2006-2008 speakers bank 04-30-08 - California Society of CPAs
2006-2008 speakers bank 04-30-08 - California Society of CPAs
2006-2008 speakers bank 04-30-08 - California Society of CPAs
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CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/10/06 E21201S2EB Tax Issues in Divorce Mini-ConferenceBartholomew Wasznicky &4 Bartholomew, Hal D.w/lunchMolinaro LLP916-455-5200 hal@DivorceWithRespect.com01/10/06 E21201S2EB Tax Issues in Divorce Mini-Conferencew/lunch4 Preville, Eileen Law Offices <strong>of</strong> Eileen Preville 510-893-4000 epreville@previllelaw.com01/10/06 E21201S2EB Tax Issues in Divorce Mini-Conferencew/lunch4 Dailey, Garrett C. Attorney's Briefcase, Inc. 510-465-3920 briefcase@aol.com01/10/06 E21201S2EB Tax Issues in Divorce Mini-Conferencew/lunch4 Self, Melinda County <strong>of</strong> Contra Costa Dept <strong>of</strong> 925-957-7<strong>30</strong>001/17/06 E1<strong>08</strong>01S1 EB Career 2 Huxley, Stephen J. Asset Dedication LLC 925-377-7171 stevehuxley@gmai.lcom01/17/06 E1<strong>08</strong>01S1 EB Career 2 Burns, Brent Asset Dedication LLC 925-377-717101/18/06 E2190106EB Personal Financial Planning BusinessSuccession-Private Annuities1 Krochka, James J. Law Office <strong>of</strong> James J Krochka 925-932-7002 jim@jimkrochka.com01/21/06 E111010601/21/06 E111010601/21/06 E111SES101/25/06 E<strong>30</strong>1010602/01/06 E2<strong>08</strong>020603/22/06 E2160<strong>30</strong>603/22/06 E2160<strong>30</strong>605/09/06 E<strong>30</strong>1050605/09/06 E<strong>30</strong>1050605/10/06 E219050605/17/06 E2<strong>08</strong>050605/18/06 E<strong>30</strong><strong>30</strong>506East Bay Chapter Low-Cost Education -2005 Winter Event Update <strong>of</strong> A&A Issuesand Bulletpro<strong>of</strong>ing Your BooksEast Bay Chapter Low-Cost Education -2005 Winter Event Update <strong>of</strong> A&A Issuesand Bulletpro<strong>of</strong>ing Your BooksEast Bay Chapter Low-Cost Education:Morning Session Update <strong>of</strong> A&A Issues(2005 Winter Event)EB Co Co Discussion Group: Joint Mtg withContra Costa Bar Association CriminalEnforcement for Violations by PaidPreparers & Tax Pr<strong>of</strong>essionalsEB QuickBooks Users Group Fraud &Internal ControlsEB Business & Industry: Fraud & WhiteCollar CrimeEB Business & Industry: Fraud & WhiteCollar CrimeEB Contra Costa Discussion Group:Maximizing Depreciation Using CostSegregation TechniquesEB Contra Costa Discussion Group:Maximizing Depreciation Using CostSegregation TechniquesEB Personal Financial Planning TacticalAsset Allocation: Avoiding Risk and AddingAlphaEB QuickBooks Users Group: A New Look atQuickBooks Point <strong>of</strong> Sale (POS)EB North Bay Discussion Group SecurityStarts From Within:A Detailed Discussion atThreats and Solutions8 Levy, John R. John R Levy, CPA 925-937-3444 john@levycpa.com8 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com4 Levy, John R. John R Levy, CPA 925-937-3444 john@levycpa.com1 Wirth, Roger L. Internal Revenue Service 510-637-2703 roger.wirth@ci.irs.gov2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com2 Glenn, Donald A. Glenn & Dawson LLP 925-945-7722 don@forensiccpa.com2 Matthews, J Michael1 Melillo, Jason C.1 Bajek, AnnetteRogers Joseph O'Donnell &PhillipsKrost Baumgarten Kniss &GuerreroKrost Baumgarten Kniss &Guerrero415-956-2828626-449-4225 Jason@KBKG.com626-449-4225 annetteb@kbkg.com1 Gire, Paul J. Strategic Advisory Services Inc. 925-254-9677 kristin@strategicadvisory.com2 Green, Steven D. Campbell Taylor & Co 916-929-3680 sgreen@cbtcpas.com1 Paric, Michael5/22/<strong>20<strong>08</strong></strong> Page 8 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/14/06 E2190606EB Personal Financial Planning PensionPlans1 Shojinaga, Ray Flynn Shijinaga and Associates 510-748-64<strong>2006</strong>/15/06 E<strong>30</strong><strong>30</strong>60607/20/06 E<strong>30</strong><strong>30</strong>706<strong>08</strong>/09/06 E219<strong>08</strong>06<strong>08</strong>/17/06 E<strong>30</strong><strong>30</strong>80609/07/06 E209090609/07/06 E209090609/07/06 E209090609/13/06 E<strong>30</strong>5090609/20/06 E2190906EB North Bay Discussion Group IRA FactsRuls and Funding: Know Your BeneficiaryRulesEB North Bay Discussion Group ReverseMortgagesEB Personal Financial Planning AssetDedicationEB North Bay Discussion Group HR Issuesfor the Small Business OwnrEB Young/Emerging Pr<strong>of</strong>essionals AuditingCareer RoundtableEB Young/Emerging Pr<strong>of</strong>essionals AuditingCareer RoundtableEB Young/Emerging Pr<strong>of</strong>essionals AuditingCareer RoundtableEB South Bay Discussion Group:Partnership Issues for 1031 ExchangesEB Personal Financial Planning Clues, Cuesand Resources: How to Help Clients withElder Care Challenges1 Heflebower, John V.1 Perez, Sonya S. Financial Freedom Senior Funding 415-897-0509 sperez@financialfreedom.com1 Huxley, Stephen J. Asset Dedication LLC 925-377-7171 stevehuxley@gmai.lcom1 Pettegrew, Marcie Paychex Inc 4<strong>08</strong>-436-55<strong>30</strong>1 Carr-Fingerle, Joelyn K. Joelyn K. Carr-Fingerle, CPA 510-796-3279 fingerle@pacbell.net1 Pon, Cynthia Macias Gini & O'Connell LLP 925-274-0190 cpon@mgocpa.com1 Eisenhour, Cheryl A. Hood & Strong LLP <strong>CPAs</strong> 415-781-0793 Cheryl71421@yahoo.com1 Haislet, G Scott G. Scott Haislet 925-283-1031 scott@goscott.com1 Cohen, Sandy Cohen Cormier Group 925-945-885509/21/06 E<strong>30</strong><strong>30</strong>90610/<strong>04</strong>/06 E216100610/11/06 E<strong>30</strong>5100610/18/06 E2<strong>08</strong>100610/18/06 E209100610/18/06 E209100610/18/06 E209100610/18/06 E2191006EB North Bay Discussion Group To Assessor Not to Assess That is the QuestionEB Business & Industry: FAS123R andValuation Issues and How It Relates to FixedAsset and Goodwill ImpairmentsEB South Bay Discussion Group: R & D TaxCredit Opportunities for You and Your ClientEB QuickBooks Users Group: Cash vsAccrualEB Young/Emerging Pr<strong>of</strong>essionals TaxCareer RoundtableEB Young/Emerging Pr<strong>of</strong>essionals TaxCareer RoundtableEB Young/Emerging Pr<strong>of</strong>essionals TaxCareer RoundtableEB Personal Financial Planning - FinancialPlanning Roundtable: Interactive Discussionon Various Topics1 Tuteur, John County <strong>of</strong> Napa Assessor 707-253-4459 jtuteur@co.napa.ca.us2 Saba, Carl Burr Pilger & Mayer LLP 415-421-5757 csaba@bpmllp.com1 Daly, Patrick L. Alliantgroup 415-846-76<strong>30</strong>2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com1 Seiberlich, Terrence J. Seiberlich Accountancy Corp 925-939-8222 terry@seibercpa.com1 Carter, Samantha Johnston Gremaux & Rossi, LLP 925-944-1881 scarter@jgrcpa.com1 Borghino, Jeff Grant Thornton LLP 202-296-7800 jborghino@yahoo.com1 Healy, Robert J. RJ Healy & Co. Financial Advisors 925-944-5734 rob@rjhealyco.com5/22/<strong>20<strong>08</strong></strong> Page 9 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/18/06 E2191006EB Personal Financial Planning - FinancialPlanning Roundtable: Interactive Discussionon Various Topics1 Desmond, Gregory M. Desmond Consulting Group 925-932-1994 greg@desmondwealth.com10/19/06 E<strong>30</strong>31006EB North Bay Discussion Group SuccessionPlanning Decide Enough is Enough?1 Bock Stewart, Kathleen M.Gaw Van Male Smith Myers &Mirolio707-252-900010/28/06 E111100610/28/06 E111100610/28/06 E111100610/28/06 E111SES1EB LCE - 8 hr CPE event Fall Low CostEducationEB LCE - 8 hr CPE event Fall Low CostEducationEB LCE - 8 hr CPE event Fall Low CostEducationEB LCE: Morning Session - Topics: Art <strong>of</strong>Negotiating and Audit Standards 4 hrs CPE8 Arntzen, Carl M. Carl M. Arntzen CPA 415-285-8886 carlarnt@pacbell.net8 Dayonot, Timothy M.8 Brosi, Karen Karen Brosi, EA, CFP 650-327-2765 karen@brositax.com4 Arntzen, Carl M. Carl M. Arntzen CPA 415-285-8886 carlarnt@pacbell.net10/28/06 E111SES1EB LCE: Morning Session - Topics: Art <strong>of</strong>Negotiating and Audit Standards 4 hrs CPE4 Dayonot, Timothy M.10/28/06 E111SES2 EB LCE: Afternoon Session - Topics: Issues<strong>of</strong> AMT and Sales <strong>of</strong> Residences 4 hrs CPE4 Brosi, Karen Karen Brosi, EA, CFP 650-327-2765 karen@brositax.com11/07/06 E1151106 EB 11th Annual Estate Planning Symposium 6 Olsen, Alan L.Greenstein Rog<strong>of</strong>f Olsen & CoLLP510-797-8661 aolsen@groco.com11/07/06 E1151106 EB 11th Annual Estate Planning Symposium 6 Prokey, John W. Ramsbacher Prokey LLP 4<strong>08</strong>-293-3616 jwp@ramsbacherprokey.com11/07/06 E1151106 EB 11th Annual Estate Planning Symposium 6 Bufford, Brenda CA Department <strong>of</strong> Health Services11/07/06 E1151106 EB 11th Annual Estate Planning Symposium 6 Beck, Ken A.kenneth.beck@wachoviasec.com11/07/06 E1151106 EB 11th Annual Estate Planning Symposium 6 Hatcher, Alan Treasury Inspector General for 213-894-4470 alan.hatcher@tigta.treas.gov11/07/06 E1151106 EB 11th Annual Estate Planning Symposium 6 Diamond, David A. Dickenson Peatman & Fogarty 707-252-7122 ddiamond@dpfnapa.com11/<strong>08</strong>/06 E<strong>30</strong>1110611/16/06 E<strong>30</strong>3111612/06/06 E216120612/06/06 E216120612/12/06 E1051206EB Contra Costa Discussion Group:Overview on Buying and Selling CPApracticesEB North Bay Discussion Group WealthManagement for Your WalletEB Business & Industry: The SOX Effect &Use <strong>of</strong> SpreadsheetsEB Business & Industry: The SOX Effect &Use <strong>of</strong> SpreadsheetsEB Tax Night: Topic Murphy vs. IRS (CADC 8/22/<strong>2006</strong>)1 Ezell, John R. ProHorizons 4<strong>08</strong>-702-4000 john@prohorizons.com1 Daniels, Charles I. Harvest Financial LLC 707-257-7281 cdaniels@rr.firstallied.com2 Maynard, Roy rmaynard@bpmllp.com2 Perry, Eric Prodiance Corporation 925-543-0054 eric.perry@prodiance.com1 Wood, Robert W. Wood & Porter 415-834-1800 wood@woodporter.com5/22/<strong>20<strong>08</strong></strong> Page 10 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail12/13/06 E2<strong>08</strong>1206EB QuickBooks Users Group: New 2007Version2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com12/13/06 E<strong>30</strong>51206EB South Bay Discussion Group: Hot TopicsGreenstein Rog<strong>of</strong>f Olsen & Co1 Faust, Jeffin Business ValuationsLLP510-797-8661 jfaust@groco.com12/21/06 E<strong>30</strong>31206EB North Bay Discussion Group HumanResources Guidelines for Employees""1 Pettegrew, Marcie Paychex Inc 4<strong>08</strong>-436-55<strong>30</strong>01/10/07 E<strong>30</strong>10107EB Contra Costa Discussion Group: CurrentIssues with Limited Liability Companies andOther Entities1 Haislet, G Scott G. Scott Haislet 925-283-1031 scott@goscott.com01/10/07 E<strong>30</strong>50107EB South Bay Discussion Group: IRAUpdate and Solutions1 McKissack, Joseph E. Merrill Lynch 925-945-4800 joe_mckissack@ml.com01/17/07 E1<strong>08</strong>0107 EB Careers/Scholarship Night 1 McWilliams, John jgmcwilliams@yahoo.com01/20/07 E12<strong>30</strong>107EB Top 10 Individual Tax Planning Issuesf/Your Client's Financial... Well-Being8 Allen, Noelle Allen & Allen LLP 5<strong>30</strong>-672-9860 Noellecpa@allentaxes.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Applebaum, Noel H.CBIZ & Mayer H<strong>of</strong>fman McCannPC310-268-2000 napplebaum@cbiz.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Brautigam, Beverly Brautigam & Co 916-685-2633beverlybrautigam@sactaxcpa.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Glenn, Donald A. Glenn & Dawson LLP 925-945-7722 don@forensiccpa.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Bartholomew, Hal D.Bartholomew Wasznicky &Molinaro LLP916-455-5200 hal@DivorceWithRespect.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Hawkins, Karen L. Taggart & Hawkins 510-893-9999 klhawkins@tagghawk.com01/23/07 E2120107 EB Tax Issues in Divorce Mini-Conference 4 Read, Donald H. Certified Tax Law Specialist 510-409-4927 dread@well.com01/25/07 E209010701/25/07 E209010702/07/07 E2<strong>08</strong>020702/07/07 E2160207EB Young/Emerging Pr<strong>of</strong>essionalsManagement and the Busy SeasonEB Young/Emerging Pr<strong>of</strong>essionalsManagement and the Busy SeasonEB QuickBooks Users Group: Job Costingand InventoryEB Business & Industry: Everything YouWanted To Know About Corporate InsuranceBut Were Afraid to Ask1.5 Markovitz, Daniel Time Back Management 917-364-18641.5 Smith, Erma Los Medanos College Foundation 925-439-2181dan@timebackmanagement.com2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com2 Krilanovich, Ann Insurance Dynamics 415-586-8242 akrilanovich@earthlink.net05/02/07 E2160507 EB Business & Industry: 2 Black, Joanne S. No More Cold Calling, LLC 415-461-8763joanne@nomorecoldcalling.com05/15/07 E2<strong>08</strong>050705/17/07 E2190507EB QuickBooks Users Grp: Data Transferand Other QuickBooks Set Up IssuesEB Personal Financial Planning - Challenges<strong>of</strong> Converting Traditional Clients to FinancialPlanning Svcs2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com1 Soares, Colleen Colleen Soares CPA 707-255-6900 csoares999@yahoo.com5/22/<strong>20<strong>08</strong></strong> Page 11 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mailEB Personal Financial Planning - Challenges05/17/07 E2190507 <strong>of</strong> Converting Traditional Clients to FinancialPlanning Svcs1 Healy, Robert J. RJ Healy & Co. Financial Advisors 925-944-5734 rob@rjhealyco.com05/17/07 E219050706/13/07 E<strong>30</strong>10607EB Personal Financial Planning - Challenges<strong>of</strong> Converting Traditional Clients to FinancialPlanning SvcsEB Contra Costa Discussion Group: GettingYour Practice Ready for Disaster orRetirement1 Desmond, Gregory M. Desmond Consulting Group 925-932-1994 greg@desmondwealth.com1 Miller, JD J D Miller, CPA 707-642-8987 trustedadvisor@covad.net06/20/07 E2<strong>08</strong>0607EB QuickBooks Users Grp: How <strong>CPAs</strong> CanUse QuickBooks as a Consulting Tool2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com06/21/07 E219060706/21/07 E219060706/21/07 E219060706/21/07 E<strong>30</strong><strong>30</strong>607EB Personal Financial Planning - FinancialPlanning S<strong>of</strong>tware UpdateEB Personal Financial Planning - FinancialPlanning S<strong>of</strong>tware UpdateEB Personal Financial Planning - FinancialPlanning S<strong>of</strong>tware UpdateEB North Bay Discussion Group ESOP LawSolutions1 Soares, Colleen Colleen Soares CPA 707-255-6900 csoares999@yahoo.com1 Healy, Robert J. RJ Healy & Co. Financial Advisors 925-944-5734 rob@rjhealyco.com1 van Gemeren, PeterFuhriman van Gemeren Matlin<strong>CPAs</strong>1 Scott, Jake Chang, Ruthenberg & Long925-943-1122 peter@fvgcpas.com07/11/07 E2160707 EB Business & Industry: COSO 2 Keeler, Clark Burr Pilger & Mayer LLP 415-421-5757 ckeeler@bpmllp.com07/12/07 E2250707EB Stock Options: Taxation & EffectivePlanning1 Haskew, Loella Buckley Patchen Riemann & Hall 925-284-5262 lhaskew@bprh-cpa.com07/19/07 E<strong>30</strong><strong>30</strong>707EB North Bay Discussion Group CaseStudies1 Fischer, Joe Harvest Financial LLC 707-257-7281<strong>08</strong>/01/07 E2<strong>08</strong><strong>08</strong>07EB QuickBooks Users Grp: Top 10Mistakes Accountants Make . . . And How toAvoid Them2 Nagayama, Bonnie J. McWilliams & Associates Inc 925-247-0100 bonnie@4luv<strong>of</strong>biz.com<strong>08</strong>/22/07 E<strong>30</strong>5<strong>08</strong>07<strong>08</strong>/23/07 E209<strong>08</strong>07<strong>08</strong>/23/07 E209<strong>08</strong>0709/19/07 E<strong>30</strong>1090709/20/07 E219090709/20/07 E<strong>30</strong><strong>30</strong>90709/26/07 E2090907EB South Bay Discussion Group: IdentityTheft: Is Your Business FACTA Compliant?EB Young/Emerging Pr<strong>of</strong>essionals Privatevs PublicEB Young/Emerging Pr<strong>of</strong>essionals Privatevs PublicEB Contra Costa Discussion Group: TaxSavings for Small BusinessEB Personal Financial Planning: Immediateand Deferred AnnuitiesEB North Bay Discussion Group:Possibilities, Not PaymentsEB Young/Emerging Pr<strong>of</strong>essionals A BriefIntroduction to Negotiations Theory andPractice1 Brown, Renee IDT Compliant Team 510-657-8753 renee@idtcompliant.com1 Menasco, Jamie S. Bio-Rad Laboratories Inc 510-741-1000 jamie_menasco@bio-rad.com1 Jordan, Dan J. Jordan & Decker LLP 415-381-3344 d_jordan@pacbell.net1 Swany, Ralph M. Ralph Swany, CPA 925-838-1050 skipcpa@juno.com1 Curtis, Joseph Jenkins Athens 916-576-15021 Feldman, Erik Rex & Co 415-992-42001 Dayonot, Timothy M.5/22/<strong>20<strong>08</strong></strong> Page 12 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail09/26/07 E<strong>30</strong>5<strong>08</strong>0SEB So Bay Discussion Grp Fall SeminarSeries5 Sanders, James A. Jaslin Group San Francisco 415-587-0171 jaslin@jaslin.com09/26/07 E<strong>30</strong>5<strong>08</strong>0SEB So Bay Discussion Grp Fall SeminarSeries5 Parker, Sheryl Y. Internal Revenue Service 510-637-2703 sheryl.y.stokes@irs.gov09/26/07 E<strong>30</strong>5<strong>08</strong>0SEB So Bay Discussion Grp Fall SeminarSeries5 Brown, Renee IDT Compliant Team 510-657-8753 renee@idtcompliant.com09/26/07 E<strong>30</strong>5<strong>08</strong>0SEB So Bay Discussion Grp Fall SeminarCohen Cormier Geriatric Carercormier@eldercaremanagers.5 Cormier, Roger510-652-3377SeriesManagerscom09/26/07 E<strong>30</strong>5<strong>08</strong>0SEB So Bay Discussion Grp Fall SeminarSeries5 Etheridge, Riley Merrill Lynch09/26/07 E<strong>30</strong>5090710/18/07 E219100710/18/07 E219100710/18/07 E<strong>30</strong>3100710/20/07 E111SES110/20/07 E111SES110/20/07 E111SES210/24/07 E<strong>30</strong>51007EB South Bay Discussion Group: A BriefUpdate on Accounting Office TechnologyEB Personal Financial Planning: AccessingHome Equity with Reverse Mortgages &REX AgreementsEB Personal Financial Planning: AccessingHome Equity with Reverse Mortgages &REX AgreementsEB North Bay Discussion Group ProtectingPersonal CreditEB Fall Low Cost Education - MorningSessionEB Fall Low Cost Education - MorningSessionEB Fall Low Cost Education-AfternoonSessionEB South Bay Discussion Group: EldercareManagement Frees You to Do What You DoBest1 Sanders, James A. Jaslin Group San Francisco 415-587-0171 jaslin@jaslin.com1 Mason, Celia J. BWC Mortgage 925-998-4678 cmason@celiamason.com1 Cusack, Jeffrey P. Rex & Co 415-992-42001 Cooney, Dennis Chase Home Mortgage dennis@dmcooney.com4 Levy, John R. John R Levy, CPA 925-937-3444 john@levycpa.com4 Sanders, James A. Jaslin Group San Francisco 415-587-0171 jaslin@jaslin.com4 Haislet, G Scott G. Scott Haislet 925-283-1031 scott@goscott.com1 Cormier, RogerCohen Cormier Geriatric CareManagers510-652-3377rcormier@eldercaremanagers.com11/06/07 E1151107 EB 12th Annual Estate Planning Symposium 6 Temmerman Jr, Robert E. Robert E. Temmerman, Jr. Atty. 4<strong>08</strong>-377-178811/06/07 E1151107 EB 12th Annual Estate Planning Symposium 6 Rauch, Katherine L. Katherine Rauch, CPA 925-254-3655 katherinerauch@yahoo.com11/06/07 E1151107 EB 12th Annual Estate Planning Symposium 6 Schiller, Keith Schiller Law Group, A PLC 925-258-0123 kschiller@slg4law.com11/06/07 E1151107 EB 12th Annual Estate Planning Symposium 6 Jones, Michael J. Thompson Jones LLP 831-373-1800 mjj@tj-llp.com11/06/07 E1151107 EB 12th Annual Estate Planning Symposium 6 Eckstein, David M. FMV Opinions Inc 415-288-9500 deckstein@fmv.con11/07/07 E2161107EB Business & Industry: Why QualifiedPlans are Better for All Business Owners2 Belous, Nona P. David White & Associates 925-837-9555nbelous@davidwhiteassoc.com5/22/<strong>20<strong>08</strong></strong> Page 13 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/07/07 E2161107EB Business & Industry: Why QualifiedPlans are Better for All Business Owners2 White, David W. David White & Associates 925-837-9555 dwhite@davidwhiteassoc.com11/14/07 E<strong>30</strong>11107EB Contra Costa Discussion Group: Section409(A) and Non-qualified Plans - What yourclients don't know could hurt them1 Waldron, Robert J. Jr Lincoln Financial Advisors 925-275-0<strong>30</strong>0 robert.waldron@lfg.com11/15/07 E<strong>30</strong>3110711/15/07 E<strong>30</strong>31107EB North Bay Discussion Group Scope &Impact <strong>of</strong> PhilanthropyEB North Bay Discussion Group Scope &Impact <strong>of</strong> Philanthropy1 DePaepe, Eric A. Ensemble Capital Management 650-696-12461 Stannard-Stockton, Sean Ensemble Capital Management 650-696-1246edepaepe@ensemblecapital.comsstannardstockton@ensemblecapital.com11/28/07 E<strong>30</strong>51107EB South Bay Discussion Group: 6 Steps <strong>of</strong>Financial Planning1 Etheridge, Riley Merrill Lynch12/<strong>04</strong>/07 E1051207 EB Tax Night: 2007 Tax Act 1 McBride, Gary R. CSU East Bay 510-885-<strong>30</strong>00 garymcb@pacbell.net12/13/07 E2261207 EB Technology: Roundtable 1 Levy, John R. John R Levy, CPA 925-937-3444 john@levycpa.com12/13/07 E2261207 EB Technology: Roundtable 1 Sanders, James A. Jaslin Group San Francisco 415-587-0171 jaslin@jaslin.com01/17/<strong>08</strong> E21901<strong>08</strong>EB Personal Financial Planning: SuccessfulPlanning with Split-Interest Real EstateTrusts1 O'Neill, Carol The Mechanics Bank carol_o'neill@mech<strong>bank</strong>.com01/17/<strong>08</strong> E21901<strong>08</strong>01/19/<strong>08</strong> E11101<strong>08</strong>01/23/<strong>08</strong> E12001<strong>08</strong>01/23/<strong>08</strong> E12001<strong>08</strong>01/23/<strong>08</strong> E12001<strong>08</strong>01/23/<strong>08</strong> E12001<strong>08</strong>01/23/<strong>08</strong> E12001<strong>08</strong>01/23/<strong>08</strong> E12001<strong>08</strong>01/23/<strong>08</strong> E120SES101/23/<strong>08</strong> E120SES101/23/<strong>08</strong> E120SES1EB Personal Financial Planning: SuccessfulPlanning with Split-Interest Real EstateTrustsEB BARE: Tax, Bankruptcy and FinancialProblems - What to Do When Bad ThingsHappen to Good ClientsEB Tax Issues in Divorce Mini-Conferencew/o lunchEB Tax Issues in Divorce Mini-Conferencew/o lunchEB Tax Issues in Divorce Mini-Conferencew/o lunchEB Tax Issues in Divorce Mini-Conferencew/o lunchEB Tax Issues in Divorce Mini-Conferencew/o lunchEB Tax Issues in Divorce Mini-Conferencew/o lunchEB Tax Issues in Divorce Mini-Conferencew/lunchEB Tax Issues in Divorce Mini-Conferencew/lunchEB Tax Issues in Divorce Mini-Conferencew/lunch1 Schulman, Steven The Mechanics Bank8 Werner, Arthur J.Werner Rocca & SusmanSeminars Ltd215-545-41814.5 Brautigam, Beverly Brautigam & Co 916-685-26334.5 Foss, Mary Kay A.Greenstein Rog<strong>of</strong>f Olsen & CoLLPawerner@wernerandrocca.combeverlybrautigam@sactaxcpa.com925-838-9640 mkfoss@groco.com4.5 Levy, Henry C. Henry C. Levy & Co <strong>CPAs</strong> 510-652-1000 hank@hanklevycpa.com4.5 Bartholomew, Hal D.Bartholomew Wasznicky &Molinaro LLP916-455-5200 hal@DivorceWithRespect.com4.5 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com4.5 Hawkins, Karen L. Taggart & Hawkins 510-893-9999 klhawkins@tagghawk.com4.5 Brautigam, Beverly Brautigam & Co 916-685-26334.5 Foss, Mary Kay A.Greenstein Rog<strong>of</strong>f Olsen & CoLLPbeverlybrautigam@sactaxcpa.com925-838-9640 mkfoss@groco.com4.5 Levy, Henry C. Henry C. Levy & Co <strong>CPAs</strong> 510-652-1000 hank@hanklevycpa.com5/22/<strong>20<strong>08</strong></strong> Page 14 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/23/<strong>08</strong> E120SES1EB Tax Issues in Divorce Mini-ConferenceBartholomew Wasznicky &4.5 Bartholomew, Hal D.w/lunchMolinaro LLP916-455-5200 hal@DivorceWithRespect.com01/23/<strong>08</strong> E120SES1EB Tax Issues in Divorce Mini-Conferencew/lunch4.5 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com01/23/<strong>08</strong> E120SES1EB Tax Issues in Divorce Mini-Conferencew/lunch4.5 Hawkins, Karen L. Taggart & Hawkins 510-893-9999 klhawkins@tagghawk.com01/23/<strong>08</strong> E<strong>30</strong>501<strong>08</strong>EB South Bay Discussion Group: Overview<strong>of</strong> Compliance Strategy and Tax Gap1 Parker, Sheryl Y. Internal Revenue Service 510-637-2703 sheryl.y.stokes@irs.gov02/05/<strong>08</strong> E2<strong>08</strong>02<strong>08</strong> EB QuickBooks Users Grp: <strong>20<strong>08</strong></strong> Update 2 Sleeter, Doug The Sleeter Group, Inc 925-416-6<strong>30</strong>0 doug@sleeter.com02/13/<strong>08</strong> E20102<strong>08</strong> EB A&A Update 1 Levy, John R. John R Levy, CPA 925-937-3444 john@levycpa.comFresno11/17/05 F123110501/26/06 F2120106Fresno Chapter CPE Series 2005: Today'sA&A Practice with an Eye on FraudFresno Chpter Technology CommitteeMeeting 2005-<strong>2006</strong> Technology Update8 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com1 Wong, Norman R. Dunn Jeffries Hering & Wong, LLP 559-490-8780 nwong@djhwcpa.com03/<strong>30</strong>/06 F2010<strong>30</strong>6 FR APAS Committee 1.5 Crow, Vicki L. County <strong>of</strong> Fresno Hall <strong>of</strong> Records 559-488-3496 vcrow@co.fresno.ca.us05/09/06 F201050605/09/06 F2010506Fresno APAS Committee Basic Govern. andNon-pr<strong>of</strong>it accounting & Financial ReportingFresno APAS Committee Basic Govern. andNon-pr<strong>of</strong>it accounting & Financial Reporting4 Hinojosa, Fausto Price Paige & Company <strong>CPAs</strong> 559-299-9540 fausto@ppcpas.com4 Morales, Justiniano J. Jr MPI Prime Construction Inc 559-622-9700 jmorales@mpiprime.com05/16/06 F2010506Fresno APAS Committee Cost segregation,enterprise zone credits and R & D credits3 Guerrero, Luis A.Krost Baumgarten Kniss &Guerrero626-449-4225 lou@kbkg.com05/23/06 F207050605/23/06 F207050606/06/06 F205060606/13/06 F201060606/13/06 F201060607/11/06 F201070607/11/06 F201070607/27/06 F2<strong>04</strong>0706Fresno Business & Industry Comm VeryWell WellnessFresno Business & Industry Comm VeryWell WellnessFR Litigation Committee Do's and Don'ts <strong>of</strong>Being An Expert WsFR APAS Committee Audit Sampling andConfirmationsFR APAS Committee Audit Sampling andConfirmationsFR APAS Committee Lease Accounting andCash Flow PreparationFR APAS Committee Lease Accounting andCash Flow PreparationFR GA&A Committee Central Valley CPESeries <strong>2006</strong>1.5 Deming, Patrick VanBeurden Insurance Services 559-897-2975 pdeming@vanbeurden.com1.5 Karlie, MarkVan Beurden Insurance ServicesInc559-897-2975 mkarlie@vanbeurden.com1.5 Glasrud, Donald Dietrich Glasrud & Jones 209-435-5250 dhg@dgmalaw.com4 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com4 Patterson, Denise M. CAL State Univ-Craig Sch <strong>of</strong> Bus denisep@csufresno.edu4 Hurst, Denise S. Moore, Grider & Company 559-440-0700 dhurst@mooregrider.com4 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com8 Koehler, Paul5/22/<strong>20<strong>08</strong></strong> Page 15 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/27/06 F2120706 FR Technology Committee 1 Eppele, Robert ERP Solutions 888-634-8500robert.eppele@erpsolutions.net07/28/06 F2<strong>04</strong>1906FR GA&A Committee Central Valley CPESeries <strong>2006</strong>8 Koehler, Paul<strong>08</strong>/10/06 F2<strong>04</strong><strong>08</strong>06FR GA&A Committee Central Valley CPESeries <strong>2006</strong>8 Crawford, Frank W. Crawford & Associates, P.C. 405-691-5550 frank@crawfordcpas.com<strong>08</strong>/17/06 F201<strong>08</strong>06 FR APAS Committee Hedging & Derivatives 1.5 Harden, Stuart H. Hemming Morse Inc <strong>CPAs</strong> 559-440-0575 hardens@hemming.com09/19/06 F201090609/19/06 F201090610/16/06 F205100610/17/06 F201100610/17/06 F201100610/17/06 F201100610/19/06 F212100610/25/06 F207100611/13/06 F201110611/13/06 F201110611/13/06 F201110611/13/06 F2012<strong>30</strong>612/<strong>04</strong>/06 F123120612/11/06 F2<strong>04</strong>1<strong>30</strong>6Fresno APAS Committee - TechnicalResearch Skills/GAAP Hierarchy and Use <strong>of</strong>Various LettersFresno APAS Committee - TechnicalResearch Skills/GAAP Hierarchy and Use <strong>of</strong>Various LettersFR Litigation Committee - The Key PersonDiscountFresno APAS Committee New Statementson Auditing StandardsFresno APAS Committee New Statementson Auditing StandardsFresno APAS Committee New Statementson Auditing StandardsFR Technology Committee AdvancedQuickbooks Training for the AccountantFR Business & Industry - The Power <strong>of</strong>Exchange - 1031Fresno APAS Committee InventoryObservation & Auditing Procedures;Deferred TaxesFresno APAS Committee InventoryObservation & Auditing Procedures;Deferred TaxesFresno APAS Committee InventoryObservation & Auditing Procedures;Deferred TaxesFR APAS Committee Lease Accounting andCash Flow PreparationFraud: Exposures and Solutions in the Non-Audit EnvironmentFR GA&A Committee Central Valley CPESeries <strong>2006</strong> - FR Nonpr<strong>of</strong>it Accounting,Auditing & Financial Reporting4 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com4 Cantrell, Adrienne L.Baker Peterson & Franklin CPALLP559-432-2346 adriennec@bpfcpa.com1.5 Dye, Scott T. Stoughton Davidson AC 559-436-1200 std@stoughtoncpa.com4 Heberger, John W. Heberger & Merritt, Inc 559-227-9772 john@hnm-cpas.com4 Hinojosa, Fausto Price Paige & Company <strong>CPAs</strong> 559-299-9540 fausto@ppcpas.com4 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com1.5 Meyer, Kenneth J. Kenneth J Meyer CPA 559-447-5810 kjm@meyer-financial.com1 Lambert, Lisa A. Asset Preservation Inc 559-229-4103 lisal@apiexchange.com4 Heberger, John W. Heberger & Merritt, Inc 559-227-9772 john@hnm-cpas.com4 Hunt, Thomas L. Thomas L Hunt & Co 559-221-0231 tomh@dbeanco.com4 Oum, Henry Heberger & Merritt, Inc 559-227-9772 henry@hnm-cpas.com2 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com8 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.com8 Koehler, Paul5/22/<strong>20<strong>08</strong></strong> Page 16 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail12/12/06 F2<strong>04</strong>1206FR GA&A Committee Central Valley CPESeries <strong>2006</strong> A GASB Top 10" - Key GASBStatements: Critical Req. & Illustratis"8 Koehler, Paul12/13/06 F2<strong>04</strong>240612/19/06 F212120601/11/07 F2010107FR GA&A Committee Central Valley CPESeries <strong>2006</strong> - BK2 Generally AcceptedAuditing Standards-New Standards for aNew DayFR Technology Committee - Windows Vista:A Sneak PeekRisk-Based Auditing--Part 1: EffectiveProcedures8 Koehler, Paul1.5 Bradley, Susan E.Tamiyasu Smith Horn and BraunAPC559-252-8585 sbradley@tshb.com8 Scott, Thad H. Thad Scott & Company <strong>CPAs</strong> 559-2<strong>30</strong>-0575 thad@thadscottcpa.com01/26/07 F2011<strong>30</strong>7 FR APAS Committee Roundtable 1.5 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com01/<strong>30</strong>/07 F2070107FR Business & Industry Comm - ReverseExchanges1.5 Lambert, Lisa A. Asset Preservation Inc 559-229-4103 lisal@apiexchange.com02/22/07 F2010207FR APAS Committee - Property TaxStatement Preparation1.5 Tharpe, Donald A. County <strong>of</strong> Fresno Hall <strong>of</strong> Records 559-488-3496 tharpe2@aol.com02/22/07 F2010207FR APAS Committee - Property TaxStatement Preparation1.5 Torres, Gloria County <strong>of</strong> Fresno Hall <strong>of</strong> Records 559-488-349602/27/07 F2070207FR Business & Industry Comm What YourBanker is Not Telling You1.5 Emmi, Justin Placer Sierra Bank05/<strong>04</strong>/07 F2010507FR APAS Committee Risk Management:CAMICO Mutual Insurance2 Hohman, Jeffrey C.Protecting Your PracticeCompany650-802-2500 jhohman@camico.com07/10/07 F2010707FR APAS Comm:Non-pr<strong>of</strong>it Accounting &Financial Reporting2 Hinojosa, Fausto Price Paige & Company <strong>CPAs</strong> 559-299-9540 fausto@ppcpas.com07/10/07 F2010707FR APAS Comm:Non-pr<strong>of</strong>it Accounting &Financial Reporting2 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com07/10/07 F2011907 FR APAS Comm:Confirmations 2 Garone, Tracy A. Stoughton Davidson AC 559-436-1200 tag@stoughtoncpa.com07/12/07 F201GW07FR Not-for-Pr<strong>of</strong>it Organizations: Accountingand Auditing Update8 Kennedy, James N. Kennedy & Kennedy <strong>CPAs</strong> 909-886-5<strong>04</strong>8 jimkennedy@kkcpas.com07/19/07 F2050707 FR Litigation Comm: Construction Claims 1.5 McKinnon, Gregory A. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 mckinnong@hemming.com07/23/07 F2<strong>04</strong>0707FR GA&A: GASB Top Ten Key GASBStatements Critical Requirements andIllustrations8 Koehler, Paul07/24/07 F2<strong>04</strong>4<strong>30</strong>7FR GA&A: The 2007 Yellow Book-NewGovernment Auditing Standards8 Koehler, Paul<strong>08</strong>/14/07 F201<strong>08</strong>07 FR:Lease Accounting 2 Hurst, Denise S. Moore, Grider & Company 559-440-0700 dhurst@mooregrider.com<strong>08</strong>/14/07 F2012007FR APAS Comm:Basic Govt. Accounting &Financial Reporting2 Hinojosa, Fausto Price Paige & Company <strong>CPAs</strong> 559-299-9540 fausto@ppcpas.com<strong>08</strong>/17/07 F211<strong>08</strong>07 FR CA FTB Audit Issues 2 Oakland, Roger K. Jr <strong>California</strong> Franchise Tax Board 916-845-3513 rkotaxpro@yahoo.com<strong>08</strong>/28/07 F2<strong>04</strong><strong>08</strong>07FR GA&A: Audit Risk Assess. Standards1<strong>04</strong>-111 & SAS 112: How will these impactyour audits <strong>of</strong> governments?8 Crawford, Frank W. Crawford & Associates, P.C. 405-691-5550 frank@crawfordcpas.com5/22/<strong>20<strong>08</strong></strong> Page 17 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/29/07 F2<strong>04</strong>5607FR GA&A: Governmental Accounting andAuditing Update8 Crawford, Frank W. Crawford & Associates, P.C. 405-691-5550 frank@crawfordcpas.com09/06/07 F2070907 FR B&I Comm SBA Financing Programs 1 Truly, Ronald E. U.S. Small Business Admin 559-487-5785 ronald.truly@sba.gov09/11/07 F2010907FR APAS Comm:Cash & Tax BasisFinancial Statements2 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com09/11/07 F2012107FR APAS Comm:Engagement, ManagementBaker Peterson & Franklin CPA2 Cantrell, Adrienne L.& Client Rep. LettersLLP559-432-2346 adriennec@bpfcpa.com09/12/07 F12<strong>30</strong>912FR The Accountant's Responsibility fo forFraud8 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com09/28/07 F2110907FR Tax Controversies: Audits, AppealsInvestigations and Litigation3 Walton, Rich Walton & Walton LLP 661-377-2150 rwalton@buchalter.com10/24/07 F2114607 FR CA Enterprise Zone 1.5 Boctor, Sherif A. Pr<strong>of</strong>essional Solutions Group LLC 916-791-3120 sherif@prosolutionsllp.com10/24/07 F2114607 FR CA Enterprise Zone 1.5 Abdallah, Joseph B. Pr<strong>of</strong>essional Solutions Group LLC 916-791-3120 joseph@prosolutionsllc.com11/02/07 F2111107 FR Tax Collection Alternatives 2 Bean, Dennis D. Dennis Bean & Company 559-221-5071 dennisb@dbeanco.com11/13/07 F2012<strong>30</strong>7FR APAS Comm: A&A Update- 2007Pronouncements3 Heberger, John W. Heberger & Merritt, Inc 559-227-9772 john@hnm-cpas.com11/13/07 F2012<strong>30</strong>7FR APAS Comm: A&A Update- 2007Pronouncements3 Garone, Tracy A. Stoughton Davidson AC 559-436-1200 tag@stoughtoncpa.com11/13/07 F2012<strong>30</strong>7FR APAS Comm: A&A Update- 2007Pronouncements3 Yardumian, Sheryl M. Noell Agnew & Morse LLP 559-438-6590 syardumian@namcpa.com01/22/<strong>08</strong> F21201<strong>08</strong>FR Tech WhatÆs new for <strong>20<strong>08</strong></strong>; AICPA Top10; Tips, Tricks, Websites1 Wong, Norman R. Dunn Jeffries Hering & Wong, LLP 559-490-8780 nwong@djhwcpa.com01/31/<strong>08</strong> F20501<strong>08</strong>FR BK Litigation Mechancis <strong>of</strong> TracingDiscussion <strong>of</strong> Various Methods & the3 Glenn, Donald A. Glenn & Dawson LLP 925-945-7722 don@forensiccpa.comApplicable Case LawInland Empire10/19/05 D1161005Inland Empire Personal Financial PlanningMtg3 Eber, Alan R. Law Offices <strong>of</strong> Alan R.Eber 818-906-0126 eberlaw@aol.com11/16/05 D1151105 Inland Empire November Chapter Mtg 3 Yahng, Christopher T. Collins Mason & Company LLP 510-891-9000 chris@cmcaccountants.com11/16/05 D1151105 Inland Empire November Chapter Mtg 3 Fox, Woody Fox & Stephens <strong>CPAs</strong> Inc 909-980-6050 wfox@foxandstephens.com01/13/06 D150010601/13/06 D150010609/12/06 D211090609/20/06 D1180906Inland Empire 8 Hour Seminar: Sarbanes-Oxley Fallout: Not Just for Public CompaniesInland Empire 8 Hour Seminar: Sarbanes-Oxley Fallout: Not Just for Public CompaniesIE - MAP Committee Mtg Future <strong>of</strong> theAccounting Pr<strong>of</strong>essionInland Empire Monthly Chapter Meeting -Accounting & Auditing GAAS UPdate &CalCPA Update8 Savin, Jerald M. Cambridge Tech Cons Grp Inc. 310-229-8947 jsavin@ctcg.com8 Savich, Richard S. ABKO Consulting 760-238-3900 dicksavich@abko.com2 Salt, Johanna S. Johanna S Salt CPA 909-626-6462 j.saltcpa@verizon.net3 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com5/22/<strong>20<strong>08</strong></strong> Page 18 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail09/20/06 D1180906Inland Empire Monthly Chapter Meeting -Accounting & Auditing GAAS UPdate &CalCPA Update3 Parkinson, Marc G. Petrinovich Pugh & Co LLP 4<strong>08</strong>-287-7911 mparkinson@ppandco.com10/18/06 D116100610/18/06 D116100610/18/06 D116100611/01/06 D211110611/15/06 D115110612/06/06 D1<strong>08</strong>120612/06/06 D1<strong>08</strong>120612/06/06 D1<strong>08</strong>1206IE October Monthly Chapter MeetingPFP/Financial LiteracyIE October Monthly Chapter MeetingPFP/Financial LiteracyIE October Monthly Chapter MeetingPFP/Financial LiteracyInland Empire Chapter MAP CommitteeMeeting Update on <strong>California</strong> Property TaxIssuesInland Empire Chapter November Meetingon Litigation Mission Inn, RiversideInland Empire December Monthly ChampterMeeting on Tax Magic Lamp Inn, RanchoCucamongaInland Empire December Monthly ChampterMeeting on Tax Magic Lamp Inn, RanchoCucamongaInland Empire December Monthly ChampterMeeting on Tax Magic Lamp Inn, RanchoCucamonga3 Eisenberg, Michael M. Michael M Eisenberg Actcy Corp 310-470-8090michael@eisenbergfinancialadvisors.com3 McWilliams, John jgmcwilliams@yahoo.com3 Finder, Georg gfinder@justice.com1 Bone, James S. PricewaterhouseCoopers LLP 213-356-6000 jimbone@speed.net3 Greene, Jed K. FTI Consulting Inc 415-283-4200 jed.greene@fticonsulting.com3 Driftmier, Donald A.Noble House EntertainmentPictures951-206-5731 ddriftmier@nhepictures.com3 Honeyman, Steven B. Steven B. Honeyman, A/C 310-450-7788 steve@sbhtax.com3 Counts, James C. II James C. Counts, II, CPA 951-929-13<strong>30</strong>james.counts.cpa@earthlink.net01/09/07 D2110107Inland Empire MAP Interest Group MeetingDeveloping & Retaining Talented Employees1 Fowler, Mark H. Stowe Management Corporation 310-458-1321 estowemanagement@aol.com01/12/07 D150010702/21/07 D110020702/21/07 D1100207<strong>04</strong>/24/07 D211<strong>04</strong>0706/05/07 D211060709/18/07 D118090710/19/07 D116100710/19/07 D1161007IE Audit Standards Update: The New AuditRisk Assessment Standards 8 Hour SeminarInland Empire February Monthly ChapterMeeting - Business & IndustryInland Empire February Monthly ChapterMeeting - Business & IndustryInland Empire MAP and Tax Interest GroupMeeting Tax Season Debriefing: The Good,the bad and the UglyInland Empire Chapter MAP Interest GroupMeeting Adding Management ConsultingServices to Your PracticeInland Empire September Monthly ChapterMeeting Accounting & AuditingIE October Monthly Chapter MeetingPFP/Financial Literacy/MAPIE October Monthly Chapter MeetingPFP/Financial Literacy/MAP8 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.com3 Condino, Anthony anthonycondino@msn.com3 Woolwine, Jamesjames.woolwine@sbcglobal.net1 Salt, Johanna S. Johanna S Salt CPA 909-626-6462 j.saltcpa@verizon.net1 Salt, Johanna S. Johanna S Salt CPA 909-626-6462 j.saltcpa@verizon.net3 Kennedy, James N. Kennedy & Kennedy <strong>CPAs</strong> 909-886-5<strong>04</strong>8 jimkennedy@kkcpas.com6 Fowler, Mark H. Stowe Management Corporation 310-458-1321 estowemanagement@aol.com6 Copeland, Charles P. Copeland Group <strong>CPAs</strong> 909-799-8565carole@thecopelandgroup.com5/22/<strong>20<strong>08</strong></strong> Page 19 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/19/07 D1161007IE October Monthly Chapter MeetingPFP/Financial Literacy/MAP6 Wirtes, Tracy T. Tracy T Wirtes CPA 909-484-4270 twirtes@wirtescpa.com11/27/07 D2111107IE MAP Interest Group Meeting ExitStrategies" "1 Collins, Edward V. Vicenti Lloyd & Stutzman <strong>CPAs</strong> 626-857-7<strong>30</strong>0 tcollins@vlsllp.com11/27/07 D2111107IE MAP Interest Group Meeting ExitStrategies" "1 Salt, Johanna S. Johanna S Salt CPA 909-626-6462 j.saltcpa@verizon.net12/<strong>04</strong>/07 D1<strong>08</strong>120712/<strong>04</strong>/07 D1<strong>08</strong>120701/18/<strong>08</strong> D1<strong>04</strong>01<strong>08</strong>01/22/<strong>08</strong> D11501<strong>08</strong>IE December Monthly Chapter Meeting TAX -Mission Inn Riverside Spanish Art GalleryRoom; accross from ChapelIE December Monthly Chapter Meeting TAX -Mission Inn Riverside Spanish Art GalleryRoom; accross from ChapelIE Finding & Evaluating Frauds: A CaseStudy ApproachInland Empire Chapter January Meeting /Technology3 Bone, James S. PricewaterhouseCoopers LLP 213-356-6000 jimbone@speed.net3 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com8 Getz<strong>of</strong>f, Stephen N.Clumeck Stern Schenkelberg &Getz<strong>of</strong>f818-906-22<strong>30</strong> steve@clumeckstern.com3 Augusta, Eric Augusta & Associates 310-670-1984 eaugusta@erics<strong>of</strong>fice.comLos Angeles02/17/05 G23<strong>30</strong>205LA Westside Tech. Users (WTUG) - 24/7Billing-The New Virtual Office3 Galgas, Randy S. Perry Hay & Chu LLP 818-593-5350 rgalgas@phcllp.com10/20/05 G3101005LA South Bay (Manhattan Beach) D.G. SCorp Issues & Employment Taxes2 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com11/<strong>08</strong>/05 G1<strong>08</strong>1105 LA Tax Night 2005 4 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com11/17/05 G3141105LA South Bay (Torrance) Disc. GroupEmployment Law2 Toomey, Phil Artiano Guzman & Toomey LLP 310-543-124012/<strong>04</strong>/05 G210120501/03/06 G<strong>30</strong>1010601/06/06 G3<strong>04</strong>010601/06/06 G<strong>30</strong>9010601/10/06 G<strong>30</strong>8010C01/11/06 G311010601/12/06 G31<strong>30</strong>10601/13/06 G3<strong>04</strong>010B01/16/06 G<strong>30</strong>7010601/18/06 G2190106Los Angeles Chapter Estate Planning CteMtg: Year-End Estate & Gift UpdateLA Association <strong>of</strong> Valley <strong>CPAs</strong> FranchiseBoard Tax UpdateLA Hollywood/Beverly Hills DiscussionGroup - Compilation & Review UpdateLA Santa Clarita Valley Discussion Group -Selected Issues in TaxationLA San Fernando Valley Discussion Group -Social Security UpdateLA West San Gabriel Valley DiscusionGroup Borderline Dishonest ClientsLA Whittier Discussion Group CurrentTrends In Safe Harbor 401KLA Hollywood/Beverly Hills DiscussionGroup - International Tax Update for theSmall Practice CPA PractitionerLA Pasadena DG Exchange Traded FundsExchange Traded FundsLA MAP Committee Getting Realw/Organizational Values2 Katzenstein, Andrew M. Katten Muchin Rosenman LLP 310-788-4400andrew.katzenstein@kattenlaw.com2 Sims, Steve A. Franchise Tax Board 916-845-7595 steve.sims@ftb.ca.gov2 Partington, Al A M Partington CPA Inc 805-522-4422 apartingtoncpa@aol.com1 Hudson, Boyd D. Adams Hawekotte & Hudson 626-583-8000 bdhlawyer@aol.com1 DeBus, Maya1 Orona, Felix Jr Felix Orona AC 626-795-3500 foac@sbcglobal.net1 Hobday, Garry2 Zuniga, Frances A. fazuniga@verizon.net1 Pinsky, Barry L. Merrill Lynch 818-528-7861 barry_pinsky@ml.com2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com5/22/<strong>20<strong>08</strong></strong> Page 20 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/19/06 G23<strong>30</strong>10601/20/06 G3<strong>04</strong>010C01/23/06 G<strong>30</strong>7010B01/24/06 G<strong>30</strong>8010B01/24/06 G312010601/27/06 G150010601/27/06 G3<strong>04</strong>010DLA Westside Technology Users GroupFeatures <strong>of</strong> ProFX and Lacerte That MaySurprise YouLA Hollywood/Beverly Hills DiscussionGroup - IRS Audit Priorities What the CPAPractitioner Should Know AboutLA Pasadena DG - Investment FiduciaryResponsibilitiesLA San Fernando Valley DG SF Valley RealEstate Update San Fernando Valley RealEstate UpdateLA Westside Discussion Group Income TaxValuation IssuesLA 8 Hour CPE Program: New FinancialAccounting StandardsLA Hollywood/Beverly Hills DiscussionGroup - <strong>California</strong> Tax Update3 Counts, James C. II James C. Counts, II, CPA 951-929-13<strong>30</strong>james.counts.cpa@earthlink.net2 Meyer, Ted B. Internal Revenue Service 818-474-6382 ted.meyer@irs.gov1 McConnell, Chris Chris McConnell & Associates 310-943-6509 chris@cma-aif.com1 Gribin, David Gribin, Kapadia & Associates 818-225-0097 dgribin@msn.com2 Avener, LeslieRGL Forensic Accountants &Consultant323-965-7<strong>20<strong>08</strong></strong> Borkowski, Wayne Borkowski & Associates, Inc. 360-491-4637 wborkow365@aol.com2 Freer, Lynn Spidell Publishing Inc. 714-776-785001/<strong>30</strong>/06 G<strong>30</strong>7010C LA Pasadena DG - Ethics And Governance 1 Vasin, Rolland J. Vasin, Heyn & Company 818-222-3500 info@vhcoaudit.com01/31/06 G<strong>30</strong>8010ELA San Fernando Valley Discussion Group -<strong>California</strong> Tax Update1 Freer, Lynn Spidell Publishing Inc. 714-776-785002/03/06 G<strong>30</strong>90206LA Santa Clarita Discussion Group Circular2<strong>30</strong> Update1 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com02/<strong>08</strong>/06 G2100206LA Estate Planning Annual IRS PersonnelMtg.2 Zarefsky, Michael Unity Savings & Loan 310-854-0110 michael.zarefsky@irs.gov02/15/06 G2220206 LA Bus/Industry 1 Tormey, Robert B. Tatum LLC 909-214-2236 robert.tormey@tatumllc.com02/15/06 G2310206LA Taxation Committee Annual FTB LiaisonMtg.2 Sims, Steve A. Franchise Tax Board 916-845-7595 steve.sims@ftb.ca.gov02/20/06 G<strong>30</strong>7020C LA Pasadena Discussion Group 1 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com03/14/06 G<strong>30</strong>80<strong>30</strong>A LA San Fernando Valley Disc. Group - TaxSeason Problems1 Otchis, Wayne P. Wayne P. Otchis, CPA, P/C 858-793-7794 wotchis@aol.com03/15/06 G2220<strong>30</strong>6 LA Bus/Industry 1 Feinholz, Linda Linda@feinholz.com03/20/06 G<strong>30</strong>70<strong>30</strong>BLA Pasadena Discussion Group - Audits <strong>of</strong>Investment Performance1 Roth, Steven03/21/06 G<strong>30</strong>80<strong>30</strong>B LA San Fernando Valley Disc. Group -Fraud03/21/06 G<strong>30</strong>80<strong>30</strong>C LA San Fernando Valley Disc. Group -Quickbooks for Accountants1 Stern, Adrian B.Clumeck Stern Schenkelberg &Getz<strong>of</strong>f818-906-22<strong>30</strong> adrian@clumeckstern.com1 Ball, Alison Intuit Inc alison_ball@intuit.com03/27/06 G<strong>30</strong>70<strong>30</strong>C03/28/06 G3120<strong>30</strong>6<strong>04</strong>/19/06 G222<strong>04</strong>06LA Pasadena Discussion Group - CharitableGift Planning with Non-Finl. AssetsLA Westside Discussion Group Federal TaxUpdateLA Bus/Industry - Directors and OfficersLiability1 Witter, Scott2 Freer, Lynn Spidell Publishing Inc. 714-776-78501 Toomey, Phil Artiano Guzman & Toomey LLP 310-543-12405/22/<strong>20<strong>08</strong></strong> Page 21 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>04</strong>/20/06 G233<strong>04</strong>06LA Westside Tech. Users (WTUG)Advanced Quickbooks - co-sponsored byIntuit3 Galgas, Randy S. Perry Hay & Chu LLP 818-593-5350 rgalgas@phcllp.com<strong>04</strong>/25/06 G312<strong>04</strong>06LA Westside Discussion Group Innovation inRetirement Plan Design SAARS Review &Update2 Guidroz, Ken Louis Kravitz & Associates 818-995-6100<strong>04</strong>/26/06 G219<strong>04</strong>06 LA MAP Committee Debriefing Tax Season 2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com<strong>04</strong>/26/06 G224<strong>04</strong>06LA Non-Pr<strong>of</strong>it Committee - SAS 60Superceded & Acct., Reporting andDisclosure for (typical) Non-Pr<strong>of</strong>itTransactions2 Bernhardt, Emily S. PricewaterhouseCoopers LLP 213-356-6000emily.bernhardt@us.pwcglobal.com05/05/06 1G3<strong>04</strong>LA Hollywood/Beverly Hills DG QualityControl in Tax Practice2 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com05/10/06 G2100506LA Estate Planning - Funding Family TrustsUpon the First Death2 Trytten, Steven E. Anglin, Flewelling, Rasmussen, 626-535-1900 set@afrct.com05/17/06 G2050506LA CPA/Business Managers Cte Mtg -Intentionally Defective Insurance Trusts2 Eber, Alan R. Law Offices <strong>of</strong> Alan R.Eber 818-906-0126 eberlaw@aol.com05/17/06 G2220506 LA Bus/Industry - Iraq Issues 1 Gombar, William G. Triple Canopy 310-820-8780 wgg@prodigy.net05/18/06 G2010506 LA AP/AS Committee - Business Valuation 2 Stake, Kurt H. RGL Gallagher LLP 714-740-2100 kstake@us.rgl.com05/18/06 G23<strong>30</strong>50605/18/06 G23<strong>30</strong>506LA Westside Tech. Users (WTUG) OfficeTechnology UpdateLA Westside Tech. Users (WTUG) OfficeTechnology Update3 Easter, Linda C. Miller & Co LLP 818-449-7920 LCEaster@netzero.net3 Cohn, Jody M.05/24/06 G2190506 LA MAP Committee - MAP Survey Results 2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com06/01/06 G<strong>30</strong><strong>30</strong>60606/02/06 G3<strong>04</strong>060606/05/06 G<strong>30</strong>7060606/06/06 G<strong>30</strong>8060606/09/06 G3<strong>04</strong>060B06/13/06 G<strong>30</strong>60606LA East San Fernando Valley DiscussionGroup Tax Planning in a Hostile EnvironmentLA Hollywood/Beverly Hills Discussion FraudDetection Fraud Detection - An AccountingCase Study #3LA Pasadena Discussion Group CurrentIssues in <strong>California</strong> Sales & Use TaxLA San Fernando Valley Disc. Group LaborLaw IssuesLA Hollywood/Beverly Hills DiscussionGroup - Compilation & Review UpdateTaxation <strong>of</strong> Investments & The AMT - AReview and UpdateLA Olympic Vermont Discussion Group -Trust Owned Life Insurance Issues andDecisions for Trustees - Private AnnuityTrust1 Givner, Bruce M. Law Office <strong>of</strong> Bruce Givner 310-207-80<strong>08</strong> bruce@givner.com2 Kearson, Nancy A. Nancy A Kearson CPA ABV CVA 310-785-9614 nkearson@earthlink.net1 Hoad, Graham Sales Tax Resource Group 714-377-26001 Light, Jonathangraham@salestaxresource.com2 Allen, Noelle Allen & Allen LLP 5<strong>30</strong>-672-9860 Noellecpa@allentaxes.com1 Sendowski, Michael5/22/<strong>20<strong>08</strong></strong> Page 22 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/13/06 G<strong>30</strong>60606LA Olympic Vermont Discussion Group -Trust Owned Life Insurance Issues andDecisions for Trustees - Private AnnuityTrust1 Chasman, Herbert AXA Advisors LLP 949-833-574406/13/06 G<strong>30</strong>8060B LA San Fernando Valley Disc. GroupCircular 2<strong>30</strong> - Navigating the Muddy Waters1 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com06/14/06 G210060606/15/06 G201060606/15/06 G<strong>30</strong><strong>30</strong>60B06/16/06 G3<strong>04</strong>060C06/19/06 G232060606/19/06 G<strong>30</strong>7060C06/19/06 G<strong>30</strong>7060C06/21/06 G2050606LA Estate Planning Ext Strategies (ILITS,FLIPS, etc.)LA AP/AS Committee -AnalyticalProcedures on ReviewLA East San Fernando Valley DiscussionGroup Advantages & Pitfalls <strong>of</strong> Insurance inQualified PlansLA Hollywood/Beverly Hills DiscussionGroup Estate Tax (and Tax Practice) in aHostile (IRS-FTB) EnvironmentLA Eastside Technology Users Group -Cyber Crime - Identity Theft, On-LineSecurity and other Related IssuesLA Pasadena Discussion Group CyberCrime - Identity Theft, On-Line Security, andother Related IssuesLA Pasadena Discussion Group CyberCrime - Identity Theft, On-Line Security, andother Related IssuesLA CPA/Business Managers Cte Mtg - TheSpeed <strong>of</strong> Change: Emerging Issues in thelaw <strong>of</strong> Intellectural Property and Employment2 Weintraub, William M.Jeffer Mangels Butler & MarmaroLLP310-203-8<strong>08</strong>0 wmw@jmbm.com2 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com1 Bain, Michael CMC 818-247-7900 mikeb@retireben.com2 Givner, Bruce M. Law Office <strong>of</strong> Bruce Givner 310-207-80<strong>08</strong> bruce@givner.com1 Carpenter, Paul Det.1 Carpenter, Paul Pasadena Police Department 626-744-45011 Granados, Paul Pasadena Police Department 626-744-45012 Charnley, Richard L. Ropers Majeski Kohn Bentley 213-312-200006/21/06 G2050606LA CPA/Business Managers Cte Mtg - TheSpeed <strong>of</strong> Change: Emerging Issues in thelaw <strong>of</strong> Intellectural Property and Employment2 Deutsch, Shirley D. Ropers Majeski Kohn Bentley 213-312-200006/26/06 G<strong>30</strong>7060DLA Pasadena Discussion Group Estate TaxPlanning for Retirement Distribution06/27/06 G<strong>30</strong>8060D LA San Fernando Valley Disc. GroupComputer Tricks, Tips & Upgrades06/27/06 G3120606LA Westside Discussion Group Estate TaxUpdate06/28/06 G2190606LA MAP Committee - Firm Administrators -A Key Ingredient for Firm Success1 Trytten, Steven E. Anglin, Flewelling, Rasmussen, 626-535-1900 set@afrct.com1 Levy, Jeff KNX 1070 AM Radio2 DeMeter, Richard Clark & Trevithick 213-629-57002 McDonald, Noal Tessera Group 310-569-11<strong>30</strong> noalhebert@earthlink.net5/22/<strong>20<strong>08</strong></strong> Page 23 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/<strong>30</strong>/06 G3<strong>04</strong>060D07/06/06 G<strong>30</strong><strong>30</strong>70607/10/06 G<strong>30</strong>7070607/11/06 G<strong>30</strong>1070607/11/06 G<strong>30</strong>6070607/11/06 G<strong>30</strong>8070607/12/06 G210070607/13/06 G31<strong>30</strong>70607/14/06 G3<strong>04</strong>0706LA Hollywood/Beverly Hills DiscussionGroup Tech Update for <strong>CPAs</strong>: InternetSecurity, Paperless Office Options and MoreLA East SGV Discussion Group - ReverseMortgagesLA Pasadena Discussion Group - <strong>California</strong>Wage And Hour RulesLA Assoc. <strong>of</strong> Valleys <strong>CPAs</strong> DG - A combo <strong>of</strong>2 topics! 1) Don't Treat S Corp DistributorsLike Partnership Draws 2) S Corp StockBasis & DistributionsLA Olympic Vermont Discussion Group -Korea Tax Law For Foreign InvestmentsLA San Fernando Valley Disc. Group -Accounting TopicsLA Estate Planning - Hot Topics In EstatePlanning: An UpdateLA Whittier Discussion Group - ControllingYour Lawyer: Developing A Business PlanFor A DisputeLA Hollywood/Beverly Hills Discussion - CPAAs Trustee: Watch Your Posterior & CoverYour Assets!2 Bradford, Frank support@frankbradford.name1 Wood, Lester T. Senior Funding Advisors, Inc. 310-454-2255 lt.wood@verizon.net1 Phillips, Barry S. Barry S Phillips & Co 626-915-0610 bp@barryphillips.com2 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com1 Lee, Sung H.Consul <strong>of</strong> Korean ConsulateGeneral LA213-385-9<strong>30</strong>01 Partington, Al A M Partington CPA Inc 805-522-4422 apartingtoncpa@aol.com2 Akers, Steve Bessemer Trust 213-892-09001 Jackson, Larry Christa & Jackson 310-282-8<strong>04</strong>02 Weintraub, William M.Jeffer Mangels Butler & MarmaroLLP310-203-8<strong>08</strong>0 wmw@jmbm.com07/17/06 G2400706 LA Employment Benefit Plans 5500 Update 1 Fann, Victor Deloitte & Touche USA LLP 213-688-<strong>08</strong>0007/18/06 G<strong>30</strong>8070B LA San Fernando Valley DG - TaxStrategies For Buying & Selling A Business1 Briskin, Robert A. Law Offices <strong>of</strong> Robert A Briskin 310-201-0507 rbriskin@rablegal.com07/19/06 G205070607/19/06 G205070607/19/06 G205070607/19/06 G205070607/19/06 G2050706LA CPA/Business Managers - MaximizingRetirement $$$: The Rebirth Of The DefinedBenefit PlanLA CPA/Business Managers - MaximizingRetirement $$$: The Rebirth Of The DefinedBenefit PlanLA CPA/Business Managers - MaximizingRetirement $$$: The Rebirth Of The DefinedBenefit PlanLA CPA/Business Managers - MaximizingRetirement $$$: The Rebirth Of The DefinedBenefit PlanLA CPA/Business Managers - MaximizingRetirement $$$: The Rebirth Of The DefinedBenefit Plan2 Kusnic, Mary2 Komarck, Erika2 Hallenbrook, Amy2 Hallenbrook, Darrell C.2 Coughlin, Sean5/22/<strong>20<strong>08</strong></strong> Page 24 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/19/06 G2050706LA CPA/Business Managers - MaximizingRetirement $$$: The Rebirth Of The DefinedBenefit Plan2 Maholchic, Rick07/20/06 G201070607/20/06 G<strong>30</strong><strong>30</strong>70B07/21/06 G3<strong>04</strong>070BLA AP/AS Committee Small BusinessManagement: The Next StageLA East SGV Discussion Group - MedicalSavings AccountsLA Hollywood/Beverly Hills Discussion -Accounting For Payroll Accounting & LegalPayroll Issues for <strong>CPAs</strong>2 Younes, Emery1 Dresser, Robert2 Phillips, Barry S. Barry S Phillips & Co 626-915-0610 bp@barryphillips.com07/24/06 G<strong>30</strong>7070CLA Pasadena Discussion Group - CurrentDevelopments: Pass-Through Entities1 Hudson, Boyd D. Adams Hawekotte & Hudson 626-583-8000 bdhlawyer@aol.com07/25/06 G<strong>30</strong>8070C LA San Fernando Valley Disc. GroupFinancial Statement FraudLA Westside Discussion Group - Auditing07/25/06 G3120706Benefit Plans07/28/06 G3<strong>04</strong>070C<strong>08</strong>/02/06 G2<strong>08</strong><strong>08</strong>06<strong>08</strong>/<strong>04</strong>/06 G3<strong>04</strong><strong>08</strong>06LA Hollywood/Beverly Hills Discussion -Interest Expense: Deduct, Capitalize,Suspend, Ignore...? Unravelling TheMystery!LA San Fernando Valley CPA Bus Mgrs -Entertainment Law: Trends in TalentCompensationLA Hollywood/Beverly Hills Discussion - TheS-1 Filing; Taking Your Client Public(without losing the business)1 Tonsick, John L. John L Tonsick CPA 562-856-5735 jtonsick@verizon.net2 Rainiere, Chris2 Carnow, Abraham S. Abraham Steven Carnow CPA 323-655-4273 acarnow@pacbell.net1 Ziffren, Kenneth Ziffren Brittenham Branca Fischer 310-552-33882 Russell, Larry E. Bidz.com Inc 310-280-7394 larry@bidz.com<strong>08</strong>/<strong>08</strong>/06 G<strong>30</strong>6<strong>08</strong>06LA Olympic Vermont Discussion GroupAnalytical Procedures Analytical Procedures -The Key to an Effective Review1 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com<strong>08</strong>/<strong>08</strong>/06 G<strong>30</strong>8<strong>08</strong>0B LA San Fernando Valley DG <strong>California</strong> TaxLitigation<strong>08</strong>/09/06 G210<strong>08</strong>06<strong>08</strong>/09/06 G210<strong>08</strong>06LA Estate Planning - Accounting: CourtAccountings, Coordinating Tax Planning,Etc.LA Estate Planning - Accounting: CourtAccountings, Coordinating Tax Planning,Etc.1 Klueger, Robert Klueger & Stein, LLP 818-933-38382 Rayer, Matthew L. Temo A Arjani & Co LLP 626-578-1978 mrayer@arjani.com2 Jacobson, John J. Baker Olson LeCroy & Danielian 818-502-5600 jjacob@pacbell.net<strong>08</strong>/11/06 G3<strong>04</strong><strong>08</strong>0B<strong>08</strong>/14/06 G<strong>30</strong>7<strong>08</strong>0BLA Hollywood/Beverly Hills Discussion Adv.Planning Strategies for LLCs - An UpdateLA Pasadena Discussion Group AnalyticalProcedures Analytical Procedures inPerforming a Review2 Stein, Jacob Klueger & Stein, LLP 818-933-3838 jacob@lataxlawyers.com1 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com5/22/<strong>20<strong>08</strong></strong> Page 25 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/16/06 G222<strong>08</strong>06<strong>08</strong>/16/06 G231<strong>08</strong>06<strong>08</strong>/17/06 G201<strong>08</strong>06<strong>08</strong>/17/06 G<strong>30</strong><strong>30</strong>80BLA Business and Industry - StrategicBenchmarking to Maximize Free Cash FlowLA Taxation Committee - Tax PracticeGrabBag And An Update On Circular 2<strong>30</strong>After The Public HearingsLA AP/AS - Expert Communications AndPresentation SkillsLA East SGV Discussion Group Tax ExemptStatus - Obtaining & Maintaining It1 Rigby, James S. Jr Financial Valuation Group 213-362-9991 jrigby@fvginternational.com2 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com2 Portney, David David Portney & Associates 310-697-35271 Michelson, Louis E. Law Offices <strong>of</strong> Louis E. Michelson, 818-325-8478 lemtax@earthlink.net<strong>08</strong>/28/06 G<strong>30</strong>7<strong>08</strong>0DLA Pasadena Discussion Group FightingAccounting Fraud<strong>08</strong>/29/06 G<strong>30</strong>8<strong>08</strong>0E LA San Fernando Valley Disc. Group ElderCare Issues09/01/06 G3<strong>04</strong>090ALA Hollywood/Beverly Hills DiscussionOCBOA Financial Statement Refresher09/<strong>08</strong>/06 G3<strong>04</strong>090BLA Hollywood/Beverly Hills DiscussionPotpourrie <strong>of</strong> IRS & FTB Controversey09/20/06 G2050906LA CPA/Bus Mgrs - Update for New PensionLegislation09/20/06 G2100906LA Estate Planning Calif.'s New Unitrust &Power to Adjt09/26/06 G<strong>30</strong>8090D LA San Fernando Valley Disc. Group IRSAudit Examination Issues09/29/06 G3<strong>04</strong>090E10/03/06 G<strong>30</strong>8100A10/11/06 G217100610/18/06 G210100610/18/06 G2241006LA Hollywood/Beverly Hills Discussion -Form 990 And Other Tax Exempt EntityIssuesLA San Fern.Valley Disc. Group -Streamline Your Office - Tips and Tricks withAdobe AcrobatLA Litigation Committee The 10Commandments for Expert WitnessesLA Estate Planning - Income & Estate TaxPlanning for Pensions & IRAsLA Non-Pr<strong>of</strong>it Committee ExecutiveCompensation1 Tonsick, John L. John L Tonsick CPA 562-856-5735 jtonsick@verizon.net1 Bergstein, Barbara Burgh, Balian & Bergstein, LLP 818-995-1120 bbergstein@sbcglobal.net2 Partington, Al A M Partington CPA Inc 805-522-4422 apartingtoncpa@aol.com2 Kajan, Elliott H. Kajan Mather and Barish, APC 310-278-6<strong>08</strong>0 ehk@taxdisputes.com2 Brucker, Alex M. Brucker & Morra APC 310-475-7540abrucker@pensionlawyers.com2 Hayes, Philip J. Bessemer Trust 415-291-1810 phayes@bessemer.com1 Meyer, Ted B. Internal Revenue Service 818-474-6382 ted.meyer@irs.gov2 Michelson, Louis E. Law Offices <strong>of</strong> Louis E. Michelson, 818-325-8478 lemtax@earthlink.net1 Gaby, Robert C. Arxis Technology Inc 866-624-2600 bgaby@arxistechnology.com1 Basney, Dana A.CBIZ & Mayer H<strong>of</strong>fman McCannPC858-795-2000 dbasney@cbiz.com2 Birgen, Robert M. FFR Advisory LLC 909-860-9992 rbirgen@ffradvisory.com2 Yacker, Brian Green Hasson & Janks LLP 310-873-1600 byacker@ghjadvisors.com10/24/06 G<strong>30</strong>8100D10/25/06 G<strong>30</strong>21006LA San Fern.Valley DG - FiduciaryAccounting and The New Unitrust ProvisionsLA Downtown Disc. Group - CurrentDevelopments in The Franchise, City andProperty Tax Areas1 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net1 Matarese, Christopher Ajalat Polley & Ayoob 818-553-1<strong>30</strong>0 selina@apataxlaw.com5/22/<strong>20<strong>08</strong></strong> Page 26 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/01/06 G2<strong>08</strong>1106LA San Fernando Valley CPA Bus Mgrs -Retirement Planning Update - A Review OfRecent Changes In The Rules RegardingRetirement Plans1 Guidroz, Ken Louis Kravitz & Associates 818-995-610011/07/06 G<strong>30</strong>11106Assoc.<strong>of</strong> Valleys <strong>CPAs</strong> - Funding FamilyTrusts Upon The First Death2 Trytten, Steven E. Anglin, Flewelling, Rasmussen, 626-535-1900 set@afrct.com11/<strong>08</strong>/06 G2101106LA Estate Planning - Navigating the PropertyTax Maze2 Ayoob, Richard J. Ajalat Polley & Ayoob 818-553-1<strong>30</strong>0 apatax@pacbell.net11/<strong>08</strong>/06 G3111106LA W. San Gabriel Valley DG Individual TaxUpdate & Year-end Planning1 Hudson, Boyd D. Adams Hawekotte & Hudson 626-583-8000 bdhlawyer@aol.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Brucker, Alex M. Brucker & Morra APC 310-475-7540abrucker@pensionlawyers.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Stern, Marc M. Greenberg Glusker Fields 310-553-3610 Mstern@ggfirm.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Moore, Schuyler M. Stroock & Stroock & Lavan LLP 310-556-5800 smoore@stroock.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Toscher, StevenHochman Salkin Rettig Toscher &Perez310-281-3200 toscher@taxlitigator.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Michelson, Louis E. Law Offices <strong>of</strong> Louis E. Michelson, 818-325-8478 lemtax@earthlink.net11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Robbins, Edward M. JrHochman Salkin Rettig Toscher &310-281-3200Perezrobbins@taxlitigator.com11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Weiner, Dean O'Melveny & Myers LLP 213-4<strong>30</strong>-600011/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Pfeffer, Mark11/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Henning, Thomas W.Allen Matkins Leck Gamble &Mallory213-622-555511/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Mitchell, Burton A.Jeffer Mangels Butler & MarmaroLLP310-203-8<strong>08</strong>011/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Horii, Dwayne M. Rodriquez Horii & Choi LLP 213-892-770011/14/06 G1<strong>08</strong>1106 LA Tax Night <strong>2006</strong> 4 Rice, David L. David Lee Rice APLC 310-517-8600 jharbin@lawrice.com11/15/06 G205110611/15/06 G219110611/15/06 G222110611/20/06 G232110611/20/06 G<strong>30</strong>7110C11/21/06 G<strong>30</strong>8110CLA CPA/Bus Mgrs - Annual EntertainmentTax Update and Other Selected IssuesLA MAP Committee - Preparing For TaxSeasonLA Business and Industry - Accounting andAuditing UpdatePasadena Eastside Tech. Users -Information Technology DiscussionLA Pasadena Discussion Group InformationTechnology DiscussionLA San Fern.Valley Disc. Group - ProtectYour Firm - Malpractice and Other LandMines2 Cohen, Bradford S. Reish Luftman Reicher & Cohen 310-478-5656 bradcohen@reish.com2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com2 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com1 Heineman, Linda L. Linda L. Heineman, CPA 626-577-0979 linda@llhcpa.com1 Heineman, Linda L. Linda L. Heineman, CPA 626-577-0979 linda@llhcpa.com1 Hohman, Jeffrey C.CAMICO Mutual InsuranceCompany650-802-2500 jhohman@camico.com5/22/<strong>20<strong>08</strong></strong> Page 27 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail12/01/06 G<strong>30</strong>91206LA Santa Clarita Discussion Group TaxIssues : Flow Through Entities1 Hudson, Boyd D. Adams Hawekotte & Hudson 626-583-8000 bdhlawyer@aol.com12/05/06 G<strong>30</strong>11206LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - FiduciaryAccounting2 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net12/05/06 G<strong>30</strong>8120A LA San Fernando Valley DG - ForensicAccounting - Current Trends1 Miod, Donald J. Miod and Company LLP 818-898-9911 dmiod@miod-cpa.com12/15/06 G3<strong>04</strong>120C12/26/06 G312120601/05/07 G3<strong>04</strong>010ALA Hollywood/Beverly Hills Discussion WhatEvery CPA Should Know About TheTreasury Inspector General for TaxAdministration""LA Westside Discussion Group - AssessingFinancial Statement FraudLA Hollywood/Beverly Hills Discussion TaxIssues Relating to Marital DissolutionsPremarital & Postmarital Agreements,Domestic Partners, ETC01/09/07 G<strong>30</strong>8010A LA San Fernando Valley DG - SSARS -Latest Pronouncements01/10/07 G3110107LA W. San Gabriel Valley DG RecentDevelopment in Charitable Giving andExempt Organization2 Hatcher, Alan Treasury Inspector General for 213-894-4470 alan.hatcher@tigta.treas.gov2 Russell, Larry E. Bidz.com Inc 310-280-7394 larry@bidz.com2 Stern, Marc M. Greenberg Glusker Fields 310-553-3610 Mstern@ggfirm.com1 Partington, Al A M Partington CPA Inc 805-522-4422 apartingtoncpa@aol.com1 Michelson, Louis E. Law Offices <strong>of</strong> Louis E. Michelson, 818-325-8478 lemtax@earthlink.net01/15/07 G2320107LA Pasadena Eastside Tech Users -Quickbooks 2007 Update1 Heineman, Linda L. Linda L. Heineman, CPA 626-577-0979 linda@llhcpa.com01/18/07 G2010107 LA AP/AS - Computer Fraud 2 Russell, Larry E. Bidz.com Inc 310-280-7394 larry@bidz.com01/26/07 G1500107LA 8 Hour CPE Program Fraud: The NewAudit Paradigm8 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.com01/26/07 G3<strong>04</strong>010DLA Hollywood/Beverly Hills Discussion CATax Update for Tax Season2 Freer, Lynn Spidell Publishing Inc. 714-776-785001/29/07 G<strong>30</strong>7010CLA Pasadena Discussion Group - TaxPlanning for Disregarded Entities1 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com02/05/07 G<strong>30</strong>1020702/19/07 G232020703/21/07 G2220<strong>30</strong>7<strong>04</strong>/16/07 G222<strong>04</strong>07LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - The LatestInformation From the Internal RevenueServiceLA Pasadena Eastside Tech Users -Technology DiscussionLA Business and Industry - How Healthy IfYour BusinessLA Business and Industry - TBD-BusinessManagement2 Carnow, Abraham S. Abraham Steven Carnow CPA 323-655-4273 acarnow@pacbell.net1 Heineman, Linda L. Linda L. Heineman, CPA 626-577-0979 linda@llhcpa.com1 Feinholz, Linda Linda@feinholz.com1 Fowler, Mark H. Stowe Management Corporation 310-458-1321 estowemanagement@aol.com<strong>04</strong>/19/07 G233<strong>04</strong>07<strong>04</strong>/23/07 G<strong>30</strong>74007LA Westside Tech. Users (WTUG) - RemoteSolutions/Web Portals Remotely PossibleLA Pasadena Discussion Group - BusinessValuation Update3 Torii, James J. LandmarkIT jim@landmarkit.com1 Pastore, Thomas E. Sanli Pastore & Hill 310-571-3400 tpastore@sphvalue.com5/22/<strong>20<strong>08</strong></strong> Page 28 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>04</strong>/24/07 G<strong>30</strong>84007LA San Fernando Valley DG - Strategies forEffective Employee Discipline andTermination1 Light, Jonathan05/<strong>04</strong>/07 G3<strong>04</strong>050705/07/07 G<strong>30</strong>7050705/09/07 G210050705/18/07 G3<strong>04</strong>290705/21/07 G232050705/24/07 G310050705/25/07 G3<strong>04</strong>4107LA Hollywood/Beverly Hills Discussion -Update on The UNkinder, UNgentler IRSLA Pasadena DG - Creating Double DigitDividends in RetireesLA Estate Planning - Charitable Gift Planningà What's Hotà What's NotLA Hollywood/Beverly Hills Discussion - FIN48 (is not just for public companies) & OtherTax Provision Items UpdateLA Pasadena Eastside Tech Users - StorageSolutionsLA South Bay (Manhattan Beach) D.G. CashBalance Retriement PlansLA Hollywood/Beverly Hills DiscussionLiquidating Business Entities, An Update2 Robbins, Edward M. JrHochman Salkin Rettig Toscher &Perez310-281-3200 robbins@taxlitigator.com1 Wright, Charley Partnervest Financial Group 805-966-1266 cwright@partnervest.com2 Freeman, Douglas K. Freeman Freeman & Smiley LLP 949-252-2777 dkf@ffslaw.com2 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com1 Hensiek, Barry B. Hensiek & Caron CPAS 626-792-9988 Barry@hccpa.com2 Guidroz, Ken Louis Kravitz & Associates 818-995-61002 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com06/01/07 G3<strong>04</strong>060706/01/07 G<strong>30</strong>9060706/<strong>04</strong>/07 G<strong>30</strong>7060706/05/07 G<strong>30</strong>1060706/07/07 G<strong>30</strong><strong>30</strong>60706/<strong>08</strong>/07 G3<strong>04</strong>180706/11/07 G<strong>30</strong>7180706/13/07 G311060706/18/07 G<strong>30</strong>7<strong>30</strong>0706/21/07 G23<strong>30</strong>607LA Hollywood/Beverly Hills Discussion FraudDetection-An Accounting, Case Study #5LA Santa Clarita Discussion Group -Eldercare IssuesLA Pasadena Discussion GroupUnderstanding Pr<strong>of</strong>essional EmployerOrganizations (PEOs)"LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - TaxStrategies for Buying & Selling A Bus aBusinessLA East SGV Discussion Group - CA UseTaxLA Hollywood/Beverly Hills DiscussionComputer Tax Research and ResourcesLA Pasadena Discussion GroupCollaborative DivorceLA W. San Gabriel Valley DG - Effective &Creative Internet Search for FraudInvestigation with a Breif Overview <strong>of</strong> EthicsLA Pasadena Discussion Group RemoteCommunicationsLA Westside Tech. Users (WTUG) -QuickBooks Add-Ons-Bringing Value to yourClients2 Zuniga, Frances A. fazuniga@verizon.net1 Hankin, Marc B. Marc B. Hankin Law Corp 310-2<strong>04</strong>-89891 Gunning, Michael Administaff 909-569-1002 Briskin, Robert A. Law Offices <strong>of</strong> Robert A Briskin 310-201-0507 rbriskin@rablegal.com1 Wirtes, Tracy T. Tracy T Wirtes CPA 909-484-4270 twirtes@wirtescpa.com2 Carnow, Abraham S. Abraham Steven Carnow CPA 323-655-4273 acarnow@pacbell.net1 Hill, Anthony J. Law Office <strong>of</strong> Anthony J Hill1 Kasca, Karl Kasca & Associates 626-795-9568 kkasca@kasca.com1 Emirkhanian, Gary PMCS Inc 818-957-56473 Pick, Scott H. Career Group Inc. 310-277-8188 scottp@careergroupinc.com5/22/<strong>20<strong>08</strong></strong> Page 29 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/21/07 G<strong>30</strong>3<strong>30</strong>07LA East SGV Discussion Group -Pr<strong>of</strong>essional Employee Organizations1 Gunning, Michael Administaff 909-569-10006/22/07 G3<strong>04</strong>4207LA Hollywood/Beverly Hills Discussion StockOptions-A Tax Update2 Gilden, Robin Esq Reish Luftman Reicher & Cohen 310-478-565606/27/07 G2<strong>08</strong>0607LA San Fernando Valley CPA Bus Mgrs-Succession Planning for CPA &1 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com07/02/07 G<strong>30</strong>70007LA Pasadena Discussion Group NewBusiness Clients1 Alaniz, Michael Cyntron Payroll Solutions, LLC malaniz@cyntron.com07/05/07 G<strong>30</strong><strong>30</strong>707LA East SGV Discussion Group - TrustAccounting1 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net07/06/07 G3<strong>04</strong>070707/09/07 G<strong>30</strong>70707LA Hollywood/Beverly Hills DiscussionGroup: The Small Business & WorkOpportunity Tax Act <strong>of</strong> 2007LA Pasadena Discussion Group TechnologyDiscussion2 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com1 Wyle, Dave Sureprep 800-805-8582 dwyle@sureprep.com07/10/07 G<strong>30</strong>1070707/10/07 G<strong>30</strong>8070707/11/07 G210070707/13/07 G3<strong>04</strong>190707/16/07 G<strong>30</strong>7310707/19/07 G225070707/19/07 G<strong>30</strong>3310707/23/07 G<strong>30</strong>74<strong>30</strong>707/24/07 G<strong>30</strong>84<strong>30</strong>707/24/07 G312070707/27/07 G3<strong>04</strong>4<strong>30</strong>707/31/07 G<strong>30</strong>85507LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - Review &Update on Retirement Plans PlansLA San Fernando Valley DG Quickbooks -The New & the UnknownLA Estate Planning - Forensic Investigation<strong>of</strong> Fuduciary Accounting-Accounting IssuesLA Hollywood/Beverly Hills DiscussionFinancial Planning for Pension PlanContribution MaximizationLA Pasadena Discussion Group The Latestin Qualified Retirment PlansPersonal Financial Planning FinancialPlanning for the Celebrity ClientLA East SGV Discussion Group - How toFind Virtually Anything on Internet theInternetLA Pasadena Discussion Group Flexibility inthe Face <strong>of</strong> Estate TaxLA San Fernando Valley DG: Mitigating TaxDebt-OIC and other OptionsLA Westside Discussion Group - ForensicAccounting-Current TrendsLA Hollywood/Beverly Hills Discussion AssetProtection for Your Most Valuable AssetsLA San Fernando Valley DG Staying Ahead-The CPA Office in <strong>20<strong>08</strong></strong>2 Knezevich, Alex Senex Group 818-593-35351 Anderson, Bruce2 Sebold, Maryellen B. Hemming Morse Inc <strong>CPAs</strong> 213-228-8180 seboldm@hemming.com2 Brucker, Alex M. Brucker & Morra APC 310-475-75401 Guidroz, Ken Louis Kravitz & Associates 818-995-6100abrucker@pensionlawyers.com2 Freedman, Mitchell MFAC Financial Advisors Inc 818-905-0321 mitchpfs@mfac-bizmgt.com1 Kaska, Karl Kaska & Associates 866-827-58741 Trytten, Steven E. Anglin, Flewelling, Rasmussen, 626-535-1900 set@afrct.com1 Landis, Samuel C. samuellandis@aol.com2 Miod, Donald J. Miod and Company LLP 818-898-9911 dmiod@miod-cpa.com2 Stein, Jacob Klueger & Stein, LLP 818-933-3838 jacob@lataxlawyers.com1 Cieslak, David M. Arxis Technology Inc 866-624-2600 dcieslak@arxistechnology.com5/22/<strong>20<strong>08</strong></strong> Page <strong>30</strong> <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/02/07 G<strong>30</strong><strong>30</strong>807LA East SGV Discussion Group - IrrevocableInsurance Trusts1 Daubenbis, Stanley D. Stanley D Daubenbis CPA 626-915-8911<strong>08</strong>/03/07 G3<strong>04</strong><strong>08</strong>07LA Hollywood/Beverly Hills Discussion CPALicensing Requirement & Peer2 O'Krent, Gary H. Bluestein, O'Krent & Bluestein 818-783-5533 bluok@aol.com<strong>08</strong>/07/07 G<strong>30</strong>1<strong>08</strong>07LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - <strong>California</strong>Residency for Entertainers and Athletes andPlanning for Worldwide Citizens2 Rettig, Charles P.Hochman Salkin Rettig Toscher &Perez310-281-3200 rettig@taxlitigator.com<strong>08</strong>/07/07 G<strong>30</strong>8<strong>08</strong>07<strong>08</strong>/<strong>08</strong>/07 G210<strong>08</strong>07<strong>08</strong>/10/07 G3<strong>04</strong>2007<strong>08</strong>/10/07 G3<strong>04</strong>2007<strong>08</strong>/14/07 G<strong>30</strong>82007<strong>08</strong>/15/07 G222<strong>08</strong>07<strong>08</strong>/15/07 G231<strong>08</strong>07<strong>08</strong>/16/07 G201<strong>08</strong>07<strong>08</strong>/16/07 G<strong>30</strong>33207<strong>08</strong>/17/07 G3<strong>04</strong>3207<strong>08</strong>/21/07 G<strong>30</strong>83207<strong>08</strong>/23/07 G<strong>30</strong>2<strong>08</strong>07<strong>08</strong>/24/07 G3<strong>04</strong>4407<strong>08</strong>/24/07 G3<strong>04</strong>4407<strong>08</strong>/27/07 G<strong>30</strong>74407<strong>08</strong>/28/07 G<strong>30</strong>85607LA San Fernando Valley DG Choice <strong>of</strong>Entity -- S Corp or LLC?LA Estate Planning - Accounting & TaxIssues <strong>of</strong> Fiduciary AccountingLA Hollywood/Beverly Hills DiscussionBankruptcy Update for CPA's and theirClientsLA Hollywood/Beverly Hills DiscussionBankruptcy Update for CPA's and theirClientsLA San Fernando Valley DG IntellectualProperty-Valuing for Tax PurposesLA Business and Industry - Business ExitStrategies...What to Do Before the LawyerComesLA Taxation Committee Update on IRS TaxCollection ProcedureLA AP/AS - Audits <strong>of</strong> Employee BenefitsPlansLA East SGV Discussion Group - MarketUpdate RemarksLA Hollywood/Beverly Hills DiscussionRetirement Planning & Tough QuestionLA San Fernando Valley DG Pr<strong>of</strong>essionalLiability and the CPALA Downtown Disc. Group <strong>California</strong> Salesand Use <strong>of</strong> Tax UpdateLA Hollywood/Beverly Hills Discussion LaborLaw Update for CPA's and their ClientsLA Hollywood/Beverly Hills Discussion LaborLaw Update for CPA's and their ClientsLA Pasadena Discussion Group Fraud in theWorkplaceLA San Fernando Valley DG Compilationand Review Update1 Stein, Jacob Klueger & Stein, LLP 818-933-3838 jacob@lataxlawyers.com2 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net2 Hinds, James2 Shankman, Paul Law Offices <strong>of</strong> James A Hinds Jr 310-316-0500 pshankman@jhindslaw.com1 Stephens, John Sedgwick Detert Moran & Arnold 213-426-6900 john.stephens@sdma.com1 Kagan, Harris Eagle Strategies Corp 323-782-3222 hkagan@eaglestrategies.com2 Broyles, Joseph A. Law Offices <strong>of</strong> Joseph Broyles 310-338-0001 broylesesq@aol.com2 Bolsky, Jenny Miller Kaplan Arase & Co LLP 818-769-2010 jbolsky@millerkaplan.com1 Tse, Irene2 VanNostran, Frank1 Morris, PaulMitchell & Mitchell InsuranceAgency415-883-25201 Gonzalez, Trista State Board <strong>of</strong> Equalization 916-327-51812 Malek, Jeffery2 Maxwell, Samanthapmorris@mitchellandmitchell.com1 Cooper, Ernie Vicenti Lloyd Stutzman, LLP 626-857-7<strong>30</strong>0 ecooper@vlsllp.com1 Partington, Al A M Partington CPA Inc 805-522-4422 apartingtoncpa@aol.com5/22/<strong>20<strong>08</strong></strong> Page 31 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/28/07 G312<strong>08</strong>07LA Westside Discussion Group - NewChanges in the Accounting Environment2 Kiani, Rajabali Calif State Univ - Northridge 818-677-246109/<strong>04</strong>/07 G<strong>30</strong>80907LA San Fernando Valley DG EnforcementPriorities <strong>of</strong> the IRS and FTB1 Rettig, Charles P.Hochman Salkin Rettig Toscher &Perez310-281-3200 rettig@taxlitigator.com09/06/07 G<strong>30</strong><strong>30</strong>90709/07/07 G3<strong>04</strong>090709/07/07 G<strong>30</strong>9090709/10/07 G<strong>30</strong>7210709/11/07 G<strong>30</strong>8210709/12/07 G311090709/14/07 G3<strong>04</strong>210709/17/07 G232090709/18/07 G<strong>30</strong>83<strong>30</strong>7LA East SGV Discussion Group - NewPension UpdateLA Hollywood/Beverly Hills DiscussionCurrent Developments in Employee -Independent ContractorLA Santa Clarita Discussion Group Like KIndExchanges from the Perspective <strong>of</strong> theIntermediaryLA Pasadena Discussion GroupComputation <strong>of</strong> Tax Basis in SecuritiesLA San Fernando Valley DG FIN 48 -Accounting for Uncertainty in Income TaxesLA West San Gabriel Valley DG - The <strong>CPAs</strong>Roll in Multivariable PlanningLA Hollywood/Beverly Hills DiscussionInternal Controls & Fraud Prevention forSmall BusinessesLA Pasadena Eastside Taking Paperless" tothe next Level "LA San Fernando Valley DG Post MortemTax Planning Re: Pass-thru Entities1 Green, Cathy CMC 818-247-79002 Kajan, Elliott H. Kajan Mather and Barish, APC 310-278-6<strong>08</strong>0 ehk@taxdisputes.com1 Gable, Mark First American Exchange 310-707-5212 mgable@firstam.com1 Clarke, Michael J. Eagle Strategies Corp 323-782-32221 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com1 Givner, Bruce M. Law Office <strong>of</strong> Bruce Givner 310-207-80<strong>08</strong> bruce@givner.com2 Bower, Dean F. Hemming Morse Inc <strong>CPAs</strong> 213-228-8180 dbowercpa@yahoo.com1 Unger, Jeffrey A. Unger Law 310-772-7700 jeff@ungerlaw.com1 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com09/19/07 G210090709/19/07 G2100907LA Estate Planning - Multi-State Taxation inTrust Adm. Toto, we are not in <strong>California</strong>anymore!""LA Estate Planning - Multi-State Taxation inTrust Adm. Toto, we are not in <strong>California</strong>anymore!""2 Fredlender, Michael S. Michael S Fredlender CPA APC 818-961-<strong>30</strong>002 Feinfield, Kennethmichael.fredlender@msfcpapc.com09/19/07 G2190907LA MAP Committee - 2007 EffectivePerformance Evaluations: Do's and don'ts"2 Harris, Linda" Jorgensen Human Resources 661-600-207009/19/07 G2220907LA Business and Industry - Why <strong>of</strong>feringMulti-life Long Term Care Insurance WillHelp Your Business1 Fisher, Barry09/19/07 G2310907LA Taxation Committee Tax and BusinessConsiderations in Buy-Sell Agreements2 Weintraub, William M.Jeffer Mangels Butler & MarmaroLLP310-203-8<strong>08</strong>0 wmw@jmbm.com09/20/07 G2010907LA AP/AS - Tips for Preparation <strong>of</strong> FiduciaryAccounting2 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net5/22/<strong>20<strong>08</strong></strong> Page 32 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail09/20/07 G<strong>30</strong>33<strong>30</strong>7LA East SGV Discussion Group - AssetProtection Techniques1 Eber, Alan R. Law Offices <strong>of</strong> Alan R.Eber 818-906-0126 eberlaw@aol.com09/21/07 G3<strong>04</strong>3<strong>30</strong>7LA Hollywood/Beverly Hills Discussion IRSEvasion <strong>of</strong> Tax Payment Issues-A New Area<strong>of</strong> IRS Enforcement2 Broyles, Joseph A. Law Offices <strong>of</strong> Joseph Broyles 310-338-0001 broylesesq@aol.com09/24/07 G<strong>30</strong>7450709/25/07 G<strong>30</strong>8450709/25/07 G312090709/26/07 G2<strong>08</strong>090709/28/07 G3<strong>04</strong>570710/01/07 G<strong>30</strong>7100710/02/07 G<strong>30</strong>1100710/02/07 G<strong>30</strong>8100710/<strong>04</strong>/07 G<strong>30</strong>3100710/05/07 G3<strong>04</strong>100710/05/07 G<strong>30</strong>9100710/<strong>08</strong>/07 G<strong>30</strong>7220710/09/07 G<strong>30</strong>8220710/10/07 G311100710/15/07 G232100710/16/07 G<strong>30</strong>8340710/17/07 G2221007LA Pasadena Discussion Group Income andEstate Tax Planning for Nonresident AliensLA San Fernando Valley DG BusinessValuation-An Overview for <strong>CPAs</strong>LA Westside Discussion Group-The Effects<strong>of</strong> the Sarbanes- Oxley Act (SOX) on SmallBusinessLA San Fernando Valley CPA Bus MgrsPrivacy and Asset Protection for a CelebrityClientLA Hollywood/Beverly Hills Discussion CPAMalpractice Issues & DefenseLA Pasadena Discussion Group Update-2007 <strong>California</strong> Tax LegislationLA Association <strong>of</strong> Valleys <strong>CPAs</strong> - DissolvingCorporations Parnerships and LimitedLiability Companies.LA San Fernando Valley DG ReverseMortgages-The Pros & ConsLA East SGV Discussion Group - CA TaxUpdateLA Hollywood/Beverly Hills DiscussionGroup: Estate Tax Planning & Audit UpdateLA Santa Clarita Discussion Group:Recruitment and Retaining EmployeesLA Pasadena Discussion Group New TaxPrepayer RulesLA San Fernando Valley DG RetirementPlans & Taxes- An UpdateLA W. San Gabriel Valley DG - Real EstateMarket ViewLA Pasadena Eastside What's New inHardware?LA San Fernando Valley DG 2007 FederalTax UpdateLA Business and Industry - SuccessionPlanning1 Hodgen, Philip D. Hodgen Law Group, PC 626-689-0060 phil@hodgen.com1 Nutten, Wesley L. Desmond Marcello & Amster 310-216-1400 wnutten@dmavalue.com2 Snyder, TroySinger Lewak Greenbaum &Goldstein310-477-3924 tsnyder@slgg.com1 Stein, Jacob Klueger & Stein, LLP 818-933-3838 jacob@lataxlawyers.com2 Dean, Randall J. Chapman Glucksman & Dean 310-207-7722 rdean@cgdlawyers.com1 Oakland, Roger K. Jr <strong>California</strong> Franchise Tax Board 916-845-3513 rkotaxpro@yahoo.com2 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com1 Gomer, DaveSenior Fund AssociatesCorporation1 Freer, Lynn Spidell Publishing Inc. 714-776-785<strong>08</strong>00-995-1951 dgomer@seniorfunding.com2 Givner, Bruce M. Law Office <strong>of</strong> Bruce Givner 310-207-80<strong>08</strong> bruce@givner.com1 McCarthy, Sean Jackson McCarthy & Associates 818-389-1876 sean@jacksonmccarthy.com1 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com1 Honeyman, Steven B. Steven B. Honeyman, A/C 310-450-7788 steve@sbhtax.com1 Weiss, Adam CB Richard Ellis 818-5<strong>08</strong>-6700 adam.weiss@cbre.com1 Torii, Jim1 Roth, John1 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com5/22/<strong>20<strong>08</strong></strong> Page 33 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/18/07 G2331007LA Westside Tech. Users (WTUG) - TheWonderful World <strong>of</strong> Web - Making it Workfor You3 Sousa, Kenneth R. Unknown Public Accounting Firm KSousa@rbsousas.com10/18/07 G233100710/18/07 G233100710/18/07 G233100710/18/07 G<strong>30</strong>3340710/19/07 G3<strong>04</strong>340710/22/07 G<strong>30</strong>7460710/23/07 G<strong>30</strong>84607LA Westside Tech. Users (WTUG) - TheWonderful World <strong>of</strong> Web - Making it Workfor YouLA Westside Tech. Users (WTUG) - TheWonderful World <strong>of</strong> Web - Making it Workfor YouLA Westside Tech. Users (WTUG) - TheWonderful World <strong>of</strong> Web - Making it Workfor YouLA East SGV Discussion Group - 5Strategies for Creating Double Digit DividendIncome for RetireesLA Hollywood/Beverly Hills Discussion- Taxand Financial Aspects <strong>of</strong> Buy/ SellAgreementsLA Pasadena Discussion Group Federalaudits <strong>of</strong> WineriesLA San Fernando Valley DG Trust Disputes:CPA as Trustee-Watch Your Posterior...(&Cover Your Assets)!!!3 Wier, Bret3 Chandler, Robert3 Lynch, Kevin1 Wright, Charley Partnervest Financial Group 805-966-1266 cwright@partnervest.com2 Weintraub, William M.Jeffer Mangels Butler & MarmaroLLP310-203-8<strong>08</strong>0 wmw@jmbm.com1 Honeyman, Steven B. Steven B. Honeyman, A/C 310-450-7788 steve@sbhtax.com1 Weintraub, William M.Jeffer Mangels Butler & MarmaroLLP310-203-8<strong>08</strong>0 wmw@jmbm.com10/23/07 G3121007LA Westside Discussion Group - IRS Attason Employment2 Kajan, Elliott H. Kajan Mather and Barish, APC 310-278-6<strong>08</strong>0 ehk@taxdisputes.com10/24/07 G2241007LA Non-Pr<strong>of</strong>it Committee - Form 990, 2007Proposed Tax Legislation2 Valenzuela, John G. John Gregory Valenzuela CPA 714-528-8958 jgvpawv@sbcglobal.net10/25/07 G2011007 LA AP/AS - Forensic Accounting 2 Sebold, Maryellen B. Hemming Morse Inc <strong>CPAs</strong> 213-228-8180 seboldm@hemming.com10/26/07 G3<strong>04</strong>460710/29/07 G<strong>30</strong>7580710/29/07 G<strong>30</strong>7580710/<strong>30</strong>/07 G222220710/<strong>30</strong>/07 G<strong>30</strong>8580711/01/07 G<strong>30</strong>2110711/01/07 G<strong>30</strong>21107LA Hollywood/Beverly Hills Discussion LLC,Partnership & S-Corp. Entity tax UpdateLA Pasadena Discussion Group PensionLaw ChangesLA Pasadena Discussion Group PensionLaw ChangesLA Business & Industry -Accounting andAuditing -Joint meeting w/ American <strong>Society</strong><strong>of</strong> Woman Accountants, ASWA, & Institute<strong>of</strong> Management AccountingLA San Fernando Valley DG Divorce &Domestic Partnership Tax IssuesLA Downtown Disc. Group <strong>California</strong>Litigation UpdateLA Downtown Disc. Group <strong>California</strong>Litigation Update2 Muller, Frederick Fred Muller CPA 818-788-55521 Bain, Michael CMC 818-247-7900 mikeb@retireben.com1 Green, Cathy CMC 818-247-79002 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com1 Sperling, Richard1 Ayoob, Richard J. Ajalat Polley & Ayoob 818-553-1<strong>30</strong>0 apatax@pacbell.net1 Matarese, Christopher Ajalat Polley & Ayoob 818-553-1<strong>30</strong>0 selina@apataxlaw.com5/22/<strong>20<strong>08</strong></strong> Page 34 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/01/07 G<strong>30</strong>21107LA Downtown Disc. Group <strong>California</strong>Litigation Update1 Joseph, Carl A. apatax@pacbell.net11/01/07 G<strong>30</strong>31107LA East SGV Discussion Group - RandomEvents or Predictable Trends1 Peace, Bryce Centaurus Financial Inc 800-880-423411/02/07 G3<strong>04</strong>1107LA Hollywood/Beverly Hills Discussion COD(Cancellation <strong>of</strong> Debt) Income Tax Problemsand Solutions2 Barats, Yunna R. RBZ LLP 310-478-4148 ybarats@rbz.com11/02/07 G<strong>30</strong>91107LA Santa Clarita Discussion Group: Practice& Philosophy <strong>of</strong> Tax Planning1 Givner, Bruce M. Law Office <strong>of</strong> Bruce Givner 310-207-80<strong>08</strong> bruce@givner.com11/05/07 G<strong>30</strong>71107LA Pasadena Discussion Group- Childrenand Taxes1 Honeyman, Steven B. Steven B. Honeyman, A/C 310-450-7788 steve@sbhtax.com11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Michelson, Louis E. Law Offices <strong>of</strong> Louis E. Michelson, 818-325-8478 lemtax@earthlink.net11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Pace, Layton L. Baker Burton & Lundy 310-374-3191 layton@bbllaw.com11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Chianese, Joseph Entertainment Partners 818-955-6000jchianese@entertainmentpartners.com11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Behboud, Mouris mbehboud@gscpa.com11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 DeLeo, Alfred Cox Castle Nicholson 310-277-422211/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Aprill, Ellen P. Loyola Law School 213-736-100011/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Cordova, Marco Entertainment Partners 818-955-600011/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Rosenfeld, Barbara L.Barbara L. Rosenfeld, Esq.,barbara@resolvedisputes.com310-440-8200Mediator11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Campbell, Chris O'Melveny & Myers LLP 310-553-6700 ccampbell@omm.com11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Kowal, Jennifer M. Loyola Law School 213-736-100011/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Brown, SandraOffice <strong>of</strong> the United StatesAttorneysandra.brown@usdoj.gov11/06/07 G1<strong>08</strong>1107 LA Tax Night 2007 4 Aspinwall, Marla Loeb & Loeb LLP 310-282-2000 maspinwall@loeb.com11/06/07 G<strong>30</strong>1110711/06/07 G<strong>30</strong>81107LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - IRS TaxControversies, Offers in Compromise, Pro<strong>of</strong><strong>of</strong> FilingLA San Fernando Valley DG- Sec. 1031Like Kind Exchanges2 Port, Mitchell1 Shaw, JimUnknown Firm / Unknown FirmTypeportlaw@yahoo.com11/09/07 G3<strong>04</strong>2<strong>30</strong>711/12/07 G<strong>30</strong>72<strong>30</strong>711/13/07 G<strong>30</strong>82<strong>30</strong>711/14/07 G210110711/14/07 G2191107LA Hollywood/Beverly Hills Discussion Form1099 Prep for the Lawsuits and SettlementsLA Pasadena Discussion Group- MakingWise Philanthropic ChoicesLA San Fernando Valley DG- IRS and SmallBusinesses-Hot TopicsLA Estate Planning - Family Entity Update-Use <strong>of</strong> FLPs, Liability Companies withGRATs and Defective Income Trust, etc.LA MAP Committee - 2007 Preparing for TaxSeason (Roundtable)2 Michelson, Louis E. Law Offices <strong>of</strong> Louis E. Michelson, 818-325-8478 lemtax@earthlink.net1 Levine, Janet1 Meyer, Ted B. Internal Revenue Service 818-474-6382 ted.meyer@irs.gov2 Briskin, Robert A. Law Offices <strong>of</strong> Robert A Briskin 310-201-0507 rbriskin@rablegal.com2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com5/22/<strong>20<strong>08</strong></strong> Page 35 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/14/07 G2221107LA Business and Industry -Reverse Mergersand Going Public1 Stone, Ronald C. Stone Consulting 310-991-7680 ronald.stone@usa.net11/14/07 G3111107LA W. San Gabriel Valley DG - Federal TaxUpdate1 Hudson, Boyd D. Adams Hawekotte & Hudson 626-583-8000 bdhlawyer@aol.com11/15/07 G2011107LA AP/AS - Pr<strong>of</strong>essional Standards UpdatePr<strong>of</strong>essional Standards Update2 Krausz, Gary L. Gursey | Schneider LLP 310-552-0960 gkrausz@gursey.com11/15/07 G233110711/15/07 G233110711/15/07 G<strong>30</strong>33507LA Westside Tech. Users (WTUG) - VISTAImplementation -Careful Planning for aSuccessful TransitionLA Westside Tech. Users (WTUG) - VISTAImplementation -Careful Planning for aSuccessful TransitionLA East SGV Discussion Group - New TaxPreparer Rules3 Rosenberg, David3 Clark, Tony1 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com11/16/07 G3<strong>04</strong>350711/19/07 G232110711/20/07 G<strong>30</strong>8350711/26/07 G<strong>30</strong>7470711/27/07 G<strong>30</strong>8470711/27/07 G312110711/<strong>30</strong>/07 G3<strong>04</strong>590712/03/07 G1501207LA Hollywood/Beverly Hills Discussion FraudDetection: An Accounting Case Study#6LA Pasadena/Eastside Technology User-Pr<strong>of</strong>itcents General StrategiesLA San Fernando Valley DG- Life Insuranceand Annuity RescueLA Pasadena Discussion Group CharitablePlanningLA San Fernando Valley DG-Buying andSelling a CPA PracticeLA Westside Discussion Group - Circular2<strong>30</strong>LA Hollywood/Beverly Hills Discussion-Mortgage Lending Update for <strong>CPAs</strong>LA 8 Hour CPE Program - Audit StandardsUpdate: The New Audit Risk AssessmentStandards2 Kearson, Nancy A. Nancy A Kearson CPA ABV CVA 310-785-9614 nkearson@earthlink.net1 Gross, Brock1 Lenvin, Gail Axa Advisors 818-587-4223 gail.lenvin@axa-advisors.com1 Normandin, James Memorial Medical Center Found 562-933-1667 jnormadin@memorialcare.org1 Smith, David C. Business Brokerage, Inc. 800-274-54<strong>30</strong> bbidsmith@aol.com2 Fisk, SharynHochman Salkin Rettig Toscher &Perez310-281-3200 sf@taxlitigator.com2 Glickman, Eddie Americorp Funding 310-315-8600 glickloan@aol.com8 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.com12/03/07 G<strong>30</strong>71207 LA Pasadena Discussion Group New SASs 1 Ptasinski, Gema M. Vicenti Lloyd & Stutzman <strong>CPAs</strong> 626-857-7<strong>30</strong>0 gptasinski@vlsllp.com12/<strong>04</strong>/07 G<strong>30</strong>11207LA Association <strong>of</strong> Valleys <strong>CPAs</strong> - Preparingfor Tax Season2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com12/<strong>04</strong>/07 G<strong>30</strong>81207LA San Fernando Valley DG- Patenting TaxStrategies Panel Discussion1 Cyrlin, Alan I. Ervin Cohen & Jessup 310-273-633312/06/07 G1091207 Tax Day LA! 3 Cabrera, Ed City <strong>of</strong> Los Angeles12/06/07 G1091207 Tax Day LA! 3 Gensicke, Kurt Los Angeles County Assessor12/06/07 G<strong>30</strong>31207LA East SGV Discussion Group - EnterpriseZone Credits1 Boloorchi, Nojan KBKG Inc. 626-449-4225 nojan@kbkg.com12/07/07 G3<strong>04</strong>1207LA Hollywood/Beverly Hills Discussion- IRSWhistle Blower Rules - An Updat All <strong>CPAs</strong>need to Know About!2 Riggall, Kneave Kneave Riggall, Esq. 626-799-7219 krtaxlaw@yahoo.com5/22/<strong>20<strong>08</strong></strong> Page 36 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail12/07/07 G<strong>30</strong>91207LA Santa Clarita Discussion Group- CriminalTax Fraud1 Givner, Bruce M. Law Office <strong>of</strong> Bruce Givner 310-207-80<strong>08</strong> bruce@givner.com12/10/07 G<strong>30</strong>7240712/11/07 G<strong>30</strong>8240712/12/07 G210120712/12/07 G3111207LA Pasadena Discussion Group BusinessValuation-Income and Asset ApproachLA San Fernando Valley DG- Taxation <strong>of</strong>Aliens and <strong>of</strong> US CitizensLA Estate Planning - Year End Estate &Gifts Updated - New Cases, Rulings &LegislationLA W. San Gabriel Valley DG - InternalRevenue Service1 Hamilton, Chris Arxis Financial 805-<strong>30</strong>6-7890 chamilton@arxisgroup.com1 Hodgen, Philip D. Hodgen Law Group, PC 626-689-0060 phil@hodgen.com2 Katzenstein, Andrew M. Katten Muchin Rosenman LLP 310-788-44001 Smith, Amy K.O'Dowd Franklin Rabanal & SmithLLPandrew.katzenstein@kattenlaw.com707-255-1059 asmith@<strong>of</strong>rscpas.com12/13/07 G2011207 LA AP/AS - Fraud II 2 Kearson, Nancy A. Nancy A Kearson CPA ABV CVA 310-785-9614 nkearson@earthlink.net12/14/07 G3<strong>04</strong>240712/17/07 G2321207LA Hollywood/Beverly Hills Discussion FraudDetection InsightsLA Pasadena Eastside- How Franchise TaxBoard Uses Technology & Annual HolidayClebration Party2 Attwood, John C. Attwood Law Center Inc 310-664-9777Attwood@AttwoodLawCenter.com1 Sims, Steve A. Franchise Tax Board 916-845-7595 steve.sims@ftb.ca.gov12/18/07 G<strong>30</strong>83607LA San Fernando Valley DG: RecentDevelopments for 401K1 Davis, Debra A. Reish Luftman Reicher & Cohen 310-478-5656 debradavis@reish.com12/18/07 G<strong>30</strong>83607LA San Fernando Valley DG: RecentDevelopments for 401K1 Bennett, Stephanie L. Reish Luftman Reicher & Cohen 310-478-5656 stephaniebennett@reish.com12/18/07 G3121207 LA Westside Discussion Group - FIN 48 2 Harden, Stuart H. Hemming Morse Inc <strong>CPAs</strong> 559-440-0575 hardens@hemming.com12/19/07 G2221207LA Business and Industry - Gift CardAccounting1 Gombar, William G. Triple Canopy 310-820-8780 wgg@prodigy.net12/20/07 G<strong>30</strong>33607LA East SGV Discussion Group - Get Readyfor the Tax Season1 Wittenberg, Herbert B. Wittenberg & Wittenberg, <strong>CPAs</strong> 626-337-6138 email@wittenbergcpas.com12/21/07 G3<strong>04</strong>3607LA Hollywood/Beverly Hills DiscussionProperty Tax Reassessments2 James, John Atkinson Andelson et al 562-653-320001/09/<strong>08</strong> G31101<strong>08</strong>01/11/<strong>08</strong> G3<strong>04</strong>01<strong>08</strong>01/15/<strong>08</strong> G<strong>30</strong>825<strong>08</strong>01/15/<strong>08</strong> G<strong>30</strong>825<strong>08</strong>01/15/<strong>08</strong> G<strong>30</strong>825<strong>08</strong>LA W. San Gabriel Valley DG - Don't treat SCorporation Distribution like a PartnershipDrawsLA Hollywood/Beverly Hills DiscussionDisaster Loses-What So. Cal CPA's need toknow for this Tax Season?LA San Fernando Valley DG- A CityBusiness Tax-What's New For <strong>20<strong>08</strong></strong>LA San Fernando Valley DG- A CityBusiness Tax-What's New For <strong>20<strong>08</strong></strong>LA San Fernando Valley DG- A CityBusiness Tax-What's New For <strong>20<strong>08</strong></strong>1 Staley, William C. Law Office <strong>of</strong> William C. Staley 818-936-3490 bill@staleylaw.com2 Galdieri, Anna Maria Anna Maria Galdieri 510-601-6691 amgaldieri@pacbell.net1 Cabrera, Ed City <strong>of</strong> Los Angeles1 Uy, Patty1 Galang, Pete01/15/<strong>08</strong> G31201<strong>08</strong>LA Westside Discussion Group - AuditorsResponsibility with Respect to Fraud2 Tonsick, John L. John L Tonsick CPA 562-856-5735 jtonsick@verizon.net5/22/<strong>20<strong>08</strong></strong> Page 37 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/16/<strong>08</strong> G21901<strong>08</strong>LA MAP Committee - Employment LawUpdate2 Terman, Mark E. Reish Luftman Reicher & Cohen 310-478-5656 markterman@reish.com01/16/<strong>08</strong> G23101<strong>08</strong>LA Taxation Committee Annual FranchiseTax Board Meeting2 Sims, Steve A. Franchise Tax Board 916-845-7595 steve.sims@ftb.ca.gov01/16/<strong>08</strong> G23101<strong>08</strong>LA Taxation Committee Annual FranchiseTax Board Meeting2 Lacour, Brad Franchise Tax Board 213-897-5234 brad.lacour@ftb.ca.gov01/17/<strong>08</strong> G<strong>30</strong>325<strong>08</strong>01/18/<strong>08</strong> G3<strong>04</strong>25<strong>08</strong>01/18/<strong>08</strong> G3<strong>04</strong>25<strong>08</strong>LA East SGV Discussion Group - Put & CallOptions -T ax & Practical ApplicationsLA Hollywood/Beverly Hills Discussio- TaxPractice Rules Update -How To AvoidPenalties!LA Hollywood/Beverly Hills Discussio- TaxPractice Rules Update -How To AvoidPenalties!1 Wong, William H. William H. Wong 562-947-3282 BWongCPA@aol.com2 Dellinger, Arthur J. Kallman & Co LLP <strong>CPAs</strong> 310-909-1900 kip@kallmanandco.com2 Rice, David L. David Lee Rice APLC 310-517-8600 jharbin@lawrice.com01/23/<strong>08</strong> G22401<strong>08</strong>LA Non-Pr<strong>of</strong>it Committee - Implementing theNew Risk Assesment Auditing Standards2 Shelmon, Nancy E. PricewaterhouseCoopers LLP 213-356-6000nancy.e.shelmon@us.pwc.com01/25/<strong>08</strong> G3<strong>04</strong>37<strong>08</strong>01/28/<strong>08</strong> G<strong>30</strong>749<strong>08</strong>02/01/<strong>08</strong> G3<strong>04</strong>02<strong>08</strong>02/01/<strong>08</strong> G<strong>30</strong>902<strong>08</strong>02/<strong>04</strong>/<strong>08</strong> G<strong>30</strong>702<strong>08</strong>02/05/<strong>08</strong> G<strong>30</strong>102<strong>08</strong>02/07/<strong>08</strong> G<strong>30</strong><strong>30</strong>2<strong>08</strong>02/11/<strong>08</strong> G<strong>30</strong>714<strong>08</strong>02/12/<strong>08</strong> G<strong>30</strong>814<strong>08</strong>02/13/<strong>08</strong> G21002<strong>08</strong>02/13/<strong>08</strong> G31102<strong>08</strong>02/18/<strong>08</strong> G23202<strong>08</strong>LA Hollywood/Beverly Hills DG: AdvancedReal EstateLA Pasadena Discussion Group- CurrentDevelopments in Defined Benefit PlansLA Hollywood/Beverly Hills DG- <strong>California</strong>Tax UpdateLA Santa Clarita Discussion Group-Computer Texhnology-What's New, What'sHotLA Pasadena Discussion Group- AddingManagement Consulting to Your PracticeLA Association <strong>of</strong> Valleys <strong>CPAs</strong> - The LatestInformation from the IRSLA East SGV Discussion Group - SmallEmployers & Retirement PlansLA Pasadena Discussion Group- TheDynasty TrustLA San Fernando Valley DG- Taxation <strong>of</strong>Foreclosures & Short SalesLA Estate Planning - 12th Annual IRSMeeting *Joint meeting with TaxationCommitteeLA W. San Gabriel Valley DG - FiduciaryAccounting (A&A)LA Pasadena Eastside Technology -Micros<strong>of</strong>t Office Accounting <strong>20<strong>08</strong></strong>2 Howard, Ernest F. Ernest F Howard CPA 310-821-3513 ernest@efhcpa.com1 Knezevich, Alex Senex Group 818-593-35352 Freer, Lynn Spidell Publishing Inc. 714-776-78501 Gaby, Robert C. Arxis Technology Inc 866-624-2600 bgaby@arxistechnology.com1 Savich, Richard S. ABKO Consulting 760-238-3900 dicksavich@abko.com1 Carnow, Abraham S. Abraham Steven Carnow CPA 323-655-4273 acarnow@pacbell.net1 Green, Kathy CMC 818-247-7900 kathyg@retireben.com1 Steyn, Sasha Smith Barney's Consulting Grp 626-3<strong>04</strong>-24231 Gilbert, Barry I. Barry Gilbert, CPA 818-324-9201 caltaxcpa@aol.com2 Harper, Ann C. Ann C. Harper, Esq. 213-576-37451 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net1 Hensiek, Barry B. Hensiek & Caron CPAS 626-792-9988 Barry@hccpa.com5/22/<strong>20<strong>08</strong></strong> Page 38 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail02/19/<strong>08</strong> G<strong>30</strong>826<strong>08</strong>LA San Fernando Valley DG- Immigrationand Visas- The Accountant's Role1 Fraade, Richard richard@richardfraade.net02/19/<strong>08</strong> G31202<strong>08</strong>LA Westside Discussion Group - FederalTax Update2 Simon, Stuart A.Hochman Salkin Rettig Toscher &Perez310-281-3200 simon@taxlitigator.com02/20/<strong>08</strong> G2220207 LA Business and Industry - Employment Law 1 Goodkin, Olivia Rutter Hobbs & David<strong>of</strong>f 310-286-170002/20/<strong>08</strong> G22202<strong>08</strong>02/21/<strong>08</strong> G22502<strong>08</strong>02/21/<strong>08</strong> G23<strong>30</strong>20702/21/<strong>08</strong> G23<strong>30</strong>20702/21/<strong>08</strong> G23<strong>30</strong>20702/21/<strong>08</strong> G<strong>30</strong>326<strong>08</strong>02/25/<strong>08</strong> G<strong>30</strong>738<strong>08</strong>02/26/<strong>08</strong> G<strong>30</strong>838<strong>08</strong>02/26/<strong>08</strong> G<strong>30</strong>838<strong>08</strong>03/03/<strong>08</strong> G<strong>30</strong>70<strong>30</strong>803/<strong>04</strong>/<strong>08</strong> G<strong>30</strong>80<strong>30</strong>803/10/<strong>08</strong> G<strong>30</strong>715<strong>08</strong>03/11/<strong>08</strong> G<strong>30</strong>815<strong>08</strong>03/17/<strong>08</strong> G2320<strong>30</strong>803/17/<strong>08</strong> G2320<strong>30</strong>8LA Business and Industry - Wage and HourLaw Traps for the UnwaryPersonal Financial Planning <strong>20<strong>08</strong></strong> MarketOutlook: The Good, the Bad and the Ugly.LA Westside Tech. Users (WTUG) - Tips,Tricks, Traps <strong>of</strong> Popular Programs andVoice ServicesLA Westside Tech. Users (WTUG) - Tips,Tricks, Traps <strong>of</strong> Popular Programs andVoice ServicesLA Westside Tech. Users (WTUG) - Tips,Tricks, Traps <strong>of</strong> Popular Programs andVoice ServicesLA East SGV Discussion Group - Fraud andDue DilligenceLA Pasadena Discussion Group- Multi StateTrust-Tax and AccountingLA San Fernando Valley DG- Long TermCare A Primer in Asset Protection. It's notjust for the ElderlyLA San Fernando Valley DG- Long TermCare A Primer in Asset Protection. It's notjust for the ElderlyLA Pasadena Discussion Group- Update-Pension & Pr<strong>of</strong>it Sharing PlansLA San Fernando Valley DG- OCBOA &More-A Financial StatementLA Pasadena Discussion Group- Long TermCare InsuranceLA San Fernando Valley DG- The <strong>20<strong>08</strong></strong> TaxSeason Mid-Term ReportLA Pasadena Eastside Technology Green"computing-Energy Use and DispositionIssues"LA Pasadena Eastside Technology Green"computing-Energy Use and DispositionIssues"1 Goodkin, Olivia Rutter Hobbs & David<strong>of</strong>f 310-286-17002 Petruno, Tom3 Dahan, Asher3 Dillon, Rick RIA - THOMSON 800-346-7377 rick.dillon@thomson.com3 Calvert, Robert Second Son Consulting, Inc. 818-988-5231rob@secondsonconsulting.com1 Dowling, James KPMG LLP 213-972-4000 JFDowling@KPMG.com1 Weigandt, Donald R. JP Morgan Chase Bank, N.A.don.r.weigandt@jpmorgan.com1 Lenvin, Gail Axa Advisors 818-587-4223 gail.lenvin@axa-advisors.com1 Ziskin, Andrew M. Axa Advisors 818-587-42231 Brown, Tara Millennium Pension Services, Inc. 626-355-<strong>30</strong>39andrew.ziskin@axaadvisors.com1 Partington, Al A M Partington CPA Inc 805-522-4422 apartingtoncpa@aol.com1 Devereaux, Barbara New York Life Insurance Co 323-782-<strong>30</strong>00bgdevereaux@ft.newyorklife.com1 Otchis, Wayne P. Wayne P. Otchis, CPA, P/C 858-793-7794 wotchis@aol.com1 Hensiek, Barry B. Hensiek & Caron CPAS 626-792-9988 Barry@hccpa.com1 Heineman, Linda L. Linda L. Heineman, CPA 626-577-0979 linda@llhcpa.com5/22/<strong>20<strong>08</strong></strong> Page 39 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail03/18/<strong>08</strong> G<strong>30</strong>827<strong>08</strong>LA San Fernando Valley DG- LA CountyBusiness Property Taxes -An Insiders Guide1 Mooradian, MikeLos Angeles County Assessor'sOffice888-807-211103/18/<strong>08</strong> G3120<strong>30</strong>803/19/<strong>08</strong> G2220<strong>30</strong>803/24/<strong>08</strong> G<strong>30</strong>739<strong>08</strong>03/25/<strong>08</strong> G<strong>30</strong>839<strong>08</strong>03/25/<strong>08</strong> G<strong>30</strong>839<strong>08</strong>03/31/<strong>08</strong> G<strong>30</strong>751<strong>08</strong><strong>04</strong>/16/<strong>08</strong> G222<strong>04</strong><strong>08</strong>LA Westside Discussion Group - <strong>California</strong>Tax UpdateLA Business and Industry - State and LocalTax UpdateLA Pasadena Discussion Group- TrustAccountingLA San Fernando Valley DG- TrusteeResponsibilities & LitigationLA San Fernando Valley DG- TrusteeResponsibilities & LitigationLA Pasadena Discussion Group- ChallengesFacing Accountants TodayLA Business and Industry - ManagingSuccess: The 10 Questions GrowingBusinesses Rarely Ask Themselves2 Freer, Lynn Spidell Publishing Inc. 714-776-78501 Grierson, Scot scot.grierson@gt.com1 Downs, William H. William H Downs CPA 818-981-4313 wdownscpa@earthlink.net1 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com1 Luftman, Richard Reish Luftman Reicher & Cohen 310-478-56561 Werner, Randy R. J.D.CAMICO Mutual InsuranceCompany650-802-2500 rwerner@camico.com1 Fowler, Mark H. Stowe Management Corporation 310-458-1321 estowemanagement@aol.com<strong>04</strong>/17/<strong>08</strong> G233<strong>04</strong>07LA Westside Tech. Users (WTUG) - RemoteAccess Update AND Security3 Torii, Jim<strong>04</strong>/17/<strong>08</strong> G233<strong>04</strong>07LA Westside Tech. Users (WTUG) - RemoteAccess Update AND Security3 Ruffolo, Tom ESecurityToGO,LLC 949-261-5555 truffolo@securitytogo.com<strong>04</strong>/21/<strong>08</strong> G232<strong>04</strong><strong>08</strong>LA Pasadena Eastside Technology-CostEffective Time and Billing using BillQuick1 Breiholz, Will BQE S<strong>of</strong>tware 310-602-4020 will@mail3.bqe.com<strong>04</strong>/22/<strong>08</strong> G<strong>30</strong>828<strong>08</strong>LA San Fernando Valley DG- Peer Reviewfor the Smaller Firm1 O'Krent, Gary H. Bluestein, O'Krent & Bluestein 818-783-5533 bluok@aol.com<strong>04</strong>/23/<strong>08</strong> G224<strong>04</strong><strong>08</strong> LA Non-Pr<strong>of</strong>it Committee - Fraud 2 Tonsick, John L. John L Tonsick CPA 562-856-5735 jtonsick@verizon.net<strong>04</strong>/28/<strong>08</strong> G<strong>30</strong>740<strong>08</strong>LA Pasadena Discussion Group- EnterprizeZones1 Boloorchi, Nojan KBKG Inc. 626-449-4225 nojan@kbkg.com<strong>04</strong>/29/<strong>08</strong> G<strong>30</strong>840<strong>08</strong>LA San Fernando Valley DG- Buying &Selling an Accounting Practice1 Smith, David C. Business Brokerage, Inc. 800-274-54<strong>30</strong> bbidsmith@aol.com<strong>04</strong>/29/<strong>08</strong> G312<strong>04</strong><strong>08</strong>LA Westside Discussion Group - InternalControl Requirments for Non Public Entities2 Russell, Larry E. Bidz.com Inc 310-280-7394 larry@bidz.com<strong>04</strong>/<strong>30</strong>/<strong>08</strong> G219<strong>04</strong><strong>08</strong> LA MAP Committee- Debriefing Tax Season 2 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.comOrange County/Long BeachOC/LB Business & Industry Interest Group12/14/05 H2161205South01/10/06 H202010601/18/06 H2160106OC/LB Administration Interest GroupMeeting Flexible Work Schedules - Are TheyRight for Your Organization?OC/LB Business & Industry Interest GroupSouth - Business Tax Update1 Silvio, Michael S.CBIZ & Mayer H<strong>of</strong>fman McCannPC949-450-4400 msilvio@cbiz.com1 Cole, Karen Capital Group Co Inc 949-975-5236 karen_cole@capgroup.com1 Valentine, Gretchen L. RSM McGladrey Inc and 949-255-6500 gretchen.valentine@rsmi.com5/22/<strong>20<strong>08</strong></strong> Page 40 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/20/06 H2240106OC/LB Technology Interest Group MeetingComputer Backups, Email and WebPresence1 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com01/24/06 H2200106OC Eldercare & Financial PlanningSymposium3 Freedman, Mitchell MFAC Financial Advisors Inc 818-905-0321 mitchpfs@mfac-bizmgt.com01/24/06 H2200106OC Eldercare & Financial PlanningSymposium3 Pettigrew, Judy01/25/06 H2070106 OC/LB Estate Planning Interest Group 2 Heaton, Richard L. Garrett & Heaton 949-833-1066 rheaton@gh-llp.com01/25/06 H2161<strong>30</strong>6OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing & Lean Mfg1 Martins, Gregg Gregg Martins, CPA 949-586-3516 gmartins@gte.net01/25/06 H2161<strong>30</strong>6OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing & Lean Mfg1 Cr<strong>of</strong>t, Frederick W. fwcr<strong>of</strong>t@yahoo.com02/17/06 H211020602/22/06 H216020602/22/06 H2161406OC/LB Litigation Services Interest Group -Business Interruption Loss CalculationsOC/LB Business & Industry Interest GroupSouth - Labor Law UpdateOC/LB Business & Industry Interest GroupNorth - Activity-Based Costing & Lean Mfg1 Jones, Lynn C. Jones & Co 214-533-0310 lynn.jones@jones-co.com1 Klatte, Ernest1 Martins, Gregg Gregg Martins, CPA 949-586-3516 gmartins@gte.net02/22/06 H216140603/22/06 H2160<strong>30</strong>603/22/06 H2160<strong>30</strong>603/22/06 H2160<strong>30</strong>603/22/06 H216150603/22/06 H2161506<strong>04</strong>/19/06 H216<strong>04</strong>06<strong>04</strong>/26/06 H207<strong>04</strong>06OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing & Lean MfgOC/LB Business & Industry Interest GroupSouth - Positioning Your Company forFinancingOC/LB Business & Industry Interest GroupSouth - Positioning Your Company forFinancingOC/LB Business & Industry Interest GroupSouth - Positioning Your Company forFinancingOC/LB Business & Industry Interest GroupNorth - Activity-Based Costing & DataWarehousingOC/LB Business & Industry Interest GroupNorth - Activity-Based Costing & DataWarehousingOC/LB Business & Industry Interest GroupSouth - Information Technology SecurityOC/LB Estate Planning Interest Group -Administering the Estate Plan1 Cr<strong>of</strong>t, Frederick W. fwcr<strong>of</strong>t@yahoo.com1 Wilshin, David Wordes Wilshin & Conner LLP 949-486-6100 dwilshin@wwgc.com1 Rubel, Michael1 Bream, Cliff1 Martins, Gregg Gregg Martins, CPA 949-586-3516 gmartins@gte.net1 Cr<strong>of</strong>t, Frederick W. fwcr<strong>of</strong>t@yahoo.com1 Pease, Kimberly2 Boon, Danny5/22/<strong>20<strong>08</strong></strong> Page 41 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>04</strong>/26/06 H2161606OC/LB Business & Industry Interest GroupNorth - Information Technology Security1 Pease, Kimberly<strong>04</strong>/28/06 H211<strong>04</strong>0605/<strong>04</strong>/06 H22<strong>30</strong>50605/10/06 H228050605/12/06 H220050605/24/06 H207050605/24/06 H216050605/24/06 H216050605/24/06 H2161706OC/LB Litigation Services Interest Group -Financial Issues in High End Divorce CasesOC/LB Taxation-Domestic & International -Lessons To Be Learned From KPMGOC/LB ElderCare Interest Group - CurrentTrends in Geriatric Psychology & DementiaIssuesOC/LB Financial Planning Interest Group -Uses/Abuses <strong>of</strong> 412(i), 419, VEBA- WhichMushrooms Are Safe to Eat?OC/LB Estate Planning Interest Group -706/709 Preparation TechniquesOC/LB Business & Industry Interest GroupSouth - International Tax IssuesOC/LB Business & Industry Interest GroupSouth - International Tax IssuesOC/LB Business & Industry Interest GroupNorth - Activity-Based Costing Metrics1 Kaseno, Karen J. Kaseno CPA Firm APC 760-753-7515 kkaseno@fraudsafecpa.com1 Barish, Kenneth M. Kajan Mather and Barish, APC 310-278-6<strong>08</strong>0 kmb@taxdisputes.com2 Elsanadi, Samuel Elsanadi & Taylor 562--25-41922 Wallach, Lance2 Gregor, Vanessa1 Hawkins, Bert J. III RSM McGladrey Inc and 949-255-6500 bjhawkins@cox.net1 Nunez, Mike RSM McGladrey Inc and 949-255-65001 Martins, Gregg Gregg Martins, CPA 949-586-3516 gmartins@gte.net05/24/06 H2161706OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing Metrics1 Cr<strong>of</strong>t, Frederick W. fwcr<strong>of</strong>t@yahoo.com05/24/06 H2161706OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing Metrics1 Tangonan, Rene06/<strong>08</strong>/06 H2020606OC/LB Administration Interest GroupMeeting Employee Handbooks - Policies &procedures on how to develop an effective1 Ferran, AndreaHMWC <strong>CPAs</strong> & BusinessAdvisors714-505-9000 andrea@hmwccpa.com06/12/06 H2161906OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing Metrics1 Martins, Gregg Gregg Martins, CPA 949-586-3516 gmartins@gte.net06/12/06 H2161906OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing Metrics1 Cr<strong>of</strong>t, Frederick W. fwcr<strong>of</strong>t@yahoo.com06/12/06 H216190606/14/06 H2280606OC/LB Business & Industry Interest GroupNorth - Activity-Based Costing MetricsOC/LB ElderCare Interest Group - Who areGeriatric Care Managers?1 Tangonan, Rene2 Barlam, Steve5/22/<strong>20<strong>08</strong></strong> Page 42 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/20/06 H2<strong>2006</strong>06OC/LB Financial Planning Interest Group -Reverse Mortgages2 Kaplan, Jerrold L. Jerrold Kaplan CPA kaplanjl@cox.net06/20/06 H2<strong>2006</strong>06OC/LB Financial Planning Interest Group -Reverse Mortgages2 Ashbrook, Dan Guild Mortgage Company 619-871-550706/21/06 H11<strong>30</strong>606 OC Leadership Conference 1 Pelletier, Saundra06/21/06 H216060606/23/06 H114060606/23/06 H114060606/23/06 H114060606/28/06 H207060606/28/06 H216180606/28/06 H216<strong>2006</strong>07/18/06 H220070607/26/06 H207070607/26/06 H2162106<strong>08</strong>/09/06 H228<strong>08</strong>06<strong>08</strong>/10/06 H119<strong>08</strong>06<strong>08</strong>/15/06 H2<strong>20<strong>08</strong></strong>06<strong>08</strong>/16/06 H201<strong>08</strong>06<strong>08</strong>/23/06 H207<strong>08</strong>06<strong>08</strong>/23/06 H207<strong>08</strong>06OC/LB Business & Industry Interest GroupSouth - Tax Update: Enterprise Zone CreditsOC/LB Pr<strong>of</strong>essional Conference with D.Santucci, J. Lenning & C. PeoOC/LB Pr<strong>of</strong>essional Conference with D.Santucci, J. Lenning & C. PeoOC/LB Pr<strong>of</strong>essional Conference with D.Santucci, J. Lenning & C. PeoOC/LB Estate Planning Interest Group -Using Private Annuity Trusts - DefectiveGrantor TrustsOC/LB Business & Industry Interest GroupNorth - Cost Segregation & Real Estate TaxStrategiesOC/LB Business & Industry Interest GroupSouth - Merger & Acquisition ConsiderationsOC/LB Financial Planning Interest Group -Identity TheftOC/LB Estate Planning Interest Group -Basics <strong>of</strong> Estate Planning inc Trusts,Avoiding Probate, Titling <strong>of</strong> AssetOC/LB Business & Industry Interest GroupSouth - Public Pensions - Accounting andFinancial ReportingOC/LB ElderCare Interest Group - ElderLawChanges for <strong>2006</strong>OC/LB Chapter Class - A&A Practice Withan Eye on FraudOC/LB Financial Planning Interest Group -Charitable Giving TechniquesOC Acctg & Audit Interest Group InternalControlsOC/LB Estate Planning Interest Group - Pre& Post-Dealth Trust AdministrationOC/LB Estate Planning Interest Group - Pre& Post-Dealth Trust Administration1 Nunez, Mike RSM McGladrey Inc and 949-255-65005 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net5 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com5 Peo, Christian J. KPMG LLP 714-850-4<strong>30</strong>0 cpeo@kpmg.com2 Albrecht, Richard J.1 Melillo, Jason C.Albrecht & Barney LawCorporationKrost Baumgarten Kniss &Guerrero1 Huang, Stanley RSM McGladrey Inc and 626-795-79502 Nichols, Fred Anaheim Police Department 714-765-19002 Mona, Joseph M. Joseph M. Mona 949-453-8200949-263-1<strong>04</strong>0 gifttaxes@aol.com626-449-4225 Jason@KBKG.com1 Caporicci, Gary M. Caporicci & Larson 877-862-2200 gcaporicci@c-lcpa.com2 Jensen, Dennis8 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com2 McLucas, Charles J. Jr CharitableTrustAdministration, Inc. 714-5<strong>08</strong>-9100 cmclucas@ctai-ca.com2 Caporicci, Gary M. Caporicci & Larson 877-862-2200 gcaporicci@c-lcpa.com2 Van Arnam, Gary L.2 Gray, Victoria5/22/<strong>20<strong>08</strong></strong> Page 43 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/23/06 H216<strong>08</strong>06OC/LB Business & Industry Interest GroupSouth - Sarbanes Oxley - early filers1 Larkin, William E. Fuel Systems Solutions 714-656-1200 blarkin@fsysinc.com<strong>08</strong>/23/06 H2162206<strong>08</strong>/23/06 H2162206OC/LB Business & Industry Interest GroupNorth - Enterprise Zone and R&D TaxCreditsOC/LB Business & Industry Interest GroupNorth - Enterprise Zone and R&D TaxCredits1 Guerrero, Luis A.1 Melillo, Jason C.Krost Baumgarten Kniss &GuerreroKrost Baumgarten Kniss &Guerrero626-449-4225 lou@kbkg.com626-449-4225 Jason@KBKG.com09/13/06 H1<strong>08</strong>0906 OC Fall Seminar Series Night 1 through 7 23 Larsen, Gerald L. Larsen & Risley 714-540-1770 info@larsenandrisley.com09/13/06 H1<strong>08</strong>0906 OC Fall Seminar Series Night 1 through 7 23 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net09/13/06 H1<strong>08</strong>0906 OC Fall Seminar Series Night 1 through 7 23 Cieslak, David M. Arxis Technology Inc 866-624-2600 dcieslak@arxistechnology.com09/13/06 H1<strong>08</strong>0906 OC Fall Seminar Series Night 1 through 7 23 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.com09/13/06 H1<strong>08</strong>0906 OC Fall Seminar Series Night 1 through 7 23 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com09/13/06 H1<strong>08</strong>0906 OC Fall Seminar Series Night 1 through 7 23 Joseph, Donita M. Windes & McClaughry AC 562-435-1191 djoseph@windes.com09/13/06 H2280906OC/LB ElderCare Interest Group - GivingCare to the Elderly and the Disabled2 Ellano, Claudia09/19/06 H2200906OC/LB Financial Planning Interest Group -Real Estate and the IRA2 Valenzuela, T. J.Trust Administration ServicesCorp.800-455-9472 tvalenzuela@trustlynk.com09/27/06 H207090609/27/06 H207090609/27/06 H216090609/27/06 H2162<strong>30</strong>609/29/06 H201092910/17/06 H220100610/25/06 H2071006OC/LB Estate Planning Interest Group -Fiduciary Accounting for Trusts and EstatesOC/LB Estate Planning Interest Group -Fiduciary Accounting for Trusts and EstatesOC/LB Business & Industry Interest GroupSouth - Risk Management - Audit and InfoTechOC/LB Business & Industry Interest GroupNorth - Estates and Trusts - Tax PlanningTips Everyone Should KnowOC Acctg & Audit Interest Group SFAS123ROC/LB Financial Planning Interest Group -New Nonqualified Deferred CompensationRulesOC/LB Estate Planning Interest Group -1<strong>04</strong>1 Basics2 Johnson, Wayne Valensi Rose PLC 310-277-8011 wrj@vrmlaw.com2 Sires, Bruce D.1 Fujita, Gary Y. BDO Seidman LLP 714-957-3200 gfujita@bdo.com1 Little, Kenneth L. Yap & Little <strong>CPAs</strong> Inc 714-503-6212 klittle@ylcpas.com2 Carobine, Donald A. Gumbiner Savett Inc 310-828-9798 dcarobine@gscpa.com2 Bumling, Sheldon2 Golden, Mark10/<strong>30</strong>/06 H1<strong>08</strong>1006 OC CPA Regional Trade Show 5 Cieslak, David M. Arxis Technology Inc 866-624-2600 dcieslak@arxistechnology.com11/07/06 H2201106OC/LB Financial Planning Interest Group -Map Your Way to a Successful 1031 Srategy2 Watt, Brad5/22/<strong>20<strong>08</strong></strong> Page 44 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/<strong>08</strong>/06 H2281106OC/LB ElderCare Interest GroupDemystifying Veterans Benefits2 Ford, Joseph11/09/06 H2012<strong>30</strong>6OC Acctg & Audit Interest Group AutomatingYour Analytical Procedures2 Snow, Corey Sageworks, Inc. 919-851-747411/29/06 H2161006OC/LB Business & Industry Interest GroupSouth New Product Development: Conceptthrough Production1 Gitney, Jim Group 50 909-949-9<strong>08</strong>312/05/06 H220120612/05/06 H220120612/05/06 H220120612/05/06 H220120612/13/06 H201120612/13/06 H216120612/13/06 H216120N12/15/06 H211120601/16/07 H220010701/16/07 H220010701/16/07 H220010701/16/07 H220010701/24/07 H1050107OC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC Acctg & Audit Interest Group Update onthe International Accounting StandardsOC Bus & Industry Interest Group SResearch & Development Tax CreditsOC Bus & Industry Interest Group NResearch & Development Tax CreditsOC/LB Litigation Services Interest GroupHow to Prepare Your Attorneys to PrepareYouOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC/LB Financial Planning Interest Group ASymposium III On Retirement and AgingOC Economic Forecast 2007 with Dr.Esmael Adibi3 Huxley, Stephen J. Asset Dedication LLC 925-377-7171 stevehuxley@gmai.lcom3 Burns, Brent Asset Dedication LLC 925-377-71713 Bashaw, Donna R.3 Blix, Fay2 Nino, Lana S. Whittier College 562-907-4931 lananino@aol.com1 Silvio, Michael S.1 Silvio, Michael S.CBIZ & Mayer H<strong>of</strong>fman McCannPCCBIZ & Mayer H<strong>of</strong>fman McCannPC1 Tovstein, Marc JD Tovstein & Kraetzer 949-476-0571949-450-4400 msilvio@cbiz.com949-450-4400 msilvio@cbiz.com3 Huxley, Stephen J. Asset Dedication LLC 925-377-7171 stevehuxley@gmai.lcom3 Burns, Brent Asset Dedication LLC 925-377-71713 Bashaw, Donna R.3 Blix, Fay1 Adibi, Ismael Ph.D. Chapman University 714-997-68145/22/<strong>20<strong>08</strong></strong> Page 45 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/24/07 H2070107OC/LB Estate Planning Interest Group TaxLaw Update: New Law Updates & Hot IRSIssues2 Larsen, Gerald L. Larsen & Risley 714-540-1770 info@larsenandrisley.com02/16/07 H211020702/28/07 H207020702/28/07 H2070207OC/LB Litigation Services Interest GroupPr<strong>of</strong>essional Standards for Auditors - Issues& CasesOC/LB Estate Planning Interest GroupAdvanced Estate Planning: QPRTs (GRITsGRATs FLPs, etc.)OC/LB Estate Planning Interest GroupAdvanced Estate Planning: QPRTs (GRITsGRATs FLPs, etc.)1 Mintzer, Andrew M. Andrew M Mintzer CPA 310-395-0599 andy@mintzercpa.com2 Handy, Nelson J. Fiduciary Law Services Inc 818-274-<strong>30</strong>50 nelson@fidls.com2 Higgins, Sean K.<strong>04</strong>/25/07 H207<strong>04</strong>07OC/LB Estate Planning Interest Group706/709 Preparation-Pointers2 Powell, Mark E. Freeman Freeman & Smiley LLP 949-252-2777<strong>04</strong>/25/07 H207<strong>04</strong>07OC/LB Estate Planning Interest Group706/709 Preparation-Pointers2 Foundation, Instructor<strong>04</strong>/25/07 H228<strong>04</strong>07OC/LB ElderCare Interest Group InvestmentPractices for Fiduciaries2 Keller, Rick Keller Group 949-476-0<strong>30</strong>005/11/07 H2110507 OC/LB Litigation Services Interest Group 1 Laffer, Martin G. Laffer & Gottlieb 310-274-7600 marty@laffer-gottlieb.com05/17/07 H2200507OC/LB Financial Planning Interest Group -Real Estate and the IRA2 Eber, Alan R. Law Offices <strong>of</strong> Alan R.Eber 818-906-0126 eberlaw@aol.com05/18/07 H2240507OC/LB Technology Interest Group MeetingPaperless Quick Books1 Kotch, Frank Personable, Inc. 714-4<strong>30</strong>-694405/23/07 H2070507OC/LB Estate Planning Interest Group IRSPresentation2 Unetic, Robert05/<strong>30</strong>/07 H2280507OC/LB ElderCare Interest GroupUnderstanding Probate and Estate Planning 2 Cardinale, FrankIssues06/15/07 H1140607 OC/LB Pr<strong>of</strong>essional Conference 5 Capata, Gary G. Capata & Co 949-364-0334 gary@capatax.com06/15/07 H1140607 OC/LB Pr<strong>of</strong>essional Conference 5 Freedman, Mitchell MFAC Financial Advisors Inc 818-905-0321 mitchpfs@mfac-bizmgt.com06/15/07 H1140607 OC/LB Pr<strong>of</strong>essional Conference 5 Voorhees, Tim Brown and Streza LLP 949-453-2901 tim@vfos.com06/21/07 H2<strong>2006</strong>07OC Financial Planning Interest GroupBusiness Sucession Planning2 Streza, Richard Richard Streza, JD 949-435-290006/27/07 H207060707/16/07 H216070707/19/07 H220070707/20/07 H211070707/25/07 H207070707/25/07 H2280707OC Estate Planning Interest Group AssetProtectionOC Bus & Industry Interest Group Masteringthe Inner Game <strong>of</strong> SuccessOC Financial Planning Interest Group AvoidMalpracticeOC Litigation Services Interest Group AllAbout Wage Hourly LawOC Estate Planning Interest GroupMalpractice IssuesOC ElderCare Interest Group HousingOptions for Aging Adults2 Adkisson, John D. Hanson Bridgett Marcus Vlahos 916-442-33331 Lambert, Garrett W. The Mechanics Bank 510-262-73252 H<strong>of</strong>fman, Jeff1 Skousen, John K.jadkisson@hansonbridgett.comgarrett_lambert@mech<strong>bank</strong>.com2 Lee, Keith R. taxmonaut@yahoo.com2 Schweppe, Jacque5/22/<strong>20<strong>08</strong></strong> Page 46 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/26/07 H1400707 OC Leadership Development Conference 6 Pelletier, Saundra07/26/07 H1400707 OC Leadership Development Conference 6 Mineer, Amanda<strong>08</strong>/14/07 H216<strong>08</strong>07<strong>08</strong>/16/07 H2<strong>20<strong>08</strong></strong>07OC Bus & Industry Interest GroupLimitations <strong>of</strong> Internal ControlsOC Financial Planning Interest GroupEverything About Social Security1 Tevis, Jeffrey B. Esq.2 Van Nostrand, Frank<strong>08</strong>/24/07 H224<strong>08</strong>07 OC Technology Interest Group Paperless 1 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com09/12/07 H2280907OC ElderCare Interest Group HousingOptions for Aging Adults/3 Schweppe, Jacque09/12/07 H2280907OC ElderCare Interest Group HousingOptions for Aging Adults/3 West, Michelle09/18/07 H1<strong>08</strong>0907 OC Fall Seminar Series 21 Caporicci, Gary M. Caporicci & Larson 877-862-2200 gcaporicci@c-lcpa.com09/18/07 H1<strong>08</strong>0907 OC Fall Seminar Series 21 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net09/18/07 H1<strong>08</strong>0907 OC Fall Seminar Series 21 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com09/18/07 H1<strong>08</strong>0907 OC Fall Seminar Series 21 Villines, Barry S. Deloitte & Touche USA LLP 714-436-7100 bvillines@deloitte.com09/18/07 H1<strong>08</strong>0907 OC Fall Seminar Series 21 Barquer, Phil09/20/07 H2200907OC Financial Planning Interest GroupIncome Distribution Strategies2 Hershock, John09/21/07 H2240907OC Technology Interest Group RemoteAccess1 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com09/28/07 H2110907OC Litigation Services Interest GroupBusiness Valuation/Family Law Matter1 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.com10/17/07 H2281007 OC ElderCare Interest Group 2 Barajasi, Isabel10/18/07 H2011007OC Acctg & Audit Interest Group InternalControls2 Caporicci, Gary M. Caporicci & Larson 877-862-2200 gcaporicci@c-lcpa.com10/22/07 H2161007OC Bus & Industry Interest Group BodyLinguistics1 Brewer, Whitey11/07/07 H2011107OC Acctg & Audit Interest Group ClientManagement2 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com11/14/07 H2281107OC ElderCare Interest Group TrustAdmin/SNT Provisions2 Blix, Fay11/15/07 H220110711/16/07 H2241107OC Financial Planning Interest GroupIncome Tax Update: What's New?OC Technology Interest Group EmailSecurity & Spam Control2 Simon, Stuart A.Hochman Salkin Rettig Toscher &Perez310-281-3200 simon@taxlitigator.com1 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com11/28/07 H1191107 OC/LB Chapter Class Quickbooks 8 Wilkins, Lance Tracy Bressler, CPA 559-924-1225 lance@tracycpa.com11/28/07 H2014707OC Acctg & Audit Interest Group New RiskAssessment SAS's2 Bozanic, Anthony P. KMJ Corbin & Co LLP 949-756-2120 abozanic@corbincocpa.com12/<strong>04</strong>/07 H2201207OC Symposium IV on Retirement and Aging -2 Days (12/<strong>04</strong>/07 & 01/<strong>08</strong>/<strong>08</strong>)6 Blix, Fay12/<strong>04</strong>/07 H2201207OC Symposium IV on Retirement and Aging -2 Days (12/<strong>04</strong>/07 & 01/<strong>08</strong>/<strong>08</strong>)6 Van Nostrand, Frank5/22/<strong>20<strong>08</strong></strong> Page 47 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/20/06 I202060607/11/06 I2<strong>04</strong>070607/18/06 I202070607/20/06 I2<strong>08</strong>0706<strong>08</strong>/22/06 I202<strong>08</strong>0609/19/06 I202090610/19/06 I2<strong>08</strong>100610/31/06 I126100610/31/06 I126100610/31/06 I126100610/31/06 I126100611/16/06 I2091106Peninsula Chapter Estate & TrustCommittee: Postmortem Retirement PlanDistributions - Case Studies to Hone YourSkills & KnowledgePeninsula Silicon Valley ChapterLitigation/Business Valuation: Circular 2<strong>30</strong>Disclosure Issues in Forensic Accounting &BV EngagementsPeninsula Chapter Estate & TrustCommittee: IRD and IRAs - Are SOIRAs theBest Solution?Peninsula Silicon Valley Chapter TaxationCommittee: The Tax Increase Preventionand Reconciliation ActPeninsula Chapter Estate & TrustCommittee: Food for Thought on PropertyTaxes and Estate PlanningPN Estate & Trust Committee: The Top TenIssues a CPA Should Be Aware <strong>of</strong> in Dealingwith an International ClientPeninsula Chapter Taxation Committee: TheNew Pension LawPeninsula Chapter Estate PlanningSymposium: Family Limited Partnerships onTrialPeninsula Chapter Estate PlanningSymposium: Family Limited Partnerships onTrialPeninsula Chapter Estate PlanningSymposium: Family Limited Partnerships onTrialPeninsula Chapter Estate PlanningSymposium: Family Limited Partnerships onTrialPeninsula Silicon Valley Chapter SiliconValley Forum Workshop: Electronic Filing for<strong>California</strong> Business Property Statements(Form 571)2 Coughlin II, George H. george@iraplanning.com1 Sullivan, Brian A. Sullivan & Co CPA Inc 650-548-1120 brian@sullivanco.net1 Lew, Robert Planning and Financial Advisors 415-675-29<strong>30</strong> rlew@pfadvisor.com1 Gray, Michael C. Michael Gray CPA 4<strong>08</strong>-918-3161 mgray@taxtrimmers.com1 Anderson, LageCarr McClellan IngersollThompson &650-342-96001 Glickman, Jacob Glickman Associates PC 650-798-2400 jacob@glickmanlaw.com1 Williams, Leonard W. Leonard W. Williams, CPA/PC 4<strong>08</strong>-736-1566 williams@lwwilliamscpa.com4 Fredlender, Michael S. Michael S Fredlender CPA APC 818-961-<strong>30</strong>0<strong>04</strong> Weintraub, William M.Jeffer Mangels Butler & MarmaroLLPmichael.fredlender@msfcpapc.com310-203-8<strong>08</strong>0 wmw@jmbm.com4 Eckstein, David M. FMV Opinions Inc 415-288-9500 deckstein@fmv.con4 Ramsbacher, John F. Ramsbacher Prokey LLP 4<strong>08</strong>-293-3616 jfr@ramsbacherprokey.com1.5 Guillory, Webster J.County <strong>of</strong> Orange Assessor'sOffice714-834-273511/28/06 I202110612/01/06 I1271206Peninsula Chapter Estate & TrustCommittee: Current Issues & Developmentsin Estate & Trust Tax Law in <strong>2006</strong>Peninsula Silicon Valley Chapter BAREEvent: Accounting & Auditing Update forIndustry1 Hayes, Philip J. Bessemer Trust 415-291-1810 phayes@bessemer.com8 Borkowski, Wayne Borkowski & Associates, Inc. 360-491-4637 wborkow365@aol.com5/22/<strong>20<strong>08</strong></strong> Page 50 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/09/07 I2<strong>04</strong>0107Peninsula Chapter Litigation/BusinessValuation Special Interest Group: DiscussionMeeting1 Sullivan, Brian A. Sullivan & Co CPA Inc 650-548-1120 brian@sullivanco.net01/24/07 I209010702/07/07 I20<strong>30</strong>20706/12/07 I202060706/26/07 I2<strong>04</strong>060709/19/07 I209090710/<strong>30</strong>/07 I210100711/05/07 I127110711/13/07 I2011107Peninsula Chapter Silicon Valley ForumWorkshop: COSO Framework - Applicationto Smaller Public CompaniesPeninsula Silicon Valley Chapter Nonpr<strong>of</strong>itInterest Group: Human Resource Topics forthe Small NonPr<strong>of</strong>itPN Estate & Trust Committee: Funding Sub-TrustsPN Litigation/Business Valuation: ValuationConference DebriefingPN Silicon Valley Forum Workshop: TheInternet, SSTP, and NexusPN Chapter Emerging Pr<strong>of</strong>essionals: MakeEvery Minute Count!PN BARE Event: <strong>California</strong> Taxation forIndividuals: Hot TopicsPN AP&AS Committee: New AuditCommunication Standards and COSO1.5 Strasburg, Bepsy F. BDO Seidman LLP 415-397-7900 bstrasburg@bdo.com1.5 Carlen-Murray, Robinrobin@catalystcareerconsulting.com1 Shepherd, Mark Crist Schulz Biorn & Shepherd shep@csbslaw.com1 Sullivan, Brian A. Sullivan & Co CPA Inc 650-548-1120 brian@sullivanco.net2 Thompson, Daniel L. Daniel L Thompson CPA 415-320-7829 thompsontax@msn.com1 Markovitz, Daniel Time Back Management 917-364-1864dan@timebackmanagement.com8 Wright, Kathleen K. Calif State Univ - Fullerton kkwright@pacbell.net1.5 Arntzen, Carl M. Carl M. Arntzen CPA 415-285-8886 carlarnt@pacbell.net12/<strong>04</strong>/07 I2021207PN Estate & Trust Committee: Should YouTrust a Trust as an IRA Beneficiary?1 Foss, Mary Kay A.Greenstein Rog<strong>of</strong>f Olsen & CoLLP925-838-9640 mkfoss@groco.com12/05/07 I203120712/05/07 I203120712/06/07 I2<strong>08</strong>120701/17/<strong>08</strong> I21401<strong>08</strong>01/23/<strong>08</strong> I12601<strong>08</strong>01/23/<strong>08</strong> I12601<strong>08</strong>01/23/<strong>08</strong> I12601<strong>08</strong>01/23/<strong>08</strong> I12601<strong>08</strong>SacramentoPN Nonpr<strong>of</strong>it Interest Group: IRS Form 990RedesignedPN Nonpr<strong>of</strong>it Interest Group: IRS Form 990RedesignedPN Tax Committee: CommonMisunderstandings <strong>of</strong> Clients and How toRespondPN Entertainment Focus Group: Copyright inthe Film & Music WorldPeninsula Chapter 7th Annual EstatePlanning SymposiumPeninsula Chapter 7th Annual EstatePlanning SymposiumPeninsula Chapter 7th Annual EstatePlanning SymposiumPeninsula Chapter 7th Annual EstatePlanning Symposium11/15/05 J2051105 SC Estate & Financail Planning 1 Hess, Cameron L.1.5 Morton, John D. Morton & Associates 650-323-6666 jack@mortoncpa.com1.5 von Ruden, Laarni C. Laarni von Ruden, CPA 650-325-<strong>04</strong>49 laarni@lvr.netbox.com1 Williams, Leonard W. Leonard W. Williams, CPA/PC 4<strong>08</strong>-736-1566 williams@lwwilliamscpa.com1.5 Korn, Alan Law Office <strong>of</strong> Alan Korn 510-548-7<strong>30</strong>0 aakorn@igc.org4 Fredlender, Michael S. Michael S Fredlender CPA APC 818-961-<strong>30</strong>00michael.fredlender@msfcpapc.com4 Rauch, Katherine L. Katherine Rauch, CPA 925-254-3655 katherinerauch@yahoo.com4 Hemmi, Stephanni Schiller Law Group, A PLC 925-258-0123 shemmi@slg4law.com4 Schrauth, J D. JP Morgan Chase 415-315-5000Wagner Kirkman BlaineKlomparensj.daniel.schrauth@jpmorgan.com916-920-5286 chess@wkblaw.com5/22/<strong>20<strong>08</strong></strong> Page 51 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/18/06 J1100106Sacramento Chapter Meeting (Sponsored bythe Litigation Cte)4 Barnes, Richard S. Barnes Consulting 916-481-1500 rbarnes@barneslit.com01/18/06 J1100106Sacramento Chapter Meeting (Sponsored bythe Litigation Cte)4 Enos, Craig M. Ueltzen & Company LLP 916-563-7790 cenos@ueltzen.com01/18/06 J1100106Sacramento Chapter Meeting (Sponsored bythe Litigation Cte)4 Prather, Troy D. Ueltzen & Company LLP 916-563-7790 tprather@ueltzen.com01/18/06 J1100106Sacramento Chapter Meeting (Sponsored bythe Litigation Cte)4 Whitaker, Christopher F. Whitaker & Associates 916-446-8910 chris@whitakercpa.com01/18/06 J1100106Sacramento Chapter Meeting (Sponsored bythe Litigation Cte)4 Rogers, Jeffrey C. Perry-Smith LLP 916-441-1000 jeffr@perry-smith.com06/15/06 J2070606Sacramento Chapter Litigation ConsultingServices Committee Meeting1 Menz, Mark mark@mjmenz.com<strong>08</strong>/17/06 J207<strong>08</strong>06Sacramento Chapter Litigation ConsultingServices Committee Meeting1 Jaime, Matt Matheny, Sears, Linkert & Long09/06/06 J<strong>30</strong>509BSacramento Chapter Redding DiscussionGroup Tax Update Seminar8 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net09/07/06 J<strong>30</strong>509C09/13/06 J<strong>30</strong>5090609/19/06 J205090609/21/06 J207090610/24/06 J2151006Sacramento Chapter Redding DiscussionGroup Estate Planning SeminarSacramento Chapter Redding DiscussionGroup MeetingSacramento Chapter Estate & FinanicalPlanning Committee MeetingSacramento Chapter Litigation ConsultingServices Committee MeetingSacramento Chapter Taxation CommitteeMeeting8 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net2 Melillo, Jason C.1 Paul, James C.1 Perkovich, NancyKrost Baumgarten Kniss &GuerreroDowney Brand Seymour &Rohwer1 Showalter, Reed C. Alliantgroup LP 916-449-9606626-449-4225 Jason@KBKG.com916-444-1000 jpaul@downeybrand.comreed.showalter@alliantgroup.com10/31/06 J2011006Sacramento Chapter Accounting Principles& Auditing Standards Committee Meeting1 Chavez, David R.Rossmann MacDonald & BenettiInc916-488-8360 david@rmb-cpa.com11/01/06 J2<strong>08</strong>1106Sacramento Chapter Map CommitteeMeeting11/14/06 J2131106 SC Real Estate Meeting 1 Hess, Cameron L.11/15/06 J<strong>30</strong>1110611/16/06 J207110611/21/06 J205110611/21/06 J2152<strong>30</strong>6Sacramento Chapter Chico DiscussionGroup Monthly MeetingSacramento Chapter Litigation ConsultingCommittee Monthly MeetingSacramento Chapter Estate & FinanicalPlanning Committee MeetingSacramento Chapter Tax CommitteeMeeting1 Ison, Elizabeth R. Ison Law Group 916-492-6555 eison@theisonlawgroup.com1 Hess, Cameron L.Wagner Kirkman BlaineKlomparensWagner Kirkman BlaineKlomparens916-920-5286 chess@wkblaw.com916-920-5286 chess@wkblaw.com1 Menz, Mark mark@mjmenz.com1 Nienaber, Bob1 Gonzales, Julio P.5/22/<strong>20<strong>08</strong></strong> Page 52 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail12/05/06 G6011206Sacramento Chapter U.S. Dept. <strong>of</strong> LaborFiduciary Education Campaign Getting itRight - Know Your Fiduciary Responsibilities7 Humphlett, Patricia humphlett.patricia@dol.gov12/05/06 J2011206Sacramento Chapter Accounting Principlesand Auditing Standards Committee Meeting1 Bueb, Francis Ueltzen & Company LLP 916-563-7790 fbueb@ueltzen.com12/07/06 J2151206Sacramento Chapter Tax CommitteeMeeting1 Wheeler, Terry D.12/12/06 J2131206 Sacramento Chapter Real Estate Meeting 1 Hess, Cameron L.12/19/06 J205120601/09/07 J21<strong>30</strong>10701/18/07 J207010702/13/07 J21<strong>30</strong>20703/13/07 J21<strong>30</strong><strong>30</strong>703/15/07 J2070<strong>30</strong>705/<strong>08</strong>/07 J21<strong>30</strong>50705/15/07 J205050705/17/07 J207050705/17/07 J207050706/06/07 J2<strong>08</strong>060706/20/07 J1120607Sacramento Chapter Estate & FinancialPlanning Committee MeetingSacramento Chapter Monthly Meeting <strong>of</strong> theRED GroupSacramento Chapter Litigation ConsultingMeetingSacramento Chapter Real EstateDiscussion GroupSacramento Chapter Real EstateDiscussion Group Monthly MeetingSacramento Chapter LItigation ConsultingServices Committee MeetingSacramento Chapter Real Estate MeetingMixed Use Properties - What you mustknow!Sacramento Chapter Estate and FinancialPlanning Committee MeetingSacramento Chapter LItigation ConsultingServices Committee MeetingSacramento Chapter LItigation ConsultingServices Committee MeetingSacramento Chapter MAP Cte Mtg:Managing the Pr<strong>of</strong>essional Firm RoundtableDiscussionSacramento Chapter Fifth Annual RealEstate Conference1 Setzer, Scott Ann1 Hess, Cameron L.1 Bartholomew, Hal D.1 Hess, Cameron L.1 Hess, Cameron L.Strategic Wealth Legal AdvisorsIncWagner Kirkman BlaineKlomparensPolycomp AdministrativeServices, IncWagner Kirkman BlaineKlomparensBartholomew Wasznicky &Molinaro LLPWagner Kirkman BlaineKlomparensWagner Kirkman BlaineKlomparenstwheeler@strategicwealthlegal.com916-920-5286 chess@wkblaw.com916-773-3480 SSetzer@polycomp.net916-920-5286 chess@wkblaw.com916-455-5200 hal@DivorceWithRespect.com916-920-5286 chess@wkblaw.com916-920-5286 chess@wkblaw.com1 Whitaker, Christopher F. Whitaker & Associates 916-446-8910 chris@whitakercpa.com1 Hess, Cameron L.1 Youmans, Douglas L.1 Delfino, Chris1 Ginter, DaleWagner Kirkman BlaineKlomparensWagner Kirkman BlaineKlomparensDowney Brand Seymour &RohwerDowney Brand Seymour &Rohwer916-920-5286 chess@wkblaw.com916-920-5286 dyoumans@wkblaw.com916-444-1000916-444-10001 Ghilarducci, Perry Avaunt Ltd <strong>CPAs</strong> & Consultants 916-641-6990 perryg@avauntltd.com4 Hess, Cameron L.Wagner Kirkman BlaineKlomparens916-920-5286 chess@wkblaw.com07/12/07 J2150707 SC Taxation Committee 1 Burke, Gregory M. John Waddell & Co <strong>CPAs</strong> 916-488-2460 greg@jwaddell.com07/17/07 J2050707Sacramento Chapter Estate & FinancialPlanning Comittee Meeting1 Stroube, Mary K.07/18/07 J<strong>30</strong>5HW07Sacramento Chapter Redding DiscussionGroup Monthly Meeting2 Abdallah, Joseph B. Pr<strong>of</strong>essional Solutions Group LLC 916-791-3120 joseph@prosolutionsllc.com<strong>08</strong>/16/07 J207<strong>08</strong>07Sacramento Chapter Litigation ConsultingServices Committee Meeting1 Moyle, John D. Ueltzen & Company LLP 916-563-7790 jmoyle@ueltzen.com5/22/<strong>20<strong>08</strong></strong> Page 53 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/16/07 J207<strong>08</strong>07Sacramento Chapter Litigation ConsultingServices Committee Meeting1 Robken, Marylou R. Robken & Company 916-863-5622 lrobken@robken.com09/11/07 J21<strong>30</strong>907Sacramento Chapter Real EstateWagner Kirkman Blaine1 Hess, Cameron L.Committee MeetingKlomparens916-920-5286 chess@wkblaw.com09/12/07 J<strong>30</strong>50907Sacramento Chapter Redding DiscussionGroup Paperless Document Systems2 Mongeon, Roger rmongeon@doc-it.net09/20/07 J1<strong>04</strong>090710/09/07 J213100710/10/07 J<strong>30</strong>5100711/<strong>08</strong>/07 J2151107Sacramento Chapter Education FoundationClass The Accountant's Responsibility forFraudSacramento Chapter Real Estate Meeting -Limited PartnershipsSacramento Chapter Redding DiscussionGroup: Circular 2<strong>30</strong>Sacramento Chapter Tax CommitteeMeeting8 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com1 Hess, Cameron L.Wagner Kirkman BlaineKlomparens916-920-5286 chess@wkblaw.com2 Davis, Conrad M. Ueltzen & Company LLP 916-563-7790 cdavis@ueltzen.com1 Gainer, Patrick G. Wachovia Small Business Capital 916-787-9021 pgainer@pclient.ml.com11/12/07 J<strong>30</strong>5110B SC Redding Discssion Group 8 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net11/13/07 1J<strong>30</strong>5A SC Redding Discussion Group 8 Santucci, Danny C. Santucci Publishing 714-960-5414 sanpub@earthlink.net11/14/07 J<strong>30</strong>51107Scramento Chapter Redding DiscussionGroup: Real Estate Foreclosure2 Burke, Gregory M. John Waddell & Co <strong>CPAs</strong> 916-488-2460 greg@jwaddell.com12/05/07 J2<strong>08</strong>120712/13/07 J215120702/12/<strong>08</strong> J21<strong>30</strong>2<strong>08</strong>Sacramento Chapter MAP CommitteeMeeting - Roundtable Discussion onPreparing for Tax SeasonSacramento Chapter Tax CommitteeMeetingSacramento Chapter Real EstateCommittee Meeting; Home Sweet HomePart 21 Ghilarducci, Perry Avaunt Ltd <strong>CPAs</strong> & Consultants 916-641-6990 perryg@avauntltd.com1 Barnes, Richard S. Barnes Consulting 916-481-1500 rbarnes@barneslit.com1 Hess, Cameron L.Wagner Kirkman BlaineKlomparens916-920-5286 chess@wkblaw.com02/21/<strong>08</strong> J20702<strong>08</strong>Sacramento Chapter Litigation ConsultingCommittee Meeting: Fiduciary Duts1 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.comSan Diego12/07/05 K2011205 SD AP&AS Interest Group 2 Lechleiter, John C. AKT LLP 760-431-8440 jlechleiter@aktcpa.com01/09/06 K12<strong>30</strong>106 SD Tax Boot Camp 32 Beiser, Frank L. frankbeiser@gmail.com01/09/06 K12<strong>30</strong>106 SD Tax Boot Camp 32 Dalton, Thomas M. Univ <strong>of</strong> San Diego 619-260-4600 dalton@sandiego.edu01/09/06 K12<strong>30</strong>106 SD Tax Boot Camp 32 Leonard, Katherine T. Katherine Leonard, CPA 858-354-6332 kateleonardcpa@yahoo.com01/09/06 K12<strong>30</strong>106 SD Tax Boot Camp 32 Elsner, Jill HI-Z Technology Inc 858-695-6660 jill@jillelsner.com01/11/06 K2010106San Diego APAS Interest Group MtgTailoring an Audit Program: A Case StudyApproach2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com01/17/06 K1270106San Diego Chapter Mtg: Stopping Fraud inYour Business8 Stern, Adrian B.Clumeck Stern Schenkelberg &Getz<strong>of</strong>f818-906-22<strong>30</strong> adrian@clumeckstern.com5/22/<strong>20<strong>08</strong></strong> Page 54 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mailSD SOX 4<strong>04</strong>: Improving SOX Application &01/18/06 K2121205 IT General Control ID & Testing in Year 2and Beyond1 Singleton, Robert Intuit 858-525-8000 robert_singleton@intuit.com01/25/06 K207010602/<strong>08</strong>/06 K201020602/22/06 K<strong>30</strong>8020603/22/06 K<strong>30</strong>80<strong>30</strong>6San Diego Litigation Consulting ServicesInterest Group Mtg Divorce MediationSan Diego APAS Interest Group MtgPaperless or Less Paper for the Small A&APracticeSD North Coastal Discussion Group PrivateAnnuity TrustsSD North Coastal Discussion GroupBusiness Owner Financing1 Seigle, Robin2 Olson, Regina A.National Conflict ResolutionCenterPublic Company Acct OversightBoard619-238-2400949-435-7700 olsonr@pcaob.org1 Jamieson, James R. James R. Jamieson, CPA 760-722-1607 jim@jamiesoncpa.com1 Folsom, Kim03/29/06 K2120<strong>30</strong>6SD SOX 4<strong>04</strong>: How Intuit Achieved Sarbanes-Oxley Compliance . . . No Heroics Required1 Flournoy, Mark J. Intuit 858-525-9824 mflourno@san.rr.com03/29/06 K2120<strong>30</strong>605/10/06 K201050605/11/06 K206050605/17/06 K<strong>30</strong>8050605/23/06 K216050606/13/06 K217060606/13/06 K217060606/14/06 K201060606/22/06 1K21506606/27/06 K2160606SD SOX 4<strong>04</strong>: How Intuit Achieved Sarbanes-Oxley Compliance . . . No Heroics RequiredSan Diego APAS Interest Group MtgDocumentation Requirements for a Reviewin Accordance with SSARSSan Diego Government Contracts InterestGroup - Federal Acquisition Regulation(FAR) Cost Principles & Cost AccountingStandards (CAS)SD North Coastal Discussion GroupImproving Business Pr<strong>of</strong>itabilitySan Diego Taxation Interest Group MtgRecent Developments in LimitedPartnerships and LLCsSan Diego Technology Interest GroupPayroll Options for QuickBooksSan Diego Technology Interest GroupPayroll Options for QuickBooksSan Diego APAS Interest Group Mtg FarReaching Affects <strong>of</strong> New SASPronouncements on Your AuditsSan Diego PFP Interest Group Mtg -Business and Personal Insurance forFinancial Advisors - Consider Coverage toProtect Your ClientsSan Diego Taxation Interest Group Mtg TheESOP as a Liquidity and PerpetuationPlanning Vehicle1 Wiyninger, Amy Intuit 858-525-8000 amy_wiyninger@intuit.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com16 Capitano, Cataldo Capitano Consulting 703-354-7473 kicapitano@aol.com1 Alleckson, Joan L. Cost Segregation Services Inc 858-576-1744 jalleckson@costsegserve.com1 Jelsma, Phillip L.Luce Forward Hamilton & ScrippsLLP858-720-6333 pjelsma@luce.com2 Parker, Jimmy L. Parker & Riddick 619-464-4161 jparker@parkerriddick.com2 Anderson, Steve Intuit 858-525-9824 steve_anderson1@intuit.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com1 Ellis, Nik J. NJE Insurance Services Inc 858-200-<strong>30</strong>99 nellis@wateridge.com1 Ryan, Paige A. ESOP Services 858-292-4819 paige@esopservices.com5/22/<strong>20<strong>08</strong></strong> Page 55 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/12/06 K2010706San Diego APAS Interest Group MtgDeveloping Expectations and AnalyticalReviews2 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com07/18/06 K2170706San Diego Technology Interest Group:QuickBooks - Document Management1 Chou, Benjamin Personable, Inc. 714-4<strong>30</strong>-6944benjamin_chou@personable.com07/19/06 K205070607/25/06 K2160706<strong>08</strong>/02/06 K207<strong>08</strong>06<strong>08</strong>/09/06 K201<strong>08</strong>06<strong>08</strong>/16/06 K217<strong>08</strong>06<strong>08</strong>/16/06 K217<strong>08</strong>06San Diego International Business InterestGroup Mtg: Taxation <strong>of</strong> Overseas U.S.Taxpayers under the 2005 Tax ActSan Diego Taxation Interest Group Mtg -Navigating the Treacherous Waters <strong>of</strong>Section 409A - Its Affect on Deferred andStock Based CompensationSD Litigation Consulting Svcs Grp Mtg:Common Expert Battlegrounds in BusinessValuationSan Diego APAS Interest Group Mtg - 20 (ormore) Ways an Employee Can Steal Moneyfrom their Employer without Access to theCheckbookSan Diego Technology Interest Group:Protecting Your Data -- Backup OptionsSan Diego Technology Interest Group:Protecting Your Data -- Backup Options2 Leonard, Katherine T. Katherine Leonard, CPA 858-354-6332 kateleonardcpa@yahoo.com1 Thornton, Melody S. JH Cohn LLP 858-535-2000 mthornton@jhcohn.com1 Kaseno, Gregory A. Kaseno CPA Firm APC 760-753-7515 gkaseno@fraudsafecpa.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com2 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com2 Hugins, Brady DataPreserve San Diego 760-294-8971 bhugins@datapreserve.com<strong>08</strong>/22/06 K216<strong>08</strong>06San Diego Taxation Interest Group Mtg - TaxConsequences <strong>of</strong> Judgments & Settlements1 Swenson, EricDLA Piper Rudnick Gary Cary,LLP858-677-141009/12/06 K207090609/13/06 K2010906SD Litigation Consulting Svcs Grp Mtg: City<strong>of</strong> San Diego Investigation and ReportSan Diego APAS Interest Group Mtg -Addressing Fraud Schemes in a QuickBooksSmall Business Environment2 Dahlberg, Troy A. KPMG LLP 213-972-4000 tdahlberg@kpmg.com2 Cliame, James Net Result Accounting S<strong>of</strong>tware 858-663-4321 jcliame@net-result.biz09/20/06 K2200906SD Nonpr<strong>of</strong>it Interest Grp Mtg - ProtectingYour Nonpr<strong>of</strong>it Organization from Fraud1 Basney, Dana A.CBIZ & Mayer H<strong>of</strong>fman McCannPC858-795-2000 dbasney@cbiz.com09/26/06 K216090609/28/06 K215090609/28/06 K2150906San Diego Taxation Interest Group Mtg -Dealing with the Health Care Crisis: CreativeStrategies to Save Taxes and ControlBenefit CostsSan Diego PFP Interest Group Mtg - GlobalEconomic UpdateSan Diego PFP Interest Group Mtg - GlobalEconomic Update1 Cooper, Donovan L. TriFlex Corporation 858-278-3539 don@triflexcorp.com1 Cohen, Stephen Private Asset Management Inc 858-792-3800 stephen@pamgmt.com1 Witt, Jeff Private Asset Management Inc 858-792-3800 jeffw@pamgmt.com5/22/<strong>20<strong>08</strong></strong> Page 56 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail09/29/06 K1180906SD US-Mexico Conference - Tri-NationalIssues: Japan, Mexico and the U.S.6 Parkinson, Marc G. Petrinovich Pugh & Co LLP 4<strong>08</strong>-287-7911 mparkinson@ppandco.com09/29/06 K1180906SD US-Mexico Conference - Tri-NationalIssues: Japan, Mexico and the U.S.6 Hawkins, Bert J. III RSM McGladrey Inc and 949-255-6500 bjhawkins@cox.net09/29/06 K1180906SD US-Mexico Conference - Tri-NationalProcopio Cory Hargreaves Savitch6 Schimmer, Jon P.619-238-1900Issues: Japan, Mexico and the U.S.LLPjps@procopio.com09/29/06 K118090609/29/06 K118090609/29/06 K118090609/29/06 K1180906SD US-Mexico Conference - Tri-NationalIssues: Japan, Mexico and the U.S.SD US-Mexico Conference - Tri-NationalIssues: Japan, Mexico and the U.S.SD US-Mexico Conference - Tri-NationalIssues: Japan, Mexico and the U.S.SD US-Mexico Conference - Tri-NationalIssues: Japan, Mexico and the U.S.6 Martin, PatrickProcopio Cory Hargreaves SavitchLLP619-238-1900 pwm@procopio.com6 Wall, James K. JH Cohn LLP 646-254-7460 jwall@jhcohn.com6 Moreno, Alfredo alfredo.moreno@rsmi.com6 Mejia, AbelProcopio Cory Hargreaves SavitchLLP619-238-1900 amc@procopio.com10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Eng, Eric CEA LLP 760-438-4000 eeng@ceallp.com10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Nichols, Marc D. Ethertronics 858-550-3820 nikmd@cox.net10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Cheung, Caroline Allied Intrade Inc 760-591-0188 caroline@alliedintrade.com10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Wu, JosephSheppard Mullin Richter &Hampton LLP619-338-6500 jwu@smrh.com10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Lee, Deborah W. PricewaterhouseCoopers LLP 213-356-6000 deborah.w.lee@us.pwc.com10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Huang, JimHong Kong Science & Tech ParksCorp.4<strong>08</strong>-997-6237 jim.huang@hkstp.org10/10/06 K2051006San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong3 Colson, Bob5/22/<strong>20<strong>08</strong></strong> Page 57 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/11/06 K2011006San Diego APAS Interest Group Mtg -Preparing Financial Statement withFootnotes and Supplemental SchedulesUsing a Combination <strong>of</strong> Word & Excel2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com10/18/06 K2171006San Diego Technology Interest Group: 5thAnnual Paperless Office Demo Day5 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com10/18/06 K2171006San Diego Technology Interest Group: 5thAnnual Paperless Office Demo Day5 Albrecht, Mark R. KAF Financial Group mark@kafgroup.com10/18/06 K2171006San Diego Technology Interest Group: 5thAnnual Paperless Office Demo Day5 Whitson, Bill Intuit10/18/06 K2171006San Diego Technology Interest Group: 5thAnnual Paperless Office Demo Day5 Podell, Shani shani.podell@thomson.com10/18/06 K2171006San Diego Technology Interest Group: 5thAnnual Paperless Office Demo Day5 Berlin, Richard Docusure 619-296-347210/20/06 K1141006 SD Student Day 1 Thayer, Lisa M. Lisa M Thayer CPA 619-296-8800 lthayercpa@hotmail.com10/24/06 K212100610/26/06 K216100611/07/06 K207110611/07/06 K207110611/<strong>08</strong>/06 K201110611/14/06 K209110611/15/06 K<strong>30</strong>8110611/16/06 K212110612/07/06 K220120612/12/06 K209120612/13/06 K2011206SD Business & Industry Interest Grp: YourNext Real Estate Transaction - Top Businessand Legal Issues from an Insider'sPerspectiveSD Tax & PFP Interest Grp Mtg ProtectionAct <strong>of</strong> <strong>2006</strong>SD Litigation Consulting Svcs Grp Mtg:White Collar CrimeSD Litigation Consulting Svcs Grp Mtg:White Collar CrimeSan Diego APAS Interest Group Mtg -Establishing Expectations for AnalyticalReviews with Up Your Cash Flow""SD MAP Interest Group - Franchises: WhatYour Clients Need to KnowSD North Coastal Discussion GroupTechniques and Traps <strong>of</strong> IRAs in EstatePlanningSD Business & Industry Interest Grp: GAAPUpdates - What Financial StatementPreparers Should KnowSD Nonpr<strong>of</strong>it Interest Grp Mtg - The Art <strong>of</strong>GivingSD MAP Interest Group - Changing Chaosinto ProductivitySan Diego APAS Interest Group Mtg -Preparing Financial Statements throughQuickBooks Premier - Accountant Edition<strong>2006</strong>2 Arnold, Glenn Grubb & Ellis 858-456-5455 garnold@breb.com1 Forlenza, Joseph A. Merrill Lynch 619-699-3700 Joseph_A_Forlenza@ml.com1 Jensen, Lori FBI 858-565-12551 McKean, Nick FBI 858-565-12552 Goldstein, Harvey A.Singer Lewak Greenbaum &Goldstein2 Waldman, David R. PIR & Associates Inc. 619-328-5988310-477-3924 hgoldstein@slgg.com1 Miars, Jay Wealth Advisors, Inc. 760-918-5755 jmiars@wealthadvisorsinc.com1 Ceci, Paul M. RSM McGladrey Inc and 619-281-7764 Paul.Ceci@rsmi.com2 Vargas, Adrienne San Diego Foundation 619-235-2<strong>30</strong>0 adrienne@sdfoundation.org2 Merson, Len Chaos Over Inc 888-379-2256 lmerson@chaosover.com2 Cliame, James Net Result Accounting S<strong>of</strong>tware 858-663-4321 jcliame@net-result.biz01/<strong>08</strong>/07 K12<strong>30</strong>107 SD Tax Boot Camp 32 Beiser, Frank L. frankbeiser@gmail.com5/22/<strong>20<strong>08</strong></strong> Page 58 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/<strong>08</strong>/07 K12<strong>30</strong>107 SD Tax Boot Camp 32 Dalton, Thomas M. Univ <strong>of</strong> San Diego 619-260-4600 dalton@sandiego.edu01/10/07 K1090107SD ABC Night: Annual Joint Dinner MtgCalCPA & The Risk Mgmt Association SDCity CFO Jay Goldstone1 Goldstone, Jay M. City <strong>of</strong> San Diego 619-236-555501/10/07 K201010701/17/07 K1270107San Diego APAS Interest Group Mtg - NewRisk Assessment Auditing Standards (SASs1<strong>04</strong>-111)SD Chapter Mtg: Today's A&A Practice Withan Eye on Fraud2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com8 Dauberman, Mark E. Dauberman Enterprises, Inc. 310-351-6882 mark@dauberman.com01/23/07 K216010702/13/07 K212020702/13/07 K212020702/14/07 K2010207San Diego Taxation Interest Group Mtg -Tax, Legal and Credit Consequences <strong>of</strong>Real Estate Short Sales and ForeclosuresSD Business & Industry Interest Grp: FIN 48Accounting for Uncertain Tax Positions -Taking Charge <strong>of</strong> UncertaintySD Business & Industry Interest Grp: FIN 48Accounting for Uncertain Tax Positions -Taking Charge <strong>of</strong> UncertaintySan Diego APAS Interest Group Mtg -Discussion <strong>of</strong> AICPA's Compilation andReview Alert - <strong>2006</strong>/20071 Berns, Jim RES Consulting, Inc. 858-695-7680 jim@jimberns.com1 Mankiewicz, Sara S. Deloitte & Touche USA LLP 619-237-6502 forbin@prodigy.net1 George, Kristopher S. Deloitte & Touche USA LLP 619-237-6502 krgeorge@deloitte.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com02/20/07 K2050207SD International Business Interest GroupMtg: Traps for the Unwary in InternationalTax Reporting for Corporations1 MacKenzie, Narelle E. PricewaterhouseCoopers LLP 619-744-8000narelle.e.mackenzie@us.pwc.com03/14/07 K2010<strong>30</strong>7San Diego APAS Interest Group Mtg - GAAPUpdate - An Overview <strong>of</strong> What's New2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com03/20/07 K2070<strong>30</strong>7<strong>04</strong>/11/07 K201<strong>04</strong>07SD Litigation Consulting Svcs Grp Mtg:Income Available for Support; Current Issuesand Common MisunderstandingsSan Diego APAS Interest Group Mtg -Statement <strong>of</strong> Cash Flows -- What you NEEDto Know1 Kaseno, Karen J. Kaseno CPA Firm APC 760-753-7515 kkaseno@fraudsafecpa.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Basney, Dana A.CBIZ & Mayer H<strong>of</strong>fman McCannPC05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Jelsma, Phillip L.Luce Forward Hamilton & ScrippsLLP05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Austin, Stephen G. Swenson Advisors LLP 619-237-340<strong>08</strong>58-795-2000 dbasney@cbiz.com858-720-6333 pjelsma@luce.comsteve.austin@swensonadvisors.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Merson, Len Chaos Over Inc 888-379-2256 lmerson@chaosover.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Alleckson, Joan L. Cost Segregation Services Inc 858-576-1744 jalleckson@costsegserve.com5/22/<strong>20<strong>08</strong></strong> Page 59 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Comito, James A.05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Ahn, Megan E. Accountants Direct 858-453-7100 megan@adirectsd.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Class, Ellen M. Bourns Inc 951-781-5260 emclass@hotmail.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Glazer, Thea Glazer Financial Advisor 858-485-<strong>08</strong>14 thea@glazerfa.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Parker, Jimmy L. Parker & Riddick 619-464-4161 jparker@parkerriddick.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Landers, GreggCBIZ & Mayer H<strong>of</strong>fman McCannPC858-795-2000 glanders@cbiz.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Pearl, Kelly First American Trust FSB kpearl@firstam.com05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Thompson, Judy Judy Thompson & Associates 858-452-1200 judy@jtaa.net05/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Borkowski, Jay Sageworks, Inc. 919-851-747405/16/07 K1010507 SD Accounting Day -- Charting the Course 7 Smith, Gregory J. County <strong>of</strong> San Diego Assessor 858-505-626205/22/07 K216050705/<strong>30</strong>/07 K212050705/<strong>30</strong>/07 K212050705/31/07 K217050706/12/07 K209060706/13/07 K201060706/26/07 K2160607San Diego Tax Committee: Current Issues in<strong>California</strong> Property TaxationSD Business & Industry Interest Grp: ThePractical Aspects <strong>of</strong> Operating aMaquiladoraSD Business & Industry Interest Grp: ThePractical Aspects <strong>of</strong> Operating aMaquiladoraSan Diego Technology Interest Group:Technology Trends at the Beginning <strong>of</strong> the21st CenturySD MAP Interest Group - Taking theGuesswork Out <strong>of</strong> Hiring and PromotingSan Diego APAS Committee -Communicating Internal ControlWeaknesses to Your Clients - Requirementsand What You Should DoSan Diego Tax Committee: Current State <strong>of</strong>Changes with <strong>California</strong> LLC Law1 Bone, James S. PricewaterhouseCoopers LLP 213-356-6000 jimbone@speed.net1 Sullivan, Gail M. Harbor Packaging Inc. 858-513-1800 gail@harborpackaging.com1 Bretts-Avila, Rose M. Harbor Packaging Inc. 858-513-18001 Larsen, Dean L. Lenovo 858-692-7767 dlarsen@us.lenovo.com1 Plotkin, Jim Plotkin Group 760-603-8736 jim@plotkingroup.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com1 Jelsma, Phillip L.Luce Forward Hamilton & ScrippsLLP858-720-6333 pjelsma@luce.com5/22/<strong>20<strong>08</strong></strong> Page 60 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail06/28/07 K217060706/28/07 K217060707/10/07 K2090707SD Technology Committee: Voice Over IP -What is it and why would you use it?SD Technology Committee: Voice Over IP -What is it and why would you use it?SD MAP Interest Group - Buying or Selling aCPA Practice in So. <strong>California</strong>2 Jones, Jayson R. Vinculum Communications, Inc. 888-255-8877 jayson.jones@vincomm.net2 Buswell, Peter S. LANtelligence Inc. 760-918-0150 drvoip@lantelligence.com1 Smith, David C. Business Brokerage, Inc. 800-274-54<strong>30</strong> bbidsmith@aol.com07/18/07 K2010707 San Diego APAS Committee - Peer Review 2 Henderson, Perry M. Perry McLean Henderson, CPA 909-792-4268 pmhcpa@compuserve.com07/26/07 K2170707<strong>08</strong>/15/07 K201<strong>08</strong>07<strong>08</strong>/23/07 K209<strong>08</strong>07SD Technology Committee: Mobility - Part 1:Remote Access & the Virtual OfficeSan Diego APAS Committee - InternalControl Issues for <strong>CPAs</strong> Outside <strong>of</strong> the AuditEnvironmentSD - Joint meeting <strong>of</strong> MAP and TechCommittees and the B2B Forum: CuttingEdge Strategies for Growing Your Business2 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com2 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com<strong>08</strong>/23/07 K209<strong>08</strong>07<strong>08</strong>/23/07 K212<strong>08</strong>07<strong>08</strong>/<strong>30</strong>/07 K217<strong>08</strong>0709/11/07 K209090709/12/07 K2010907SD - Joint meeting <strong>of</strong> MAP and TechCommittees and the B2B Forum: CuttingEdge Strategies for Growing Your BusinessSD Business & Industry Committee: CostSegregation: Why and when does it makesense? (orWhen are bricks not bricks to theIRS?")"SD Technology Committee: Mobility - Part 2:PDAs, Smart Phones, Windows MobileSD MAP Interest Group - What You Need toKnow When Your Clients Ask AboutBankruptcySan Diego APAS Committee - FinancialStatement Ratios as a Predictive Indicator2 Plotkin, Jim Plotkin Group 760-603-8736 jim@plotkingroup.com1 Lustig, Steven D. Galapagos Financial Partners ldspenguin@aol.com2 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com1 Gorrill, Thomas B. Thomas B. Gorrill, Attorney at Law 619-237-88892 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com09/18/07 K2170907 SD Technology & Paperless Demo Day 6 Levy, John R. John R Levy, CPA 925-937-3444 john@levycpa.com09/18/07 K2170907 SD Technology & Paperless Demo Day 6 Stremlau, John J. Stremlau & Co Accounting 619-697-2442 john@stremlaucpa.com09/18/07 K2170907 SD Technology & Paperless Demo Day 6 Maffia, Andrew S. AKT LLP 760-431-8440 amaffia@gltcpas.com09/18/07 K2170907 SD Technology & Paperless Demo Day 6 Horvath, Michael J. AKT LLP 760-431-8440 mhorvath@gltcpas.com09/18/07 K2170907 SD Technology & Paperless Demo Day 6 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com09/18/07 K2170907 SD Technology & Paperless Demo Day 6 Krzewski, Keith Swenson Advisors LLP 951-445-4700keith.krzewski@swensonadvisors.com09/21/07 K1180907 SD 13th Annual US-Mexico Conference 8 Martin, PatrickProcopio Cory Hargreaves Savitch619-238-1900LLPpwm@procopio.com5/22/<strong>20<strong>08</strong></strong> Page 61 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail09/27/07 K215090710/02/07 K2071007SD PFP Committee Joint Meeting with TaxCommittee: Welfare Benefit Plans for Smallto Medium Sized Businesses - A tool forretirement planningSD Litigation Consulting Svcs Grp Mtg:<strong>California</strong> Employment Law Trends andDevelopments2 Carsud, Judi Niche Plan Sponsors, Inc. 800-552-9252 judi@nichemkt.com1 Olmsted, Christopher W. Barker Koumas & Olmsted 619-682-4<strong>04</strong>0 cwo@barkerkoumas.com10/09/07 K2091007SD MAP Interest Group - What You Need toKnow When Your Clients Ask About Divorce1 Cook, Andy Law Offices <strong>of</strong> Andy Cook 619-515-990010/<strong>30</strong>/07 K2051007San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong -2007 New Developments3 Eng, Eric CEA LLP 760-438-4000 eeng@ceallp.com10/<strong>30</strong>/07 K2051007San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong -2007 New Developments3 Kao, Peter PricewaterhouseCoopers LLP 213-356-6000 peter.kao@us.pwc.com10/<strong>30</strong>/07 K2051007San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong -2007 New Developments3 Ryan, Eric T. DLA Piper US LLP 310-595-315310/<strong>30</strong>/07 K2051007San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong -2007 New Developments3 Stewart, George Ethertronics 858-550-3820 gstewart@ethertronics.com10/<strong>30</strong>/07 K2051007San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong -2007 New Developments3 Cheng, Lixin Axesstel Wireless 858-625-210010/<strong>30</strong>/07 K2051007San Diego International Business InterestGroup Joint Meeting with Hong Kong Assoc.:Doing Business in China and Hong Kong -2007 New Developments3 Siron, Dorothy10/31/07 K2011007SD Joint Meeting <strong>of</strong> Business & Industry andAP&AS Committees: FIN 48 Accounting forUncertain Tax Positions--Are you incompliance?2 MacKenzie, Narelle E. PricewaterhouseCoopers LLP 619-744-8000narelle.e.mackenzie@us.pwc.com5/22/<strong>20<strong>08</strong></strong> Page 62 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/31/07 K201100711/06/07 K207110711/06/07 K207110711/13/07 K209110711/29/07 K217110711/29/07 K217110712/<strong>04</strong>/07 K207120712/<strong>04</strong>/07 K215120712/<strong>04</strong>/07 K2151207SD Joint Meeting <strong>of</strong> Business & Industry andAP&AS Committees: FIN 48 Accounting forUncertain Tax Positions--Are you incompliance?SD Litigation Consulting Svcs Grp Mtg:Owner's Compensation - A Critical Issue inBusiness ValuationSD Litigation Consulting Svcs Grp Mtg:Owner's Compensation - A Critical Issue inBusiness ValuationSD MAP Committee - Top Ten Money Pits inYour LeaseSD Technology Committee: Security andMalware Protection UpdateSD Technology Committee: Security andMalware Protection UpdateSD Litigation Consulting Svcs Committee:How to Present Yourself to Jurors andOthers to be Perceived as Being Honest andRealSD PFP Committee Joint Meeting with TaxCommittee: New Tax Qualified Plan DesignOpportunitiesSD PFP Committee Joint Meeting with TaxCommittee: New Tax Qualified Plan DesignOpportunities2 Wisniewski, Ron PricewaterhouseCoopers LLP 619-744-8000 ron.wiz@us.pwc.com1 Brinig, Brian P. Brinig & Company Inc 619-687-2600 brian@brinigco.com1 Summers, S C. Brinig & Company Inc 619-687-2600 scs@brinigco.com2 Ginsburg, Scot Staubach Company 858-523-2100 scot.ginsburg@staubach.com2 Peiser, Dave Peiser Solutions 760-632-0068 dave@peisersolutions.com2 Leonard, Byron S<strong>of</strong>tware Blueprint IT Consulting 800-840-2499 byron@s<strong>of</strong>twareblueprint.com1 Rubin, Jilien San Diego Jury Consultant 619-233-6001 jilienjd@pacbell.net2 Means, Pamela C. Means & Associates, LLC 619-696-7284 pcm@meansllc.com2 Vollmer, Ken Means & Associates, LLC 619-696-7284 kenv@meansllc.com12/11/07 K2091207SD Joint Meeting <strong>of</strong> MAP & TechCommittees: Tax & Accounting Outsourcing -Last Look Before the Rush1 Muscio, Richard J.Friedman Brannen AssociatesLLP858-794-2800 info@friedmanbrannen.com12/11/07 K2091207SD Joint Meeting <strong>of</strong> MAP & TechCommittees: Tax & Accounting Outsourcing -Last Look Before the Rush1 Brannen, John D.Friedman Brannen AssociatesLLP858-794-2800 dru@fabcpas.com12/11/07 K2091207SD Joint Meeting <strong>of</strong> MAP & TechCommittees: Tax & Accounting Outsourcing -Last Look Before the Rush1 Purkayastha, Dev Indevia Accounting Inc. 619-823-4701 dev@indevia.com12/13/07 K2131207 SD Media Training 2 Spaniel, William J. <strong>California</strong> <strong>Society</strong> <strong>of</strong> <strong>CPAs</strong> 818-546-3500 bill.spaniel@calcpa.org12/14/07 K2171207SD Technology Committee: Office 2007 andWindows Vista -- Is it time to upgrade?2 Whitfield, Bryan5/22/<strong>20<strong>08</strong></strong> Page 63 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/09/<strong>08</strong> K10901<strong>08</strong>SD ABC Night: Annual Joint Dinner MtgCalCPA & The Risk Mgmt AssociationDemographics, Population Issues andEconomics1 Happel, Stephen stephen.happel@asu.edu01/09/<strong>08</strong> K20101<strong>08</strong>San Diego APAS Committee - RevenueRecognition: A Comprehensive Overview2 Ledwith, James W. JH Cohn LLP 858-535-2000 jledwith@jhcohn.com01/09/<strong>08</strong> K20101<strong>08</strong>San Diego APAS Committee - RevenueRecognition: A Comprehensive Overview2 Stewart, James C. JH Cohn LLP 858-535-2000 jstewart@jhcohn.com01/16/<strong>08</strong> K12701<strong>08</strong>01/16/<strong>08</strong> K20601<strong>08</strong>01/17/<strong>08</strong> K20901<strong>08</strong>01/17/<strong>08</strong> K20901<strong>08</strong>01/18/<strong>08</strong> K21701<strong>08</strong>SD Chapter Mtg: Fraud: Exposures andSolutions in Non-Audit EnvironmentSan Diego Government Contracts InterestGroupSD MAP Joint Meeting with B2B ForumMake <strong>20<strong>08</strong></strong> Your Breakout YearSD MAP Joint Meeting with B2B ForumMake <strong>20<strong>08</strong></strong> Your Breakout YearSD Technology Committee Digital Identity /Identity Theft8 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.com2 Mensch, Patricia J. Mensch & Associates <strong>CPAs</strong> APC 858-792-2210 patmensch@mensch-cpa.com1 Polito, Paul M. Polito Eppich Associates LLP 760-599-9900 pmp@politoeppich.com1 Sando, Don Strategic Results Group LLC 760-940-1381donsando@strategicresultsgroup.com1 Nickles, John john@nicklesconsulting.com01/18/<strong>08</strong> K<strong>30</strong>201<strong>08</strong> SD La Mesa Discussion Group 1 Stremlau, John J. Stremlau & Co Accounting 619-697-2442 john@stremlaucpa.com01/23/<strong>08</strong> K2161007San Diego Tax Committee: Section 1031Replacement Option - Tenant in Common(TIC) Investments1 Ringlien, Ron C. New Cycle Financial 56-243-0376 rcringlien@attglobal.net02/13/<strong>08</strong> K20102<strong>08</strong>02/21/<strong>08</strong> K<strong>30</strong>802<strong>08</strong>03/12/<strong>08</strong> K2010<strong>30</strong>803/19/<strong>08</strong> K<strong>30</strong>80<strong>30</strong>8San FranciscoSan Diego APAS Committee - The IRSDefinition <strong>of</strong> FraudSD North Coastal Discussion Group: LocalTrends in Identity Theft How to ProtectYourself and Your ClientsSan Diego APAS Committee - Overview <strong>of</strong>the <strong>20<strong>08</strong></strong> Compilation & Review AlertSD North Coastal Discussion Group:Qualified Plan Update: <strong>20<strong>08</strong></strong> Plan Limits andDesign2 Graessle, John Internal Revenue Service 949-389-46581 Winn, Anna anna.winn@sdcda.org2 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com1 Burns, Tom San Diego Pension Consultants 858-503-7700 tomburns@sdpension.com11/09/05 L213110511/29/05 L<strong>30</strong>2110512/05/05 L2031205SF Litigation Cte Mtg: Client Confidentialityand Disclosure <strong>of</strong> Internal Investigations:What <strong>CPAs</strong> Can and Can't SaySF Marin Discussion Group: Update onState & Local Taxation IssuesSF Financial Literacy: Volunteer TrainingWorkshop Learn How to Be an EffectiveCommunicator1 Sullivan, Brian A. Sullivan & Co CPA Inc 650-548-1120 brian@sullivanco.net1 Thompson, Daniel L. Daniel L Thompson CPA 415-320-7829 thompsontax@msn.com1 Rosso, Clar <strong>California</strong> <strong>Society</strong> <strong>of</strong> <strong>CPAs</strong> 650-802-2600 clar.rosso@calcpa.org5/22/<strong>20<strong>08</strong></strong> Page 64 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail12/09/05 L2011205San Francisco Accounting Principles &Auditing Standards Interest Group: How toSurvive Your Peer Review1 Arntzen, Carl M. Carl M. Arntzen CPA 415-285-8886 carlarnt@pacbell.net01/10/06 L<strong>30</strong>5010601/19/06 L221010601/20/06 L1240106San Francisco Chapter Santa RosaDiscussion Group: Family LimitedPartnershipsSan Francisco Chapter Estate & PFPInterest Group: What Is the Driving ForceBehind Fractional ownership (TIC) Interestsin Real Estate?SF Financial Statement DisclosuresB.A.R.E. Event: Financial StatementDisclosures - Common Problems and TheirSolutions1 Marois, Kim R. Law Offices <strong>of</strong> Kim Marois 707-545-5500 kmarois@kimmarois.com2 Waal, David Presidio Exchange Advisors 925-407-47478 Borkowski, Wayne Borkowski & Associates, Inc. 360-491-4637 wborkow365@aol.com01/24/06 L2190106 SF Non Pr<strong>of</strong>it Interest Group 2 Wexler, Robert Silk Adler & Colvin 415-421-755501/24/06 L<strong>30</strong>20106SF Marin Discussion Group: A How to" for<strong>CPAs</strong> so that you can "Have"! "1 Goldmann, Robert02/16/06 L221020602/23/06 L2200206<strong>04</strong>/19/06 L207<strong>04</strong>0605/05/06 L10<strong>30</strong>50605/05/06 L10<strong>30</strong>50605/05/06 L10<strong>30</strong>506San Francisco Chapter Estate & PFPInterest Group: Paying Taxes with ZeroCents on the DollarSan Francisco Chapter Pacific RimCommittee: Inside the IRS - <strong>2006</strong> UpdateSan Francisco Pension Audit CommitteeMeeting: Active vs. Passive Investing - TheMost Current ThinkingSan Francisco Chapter CPE Extravaganza:Financial Planning TopicsSan Francisco Chapter CPE Extravaganza:Financial Planning TopicsSan Francisco Chapter CPE Extravaganza:Financial Planning Topics2 Tanner, Patricia1 Calderaro, Joe IRS 510-637-2487 joseph.calderaro@irs.gov1 Solli, Paul O. Aperio Group LLC 415-339-4<strong>30</strong>0 psolli@aperiogroup.com4 Wang, Ann Merrill Lynch 415-955-37<strong>04</strong>4 Garrison, Mary B. Merrill Lynch 415-955-37<strong>04</strong> mary_garrison@ml.com4 Wright, Brett05/05/06 L1031<strong>30</strong>605/05/06 L1031<strong>30</strong>605/05/06 L1031<strong>30</strong>605/05/06 L1031<strong>30</strong>6San Francisco Chapter CPE Extravaganza:Litigation Consulting TopicsSan Francisco Chapter CPE Extravaganza:Litigation Consulting TopicsSan Francisco Chapter CPE Extravaganza:Litigation Consulting TopicsSan Francisco Chapter CPE Extravaganza:Litigation Consulting Topics4 Hill, Vanessa J. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 hillv@hemming.com4 Haworth, Kris LECG 415-267-0<strong>30</strong>0 khaworth@lecg.com4 Redman, Jeffrey Seiler LLP 415-392-2123 kingels@seiler.com4 Davis, A C. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 davisc@hemming.com05/12/06 L1031406 SF Chapter CPE Extravaganza: Fraud 8 Klein, RonCAMICO Mutual InsuranceCompany650-802-2500 rklein@camico.com5/22/<strong>20<strong>08</strong></strong> Page 65 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail05/12/06 L1031406 SF Chapter CPE Extravaganza: Fraud 8 Bisaccia, Kathleen Kroll Inc 415-743-4823 kbisaccia@krollworldwide.com05/18/06 L212050605/19/06 L1031506San Francisco International TaxationCommittee: Helping Canadians with theirU.S. Tax ProblemsSan Francisco Chapter CPE Extravaganza:Bulletpro<strong>of</strong>ing Your Books - SOX & theImportance <strong>of</strong> Good Internal Controls forSmall Businesses - QuickBooks1 Roberts, David C.4 Pfau-Martinez, Karen D. Burr Pilger & Mayer LLP 415-421-5757 kpfau@bpmllp.com05/19/06 L1031606San Francisco Chapter CPE Extravaganza:An Overview <strong>of</strong> Alternatives to QuickBooks4 Evanik<strong>of</strong>f, William D. Evanik<strong>of</strong>f Consulting 415-226-1<strong>30</strong>1 bill@evanik<strong>of</strong>f.com05/26/06 L1031706San Francisco Chapter CPE Extravaganza:Topics for Tax Pr<strong>of</strong>essionals4 Zamarra, Randall L.05/26/06 L103170606/02/06 L10<strong>30</strong>60606/21/06 L207060606/22/06 L212060606/27/06 L21<strong>30</strong>60606/27/06 L21<strong>30</strong>60606/27/06 L<strong>30</strong>2060607/20/06 L212070607/25/06 L<strong>30</strong>20706San Francisco Chapter CPE Extravaganza:Topics for Tax Pr<strong>of</strong>essionalsSF Chapter CPE Extravaganza: Ethics,Taxes & Financial ReportingSan Francisco Pension Audit CommitteeMeeting: The Roth 401(k) OpportunitySan Francisco International TaxationCommittee: International Banking andMoney Movement After 9/11San Francisco Chapter Litigation ConsultingServices: Guarding the Crown Jewels:Identifying and Stopping the Theft <strong>of</strong> TradeSecretsSan Francisco Chapter Litigation ConsultingServices: Guarding the Crown Jewels:Identifying and Stopping the Theft <strong>of</strong> TradeSecretsSF Marin Discussion Group Reception:Reverse MortgagesSan Francisco International TaxationCommittee: Counseling US ResidentTaxpayers on Section 1031 ExchangesInvolving Foreign PropertySan Francisco Chapter Marin DiscussionGroup: What Every CPA Must Know AboutSeries LLCs4 Coltman, Kyle Menke Group 415-362-5200 kcoltman@menke.com8 Herrerias, Paul K. Stanton Chase 415-721-7001p.herrerias@stantonchase.com1 Johnson, Lawrence R. InvestorLogic, LLC 925-699-5877 lawrjohnson@gmail.com1 Singh, Veenindra1 Cook, David1 Krone, Winston1 Perez, Sonya S. Financial Freedom Senior Funding 415-897-0509 sperez@financialfreedom.com1 Bunje, Ralph B. Jr 1031 Strategies & Svcs Group 415-782-5201 rbunje@ies1031.com1 Lerman, Jeffrey H. Lerman Law Partners LLP 415-454-<strong>04</strong>55 jeff@lermanlaw.com5/22/<strong>20<strong>08</strong></strong> Page 66 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail<strong>08</strong>/09/06 L226<strong>08</strong>06San Francisco Chapter Young Pr<strong>of</strong>essionalsCommittee: Getting Certified1 McPartlan, Michael J. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 mcpartlanm@hemming.com<strong>08</strong>/09/06 L226<strong>08</strong>06<strong>08</strong>/<strong>30</strong>/06 L225<strong>08</strong>0609/<strong>08</strong>/06 L215090609/12/06 L<strong>30</strong>5090609/21/06 L212090609/21/06 L221090609/27/06 L225090610/19/06 L212100610/19/06 L221100610/24/06 L213100610/24/06 L213100611/01/06 L219110611/16/06 L212110611/28/06 L<strong>30</strong>2110612/11/06 L2151206San Francisco Chapter Young Pr<strong>of</strong>essionalsCommittee: Getting CertifiedSan Francisco Chapter Real EstateCommittee: Lifecycle <strong>of</strong> a Real EstateTransaction - The Due Diligence ProcessSan Francisco Chapter MAP CommitteeMeeting: Firm Administrators - A KeyIngredient for Firm SuccessSF Santa Rosa Discussion Group Benefits<strong>of</strong> a Living TrustSan Francisco International TaxationCommittee: Immigration UpdateSan Francisco Chapter Estate & PFPInterest Group: International Issues in EstatePlanningSan Francisco Chapter Real EstateCommittee: Lifecycle <strong>of</strong> a Real EstateTransaction - Financing the PurchaseSan Francisco Chapter InternationalTaxation Cte Mtg: Fiscal Considerations forUS Companies Doing Business in EuropeSan Francisco Chapter Estate & PFPInterest Group: Reporting and PresentingEstate Tax InformationSan Francisco Litigation/AP&AS JointMeeting: Backdated Options - What YouNeed to KnowSan Francisco Litigation/AP&AS JointMeeting: Backdated Options - What YouNeed to KnowSF Non Pr<strong>of</strong>it Interest Group: Recent TaxLaw ChangesSan Francisco International TaxationCommittee: Estate & Gift Tax Matters forNon-Citizens Not Resident in the USSan Francisco Chapter Marin DiscussionGroup: State & Local Taxation UpdateSan Francisco Chapter MAP CommitteeMeeting: How to Best Get on the SamePage With Your Staff1 Prager, Jennifer1 Day, Michael1 McDonald, Noal Tessera Group 310-569-11<strong>30</strong> noalhebert@earthlink.net1 Murry, Kathleen L. kmurryesq@comcast.net1 Goeshal, Malcolm2 Glickman, Jacob Glickman Associates PC 650-798-2400 jacob@glickmanlaw.com1 Craine, Ed Smith-Craine Finance 415-406-23<strong>30</strong>1 Shah, Nilesh2 Martin, Kyle C. Internal Revenue Service 510-637-27031.5 Haag, Melinda Orrick Herrington & Sutcliffe mhaag@orrick.com1.5 Wang, Michael L. Department <strong>of</strong> Justice michael.wang@usdoj.gov2 Rosen, Barbara A. Evans & Rosen 415-677-8955 barbara@evansrosen.com1 Sommers, Robert L. rls@taxprophet.com1 Thompson, Daniel L. Daniel L Thompson CPA 415-320-7829 thompsontax@msn.com1 Fowler, Mark H. Stowe Management Corporation 310-458-1321 estowemanagement@aol.com5/22/<strong>20<strong>08</strong></strong> Page 67 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/09/07 L<strong>30</strong>50107SF Santa Rosa Discussion Group EducationPlanning Seminar1 Purcell, Brian brian_purcell@ml.com01/09/07 L<strong>30</strong>50107SF Santa Rosa Discussion Group EducationPlanning Seminar1 Glazier, Jason jason_glazier@ml.com01/16/07 L215010701/16/07 L215010701/18/07 L2120107San Francisco MAP & HR/AdministrationCommittees Joint Meeting: Labor LawUpdateSan Francisco MAP & HR/AdministrationCommittees Joint Meeting: Labor LawUpdateSan Francisco Chapter InternationalTaxation Committee: IRS Update on NonResident Aliens & CFC's Audit Issues1 Baker, Natasha1 Narbaitz, Dena L.Curiale Dellaverson Hirschfeld etalCuriale Dellaverson Hirschfeld etal415-835-900<strong>04</strong>15-835-90001 Palacios-Rader, Rita Internal Revenue Service 925-279-4024 rita.palacios-rader@irs.gov01/23/07 L<strong>30</strong>20107San Francisco Ch. Marin Discussion Group:Long Term Care Insurance -What Know toProtect Your Clients, Their Assets & Yourself1 Padover, Ann annpadover@mac.com01/25/07 L2060107San Francisco Chapter Biotechnology & LifeSciences: The <strong>California</strong> Institute forRegenerative Medicine1 Carlson, Dale02/01/07 L1240207San Francisco Chapter BARE Event: AuditStandards Update - The New Audit Risk 8 Noce, Thomas E. Thomas Noce CPA CFE 760-325-1<strong>04</strong>0 thomasnocecpa@dc.rr.comAssessment Standards02/06/07 L2200207 SF Chapter: IRS Update 1 Calderaro, Joe IRS 510-637-2487 joseph.calderaro@irs.gov02/21/07 L2070207San Francisco Pension Audit Committee:Understanding Actuarial Assumptions forDefined Benefit Pension Valuations2 Botsford, John R. Milliman Inc 415-403-1333 john.botsford@milliman.com02/21/07 L21<strong>30</strong>20702/21/07 L21<strong>30</strong>20702/21/07 L21<strong>30</strong>20702/21/07 L21<strong>30</strong>20702/22/07 L212020702/22/07 L2210207SF Litigation Consulting Services: PatentDamages After eBay - A Panel DiscussionSF Litigation Consulting Services: PatentDamages After eBay - A Panel DiscussionSF Litigation Consulting Services: PatentDamages After eBay - A Panel DiscussionSF Litigation Consulting Services: PatentDamages After eBay - A Panel DiscussionSF: Controlled Foreign Corporations - AnUpdateSF Estate & PFP Interest Group: How toDetermine an Equitable Divorce Settlementand Family Law Update2 Greene, Jed K. FTI Consulting Inc 415-283-4200 jed.greene@fticonsulting.com2 Fitzpatrick, Thomas Townsend & Townsend & Crew 415-576-02002 Nelson, Clarke FTI Consulting Inc 415-283-42002 Wright, David1 Woodberry, Alan S. alan.woodberry@comcast.net2 Campbell, Susan J. Buena Vista Financial Resources 415-439-8811 bvfinancial@comcast.net5/22/<strong>20<strong>08</strong></strong> Page 68 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail02/22/07 L2210207SF Estate & PFP Interest Group: How toDetermine an Equitable Divorce Settlementand Family Law Update2 Ten Eyck, Julia02/27/07 L<strong>30</strong>20207<strong>04</strong>/24/07 L<strong>30</strong>2<strong>04</strong>07<strong>04</strong>/24/07 L<strong>30</strong>2<strong>04</strong>0705/<strong>04</strong>/07 L10<strong>30</strong>50705/<strong>04</strong>/07 L103EE07SF: Intersection <strong>of</strong> Business Valuation &Public AccountingSF Marin Discussion Group: The PaperlessOfficeSF Marin Discussion Group: The PaperlessOfficeSF Chapter CPE Extravaganza: RetirementPlanningSF Chapter CPE Extravaganza: RetirementDistribution Planning1 Israel, Theodore D. Eckh<strong>of</strong>f Accountancy Corp 415-499-9400 tedi@eckh<strong>of</strong>f.com1 Maragoni, Roberto M. Berger/Lewis A/C 4<strong>08</strong>-494-1200 rmaragoni@bergerlewis.com1 Kauffman, Cameron Eichstaedt & Devereaux LLP 415-362-5990 ckauffman@edllp.com4 Marantz, Scott Merrill Lynch 415-676-42<strong>04</strong> scott_marantz@ml.com;4 Foss, Mary Kay A.Greenstein Rog<strong>of</strong>f Olsen & CoLLP925-838-9640 mkfoss@groco.com05/11/07 L1031707SF Chapter CPE Extravaganza: WorkLean:A Program to Improve Work Performance4 Markovitz, Daniel Time Back Management 917-364-1864dan@timebackmanagement.com05/17/07 L212050705/22/07 L<strong>30</strong>2050705/25/07 L103410706/01/07 L10<strong>30</strong>60706/12/07 L<strong>30</strong>5060706/20/07 L207060706/26/07 L219060706/26/07 L<strong>30</strong>2060706/26/07 L<strong>30</strong>5420706/28/07 L213540706/28/07 L2135407SF International Taxation Cte Mtg: Cross-Border Mergers & AcquisitionsSF Marin Discussion Group: FinancialLiteracySF Chapter CPE Extravaganza:Understanding a TIC InvestmentSF Chapter CPE Extravaganza: Quickbooksin the NonPr<strong>of</strong>it EnvironmentSF Santa Rosa Discussion Group: IRS/RealEstate Pr<strong>of</strong>essionalSF Pension Audit Committee: Non-QualifiedDeferred CompensationSan Francisco Chapter Non Pr<strong>of</strong>it InterestGroup: SAS 103 & SAS 112SF Marin Discussion Group: Recruiting andRetentionSF Santa Rosa Discussion Group SonomaCounty Real Estate and DivorceSF Litigation Consulting Services: RoyaltyAgreements & AuditsSF Litigation Consulting Services: RoyaltyAgreements & Audits1 Kolligs, Walter M. Visa International 650-432-2722 wkolligs@visa.com1 Grainger, Angela M. Exchange Bank 707-524-31024 Ingersoll, Peter Welton Street Investments LLC 510-654-4111graingera@exchange<strong>bank</strong>.competer.ingersoll@weltonstreet.com4 Pfau-Martinez, Karen D. Burr Pilger & Mayer LLP 415-421-5757 kpfau@bpmllp.com1 Baldi, Eugene R. Muegge Baldi Hardcastle 707-544-9510 gene@mbhcpa.net2 Nash, John M. Newport Group 415-351-4615 mnash@newportgroup.com2 Caratan, Kristine L. Moss Adams LLP 415-956-15001 Herrerias, Paul K. Stanton Chase 415-721-70011 Williams, Rickkristine.caratan@mossadams.comp.herrerias@stantonchase.com2 Redman, Jeffrey Seiler LLP 415-392-2123 kingels@seiler.com2 Sinrod, Eric07/10/07 L2010707 SF AP& AS: The New Auditing Standards 1.5 Rubin, Diane M. Novogradac & Co LLP 415-356-8000 diane.rubin@novoco.com07/10/07 L<strong>30</strong>5190707/24/07 L<strong>30</strong>20707SF Santa Rosa Discussion Group NoKid(ding) SRBDG/Child's Tax CreditSF Marin Discussion Group: Asset AllocationModels1 Mayfield, Charles M. Desmond Consulting Group 925-932-1994 paylesstaxes@earthlink.net1 Robinson, James Merrill Lynch 800-861-9328 james_w_robinson@ml.com5/22/<strong>20<strong>08</strong></strong> Page 69 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/24/07 L<strong>30</strong>54<strong>30</strong>7SF Santa Rosa Discussion Group CPAOffice & Computer Security1 Mayfield, Charles M. Desmond Consulting Group 925-932-1994 paylesstaxes@earthlink.net<strong>08</strong>/14/07 L<strong>30</strong>52007SF Santa Rosa Discussion Group GoingPaperless - Lacerte's DMS Lacerte's DMS1 Mayfield, Charles M. Desmond Consulting Group 925-932-1994 paylesstaxes@earthlink.net<strong>08</strong>/28/07 L<strong>30</strong>5560709/11/07 L<strong>30</strong>5210709/11/07 L<strong>30</strong>52107SF Santa Rosa Discussion Group UrbanRedesignSF Santa Rosa Discussion GroupRegistered Domestic PartnersSF Santa Rosa Discussion GroupRegistered Domestic Partners1 Fisher, Lois Fisher Town Design Inc 707-544-1118 lois@FisherTownDesign.com1 Palmer, VirginiaFitzgerald, Abbott & BeardsleyLLP510-451-3<strong>30</strong>0 vpalmer@fablaw.com1 Mayfield, Charles M. Desmond Consulting Group 925-932-1994 paylesstaxes@earthlink.net09/15/07 L2280907 SF Technology: Excel Users Group 3.5 Hallett, John High Country Passage 415-901-8100 jhallett@well.com09/15/07 L2280907 SF Technology: Excel Users Group 3.5 HATAMOV, SHORU shatamov@bloomrite.com09/19/07 L<strong>30</strong>10907SF Humboldt Discussion Group Wild ChickFarm / Economic Fuel1 Miller, Kathy theteam@economicfuel.org09/26/07 L2260907SF Young Pr<strong>of</strong>essionals: Follow Up, Stay inTouch & Grow Your Network1 Wilson, Patti CareerCompany.com 4<strong>08</strong>-354-1964 patti@careercompany.com09/26/07 L<strong>30</strong>20907SF Marin Discussion Group: Make Everydan@timebackmanagement.c1 Markovitz, Daniel Time Back Management 917-364-1864Minute Countom10/23/07 L<strong>30</strong>21007SF Marin Discussion Group: InsuranceIssues and Risks for <strong>CPAs</strong>1 Morris, PaulMitchell & Mitchell InsuranceAgency415-883-2520pmorris@mitchellandmitchell.com10/25/07 L2211007 SF Estate & PFP Interest Group: DIGITs 2 Beck, Lawrence P. Haas & Najarian 415-788-63<strong>30</strong> lbeck@haasnaja.com11/13/07 L<strong>30</strong>11107SF Humboldt Discussion GroupLenders/Attorneys/CPA Night IRC 1031Exchange Transactions1 ZIEGLER, PAUL Premier Exchange Services 707-445-36<strong>30</strong>11/17/07 L228110711/27/07 L<strong>30</strong>2110711/27/07 L<strong>30</strong>5110712/11/07 L<strong>30</strong>5120701/<strong>08</strong>/<strong>08</strong> L<strong>30</strong>501<strong>08</strong>01/<strong>08</strong>/<strong>08</strong> L<strong>30</strong>501<strong>08</strong>01/15/<strong>08</strong> L21<strong>30</strong>1<strong>08</strong>01/15/<strong>08</strong> L21<strong>30</strong>1<strong>08</strong>01/16/<strong>08</strong> L21501<strong>08</strong>SF Technology: Excel Users Group - Lookup& Match Index FunctionsSF Marin Discussion Group: SuccessPlanning for Business OwnersSF Santa Rosa Discussion GroupIRS/Mortgage Interest Deductions" "SF Santa Rosa Discussion Group AlternativeMinumum Tax" "SF Santa Rosa Discussion GroupCreate/Generate New BusinessSF Santa Rosa Discussion GroupCreate/Generate New BusinessSF Litigation Consulting Services: TheForeign Corrupt Practices ActSF Litigation Consulting Services: TheForeign Corrupt Practices ActSF MAP Committee Meeting: <strong>20<strong>08</strong></strong> LaborLaw Update3.5 Hallett, John High Country Passage 415-901-8100 jhallett@well.com1 Boerio, Charles D. Boerio and Company <strong>CPAs</strong> 415-883-3700 patty.laxen@boerio.com1 Dunlop, Nick nickdunlop@comcast.net1 Zainer, Timothy P. Zainer Rinehart Clarke <strong>CPAs</strong> 707-525-1163 tzainer@zrcdfk.com1 Agotia, Donna dagoitia@comcast.net1 Couvreux, Janis couvreux@sonic.net1.5 Ray, Daniel W. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 rayd@hemming.com1.5 Boersch, Martha U.S. Attorneys Office 415-436-7017 martha.boersch@usdoj.gov1 Skonberg, John M. Littler Mendelson PC 415-439-6279 jskonberg@littler.com5/22/<strong>20<strong>08</strong></strong> Page 70 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mailSF Chapter BARE Event: Federal Taxation01/18/<strong>08</strong> L12401<strong>08</strong> <strong>of</strong> Partnerships & LLCs - Operation andAllocations8 McBride, Gary R. CSU East Bay 510-885-<strong>30</strong>00 garymcb@pacbell.netSF Marin Discussion Group: Life Insurance01/18/<strong>08</strong> L<strong>30</strong>201<strong>08</strong>1 Boyer, Richard J. Cobert & Boyer 415-461-4143and Policy Rescue01/19/<strong>08</strong> L22801<strong>08</strong> SF Technology: Excel Masters - Macros 3.5 Moseley, Larry lwm@lwmweb.com01/24/<strong>08</strong> L22101<strong>08</strong>SF Estate & PFP Interest Group: RetirementHousing & Long Term Care Insurance2 Padover, Ann annpadover@mac.com01/24/<strong>08</strong> L22101<strong>08</strong>02/12/<strong>08</strong> L22002<strong>08</strong>02/15/<strong>08</strong> L<strong>30</strong>202<strong>08</strong>02/20/<strong>08</strong> L20702<strong>08</strong>02/20/<strong>08</strong> L<strong>30</strong>102<strong>08</strong>02/20/<strong>08</strong> L<strong>30</strong>102<strong>08</strong>02/21/<strong>08</strong> L21202<strong>08</strong>03/15/<strong>08</strong> L2280<strong>30</strong>8<strong>04</strong>/23/<strong>08</strong> L207<strong>04</strong><strong>08</strong><strong>04</strong>/<strong>30</strong>/<strong>08</strong> L<strong>30</strong>2<strong>04</strong><strong>08</strong>Silicon Vally San Jose<strong>04</strong>/19/06 N217<strong>04</strong>06<strong>04</strong>/24/06 N1501606<strong>04</strong>/27/06 N<strong>30</strong>1<strong>04</strong>0605/17/06 N217050605/18/06 N2180506SF Estate & PFP Interest Group: RetirementHousing & Long Term Care InsuranceSF Chapter Pacific Rim Committee: Insidethe IRSSF Marin Discussion Group: What Can GoRight When Clients Divorce; How <strong>CPAs</strong> canhelpSF Pension Audit Committee: MakingDefined Contribution Plans EffectiveSF Humboldt Discussion GroupCollateralized Mortgage ObligationsSF Humboldt Discussion GroupCollateralized Mortgage ObligationsSF International Taxation Cte Mtg:Expatriation - IRC Sec 877SF Technology: Excel Masters - Graphs &ChartsSF Pension Audit Committee: CurrentDevelopments in Pension PlansSF Marin Discussion Group: Beyond EstatePlanning - Mind Your EldersSJ Tax Interest Group Meeting IRS e-Services ProgramSJ President's Roundtable - Influence ThePsychology <strong>of</strong> PersuasionSJ Monterey Technology LuncheonTechnology Strategies, Resources, Tools,and Gadgets to make your life and workeasier!SJ Tax Interest Group - Tax Considerationsfor domestic PartnersSJ Estate and Trust Planning Meeting -GRAT Planning with S Corporation Stock2 Stone, Victoria1 Calderaro, Joe IRS 510-637-2487 joseph.calderaro@irs.gov1 Bennington, Peggy Law Offices <strong>of</strong> Peggy Bennington 415-924-8870 zangmo@aol.com2 Miller, BartBernstein Global WealthManagement415-217-80511 Ajina, Haider Smith Barney 707-443-<strong>30</strong>711 Morgan, Mark Smith Barney 707-443-<strong>30</strong>711 Muntean, Mark A.Jeffer Mangels Butler & MarmaroLLP3.5 Waldo, Heather L. Wells Fargo 415-222-94062 Aaron, DianeBuffington & Aaron, a LawCorporationmark.i.morgan@smithbarney.com415-398-8<strong>08</strong>0 m1m@jmbm.comheather.waldo@wellsfargo.com1 Stein, Karen Karen@KSteinLaw.com1 Kershner, Keith Internal Revenue Service 4<strong>08</strong>-291-44<strong>08</strong>1 Gray, Michael C. Michael Gray CPA 4<strong>08</strong>-918-3161 mgray@taxtrimmers.com1 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.biz1 Allphin, Sondra J. Temmerman & Cilley, LLP 4<strong>08</strong>-998-9500 sallphin@tc-lawfirm.com1 Doyle, Francis B. Esq. WealthPLAN 4<strong>08</strong>-918-90<strong>30</strong> fbdoyle@wealthplan.com5/22/<strong>20<strong>08</strong></strong> Page 71 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail05/24/06 N2140506SJ Personal Financial Planning - EducationSavings Plans1 Papier, Jason PWJohnson Wealth Management 4<strong>08</strong>-747-1222 jason.papier@pwjohnson.com05/25/06 N<strong>30</strong>10506 SJ Monterey Tech-Communication Tools 1 Whitehouse, Eugenia G. Sage S<strong>of</strong>tware Inc 925-461-2625 geni@evenanerd.com06/02/06 N2210606 SJ ERISA Committee Meeting 2 Capozzi, Joe ClearPoint Solutions Inc 858-373-251606/21/06 N2170606SJ Tax Interest Group New Tax LegislationHR 42971 Gray, Michael C. Michael Gray CPA 4<strong>08</strong>-918-3161 mgray@taxtrimmers.com06/29/06 N218060607/11/06 N201070607/19/06 N217070607/19/06 N2170706<strong>08</strong>/17/06 N205<strong>08</strong>06<strong>08</strong>/18/06 N221<strong>08</strong>06<strong>08</strong>/24/06 N218<strong>08</strong>0609/12/06 N201090609/12/06 N201090609/21/06 N218090609/21/06 N<strong>30</strong>1090610/10/06 N201100610/18/06 N217100610/19/06 N120100610/19/06 N2181006SJ Estate and Trust Committee Meeting-Foreign Trusts/Tax Issues and ChallengesSJ Accounting Principles & AuditingStandards (AP & AS) MeetingImplementation <strong>of</strong> FIN 46R and ContinuingConsiderationsSJ Tax Interest Group - Offers inCompromiseSJ Tax Interest Group - Offers inCompromiseSJ Emerging Pr<strong>of</strong>essionals Investing ForThose Under 35SJ ERISA Committee -Investment PolicyStatement, Investment Fees, ParticipantEducation Programs and moreSJ Estate and Trust Planning - The Role <strong>of</strong>the Private Pr<strong>of</strong>essional Fiduciary in theEstate PlanSVSJ AP & AS Employee Stock OptionAccounting, FASB 123(R)SVSJ AP & AS Employee Stock OptionAccounting, FASB 123(R)SVSJ Estate and Trust Planning -EstatePlanning w/New Fed LegislationSVSJ Monterey Tech Luncheon -TechnologyStrategies to Implement Before Year EndSVSJ AP & AS How to Read a WIPScheduleSVSJ Tax Interest Group - PensionProtection Act <strong>of</strong> <strong>2006</strong>SVSJ <strong>2006</strong> BARE Event - Searching forFraud: Assessing Risk and Addressing RedFlagsSVSJ Estate and Trust Planning - OpenForum with an Estate Attorney EverythingYou Always Wanted to Know About EstatePlanning1 Agee, Sonia Hoge, Fenton, Jones & Appel, Inc. 4<strong>08</strong>-287-9501 sma@hogefenton.com1 Sheffield, Mark W. Abbott Stringham & Lynch 4<strong>08</strong>-377-8700 msheffield@aslcpa.com1 Arico, Kurt Franchise Tax Board 916-845-7595 kurt.arico@ftb.ca.gov1 Patterson, Robin E. <strong>California</strong> Franchise Tax Board 916-845-6343 robin.patterson@ftb.ca.gov1 Snow, Renee M. Abbott Stringham & Lynch 4<strong>08</strong>-377-87002 Neumann, Mark F.1 Lambie, Richard H.Golden Gate Retirement ConsultInc.rsnow@aigfinancialadvisor.com650-583-5870 mark@gg401k.com1 Jones, Marsha C. Marsha C. Jones & Associates 4<strong>08</strong>-777-9077 marshacjones@earthlink.net1 Venuti, David W.dvenuti@venutiassociates.com1 Maxim<strong>of</strong>f, Timothy Hoge, Fenton, Jones & Appel, Inc. 4<strong>08</strong>-287-9501 jtm@hogefenton.com1 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.biz1 Rock, Nicholle M. Loomis & Co <strong>CPAs</strong> LLP 4<strong>08</strong>-385-3400 nicholler@loomiscpas.com1 Zemetra, Michael B.Michael B Zemetra Attorney atLaw4<strong>08</strong>-971-9066 mbzlaw@earthlink.com8 Horwitz, Eugene G. National Assoc Securities Dlrs 213-613-2619 eugene.horwitz@finra.com1 Pelosi, Paul Esq. Pelosi & Ferguson LLP 4<strong>08</strong>-296-3600 paul@pelosiferguson.com5/22/<strong>20<strong>08</strong></strong> Page 72 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/19/06 N<strong>30</strong>11006SVSJ Monterey Tech Luncheon - Excel PivotTable for Accountants1 Baumgardt, W W. wwb2@comcast.net10/25/06 N2141006SVSJ Personal Financial Planning - CertifiedFinancial Resource Associates1 Kiernan, Elaine R.Divorce Financial AnalystInc.831-458-1125 ek0503@aol.com11/14/06 N2011106SVSJ AP & AS How to Prepare For the NewRisk Assessment Standards1 Hazel, Renee M. Loomis & Co <strong>CPAs</strong> LLP 4<strong>08</strong>-385-3400 reneeh@loomiscpas.com11/14/06 N2011106SVSJ AP & AS How to Prepare For the NewRisk Assessment Standards1 Parsons, Jeannine S. Loomis & Co <strong>CPAs</strong> LLP 4<strong>08</strong>-385-3400 jeanninep@loomiscpas.com11/15/06 N2141106SVSJ Personal Financial Planning - MaritalDissolution Matters1 Hutchings, David D. CPA David D Hutchings CPA 4<strong>08</strong>-241-0568 ddhutchcpa@aol.com11/22/06 N2171106SVSJ Tax Interest Group- 1031 ExchangeUpdate1 Allred, Steven 1031 Advance Inc 4<strong>08</strong>-241-3191 SAllred@1031advance.com12/12/06 N201120612/12/06 N201120612/12/06 N2011206SVSJ AP & AS Committee - Auditing in aPaperless Environment A RoundtableDiscussionSVSJ AP & AS Committee - Auditing in aPaperless Environment A RoundtableDiscussionSVSJ AP & AS Committee - Auditing in aPaperless Environment A RoundtableDiscussion1 Dalaney, Sheba B. Abbott Stringham & Lynch 4<strong>08</strong>-377-8700 sdalaney@aslcpa.com1 Maragoni, Roberto M. Berger/Lewis A/C 4<strong>08</strong>-494-1200 rmaragoni@bergerlewis.com1 Dryden, Daniel A.01/17/07 N2170107SVSJ Tax Interest Group - CostSegregation: Overview for the CPA1 Reid, James L. Cost Segregation Advisor LLC 877-729-9699 james@costsegadvisor.com01/25/07 N2140107SVSJ Personal Financial Planning -Understanding Social Security1 Torres, Marcos Social Security Administration 4<strong>08</strong>-292-8900 marcos.torres@ssa.gov01/25/07 N<strong>30</strong>10107SVSJ Monterey Tech Luncheon QuickBooks2007 Update1 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.biz02/21/07 N2170207 SVSJ Tax Interest Group - <strong>California</strong> LLCs 1 Pow, Tamara Structure Law Group, LLP 4<strong>08</strong>-441-7500 tpow@structurelaw.com02/22/07 N<strong>30</strong>1020702/28/07 N2140207<strong>04</strong>/26/07 N<strong>30</strong>1<strong>04</strong>0705/16/07 N217050705/17/07 N218050705/18/07 N220050705/23/07 N2140507SVSJ Monterey Tech Luncheon -NegotiationIs Not for SissiesSVSJ Personal Financial Planning - TheCritical Missing Piece: A Written Plan forLong-term Care PlanningSJ Monterey Tech Luncheon- TechnologyStrategies, Resources, Tools & GadgetsSVSJ Tax Interest Group - Research &Experimentation Tax Credit StudiesSVSJ Estate and Trust Planning - TrustFunding DilemmasSVSJ Non Pr<strong>of</strong>it Committee Meeting -QuickBooks for Non Pr<strong>of</strong>itsSVSJ Personal Financial Planning-Effectively Handling Client Money Issues1 Brodow, Ed Ed Brodow Seminars 831-372-7270 ed@brodow.com1 Hamm, AllenSuperior LTC Planning ServicesInc800-400-0577 allen@superiorltc.com1 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.biz1 Kuhlman, WilliamSOURCECORP Tax BenefitsGroup817-732-5494laura.collins@sourcecorptax.com1 Shetler, Brian Esq. Berliner Cohen Law Offices 4<strong>08</strong>-286-5800 bls@berliner.com1 Carson, Pat Pat@carsoncrew.com1 Dostal, Veronica vrdostal@aol.com5/22/<strong>20<strong>08</strong></strong> Page 73 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mailSVSJ Monterey Technology Luncheon -05/31/07 N21905071 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.bizTraining Strategies06/12/07 N201060706/15/07 N2<strong>2006</strong>0706/15/07 N2<strong>2006</strong>0706/15/07 N2<strong>2006</strong>0706/15/07 N2<strong>2006</strong>07SVSJ AP & AS Selected Issues RegardingFIN 48- Accounting for Uncertainty in IncomeTaxesSVSJ Non Pr<strong>of</strong>it Committee Meeting -Common Problems in a NPO AuditSVSJ Non Pr<strong>of</strong>it Committee Meeting -Common Problems in a NPO AuditSVSJ Non Pr<strong>of</strong>it Committee Meeting -Common Problems in a NPO AuditSVSJ Non Pr<strong>of</strong>it Committee Meeting -Common Problems in a NPO Audit1 Robinson, Todd W. Abbott Stringham & Lynch 4<strong>08</strong>-377-8700 trobinson@aslcpa.com1 Dalaney, Sheba B. Abbott Stringham & Lynch 4<strong>08</strong>-377-8700 sdalaney@aslcpa.com1 Boman, Lynda R. Lynda R Boman CPA 4<strong>08</strong>-866-20<strong>04</strong> lynda@bomanaccounting.com1 Gallagher, Lauren M. Humane <strong>Society</strong> <strong>of</strong> Silicon Valley 4<strong>08</strong>-727-3383 lgallagher@hssv.org1 Yost, Roger W. CFESouth County Community HealthCenter650-3<strong>30</strong>-7400 wyost@ravenswoodfhc.org06/15/07 N2210607 SVSJ ERISA Committee Meeting 2 Capozzi, Joe ClearPoint Solutions Inc 858-373-251606/15/07 N2210607 SVSJ ERISA Committee Meeting 2 Rowe, David06/21/07 N2180607SVSJ Joint Estate & Trusts and PFP-Finding Hidden Assets for Your SeniorClients1 Havey, Brain Life Policies <strong>of</strong> America LLC 925-932-7026 brian@lifeam.com06/21/07 N2190607SVSJ Monterey Tech Luncheon-KeepingYour Computers & Network RunningEfficiently1 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.biz07/18/07 N217070707/18/07 N2170707SVSJ Tax Int. Group New Sec. 409A Reg.-Non-Qualified Deferred CompensationSVSJ Tax Int. Group New Sec. 409A Reg.-Non-Qualified Deferred Compensation3 Gray, Michael C. Michael Gray CPA 4<strong>08</strong>-918-3161 mgray@taxtrimmers.com3 Brayton, Michael Esq. Law Offices <strong>of</strong> Michael D Brayton 4<strong>08</strong>-369-149907/19/07 N2180707SVSJ Estate & Trusts Committee-Identifying Qualified Appraisers1 Brown, James O.07/26/07 N2190707SVSJ Monterey Tech Luncheon - DisasterRecovery Planning<strong>08</strong>/10/07 N221<strong>08</strong>07 SVSJ ERISA Committee Meeting 2 Filler, Kay L.Perisho Tombor Ramirez Filler &Brown4<strong>08</strong>-985-5100 brown@perisho.com1 Alvarez, Luis M. Alvarez Technology Group Inc 831-753-7677 smiller@alvareztg.comPerisho Tombor Ramirez Filler &Brown4<strong>08</strong>-985-5100 filler@perisho.com<strong>08</strong>/10/07 N221<strong>08</strong>07 SVSJ ERISA Committee Meeting 2 Eckols, Glen<strong>08</strong>/15/07 N217<strong>08</strong>07SVSJ Tax Interest Group - FTB RevenueAgent Report Workshop2 Evangelista, Estela Franchise Tax Board 916-845-7595<strong>08</strong>/15/07 N217<strong>08</strong>07SVSJ Tax Interest Group - FTB RevenueAgent Report Workshop2 Sarumi, Yemi Franchise Tax Board 916-845-7595 yemi.sarumi@ftb.ca.gov<strong>08</strong>/16/07 N218<strong>08</strong>07<strong>08</strong>/<strong>30</strong>/07 N219<strong>08</strong>07SVSJ Joint Estate & Trusts and PFPCommittees- Should You Trust a Trust as anIRA Beneficiary?SVSJ Monterey Tech Luncheon - WindowsVista1 Foss, Mary Kay A.Greenstein Rog<strong>of</strong>f Olsen & CoLLP1 Nall, Michael Nall Edge Works 831-241-1636925-838-9640 mkfoss@groco.com5/22/<strong>20<strong>08</strong></strong> Page 74 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail09/19/07 N217090709/19/07 N217090709/21/07 N220090710/09/07 N201100710/17/07 N217100710/19/07 N220100710/26/07 N120100710/26/07 N120100711/<strong>08</strong>/07 N205110711/13/07 N201110711/13/07 N2011107SVSJ Joint Tax Interest and Estate & TrustsMtg.- The Scope and Impact <strong>of</strong> PhilanthropyTodaySVSJ Joint Tax Interest and Estate & TrustsMtg.- The Scope and Impact <strong>of</strong> PhilanthropyTodaySVSJ Non Pr<strong>of</strong>it Committee Meeting -Revenue RecognitionSVSJ AP & AS Financial Statements from aLender's Point <strong>of</strong> ViewSVSJ Understanding the Health Insur.Aspect <strong>of</strong> Health Savings AccountsSVSJ Non Pr<strong>of</strong>it Committee -Update on 990PreparationSVSJ 2007 BARE Event- GAAS AuditsUnder the New Risk Assessment Standards:An OverviewSVSJ 2007 BARE Event- GAAS AuditsUnder the New Risk Assessment Standards:An OverviewSVSJ Emerging Pr<strong>of</strong>essionals present HowTo Work a Room" "SVSJ AP & AS Auditing Companies withInternational ConsiderationsSVSJ AP & AS Auditing Companies withInternational Considerations1 DePaepe, Eric A. Ensemble Capital Management 650-696-12461 Stannard-Stockton, Sean Ensemble Capital Management 650-696-1246edepaepe@ensemblecapital.comsstannardstockton@ensemblecapital.com1 Letellier, Nicole Berger/Lewis A/C 4<strong>08</strong>-494-1200 nletellier@bergerlewis.com1 Hamilton, Dori Bridge Bank, N. A. 4<strong>08</strong>-556-8603dori.hamilton@bridge<strong>bank</strong>.com1 Shargel, Susan Shargel & Co Insurance Services 415-543-8949 sshargel@shargel.com1 Stan<strong>of</strong>f, Kymberly Armanino McKenna LLP 925-790-2600 kymberlys@amllp.com8 Morris, Daniel D. Morris + D'Angelo 4<strong>08</strong>-292-2892 dan@cpadudes.com8 Dangel, Daniel G. Daniel G Dangel CPA 858-382-2220 dan@dangelcpa.com1 Wilson, Patti CareerCompany.com 4<strong>08</strong>-354-1964 patti@careercompany.com1 Babcock, James L.1 Tan, Jamie C.CBIZ & Mayer H<strong>of</strong>fman McCannPCCBIZ & Mayer H<strong>of</strong>fman McCannPC4<strong>08</strong>-794-3500 jbabcock@cbiz.com4<strong>08</strong>-794-3500 jtan@cbiz.com11/21/07 N2171107 SVSJ Energy Tax Credits: Solar and Beyond 1 Olson, Paul D. Commercial Cashflow Advisors 4<strong>08</strong>-213-2537 olson@ccashflow.com11/29/07 N219110712/11/07 N201120712/11/07 N201120701/16/<strong>08</strong> N21701<strong>08</strong>01/16/<strong>08</strong> N21701<strong>08</strong>01/17/<strong>08</strong> N21801<strong>08</strong>01/17/<strong>08</strong> N21901<strong>08</strong>02/21/<strong>08</strong> N21802<strong>08</strong>SVSJ Monterey Technology Luncheon -Digital PhotographySVSJ AP & AS - IT & the New SAS RiskAssessment StandardsSVSJ AP & AS - IT & the New SAS RiskAssessment StandardsSVSJ International Expansion: TaxOpportunities and PitfallsSVSJ International Expansion: TaxOpportunities and PitfallsSVSJ Estate & Trusts Committee- EstatePlanning for Closely Held Business OwnersSVSJ Monterey Tech Luncheon -QuickBooks <strong>20<strong>08</strong></strong> UpdateSVSJ Estate & Trusts Committee- GSTPlanning and Recent Updates1 Capili, Wayne1 Kahn, Jordan D. Burr Pilger & Mayer LLP 4<strong>08</strong>-298-7676 jkahn@bpmllp.com1 Maynard, Roy rmaynard@bpmllp.com1 Wright, Douglas W. US Tax Advantage LLC 925-472-6960 dwright@taxadvantage.us1 Christenson, Erik US Tax Advantage LLC 925-472-6960echristenson@taxadvantage.us1 Schiller, Keith Schiller Law Group, A PLC 925-258-0123 kschiller@slg4law.com1 Eisen, Ilene ie Solutions 831-373-8200 ilene.eisen@ie-solutions.biz1 Anderson, Steven D.Carr McClellan IngersollThompson &650-342-9600sanderson@carrmcclellan.com5/22/<strong>20<strong>08</strong></strong> Page 75 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail02/21/<strong>08</strong> N21802<strong>08</strong>SVSJ Estate & Trusts Committee- GSTCarr McClellan Ingersoll1 Hwang, SinclairPlanning and Recent UpdatesThompson &650-342-9600 shwang@carr-mcclellan.comState Committees11/02/05 SLSO1105 Litigation Sections Steering Cte Mtg 1 Durkin, Ronald L. KPMG LLP 213-972-4000 rdurkin@kpmg.com01/12/06 SLSO0106LIT Sections Steering Cte 2 day annualmeeting Puerta Vallarta Litigation SteeringCommittee6 Durkin, Ronald L. KPMG LLP 213-972-4000 rdurkin@kpmg.com01/12/06 SLSO0106LIT Sections Steering Cte 2 day annualmeeting Puerta Vallarta Litigation SteeringCommittee6 Lacey, John M. Calif State Univ - Long Beach 562-985-4576 lacey@csulb.edu01/12/06 SLSO0106LIT Sections Steering Cte 2 day annualmeeting Puerta Vallarta Litigation Steering 6 Perkins, Stephanie Chapman Glucksman & Dean 916-723-6401 sperkins@cgdlaw.comCommittee01/26/06 SLS20106 Business Valuation Section Mtg 4 Israel, Theodore D. Eckh<strong>of</strong>f Accountancy Corp 415-499-9400 tedi@eckh<strong>of</strong>f.com01/26/06 SLS20106 Business Valuation Section Mtg 4 Grabowski, Roger J. Duff & Phelps LLC 312-233-682001/27/06 SLS40106 Litigation Section Family Law Section Mtg 4 Mintzer, Andrew M. Andrew M Mintzer CPA 310-395-0599 andy@mintzercpa.com01/27/06 SLS40106 Litigation Section Family Law Section Mtg 4 Carlisle, Susan Susan Carlisle, CPA,Pr<strong>of</strong>.Corp 818-888-3223 carlislecpa@sbcglobal.net01/27/06 SLS40106 Litigation Section Family Law Section Mtg 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com01/27/06 SLS40106 Litigation Section Family Law Section Mtg 4 Katz, Michelle Michelle Katz, Attorney at Law 310-277-223601/27/06 Y1400106State Technology Cte Mtg (Including CPE:Top Technologies for <strong>CPAs</strong>)3 Tooker, Jason Thomson Corporation 203-328-946901/27/06 Y1400106State Technology Cte Mtg (Including CPE:Top Technologies for <strong>CPAs</strong>)3 Cross, Candy Thomson Corporation 203-328-946902/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Palmer, Pamela S. Latham & Watkins 213-891-8498 pamela.palmer@lw.com02/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Aenlle-Rocha, Fernando L. McDermott Will & Emery LLP 310-551-9322 faenlle-rocha@mwe.com02/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Wine, Jamie Latham & Watkins 213-891-849802/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Hunnius, Patrick White & Case LLP 213-620-770002/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Hsu, Victor Fulbright & Jaworski LLP 213-892-931202/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Torrano, Marcus Fulbright & Jaworski LLP 213-892-931202/21/06 SLS50206 LIT-FRD Section Mtg Fraud Section 4 Hawkes, Amy Ernst & Young LLP 213-977-3200 amy.hawkes@ey.com02/22/06 SLS<strong>30</strong>206 Litigation Economic Damages Section Mtg 4 Johns, Colin A. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 johnsc@hemming.com05/03/06 SLSO050605/03/06 SLSO050605/<strong>04</strong>/06 Y4200506Litigation Sections Steering CommitteeMeetingLitigation Sections Steering CommitteeMeetingMCS <strong>2006</strong> Annual Mtg (Including CPE: Non-Traditional Engagements: AlternativeSources <strong>of</strong> Revenue)2 James, Dwight American Arbitration Association 415-981-3901 JamesD@adr.org2 Lloyd, Terry Huron Consulting Group 415-395-1700tlloyd@huronconsultinggroup.com4 Scott, Thad H. Thad Scott & Company <strong>CPAs</strong> 559-2<strong>30</strong>-0575 thad@thadscottcpa.com5/22/<strong>20<strong>08</strong></strong> Page 76 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail05/<strong>04</strong>/06 Y4200506MCS <strong>2006</strong> Annual Mtg (Including CPE: Non-Traditional Engagements: AlternativeSources <strong>of</strong> Revenue)4 Reiss, Stephen M. Berger/Lewis A/C 4<strong>08</strong>-494-1200 SReiss@bergerlewis.com05/<strong>04</strong>/06 Y420050605/18/06 SLS2050605/18/06 SLS2050605/18/06 Y480050605/18/06 Y480050605/18/06 Y480050605/18/06 Y480050605/18/06 Y480050605/18/06 Y480050605/18/06 Y4800506MCS <strong>2006</strong> Annual Mtg (Including CPE: Non-Traditional Engagements: AlternativeSources <strong>of</strong> Revenue)Litigation Sections: Business ValuationSection Cte MtgLitigation Sections: Business ValuationSection Cte MtgPersonal Financial Committee <strong>2006</strong> AnnualMtgPersonal Financial Committee <strong>2006</strong> AnnualMtgPersonal Financial Committee <strong>2006</strong> AnnualMtgPersonal Financial Committee <strong>2006</strong> AnnualMtgPersonal Financial Committee <strong>2006</strong> AnnualMtgPersonal Financial Committee <strong>2006</strong> AnnualMtgPersonal Financial Committee <strong>2006</strong> AnnualMtg4 Savich, Richard S. ABKO Consulting 760-238-3900 dicksavich@abko.com4 Dye, Scott T. Stoughton Davidson AC 559-436-1200 std@stoughtoncpa.com4 Dorrell, Darrell D. Financial Forensics 503-636-7999darrelld@financialforensics.com4.5 Trank, Michael A. Wertz & Co LLP 949-756-5000 mtrank@wertzco.com4.5 Flores, Elizabeth L. Elizabeth Flores CPA 831-438-1500 floresliz@aol.com4.5 Huxley, Stephen J. Asset Dedication LLC 925-377-7171 stevehuxley@gmai.lcom4.5 Burns, Brent Asset Dedication LLC 925-377-71714.5 Arnerich, Anthony L.4.5 Demers Arnston, ShereeArnerich Massena & AssociatesInc.4.5 Warner, Greg Financial Education 925-944-8600503-239-<strong>04</strong>75 srd@am-a.com05/19/06 SLS40506 Litigation Sections: Family Law Section Mtg 4 Glenn, Donald A. Glenn & Dawson LLP 925-945-7722 don@forensiccpa.com05/19/06 SLS40506 Litigation Sections: Family Law Section Mtg 4 Carlisle, Susan Susan Carlisle, CPA,Pr<strong>of</strong>.Corp 818-888-3223 carlislecpa@sbcglobal.net05/19/06 SLS40506 Litigation Sections: Family Law Section Mtg 4 Preville, Eileen Law Offices <strong>of</strong> Eileen Preville 510-893-4000 epreville@previllelaw.com05/19/06 SLS40506 Litigation Sections: Family Law Section Mtg 4 Preville, Eileen Law Offices <strong>of</strong> Eileen Preville 510-893-4000 epreville@previllelaw.com05/19/06 SLS40506 Litigation Sections: Family Law Section Mtg 4 Swan, David J. Gursey | Schneider LLP 310-552-0960 dswan@gursey.com06/01/06 Y4<strong>30</strong>0606Management <strong>of</strong> an Accounting PracticeState Cte Mtg 2 day committee meeting1 Baran, John M. Ernst & Young LLP 213-977-3200 john.baran@ey.com07/25/06 SLS50706 LIT-FRD Section Mtg Fraud Section 4 Nardoni, David Deloitte & Touche USA LLP 213-688-<strong>08</strong>0007/25/06 SLS50706 LIT-FRD Section Mtg Fraud Section 4 Castrejon, Tomas Deloitte & Touche USA LLP 415-783-400007/25/06 SLS50706 LIT-FRD Section Mtg Fraud Section 4 Moscarino, John Moscarino & Connolly LLP 310-500-341107/25/06 SLS50706 LIT-FRD Section Mtg Fraud Section 4 Avanetti, Michael Michael Avanetti 310-576-1200 mavenatti@gbpwlaw.com07/25/06 SLS50706 LIT-FRD Section Mtg Fraud Section 4 Abrash, Ingrid Ingrid Abrash ingridabrash@sbcglobal.net07/26/06 SLS<strong>30</strong>706 Litigation Economic Damages Section Mtg 4 Glenn, Donald A. Glenn & Dawson LLP 925-945-7722 don@forensiccpa.com07/26/06 SLS<strong>30</strong>706 Litigation Economic Damages Section Mtg 4 Perkins, Stephanie Chapman Glucksman & Dean 916-723-6401 sperkins@cgdlaw.com5/22/<strong>20<strong>08</strong></strong> Page 77 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/26/06 SLS<strong>30</strong>706 Litigation Economic Damages Section Mtg 4 Massey, Mark07/26/06 SLS<strong>30</strong>706 Litigation Economic Damages Section Mtg 4 Stoll, Christopher07/26/06 SLS<strong>30</strong>706 Litigation Economic Damages Section Mtg 4 Matthews, Michael Chapman Popik & White LLP 415-352-<strong>30</strong>0007/27/06 SLS20706Litigation Sections: Business ValuationSection Mtg4 Squires, Renton PricewaterhouseCoopers LLP 415-498-500007/28/06 SLS40706 Litigation Sections: Family Law Section Mtg 4 Laffer, Martin G. Laffer & Gottlieb 310-274-7600 marty@laffer-gottlieb.com07/28/06 SLS40706 Litigation Sections: Family Law Section Mtg 4 Stoneking, Keith C.Stoneking, CPA & MediationServices415-332-<strong>30</strong>64 kcscpa@comcast.net07/28/06 SLS40706 Litigation Sections: Family Law Section Mtg 4 Carlisle, Susan Susan Carlisle, CPA,Pr<strong>of</strong>.Corp 818-888-3223 carlislecpa@sbcglobal.net07/28/06 SLS40706 Litigation Sections: Family Law Section Mtg 4 Preville, Eileen Law Offices <strong>of</strong> Eileen Preville 510-893-4000 epreville@previllelaw.com07/28/06 SLS40706 Litigation Sections: Family Law Section Mtg 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com<strong>08</strong>/09/06 SLSO<strong>08</strong>06 Litigation Section Steering Committee 1 Luttrell, Mark S.CBIZ & Mayer H<strong>of</strong>fman McCannPC661-325-7500 mluttrell@CBIZ.com09/<strong>08</strong>/06 Y4800906 PFP State Cte Mtg September <strong>2006</strong> 1.5 Dahl, Owen Moss Adams LLP 206-223-182009/22/06 Y4200906 MCS State Cte September <strong>2006</strong> Mtg 2.5 Fowler, Mark H. Stowe Management Corporation 310-458-1321 estowemanagement@aol.com09/22/06 Y4200906 MCS State Cte September <strong>2006</strong> Mtg 2.5 Karp, Jonathan A. Reish Luftman Reicher & Cohen 310-478-5656 jonkarp@reish.com09/28/06 SLS2090609/28/06 SLS2090609/28/06 SLS20906Litigation Sections: Business ValuationSection MtgLitigation Sections: Business ValuationSection MtgLitigation Sections: Business ValuationSection Mtg4 Israel, Theodore D. Eckh<strong>of</strong>f Accountancy Corp 415-499-9400 tedi@eckh<strong>of</strong>f.com4 Rizzo, Jeffrey B. Hargrave & Hargrave <strong>CPAs</strong> 310-576-1090 jb@taxwizard.com4 Hall, Lance S. FMV Opinions Inc 949-759-4499 lhall@oc.fmv-opinions.com09/29/06 SLS40906 Litigation Sections: Family Law Section Mtg 4 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.com09/29/06 SLS40906 Litigation Sections: Family Law Section Mtg 4 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.com10/24/06 SLS51006 LIT-FRD Section Mtg Fraud Section 4 Swan, David J. Gursey | Schneider LLP 310-552-0960 dswan@gursey.com10/24/06 SLS51006 LIT-FRD Section Mtg Fraud Section 4 Castrejon, Tomas Deloitte & Touche USA LLP 415-783-400010/24/06 SLS51006 LIT-FRD Section Mtg Fraud Section 4 Fridley, Saundra Fridley & Associates 925-634-<strong>30</strong>34 saunief@aol.com10/24/06 SLS51006 LIT-FRD Section Mtg Fraud Section 4 Randolph, Lance CBIZ Risk & Advisory Services 216-525-1855 lcrandolph@cbiz.com10/25/06 SLS31006 Litigation Economic Damages Section Mtg 4 Tregillis, Christian D. LECG 310-556-0709 ctregillis@lecg.com10/25/06 SLS31006 Litigation Economic Damages Section Mtg 4 Hansen, Charles A. Hansel, Rosen, Black & Dean LLP 510-834-6600 chansen@wendel.com10/25/06 SLS31006 Litigation Economic Damages Section Mtg 4 Trask, Tara Tara Trask and Associates 415-771-2161 tara@taratrask.com5/22/<strong>20<strong>08</strong></strong> Page 78 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/<strong>08</strong>/06 SLSO1106 Litigation Section Steering Committee 3 Harry, Everett P. III Harry + Torchiana LLP 415-981-9450 eph@htcpa.com11/<strong>08</strong>/06 SLSO1106 Litigation Section Steering Committee 3 Andersen, James A. Andersen & Company LLP 707-544-4078 jandersen@aandco.com11/<strong>08</strong>/06 SLSO1106 Litigation Section Steering Committee 3 Barnes, Richard S. Barnes Consulting 916-481-1500 rbarnes@barneslit.com11/<strong>08</strong>/06 SLSO1106 Litigation Section Steering Committee 3 Laffer, Martin G. Laffer & Gottlieb 310-274-7600 marty@laffer-gottlieb.com11/<strong>08</strong>/06 SLSO1106 Litigation Section Steering Committee 3 Ueltzen, Michael G. Ueltzen & Company LLP 916-563-7790 mueltzen@ueltzen.com11/<strong>08</strong>/06 SLSO1106 Litigation Section Steering Committee 3 Kinrich, Jeffrey H. Analysis Group Inc 213-896-4500 jkinrich@analysisgroup.com12/01/06 Y4801206PFP State Committee Meeting, December<strong>2006</strong> (Including CPE)2 Framson, Joel H. Silver Oak Wealth Advisors LLC 310-474-9801 jframson@silveroakwa.com12/01/06 Y4801206PFP State Committee Meeting, December<strong>2006</strong> (Including CPE)2 Hapke, John Rockwater Hedge, LLC 949-721-5550 john@rhedge.net01/11/07 Y4200107 MCS State Cte January 2007 Mtg 1.5 Baker, Sheldon S. Baker Olson LeCroy & Danielian 818-502-5600 sbaker@boldlaw.com01/19/07 W120010701/19/07 W120010702/<strong>08</strong>/07 SLS2020702/<strong>08</strong>/07 SLS2020702/<strong>08</strong>/07 SLS2020702/<strong>08</strong>/07 SLS20207CalCPA January 2007 Council Meeting / SanFrancisco CPE Topic: Pr<strong>of</strong>essional Updates& Roudtable DiscussionCalCPA January 2007 Council Meeting / SanFrancisco CPE Topic: Pr<strong>of</strong>essional Updates& Roudtable DiscussionLitigation Sections: Business ValuationSection MtgLitigation Sections: Business ValuationSection MtgLitigation Sections: Business ValuationSection MtgLitigation Sections: Business ValuationSection Mtg1 Schultz, Harold S. hal.schultz@cox.net1 Cote, Robert R. Cote & Company APC 415-931-0<strong>30</strong>0 bob@cotecpa.com4 Adams, David W.CBIZ & Mayer H<strong>of</strong>fman McCannPC310-268-2000 dadams@cbiz.com4 Fannon, Nancy FANNON VALUATION GROUP 207-775-5111 nancy@fannonval.com4 Fannon, Nancy FANNON VALUATION GROUP 207-775-5111 nancy@fannonval.com4 Fannon, Nancy FANNON VALUATION GROUP 207-775-5111 nancy@fannonval.com02/09/07 SLS40207 Litigation Sections: Family Law Section Mtg 3.5 Christenson, Jim Christensen & Company 714-432-996002/27/07 SLS50207 LIT-FRD Section Mtg Fraud Section 4 Pierce, Edwin D. UCLA 310-206-6954 pierce@iad.ucla.edu02/27/07 SLS50207 LIT-FRD Section Mtg Fraud Section 4 Elkind, Peter02/27/07 SLS50207 LIT-FRD Section Mtg Fraud Section 4 Morrison, Steve Morrison Forensicssmorrison@morrisonforensics.com02/27/07 U9990207AICPA CPA Ambassador Program: MediaTraining8 Sigman, Michael A. LoBuglio & Sigman 310-553-8435 michael@lscpa.net02/28/07 SLS<strong>30</strong>207 Litigation Economic Damages Section Mtg 4 Barnes, Richard S. Barnes Consulting 916-481-1500 rbarnes@barneslit.com02/28/07 SLS<strong>30</strong>207 Litigation Economic Damages Section Mtg 4 Davis, Conrad M. Ueltzen & Company LLP 916-563-7790 cdavis@ueltzen.com02/28/07 SLS<strong>30</strong>207 Litigation Economic Damages Section Mtg 4 Shenson, Jonathan02/28/07 SLS<strong>30</strong>207 Litigation Economic Damages Section Mtg 4 Panis, StanKlee, Tuchin, Bogdan<strong>of</strong>f & SternLLP310-407-400002/28/07 U9993807AICPA CPA Ambassador Program MediaTraining8 Sigman, Michael A. LoBuglio & Sigman 310-553-8435 michael@lscpa.net05/02/07 SLSO0507 LIT-Steering Committee Mtg 4 Laffer, Martin G. Laffer & Gottlieb 310-274-7600 marty@laffer-gottlieb.com5/22/<strong>20<strong>08</strong></strong> Page 79 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail05/02/07 SLSO0507 LIT-Steering Committee Mtg 4 Kinrich, Jeffrey H. Analysis Group Inc 213-896-4500 jkinrich@analysisgroup.com05/02/07 SLSO0507 LIT-Steering Committee Mtg 4 Turner, Lynn E. Glass Lewis & Co LLC <strong>30</strong>3-532-2418 kcarey@glasslewis.com05/02/07 SLSO0507 LIT-Steering Committee Mtg 4 Trimarco, Jack Jack Trimarco & Associates 310-247-2637 jtrimarco@aol.com05/<strong>04</strong>/07 Y1400507 Techology Cte May 2007 Annual Meeting 1.5 Kaiser, Clifford Y. Kaiser & Assoc IT Consulting 760-598-5005 cykaiser@kaiseritc.com05/10/07 Y4800507PFP State Cte May 2007 Annual Mtg (withEPC)4 Goodfriend, Karen R. K K Wealth Advisors LLC 650-941-55<strong>30</strong> kgoodfriend@kkwlth.com05/10/07 Y480050705/10/07 Y480050705/10/07 Y480050705/10/07 Y4800507PFP State Cte May 2007 Annual Mtg (withEPC)PFP State Cte May 2007 Annual Mtg (withEPC)PFP State Cte May 2007 Annual Mtg (withEPC)PFP State Cte May 2007 Annual Mtg (withEPC)4 Wright, Leonard C.Northwestern Mutual WealthMngmnt Co619-2<strong>30</strong>-8069 wrightplanners@hotmail.com4 Gilbert, Richard E. Freeman Freeman & Smiley LLP 310-255-6100 reg@ffslaw.com4 Atchley, Lynette Atchley CPA/PFS CFP« 909-793-3233 lynette@atchleycpa.com4 Peterson, Steve Russell Investment Group 253-572-950005/16/07 SLS40507Litigation Sections: Family Law andBusiness Valuation Section Mtg Joint with 4 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.comBusiness Valuation Section05/21/07 V1600507 TAX Committee May 2007 Meeting 4 Crosbie, Daniel K. Daniel K. Crosbie, & Assoc 916-649-0923 dcrosbie@sbcglobal.net06/19/07 Y460060706/19/07 Y4600607B&I June 2007 Webinar: Cost Segregation:Applications for the Life Cycle <strong>of</strong> Real EstateB&I June 2007 Webinar: Cost Segregation:Applications for the Life Cycle <strong>of</strong> Real Estate1 Hopper, Jacob D. Bedford Capital Consulting 212-618-6314 jhopper@bedfordcap.com1 Bryant, Greg K. Bedford Capital Consulting gbryant@bedfordcap.com06/21/07 W1<strong>2006</strong>07CalCPA June 2007 Council Meeting /Seattle, WA2 Hewitt, Conrad W.06/21/07 W1<strong>2006</strong>07CalCPA June 2007 Council Meeting /Seattle, WA07/17/07 Y4600707B&I July 2007 Webinar: Research &Development Tax Credit Studies07/17/07 Y4600707B&I July 2007 Webinar: Research &Development Tax Credit Studies07/19/07 SLS20707Litigation Sections: Business ValuationSection Mtg4 Randall, Jerry E.07/19/07 SLS20707Litigation Sections: Business ValuationSection Mtg07/19/07 SLS20707Litigation Sections: Business ValuationSection Mtg07/19/07 SLS20707Litigation Sections: Business ValuationSection Mtg4 Barrett, Gayle F.07/20/07 SLS40707 Litigation Sections: Family Law Section Mtg 4 Thompson, Michael S.Securities & ExchangeCommission202-551-5<strong>30</strong>0 hewittc@sec.gov2 Monterio, Brad Colcomgroup Inc 646-536-51<strong>04</strong> bmonterio@colcomgroup.com1 Eickh<strong>of</strong>f, Randy Tax Projects Group LLP 310-256-36661 Krajcer, Michael Tax Projects Group LLP 310-256-3666CBIZ & Mayer H<strong>of</strong>fman McCannPCrandy.eickh<strong>of</strong>f@taxprojectsgroup.commichael.krajcer@taxprojectsgroups.com661-325-7500 jrandall@cbiz.com4 Reiss, Stephen M. Berger/Lewis A/C 4<strong>08</strong>-494-1200 SReiss@bergerlewis.com4 Walzer, Peter M. Attorney at Law 818-591-3700 walzerlaw@aol.comCBIZ & Mayer H<strong>of</strong>fman McCannPCMichael S Thompson CPA CVACFFA661-325-7500 gbarrett@cbiz.com4<strong>08</strong>-247-5253mike@thompsonaccounting.net07/20/07 SLS40707 Litigation Sections: Family Law Section Mtg 4 Preville, Eileen Law Offices <strong>of</strong> Eileen Preville 510-893-4000 epreville@previllelaw.com5/22/<strong>20<strong>08</strong></strong> Page 80 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail07/20/07 SLS40707 Litigation Sections: Family Law Section Mtg 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com07/20/07 SLS40707 Litigation Sections: Family Law Section Mtg 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com07/24/07 SLS50707 LIT-FRD Section Mtg Fraud Section 4 Ray, Daniel W. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 rayd@hemming.com07/24/07 SLS50707 LIT-FRD Section Mtg Fraud Section 4 Hennigan, Brian J. Irell & Manella LLP 310-203-7551 bhennigan@irell.com07/25/07 SLS<strong>30</strong>707 Litigation Economic Damages Section Mtg 4 Johns, Colin A. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 johnsc@hemming.com07/25/07 SLS<strong>30</strong>707 Litigation Economic Damages Section Mtg 4 Dean, Randall J. Chapman Glucksman & Dean 310-207-7722 rdean@cgdlawyers.com07/25/07 SLS<strong>30</strong>707 Litigation Economic Damages Section Mtg 4 McKinnon, Gregory A. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 mckinnong@hemming.com07/25/07 SLS<strong>30</strong>707 Litigation Economic Damages Section Mtg 4 Zweighaft, Peter K.Thelen Reid Brown Raysman et alLLP213-576-8000 pzweighaft@thelen.com07/25/07 SLS<strong>30</strong>707 Litigation Economic Damages Section Mtg 4 White, Sarah L. PricewaterhouseCoopers LLP 949-437-5200 sarah.white@us.pwc.com<strong>08</strong>/<strong>08</strong>/07 SLSO<strong>08</strong>07 LIT-Steering Committee Mtg 2 Thompson, Michael S.Michael S Thompson CPA CVACFFA4<strong>08</strong>-247-5253mike@thompsonaccounting.net<strong>08</strong>/<strong>08</strong>/07 SLSO<strong>08</strong>07 LIT-Steering Committee Mtg 2 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com<strong>08</strong>/<strong>08</strong>/07 SLSO<strong>08</strong>07 LIT-Steering Committee Mtg 2 Katz, Tracy F. Gursey | Schneider LLP 310-552-0960 tkatz@gursey.com<strong>08</strong>/09/07 Y140<strong>08</strong>07TECH State Technology Cte August 2007Webcast2 Primes, David M. Sobul Primes & Schenkel <strong>CPAs</strong> 310-826-2060 dprimes@spscpa.com<strong>08</strong>/09/07 Y140<strong>08</strong>07TECH State Technology Cte August 2007Webcast2 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com<strong>08</strong>/09/07 Y140<strong>08</strong>07TECH State Technology Cte August 2007Webcast2 Lenning, Jeff S. Click Consulting, Inc. 562-4<strong>30</strong>-5716 jeff@clickconsulting.com<strong>08</strong>/09/07 Y140<strong>08</strong>07TECH State Technology Cte August 2007michelle_dulog@personable.c2 Dulog, Michelle Personable, Inc. 714-4<strong>30</strong>-6944Webcastom<strong>08</strong>/09/07 Y140<strong>08</strong>07TECH State Technology Cte August 2007Webcast2 Lubetkin, Julie Paycycle Inc 866-729-2925 julie_lubetkin@paycycle.com<strong>08</strong>/21/07 Y460<strong>08</strong>07 B&I Aug 2007 Webinar: FIN48 1 Treiber, Beata PricewaterhouseCoopers LLP 973-236-4000 beata.treiber@us.pwc.com<strong>08</strong>/21/07 Y460<strong>08</strong>07 B&I Aug 2007 Webinar: FIN48 1 Macey, Christopher PricewaterhouseCoopers LLP 973-236-4000christopher.macey@us.pwc.com09/07/07 Y4800907 PFP State Cte Mtg September 2007 2 Thomas, Daniel C. Thomas & Thomas <strong>CPAs</strong> 949-252-0165 dantcpa@pacbell.net09/07/07 Y4800907 PFP State Cte Mtg September 2007 2 Healy, Robert J. RJ Healy & Co. Financial Advisors 925-944-5734 rob@rjhealyco.com09/21/07 Y4<strong>30</strong>0907MAP/MCS State Committee Meeting - CostSegregation - Tax Planning Opportunities2 Melillo, Jason C.Krost Baumgarten Kniss &Guerrero626-449-4225 Jason@KBKG.com09/25/07 Y460090709/25/07 Y460090710/11/07 SLS21007B&I Sept 2007 Webinar: ExecutiveCompensation TrendsB&I Sept 2007 Webinar: ExecutiveCompensation TrendsLitigation Sections: Business ValuationSection Mtg1 Woodworth, Daniel J. BDO Seidman LLP 415-397-7900 dwoodworth@bdo.com1 Neuhauser, Derrick P. BDO Seidman LLP 312-856-9100 dneuhauser@bdo.com4 Craig, Cynthia V. Andersen & Company LLP 707-544-4078 ccraig@aandco.com5/22/<strong>20<strong>08</strong></strong> Page 81 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/11/07 SLS21007Litigation Sections: Business ValuationFriedemann O'Brien Goldberg &4 Goldberg, Steven M.Section MtgZarian707-541-720010/11/07 SLS21007Litigation Sections: Business ValuationSection Mtg4 Emanuele, Joseph G. Andersen & Company LLP 707-544-4078 jemanuele@aandco.com10/11/07 SLS21007Litigation Sections: Business ValuationSection Mtg4 Berkman, Mark10/16/07 SLS51007LIT-FRD Section Mtg Joint Meeting withFraud and Economic Damages Section4 Farrell, James J. Latham & Watkins 213-891-8498 james.farrell@lw.com10/16/07 SLS51007LIT-FRD Section Mtg Joint Meeting withFraud and Economic Damages Section4 Ritter, G. C. Focal Point LLC 510-2<strong>08</strong>-1760 chris@thfocalpoint.com10/16/07 SLS5100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y600100710/19/07 Y6001007LIT-FRD Section Mtg Joint Meeting withFraud and Economic Damages SectionCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& GrowCelebrating Women <strong>CPAs</strong> - Network, Learn,& Grow4 Joshi, HarshulCBIZ & Mayer H<strong>of</strong>fman McCannPC4<strong>08</strong>-794-35003 Ang, Loni Citi Smith Barney 213-486-8890 loni.ang@smithbarney.com3 Grainger, Angela M. Exchange Bank 707-524-3102graingera@exchange<strong>bank</strong>.com3 O'Neill, Rosalinda CEO LifeMentor Inc 818-222-5469 rosalinda@ceolifementor.com3 Ma, FionaUnknown Industry/CommerceCompanyfionama@hotmail.com3 Hedges, Pam Hedges & Associates 949-481-9415 pam@hedges-associates.com3 Olian, Judy UCLA Anderson School <strong>of</strong> Mgmt 310-825-7982 judy.olian@anderson.ucla.edu3 Lane, Sylvia ConvergenceCoaching LLC 402-891-63933 Bauke, Julie Congruity Career Consultingjulie.bauke@congruitycareer.com3 Schell, Luke Citi Smith Barney 213-486-8890 luke.schell@smithbarney.com3 Woo, Howard Citi Smith Barney 213-486-88903 Nash, Charleshoward.woo@smithbarney.com3 Demarco, George John Hancock Financial 800-334-4437 gdemarco@jhancock.com3 Milligan, Mark Placemark Investments, Inc. 781-371-4000 mark.milligan@placemark.com3 Lebeda, Cheryl A. Citigroup Global Markets Inc. 213-781-3382 Cheryl.a.lebeda@citi.com3 Daff, Leslie Estate Plan, Inc. 949-497-5056 ldaff@estateplaninc.com3 Gallo, Holly S. Women and Company 312-627-3115 galloh@citi.com5/22/<strong>20<strong>08</strong></strong> Page 82 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail10/23/07 Y4601007 B&I Oct 2007 Webinar: Captive Insurance 1 Landis, James P. Intuitive Captive Solutions LLC 720-382-2100 jlandis@intuitiveinsurance.net10/24/07 SLSO1007 LIT-Steering Committee Mtg 3 Regan, D Paul Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 reganp@hemming.com10/24/07 SLSO1007 LIT-Steering Committee Mtg 3 Kinrich, Jeffrey H. Analysis Group Inc 213-896-4500 jkinrich@analysisgroup.com10/24/07 SLSO1007 LIT-Steering Committee Mtg 3 Ray, Daniel W. Hemming Morse Inc <strong>CPAs</strong> 415-836-4000 rayd@hemming.com10/24/07 SLSO1007 LIT-Steering Committee Mtg 3 Sosa, David Ph.D. Analysis Group Inc 415-263-222310/26/07 V1601007 TAX Committee FTB Liaison Meeting 6 Stanislaus, Selvi10/26/07 V1601007 TAX Committee FTB Liaison Meeting 6 Putler, Brian10/26/07 V1601007 TAX Committee FTB Liaison Meeting 6 Miller, Anne10/26/07 V1601007 TAX Committee FTB Liaison Meeting 6 Garcia, Kim10/26/07 V1601007 TAX Committee FTB Liaison Meeting 6 Ixta, Rafael11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Holman, Janet R. Internal Revenue Service 510-637-2703 janet.r.holman@irs.gov11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Ju, Albert Internal Revenue Service 925-279-4024 albert.ju@irs.gov11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Calderaro, Joe IRS 510-637-2487 joseph.calderaro@irs.gov11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Kelly-Brenner, Gerry11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Benton, Joe11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Donahue, Pat11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Draughon, Vivian11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Phillips, Marsha11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Neal, Celeste11/07/07 V1601107 TAX Committee IRS Liaison Meeting 6 Zine, Marc11/07/07 W1201107COUNCIL November 2007 CalCPA CouncilMtg (with CPE: Future <strong>of</strong> the Pr<strong>of</strong>ession andGovernment Relations Update)2 Davis, Conrad M. Ueltzen & Company LLP 916-563-7790 cdavis@ueltzen.com11/07/07 W120110711/<strong>08</strong>/07 Y195110711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>7COUNCIL November 2007 CalCPA CouncilMtg (with CPE: Future <strong>of</strong> the Pr<strong>of</strong>ession andGovernment Relations Update)Estate Planning State Cte Nov 2007 -Should You Trust a Trust as YourRetirement Plan Beneficiary?18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting2 Campbell, Tom Haas School <strong>of</strong> Business 510-642-7989 campbell@haas.berkeley.edu1 Foss, Mary Kay A.8 Hewitt, Conrad W.8 Hewitt, Conrad W.Greenstein Rog<strong>of</strong>f Olsen & CoLLPSecurities & ExchangeCommissionSecurities & ExchangeCommission925-838-9640 mkfoss@groco.com202-551-5<strong>30</strong>0 hewittc@sec.gov202-551-5<strong>30</strong>0 hewittc@sec.gov8 Darwin, Solomon N. Center for Financial Reporting & darwin@haas.berkeley.edu8 Campbell, Tom Haas School <strong>of</strong> Business 510-642-7989 campbell@haas.berkeley.edu8 Smith, Lawrence W. Financial Acctg Standards Board 203-847-0700 lwsmith@fasb.org8 Smith, Lawrence W. Financial Acctg Standards Board 203-847-0700 lwsmith@fasb.org5/22/<strong>20<strong>08</strong></strong> Page 83 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail11/09/07 Y4602<strong>30</strong>718th Annual Conference on FinancialReporting8 Smith, Lawrence W. Financial Acctg Standards Board 203-847-0700 lwsmith@fasb.org11/09/07 Y4602<strong>30</strong>718th Annual Conference on FinancialReporting8 Cope, Anthony Int'l Accounting Standards Board tcope@iasb.org11/09/07 Y4602<strong>30</strong>718th Annual Conference on FinancialReporting8 Cope, Anthony Int'l Accounting Standards Board tcope@iasb.org11/09/07 Y4602<strong>30</strong>718th Annual Conference on FinancialReporting8 Cope, Anthony Int'l Accounting Standards Board tcope@iasb.org11/09/07 Y4602<strong>30</strong>718th Annual Conference on Financialrebecca.mcenally@cfainstitute8 McEnally, Rebecca CFA Centre for Financial Market 800-247-8132Reporting.org11/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/09/07 Y4602<strong>30</strong>711/27/07 Y460110718th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReporting18th Annual Conference on FinancialReportingB&I Nov 2007 Webinar: Private Equity /Hedge Fund Convergence8 Dechow, Patricia Haas School <strong>of</strong> Business 510-642-79898 Gradison, BillPublic Company AccountingOversightpatricia_dechow@haas.berkeley.edu202-207-9100 gradisonb@pcaobus.org8 Walker, Robert R. Financial Executives International bobwalker@ix.netcom.com8 Andreatta, Robert Genentech Incorporated 650-225-1000 boband@gene.com8 Griggs, Linda L. Morgan Lewis & Bockius LLP 202-739-5245 lgriggs@morganlewis.com8 Campbell, Jim Intel Corporation jim.g.campbell@intel.com8 Laux, Robert Micros<strong>of</strong>t Corporation 425-882-8<strong>08</strong>0 boblaux@micros<strong>of</strong>t.com8 Neuhausen, Ben BDO Seidman LLP 312-856-9100 bneuhausen@bdo.com8 Munter, Paul KPMG LLP 212-909-5600 pmunter@kpmg.com8 Meisel, H S. PricewaterhouseCoopers LLP 973-236-4000 steve.meisel@us.pwc.com1 Reid, Daniel Grant Thornton LLP 415-986-3900 dan.reid@gt.com01/17/<strong>08</strong> SLSO01<strong>08</strong> LIT-Steering Committee Mtg 4 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.com01/17/<strong>08</strong> SLSO01<strong>08</strong> LIT-Steering Committee Mtg 4 Lefler, Daniel P. Irell & Manella LLP 310-203-7551 dlefler@irell.com01/22/<strong>08</strong> Y46001<strong>08</strong>01/25/<strong>08</strong> W12001<strong>08</strong>01/25/<strong>08</strong> W12001<strong>08</strong>B&I January <strong>20<strong>08</strong></strong> Webinar: <strong>California</strong>Economic Update with Beacon EconomicsCalCPA January <strong>20<strong>08</strong></strong> Council Mtg / NewportBeach, CA (With CPE: AICPA Update)CalCPA January <strong>20<strong>08</strong></strong> Council Mtg / NewportBeach, CA (With CPE: AICPA Update)1 Thornberg, Christopher Beacon Economics 310-472-3274 chris@beaconecon.com1 Fletchall, Randy G. Ernst & Young LLP 212-773-<strong>30</strong>00 randy.fletchall@ey.com1 Rizzo, Jim Leadership Outfitters 310-428-67955/22/<strong>20<strong>08</strong></strong> Page 84 <strong>of</strong> 85
CalCPA Speakers Bank November 2005 - April <strong>20<strong>08</strong></strong>Date Event Code Event Hours Speaker Firm Firm Phone E-mail01/25/<strong>08</strong> W12001<strong>08</strong>CalCPA January <strong>20<strong>08</strong></strong> Council Mtg / NewportBeach, CA (With CPE: AICPA Update)1 Rhodes, Kent Leadership Outfitters 310-428-679501/31/<strong>08</strong> SLS20107 LIT-BV Business Valuation Section Mtg 4 Kaplan, Michael G. Kaplan Abraham Burkert & Co 818-888-0066 michael@forensicvalue.com01/31/<strong>08</strong> SLS20107 LIT-BV Business Valuation Section Mtg 4 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.com02/01/<strong>08</strong> SLS402<strong>08</strong> LIT-FL Family Law Section Mtg 4 Preville, Eileen Law Offices <strong>of</strong> Eileen Preville 510-893-4000 epreville@previllelaw.com02/01/<strong>08</strong> SLS402<strong>08</strong> LIT-FL Family Law Section Mtg 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com02/01/<strong>08</strong> SLS402<strong>08</strong> LIT-FL Family Law Section Mtg 4 Dawson, Leslie O. Glenn & Dawson LLP 925-945-7722 leslie@forensiccpa.com02/01/<strong>08</strong> SLS402<strong>08</strong> LIT-FL Family Law Section Mtg 4 Wagner, Stephen J. Esq. Dick & Wagner 916-920-95<strong>04</strong> sjw@dhwfamlaw.com02/05/<strong>08</strong> SLS502<strong>08</strong> LIT-FRD Section Mtg 4 Stigi, John IIISheppard Mullin Richter &Hampton LLP213-620-1780 jstigi@sheppardmullin.com02/05/<strong>08</strong> SLS502<strong>08</strong> LIT-FRD Section Mtg 4 Neach, Brian O'Melveny & Myers 949-823-7187 bneach@omm.com02/05/<strong>08</strong> SLS502<strong>08</strong> LIT-FRD Section Mtg 4 Robson, Katrina M. O'Melveny & Myers 949-823-7187 krobson@omm.com02/05/<strong>08</strong> SLS502<strong>08</strong> LIT-FRD Section Mtg 4 Allen, Stuart D.Mil<strong>bank</strong>, Tweed, Hadley & McCloy213-892-4491LLPSAllen@mil<strong>bank</strong>.com02/05/<strong>08</strong> SLS502<strong>08</strong> LIT-FRD Section Mtg 4 Blunschi, Melanie Latham & Watkins 213-891-849802/06/<strong>08</strong> SLS<strong>30</strong>207 LIT-ED Economic Damages Section Mtg 4 Harry, Everett P. III Harry + Torchiana LLP 415-981-9450 eph@htcpa.com02/06/<strong>08</strong> SLS<strong>30</strong>207 LIT-ED Economic Damages Section Mtg 4 Glenn, Donald A. Glenn & Dawson LLP 925-945-7722 don@forensiccpa.com02/06/<strong>08</strong> SLS<strong>30</strong>207 LIT-ED Economic Damages Section Mtg 4 Karstetter, Edward Deloitte & Touche USA LLP 714-436-710002/06/<strong>08</strong> SLS<strong>30</strong>207 LIT-ED Economic Damages Section Mtg 4 Milne, James Deloitte 213-688-<strong>08</strong>005/22/<strong>20<strong>08</strong></strong> Page 85 <strong>of</strong> 85
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