Los Angeles Chapter
A blog for and by a community of professionals
President's Message
May 23, 2012
By Kristen N. Contreras, CPA, CITP, CISA, CGMA
Many of us are celebrating the end of the “busy season,” whether that means audit, tax or even making it through another private industry audit like I did. Whatever the reason, spring tends to be hard on most of us, and the promise of summer seems sweet indeed. Congratulations, you made it! Now it’s time for that long vacation with the family, and a chance to coast through another year well lived until the next busy time. Not so, you say? Dear reader, read on …
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YEP Corner
May 23, 2012
Cool off with fellow young and emerging professionals this summer. This is a perfect opportunity to meet other accounting professionals in a fun and relaxing atmosphere! No registration necessary unless otherwise noted. Be sure to update your member profile to receive notifications of upcoming YEP events.
Date: June 22
Location: Basement Tavern: 2640 Main St., Santa Monica
Time: 5-7 p.m.
Date: July 19
Location: BonaVista Lounge, Bonaventure Hotel; 404 S. Figueroa St. Come meet the new board.
Register online.
Date: Aug. 1
Location: The Eclectic; 5156 Lankershim Blvd.; North Hollywood
Time: 4-6 p.m.
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May 23, 2012
The YEP Committee’s annual bowling event was another tremendous success. The event, which took place at Jillian’s Bowl at Universal City, featured networking, food and fun. The award for the highest individual score went to CSULA’s Conan Nghi and in an intense bowl-off between Canyon Partners, LLC and NSBN, LLP, NSBN prevailed and took home the trophy for best overall team score for the third consecutive year. A special thank you to those who participated and attended. We look forward to seeing all of you at the next event. For event photos, check out our Facebook page.
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May 23, 2012
In today’s rapid-fire work life balance, we have time for our jobs, bills and everything in between, but rarely do we focus on our own financial health. Will Social Security be there for you? How do you save and plan for your future? How do you manage your debt and still accumulate wealth? Find out at this event, designed for CPAs and emerging professionals.
Date: Tuesday, June 26
Guest speaker: Rob Seltzer, CPA/PFS
Register online.
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Chapter News
Get to know your chapter directors by reading these brief bios.
Our 2012-13 directors:
Beth Bayer, CPA
Joseph A. Broyles, JD/CPA
Scott Donnelly, CPA
Robert Dwyer, CPA
Chandni Jalan, CPA, CITP, CISA
David C. Papotta, CPA/CFF
Marty Seiden, CPA
Rob Seltzer, CPA/PFS
Kristine Tse, CPA
Steven Valdes, CPA, PFS, CFE, CGMA.
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We want to help you start your networking opportunities. Meet some of your colleagues from firms across the Los Angeles area and join us for great conversation. Make quality business connections and mingle with top professionals. Start building sustainable and meaningful business relationships.
July 19: Bonaventure Hotel (BonaVista Lounge)
Meet CalCPA’s newest leadership!
Register online.
Aug. 16: Lowes Santa Monica Beach Hotel
Register online.
Thursday, Sept. 20: Intercontinental Hotel Century City (The Glass Lounge)
Register online.
Program or sponsorship info: Sandy Benitez
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Pop, rock, country, jazz—Norah Jones makes it all her own with her singular voice. A multi-Grammy winner, she has collaborated with everyone from Willie Nelson and Herbie Hancock, to Danger Mouse and Outkast. Bring your picnic baskets and join CalCPA members!
Seating is limited, so get your tickets now! Tickets available until 4 p.m. Aug. 1.
Date: Friday, Aug. 10
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Today’s young people need a strong foundation for making intelligent and lifelong personal financial decisions. As a volunteer with JA Finance Park, you will help students navigate the world of personal finances as they assume the role of an “adult for the day.”
At JA Finance Park, students are given a unique life situation card, which includes an income, marital status—even kids! Using this persona, students create a balanced monthly budget while making decisions regarding housing, transportation, insurance, savings, entertainment expenses and more.
Volunteers are needed to mentor a small group of students throughout their day at JA Finance Park. Volunteer training is provided for all volunteers.
Friday, June 29, 2012
Agenda:
8:00-9:00 am
Volunteer Training
Volunteers participate in a guided hands-on training
9:00 am
School Arrival
9:10-9:30 am
Welcome and Orientation
9:30-10:15 am
The Truth Revealed
Volunteers meet with a small group of students, review students’ fictitious life situations and assist students as they calculate their Net Monthly Income and Budget Guidelines.
10:15-11:00 am
The Big Search
Volunteers assist students as they collect pricing information from 17 business storefronts.
11:00am-12:45 pm
The Budget Puzzle (and lunch break hosted by CalCPA for member volunteers)
Volunteers assist students and provide “real world” connections as they make decisions to create a balanced monthly budget.
12:45-1:45 pm
The Final Commitment
Volunteers assist students as they “pay” their bills electronically.
1:45-2:00 pm
Closing and Evaluation
Info: Chapter program associate Sandy Benitez.
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Showcase your business while building your relationships and creating lasting impressions with CPAs at your numerous and varied events. Sponsorship offers you face-to-face contact with your target market and provides exposure for your business to more than 10,000 CPAs and financial professionals in the Los Angeles area. We will work with you to maximize your marketing dollars and reach your target audience by helping you select programs that meet your specific needs.
Networking Mixer
ABC Networking Breakfast
Tax Night
Technical Committee and Discussion Groups
For more information, contact program associate Sandy Benitez.
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The chapter’s mentoring program supports, encourages, assists and inspires students who wish to be mentored.
Are you an accounting student interested in gaining insight and one-on-one advice from an accounting professional? If so, you can take advantage of the chapter’s mentor program in three easy steps:
- Identify your personal goals and needs that a mentor could help you with.
- Review the mentors’ bios.
- Email the mentor who fits your areas of interest and could provide related advice.
More information is available on the chapter’s website.
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This event recognizes the important work of CPAs, bankers, attorneys and insurance professionals in the greater San Fernando Valley region in the following categories: Client Services Award, Trailblazer Award, Community Leadership Award and Professional Services Advocate.
Nominations are being accepted online. The deadline is July 11.
Date: Wednesday, Aug. 8
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UCLA Extension’s accounting certificate program is seeking qualified professionals to teach courses at its downtown Los Angeles and UCLA campus locations, as well as through its online format.
Candidates must have a master’s degree or CPA designation, and relevant professional experience; teaching experience is a plus, but not mandatory.
For more information and to request an instructor application, contact Michael Martinson.
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CalCPA and the LA Galaxy have partnered to provide exclusive discounts for CalCPA members as the Galaxy looks to defend as 2011 MLS Champions.
Tickets are available online.
For questions or to book groups of 10 or more, contact Steve Herman.
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Kenneth Leventhal, a lifetime member of the CalCPA Los Angeles Chapter, died May 8.
A pioneer in the field of real estate accounting, Leventhal was chair emeritus of the Ernst & Young Kenneth Leventhal Real Estate Group, a USC trustee and namesake of the USC Elaine and Kenneth Leventhal School of Accounting.
Leventhal was born May 28, 1921, in Cincinnati and moved to Los Angeles when he was 8 years old. After serving in World War II, Leventhal attended UCLA and earned a bachelor’s degree in business administration and accounting, and later his CPA license in 1948.He joined CalCPA Jan. 6, 1949. Leventhal served on the Senior Council, the governing body of the AICPA, and as a CalCPA director.
He is survived by his wife of 63 years, Elaine; a brother, Henley; his son, Robert; his son, Ross and daughter-in-law Mary Jo; and his granddaughter, Emma.
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CalCPA News
As CalCPA shifts to a new database, please note that the email address from which our database and website sends emails has changed to calcpa@calcpa.org, with a screen name of CalCPA Customer Services.
Please check your email settings and be sure to allow the address in your email inboxes so you will continue to receive timely news and information.
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Emerging Leaders Certificate Program registration is now open. Go online and search event #4122195, then select your chapter. Or call (800) 922-5272
Not a YEP, but know one? Pass this info to your colleagues and peers.
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