| Share

Silicon Valley/San Jose Chapter

A blog for and by a community of professionals


President's Message

A Final Word

March 1, 2014

By Carol Wagner, CPA

2013-pres-carol-wagnerFor my final President’s Message, I want to acknowledge the involvement of several key people in our chapter. Stephanie Stewart, our chapter’s program associate, works tirelessly to serve our chapter members and keep us connected to the statewide activities of CalCPA. Our chapter’s officers, board of directors and committee chairs plan and execute events and activities designed to benefit members. They deserve thanks from all of us. Next time you attend a CalCPA event, seek out the organizer and offer a simple thank you. Anyone who has put an event together knows the effort involved, from coordinating a speaker to making sure the food shows up on time.

CalCPA involvement is a good thing. That’s my personal assessment of CalCPA, and also my message as I complete my year as chapter president. My participation started several years ago when I served as a co-chair for our chapter’s AP&AS Committee. A few years later I was elected to the board of directors, and then later began serving as an officer. At each stage of involvement, I met new people, learned new information regarding our profession and improved my career. The time was well spent, and I encourage you to do the same. Find a committee, event or activity that interests you and invest the time to participate. You will see the benefits.

But my year is not quite over, so let me encourage you to attend our upcoming Installation Night and support Karl-Heinz Lachnit as he takes his place as 2014-15 chapter president. Stay tuned for event details—and let’s all get involved.

Chapter News

2014-15 Slate of Officers and Directors

Thank you for participating in our election. We’re pleased to announce the chapter’s 2014-15 elected officers, directors and council representatives.

Officers
President: Karl-Heinz Lachnit (Landrum & Company, Inc.)
Vice President: Lynda R. Boman (Boman Accounting Group, Inc.)
Secretary: Jonathan Straus (Lautze & Lautze)
Treasurer: Robert A. Lee (Robert Lee & Associates)
Past President: Carol Wagner (Abbott Stringham & Lynch)

Directors
(Second year of a two-year term 2013-15)

  • Patricia M. Kaufman (McGilloway, Ray, Brown & Kaufman)
  • Ruoyu Loughry
  • Philip V. Taluban (Ocean Mist Farms)
  • Candace L. Vaughn (Frank, Rimerman + Co. LLP)

(First year of a two-year term 2014-16)

  • Elaine Cardiel (Altum Partners, LLP)
  • Mark R. Daines (GALLINA LLP)
  • Gerald Nangoy (eBay)
  • Megan Thompson (Thompson Accounting)

CalCPA Council Representatives (2014-15)
Lynda R. Boman (Boman Accounting Group, Inc.)
Karl-Heinz Lachnit (Landrum & Company, Inc.)
Carol Wagner (Abbott Stringham & Lynch)
Benjamin J. Mozzetti Jr. (Mozzetti Inc. Accountancy Corp.)

As we look toward next fiscal year, we would like to thank our current board members who continue to serve until April 30.

2014 High School Student Summer Residency Program at UC Berkeley

Do you know a minority high school student? Give him/her the gift of a lifetime by offering the opportunity, if selected, to discover if a career in accounting and finance is in their future. CalCPA has partnered with ACAP to offer a free, one-week residential program at UC Berkeley in July. Talented professionals will share financial fundamentals applicable in everyday life to accounting and finance principles to business etiquette to college success. Here is what a graduate of the program says:

“The program opened my eyes to a career in accounting at a very young age and I haven’t looked back in over 25 years.”
Erick O. Bell, Managing Director
StoneTurn Group, LLP

Applications must be received by May 5. For more information and to download the application visit www.acapsfbayarea.org.

Recruiting: Volunteer Income Tax Assistance Program, Monterey County

The Volunteer Income Tax Assistance Program (VITA) is a service of United Way Monterey County that provides free tax preparation to individuals and households making $57,000 or less. Free tax sites have opened and free tax software will also be available online. For more information about tax sites call 2-1-1. If you are interested in becoming a tax preparation volunteer, please sign up online. Training for advanced intermediate and advanced professionals can be done in class or online. Additional questions? Contact Aranyani Azevedo, United Way Monterey County’s community impact manager, at (831) 372-8026 ext. 205.

2014 Honorees Night: A Night to Remember

By Roger Laux, CPA, Scholarship Committee Chair
The chapter’s annual Honorees Night was held Jan. 29 and was a very successful evening. We recognized past chapter presidents and one new 40-year chapter member—William O’Brien—who was presented with a lifetime membership certificate.

Harvey Armstrong received this year’s Lifetime Achievement Award. Harvey was introduced by Ron Gong and gave a nice acceptance speech, recounting and acknowledging the friends, family and business associates who have helped and influenced him along the way.

CalCPA Chair Rich Simitian was a guest and addressed the audience with some of the current issues that are in front of CalCPA this year.

Read the rest of this entry »

After-tax Season Ballgame a Hit

What one member had to say…

Hi Stephanie,

It was great to finally put a face to your name, I enjoyed meeting you!

That was the most amazing event I have ever attended and my family and friends are still talking about it. The food, atmosphere and venue were all incredible. As I told stories about the party and walking out onto the field I had to start an extended mental invite list should this event be repeated in the future!

Kudos to all involved in putting together something more memorable than I could have ever imagined. I could not have come up with a better way to celebrate the completion of another successful tax season and to personally share it with all of those in my life who sacrifice and make it possible for me to be a CPA was very special to me.

Thank you,

Keith A. Schwehr, CPA, CGMA
CFO
Sturdy Oil Company

CalCPA News

Women’s Leadership Forum: Develop, Inspire, Celebrate

Learn leadership ideas, trends and practical guidance that will make a difference in your professional life. Topics include executive presence, working within generational differences, making a difference on nonprofit and corporate boards and more. We’ll also present our Women to Watch Awards, which recognize women for their outstanding contributions to the profession and communities.

Learn more and register.

Renew by May 1 and Receive a FREE 4-Hour Ethics Course

By renewing your CalCPA membership, you will keep your access to advocacy in Sacramento, leadership opportunities, news and trends, exclusive discounts, continuing education and a network of more than 40,000 CalCPA members. Plus, renew today and receive a FREE 4-hour ethics course valued at $190.


Membership News

Waste No Food

Waste No Food is a non-profit, started by 15 year old Kiran Sridhar, that provides a web-based "marketplace" allowing excess food to be donated from the food service industry to qualified charities that work with the needy.

Monthly Archives

Local Interest Groups

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

Subscribe

Subscribe to Silicon Valley/San Jose Chapter Bulletin by Email

Subscribe in a reader

What's a reader?
Watch the video tutorial on CalCPA's website. (CalCPA members only)

Contact Us

Division Director:
Membership and Strategic Programming
Jill Gorman
(650) 522-3204

Program Associate:
Stephanie Stewart
(408) 983-1122


1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072

Chapter Leadership