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San Joaquin Chapter

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Archive for the ‘CalCPA News’ Category

Free Webcast: New Peer Review Standards

May 22nd, 2009

The new year brought new peer review and quality control standards effective Jan. 1, 2009, that require written documentation of a quality control plan and written independence confirmations from staff. These standards apply to all firms with attest engagements, including firms that issue only compilations. Make sure you’re in compliance by attending this free, two-hour webcast featuring Linda McCrone, CalCPA’s director of peer review, Wednesday June 3, 10 a.m.-noon.

Register today: (800) 922-5272.

New Member Benefit: Post Your Résumé for FREE

May 22nd, 2009

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.

Executive Education at UC Berkeley: Advanced Financial Reporting and Analysis

August 26th, 2008

Join us for this intensive three-day workshop during which you will build your arsenal of effective, proven tools and techniques to detect and undo accounting distortions. You’ll also learn how to make the necessary accounting adjustments and recast financial statements so they truly reflect the business’ reality, dramatically improving the reliability of subsequent financial analysis and valuation. More information.

Outstanding Accounting Educator Award

August 19th, 2008

Nominations are being accepted for Outstanding Accounting Educator Award, a distinguished recognition award that includes a plaque and $3,000 cash that is given by CalCPA and the California CPA Education Foundation.

Eligible nominees must be a full-time faculty member at an accredited college or university in California; has demonstrated excellence in teaching and distinguished themselves through active service in accounting professional organizations; and has made a significant contribution to the growth and enhancement of the education profession through course development or research relating to study, teaching and practice of accountancy.

Go online to make a nomination and for more details about the selection process.

RSS Feeds—An Easy Way to Get What You Want

July 29th, 2008

Really Simple Syndication (RSS) is fast becoming a popular way to have the news and information you want brought directly to you. CalCPA updates its website frequently, and by subscribing to an RSS feed, you can automatically receive information without having to surf the site. Learn more at http://www.calcpa.org/Content/RSS.aspx.

Reduce E-mail Clutter

July 28th, 2008

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 that you receive only those of most interest to you. (No more tax updates for auditors—unless you request it).

Everything you Need to Know About Long-Term Care Insurance

July 28th, 2008

CalCPA affinity partner, LTC4CPAs, helps CalCPA members shop and compare multiple long-term care plans from the top insurance carriers in the LTC market—and in many cases, CalCPA members are eligible for discounted rates.

However, before you shop, it’s important to understand the ins and outs of LTC plans. Our complimentary webcast will cover:

  • What is long-term care
  • The retirement liability paradigm
  • Government solutions and myths
  • The Deficit Reduction Act of 2005
  • Understanding long-term care insurance
  • Using insurance to transfer risk
  • The California Partnership program
  • Tax issues

The formal presentation will be followed by a Q&A session. http://www.calcpa.org/Content/affinity/partners.aspx

Auto and Homeowners Insurance Savings for Members

July 28th, 2008

Mercury Insurance, the third largest auto insurer in California, offers CalCPA members a 10 percent discount off Mercury’s already low auto insurance rates. Additional discounts include Good-Driver, Anti-Theft Device, Multi-Car, Good Student and more … plus you’ll get up to an additional 15 percent off when you insure both your home and auto with Mercury.

Get a free quote by visiting www.mercuryinsurance.com/calcpa.

Leadership Institute—Apply Today!

June 17th, 2008

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers. Participants will grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills.

The California CPA Education Foundation and CalCPA are underwriting the costs except for a small administrative fee that will be responsibility of the individual participant. Qualified candidates will be members who have the greatest potential for fulfilling future leadership roles at CalCPA. The nominations process requires a completed application to be returned by Aug. 4, 2008.

Please help us identify those members who will best lead our organization and profession in the years ahead.

For more information and to download a nominations form, go to http://www.calcpa.org/Content/Files/CPA_Lead_Inst.pdf

2008 Map Survey—Take it Today!

June 15th, 2008

Access targeted and relevant practice management benchmarks including billing rates, chargeability, ratios, compensation, and other key performance indicators—as well as strategic guidance from practice management leaders. The value of these benchmarks depends on broad participation among CPA firms like yours; we hope you participate in the survey at http://map.pcps.org. The survey closes Friday, July 11—so don’t delay. Participants will enjoy the following improvements to 2008 Survey:

  • Shorter, more targeted survey – 40% fewer questions
  • FREE summary results report for ALL participants
  • Results produced much earlier than in previous years
To access the 2008 MAP Survey’s comparison data, you need to participate. In addition to the free summary report, CalCPA member participants will have access to an interactive report with data tailored to firm size and region. Again, the survey closes Friday, July 11—so take the survey today.

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.

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Local Interest Groups

From technical committees to discussion groups, the San Joaquin 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:
Karen Howard
(209) 656-1882

Program Director:
Vince Chin
(916) 551-2963

P.O. Box 750
Denair CA 95316

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