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Orange County/Long Beach Chapter

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Archive for the ‘Chapter News’ Category

And for the Adventurous …

April 4th, 2011

Join us for an unforgettable sunset sailing excursion out of beautiful Dana Point Harbor, aboard the schooner Curlew. Look forward to a lovely summer sunset and full moon in our three-hour sail.

Date: Friday, July 15

Register online.

Calling All YEPS

April 4th, 2011

We’ve designed a couple of great events just for you! Relax after tax season at Kimera Restaurant and Lounge and mingle with old friends, make new ones and celebrate.

Date: Thursday, May 12

Register online.

Fall Seminar Series

April 4th, 2011

The chapter’s 25th Annual Fall Seminar Series begins Sept. 20! Don’t miss your chance to earn 21 CPE credits in a convenient seven-week series—and get the most up-to-date tax updates available. We have some great speakers lined up, and because it’s our 25th annual event, we will be acknowledging our anniversary with some special surprises!

Dates: Tuesdays: Sept. 20, 27, Oct. 4, 18, 25, Nov. 1, 8

Chapter Installation and Mixer

April 4th, 2011

We hope to see you at our premiere networking event at Balboa Bay Club in Newport Beach, which begins with the installation of our chapter officers. You’ll meet the leadership that drives our chapter’s successful events and enjoy drinks, food and a world-class view of Newport Harbor. We’d especially like to thank Arxis Technology, our event sponsor.

Date: Tuesday, May 3
Register online.

Save the Date: Fall Seminar Series

March 2nd, 2011

The chapter’s 25th Annual Fall Seminar Series begins Sept. 20! Don’t miss your chance to earn 21 CPE credits in a convenient seven-week series—and get the most up-to-date tax updates available.

Dates: Tuesdays: Sept. 20, 27, Oct. 4, 18, 25, Nov. 1, 8

Chapter Installation and Mixer

March 2nd, 2011

We hope to see you at our premiere networking event at Balboa Bay Club in Newport Beach, which begins with the installation of our chapter officers. You’ll meet the leadership that drives our chapter’s successful events, and enjoy drinks, food and a world-class view of Newport Harbor.

Date: Tuesday, May 3

Register online.

2011–12 Chapter Officers, Directors Nominations

March 2nd, 2011

Officers
President: Kevin Hartley
First Vice President: Thomas Bennett
Treasurer: Dolores Lara
Secretary: John Misuraca
Second Vice President: Allen Goh
Past President: Jeff Lenning

Directors to stand for election:
Open; Kathy Lawson; Robin Patino

Directors continuing their two-year terms:
Karen Connair, Sherry Radmore, Barry Villines, Christina Wenk and Gary Wilson

It’s Scholarship Time

March 2nd, 2011

Every year at this time, our chapter invites qualified accounting students attending state colleges and universities in Orange County and Long Beach to apply for a chapter scholarship. Take a moment and review the criteria and application process.

The five-member Scholarship Committee will review all applications submitted by the March 19 deadline. Winners, their families and professors are invited to our special July Scholarship Reception, where they are presented with their checks.

If you have any questions about the scholarship process, please contact Scholarship Committee Chair Larry Lamb via phone, (949) 752-5400, or e-mail.

12th Annual Economic Forecast

January 4th, 2011

Be sure to join us Jan. 25 for this annual event with Dr. Esmael Adibi at the Hyatt Regency Newport Beach! We have kept our fees the same for the past three years. Don’t miss this important opportunity to learn what’s in store for our economy in the coming year.

Register online today, or if you would like to purchase a table for 10, contact program associate Nancy Wilson.

2011 Financial Literacy Educators Conference

January 4th, 2011

Geared toward K-12 educators, this conference will provide free resources such as workbooks and toolkits; details of successful personal finance education programs and how to integrate them; and techniques and strategies to reach diverse student audiences.

Date: April 2
Location
: Los Angeles Convention Center

Register online.


Customer Services Email Change

As CalCPA prepares to make the switch to a new database, please note that the email address from which our database and website sends emails will be changing 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.

Chapter Events

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Local Interest Groups

From technical committees to discussion groups, the Orange County/Long Beach Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

Membership News

Items of Interest

Thank you to our sponsor of the May 8 OC Installation and Mixer, at Balboa Bay Club, Newport Beach

Scholarships for CPAs to go to Law School, Get an MBA

Irvine University has launched the Irvine Scholars Program for those interested in obtaining their law degree or MBA. A legal or business background in today’s job market can be useful to a CPA who wishes to pursue a career as a tax attorney or manage their own tax & accounting firm.

More information and application—due March 31—can be found online.

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Contact Us

Program Associate:
Nancy Wilson
(714) 545-6717

Program Director:
Geoff Wilson
(800) 922-5272, ext. 3230

330 N. Brand Blvd.; Suite 710
Glendale CA 91203

Chapter Leadership