPE taken from CalCPA or the Education Foundation? Look no further than the Manage My Account function of CalCPA’s website.
Once you log in to the website with your username and password, the Manage My Account function lets you update your personal and professional profile and provides access to Education Foundation products and course discounts.
Forget your username and password? No worries. Simply visit the Login Recovery webpage, enter your e-mail address and your username and password will be e-mailed to you.
Access Manage My Account today.
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You can post your résumé—for FREE—on CalCPA’s online classified page. Get in front of local employers looking to hire CPA professionals—post your résumé today.
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