Silicon Valley/San Jose Chapter
A blog for and by a community of professionals
March 1, 2014
By Carol Wagner, CPA
For 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.
Thank you for participating in our election. We’re pleased to announce the chapter’s 2014-15 elected officers, directors and council representatives.
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)
(Second year of a two-year term 2013-15)
- Patricia M. Kaufman (McGilloway, Ray, Brown & Kaufman)
- 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)
- 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.
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.
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.
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.
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