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Sacramento Chapter

A blog for and by a community of professionals


Archive for the ‘Chapter News’ Category

Break Time: AP&AS Committee

January 20th, 2012

We had a great year with our meetings, but the committee will be taking a break during the traditional busy season. We look forward to reconvening in May.

Business & Industry CPAs

January 20th, 2012

The chapter’s new Business and Industry Interest Group meetings focus on timely topics and how the group can best serve business and industry members.

Our January meeting featured guest speaker Jolene Fraser from Ueltzen & Company, who discussed “How Fraud-Proof is Your Company?” Previous meetings included a meet-and-greet and a discussion on “Making Sense of Today’s Market.”

Come join us and let us know how we can better serve you.

Next meeting: Wednesday, March 14
Location: Piatti; 571 Pavilions Lane; Sacramento
Info: Chapter program associate Dana Agosti

 

Attorneys, Bankers, CPAs Night

December 22nd, 2011

Our fourth annual ABC Night Mixer is an opportunity for attorneys, bankers, CPAs and other financial professionals to mingle and create new relationships or rekindle old acquaintances. It is anticipated that there will be 350–400 attendees!

Take advantage of this great networking opportunity—and help our chapter’s scholarship fund.

Register today as previous ABC Nights have sold out!

Date: Wednesday, Feb. 1
Time: 5:30-8:30 p.m.
Location: Sutter Club
Cost (includes hosted bar and hors d’oeuvres): $60/members; $75/at the door (if space available)

Let’s Build Relationships with our State Legislators!

November 22nd, 2011

Our legislative successes last year were won with a lot of effort by CalCPA and its members. We need to continue to build and develop relationships with our state senators and assembly members. To continue to effectively represent the profession going forward, we need to strengthen these relationships and build new ones. Term limits make this process that much more important.

Do you personally know your senator or assembly member or one of their staff? Would you like to get involved in future grassroots government relations effort and help CalCPA and the profession? We are not asking for a major time commitment, send a couple of e-mails during the year and make an occasional visit to a district office with fellow CalCPA members. Please contact Patrick Rogan or our chapter program associate Dana Agosti.

Golf Tournament Sponsors are Aces

August 30th, 2011

Thank you to all of the sponsors, golfers, drawing prize donors, volunteers and committee members who helped to make the 48th Annual Sacramento Chapter Golf Tournament a huge success in raising money for our scholarship fund. Watch for an update in next month’s Bulletin for tournament results!

Hole in One Sponsor: Elk Grove Honda

Course Sponsor: ClearPoint Financial Partners

Eagle Sponsors: Brown, Fink, Boyce & Astle; First Northern Bank; John Waddell & Company; Paychex, Inc.; Wagner, Kirkman, Blaine, Klomparens & Youmans, LLP; Wells Fargo Bank

Par Sponsors: ADP 401K/ADP TotalSource; David Motes, CPA; Macias Gini & O’Connell; Gilbert & Associates; Golden Pacific Bank; Ledgent; Moss Adams; Morgan Stanley Smith Barney; Ueltzen & Company, LLP

Hole Sponsors: Ameriprise Financial; Becker Professional Education; Chavez, Kirstien & Co.; CompuPay, Inc.; CSUS College of Business; Moss Adams, LLP; Perry-Smith; Principal Financial Group; Ravel Rasmussen Properties; Robken & Company; Sacramento Business Journal; Thompson Tax & Associates, LLP; Three Tower; Word and Brown

Picture Sponsors: Amy Lehmkuhl, CPA; Moss Adams

Beverage Sponsors: Gregory Verdon & Company; CAMICO

Million Dollar Sponsor: Milla Austin/CCH

Annual Student Luncheon

August 30th, 2011

This year’s Annual Student Luncheon will be a great forum for CalCPA members to reach out to students and share their professional experiences and provide them with information about accounting careers.

Highlights of the program include experienced and enthusiastic speakers, a networking forum and the opportunity for CalCPA members to positively affect the life and career path of students. We will have a diverse panel of CPAs to answer questions and provide insight into the accounting world. Prior to the start of the program, students will have the opportunity to submit to the panel written questions regarding the accounting profession.

Students will also have an opportunity to network with local firms before the event to find out more about the firms, their specialties and what they have to offer new associates.

CalCPA membership and scholarship applications will be available.

Keep your eye out for registration details. Contact Program Associate Dana Agosti with any questions.

Date: Thursday, Nov. 17
Location: Sac State Alumni Center

Financial Symposium

August 30th, 2011

Join us as chapter members and other financial professionals discuss Sacramento’s political and economic climate. We are fortunate to have Dr. Sanjay Varshney, Dean of the College of Business Administration at California State University, Sacramento, as our keynote speaker and Kelly Brothers, a specialist in asset management and a business reporter for KCRA and KFBK, will be our master of ceremonies. We will also have Senator Darrell Steinberg as our political speaker at this event as well as great entertainment! Our two-hour session will be immediately followed by a hosted cocktail reception.

Date: Tuesday, Oct. 25

Register online.

If you are interested in sponsoring a table for the event, please download and complete a flier.

In Memoriam

July 27th, 2011

We express our condolences to the family and friends of the following chapter members: Wilbert Horst (member since 1952); Wayne E. Hamric (member since 1958) and Renato Parenti (member since 1956).

CalCPA Member Discount: ASWA Event

April 27th, 2011

CalCPA members are invited to attend—at a discounted rate—this event by the Sacramento Chapter of ASWA, which will cover leadership, hot topics and other professional issues.

CalCPA members can attend at the ASWA member rate of $120.

Date: Tuesday, May 17

Download registration flier

Ninth Annual Real Estate Conference

April 27th, 2011

Join us as the chapter’s Real Estate Discussion Group presents this informative event, which will cover strategies/options for clients with debt problems, property tax trends, tax credits to “go green” and more.

Date: Wednesday, June 15

Register online | Download flier



UC Davis Launches Master of Professional Accountancy

The UC Davis Graduate School of Management will become the first University of California school to offer a master’s degree in professional accountancy. The Master of Professional Accountancy (MPAc) will inaugurate its first class in fall 2012, and the university is accepting applications. Learn more.

Save the Dates

Business and Industry Committee
March 14 and April 11

Spring: Davis Discussion Group

Governmental Accounting and Auditing
March 22, April 26 and May 24

Litigation Committee
April 19 and May 17

Feb. 1: MAP Committee

May 8: Tax Committee: Data Security Concerns
for Tax Practitioners
Speaker: Randy A. Werner, Esq., CPA, CAMICO:

Aug. 20: 49th Annual Golf Tournament
Granite Bay Golf Club

Membership News

Monthly Archives

Local Interest Groups

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

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Contact Us

Program Associate:
Dana Agosti
(916) 551-2961

Program Director:
Vince Chin
(916) 551-2963

1210 K Street; #1000
Sacramento CA 95814

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