Central Coast Chapter
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Archive for the ‘Chapter News’ Category
July 27th, 2011
Join us as Mark Dauberman, CPA, discusses GAAP and SSARS No. 19 updates. Become familiar with the 29 accounting standard updates that became effective in the last year and the SSARS No. 19 changes to compilations and reviews.
Date: Tuesday, Aug. 9
Register online.
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June 28th, 2011
Join us as attorney Louis E. Michelson discusses the change in focus on the revised Form 990, how special events are reported, how compensation is now reported on the form, alternatives that a donor should consider in charitable giving, the basic types of tax-exempt organizations, and more.
Date: Tuesday, July 12
Register online.
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June 3rd, 2011
Chapter meetings are always an important topic. To ensure we are providing the right mix of meeting days, time and topics, please take our brief survey and share your thoughts. Survey results will be used to determine how best to meet the needs of our members.
The survey closes Wednesday, June 15.
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June 2nd, 2011
By Debbie Wacker
The following are highlights of the May 16–17 CalCPA Committee on Taxation meeting.
Read the rest of this entry »
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June 2nd, 2011
Officers
President: Brooke Salvini
VP/Treasurer: Kim Spiller
Secretary: Greg Peters
Past President: Karan Pohl
Directors:
Alexis Rietdyk; Brandi Short; Mark Harasym; Jerry Brown; Sandra Martin; Manda Wiebe
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June 2nd, 2011
With the busy season behind us, and a new CalCPA year ahead of us, we are resuming our Personal Financial Planning Discussion Group.
Dates: Second Friday of the month (May–December)
Time: 7:30–9:30 a.m. (breakfast included)
Location: Coast National Bank Community Room
CPE: 2 hours
Cost: FREE
Info: Brooke Salvini
Schedule:
- June 10: Leonard Wright, CPA/PFS, former chair of the CalCPA PFP Committee
- July 8: Rob Healy, CPA/PFS, chair of the CalCPA PFP State Committee
- Aug. 12: Brooke Salvini, CPA/PFS
- Sept. 9: TBD
- Oct. 14: TBD
- Nov. 18 (note: Nov 11 is a holiday): TBD
- Dec. 9: TBD
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June 2nd, 2011
Mark your calendars! The SLO Tax Roundtable will meet at Coast National Bank on the following days: June 17; July 15; Aug. 19; Sept. 16; Oct. 21; and Nov. 18.
Info: Debbie Wacker or chapter program associate Rita Williams.
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May 4th, 2011
The SLO Tax Roundtable will meet at Coast National Bank on the following days: May 20, June 17, July 15, Aug.19, Sept. 16, Oct. 21 and Nov. 18.
Info: Debbie Wacker or chapter program associate Rita Williams.
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March 24th, 2011
Are you looking to get your full requirement of ethics hours? This program, with featured speaker Richard Ferdinand, is designed to meet both the four-hour ethics and two-hour regulatory review education requirements. This is also a chapter scholarship fund-raiser, so be sure to sign up!
Date: Tuesday, June 21
Location: Madonna Inn; San Luis Obispo
Register online.
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January 26th, 2011
The chapter membership recently nominated the following to serve on the 2011–12 chapter board of officers and directors:
Officers:
President: Brooke Salvini
Vice president/treasurer: Kim Spiller
Secretary: Greg Peters
Past President: Karan Pohl
Directors:
Alexis Rietdyk
Brandi Short
Mark Harasym
Jerry Brown
Sandra Martin
Manda Wiebe
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