Programs — What You missed!
October 2016
 

Quick Tips & Shortcuts to Save you Time in Microsoft Excel 2016

Learn to work more efficiently with Excel to save time and money!

Jake Solis started his IT career in 1997 at Synnex Corporation in Fremont CA. Jake supported systems integrators and high performance computing manufactures with supply chain management of server components. In 2005 Jake transitioned into the Supercomputing industry with a position at PSSC Labs. He enjoyed 11 years of designing application specific supercomputers for the world's most demanding environments. Although he enjoyed selling high end computing solutions to government labs, dna sequencing facilities and internet add tech startups; he realized that all organizations deserve access to enterprise IT.

He and Co-Founder Joey Tinker set out to develop a platform to deliver enterprise IT solutions and support at a small business price tag. This is how 1+1 TECHNOLOGY was created. Partnering with Microsoft as a Cloud Partner and Microsoft Community Connections Partner has been instrumental the success of 1+1 TECHNOLOGY.

September 2016
 

Internet Security and Security Services

Learn more about the latest security hazards and how to stay on top of them with TeamLogic IT!

Security threats are a growing issue for businesses of all sizes. There's a lot at stake-your computers and network systems, your information and your customers' data.

Walter's presentation will cover firewalls, spam management, virus/spyware security services, content filtering, and security policy manuals. Learn how to protect your business!

Walter Edmondson is the President and CEO of TeamLogic IT. The company provides services to help maintain, backup, and secure networks. He graduated from Santa Clara University in Electrical and Electronics Engineering. Walter also attended Stanford University, majoring in Business Administration and Management. His skills include management, network security, cloud computing, IT service management, and many more!

2015/16 Archives
August 2016
 

Ethics Workshop

Join AFWA Silicon Valley for a case study workshop about ethics and fraud!

Professionals in finance and accounting may, from time to time, encounter ethical dilemmas when discharging their roles and responsibilities.

Ethical dilemmas are never easy to resolve. Through our case study and workshop, we hope to provide more insights on  some of these ethical dilemmas and what to do under specific circumstances.

July 2016
 

2016-17 Board Installation
and “Become a Better Speaker FAST”

Speaker: Doris Pickering

Doris Pickering is an engaging, energetic and charismatic entrepreneur who brings her sought after public speaking and presentation training programs to ambitious business owners and professionals who are ready to improve their public speaking skills.

She has enjoyed a successful corporate career in some of the most influential companies in Silicon Valley, such as LSI Logic, Philips Semiconductor and HP. With an Executive MBA, several professional certificates and her Can Do attitude, Doris gained expertise in many disciplines such as Business Planning, Sales Operations, Product Marketing and New Product Introduction.

After leaving the Silicon Valley high tech world, Doris launched her own public speaking and presentation training business, "Get It Done With Doris" to train motivated entrepreneurs and professionals how to grow their business or get noticed and promoted through public speaking.

Her powerful training programs teach people how to communicate their message quickly, clearly and effectively.

Whether you're a busy professional on the move or a small business owner, her programs will build your confidence so you can swiftly go from where you are to where you want to be!

https://siliconvalleyspeaks.com/doris-pickering/

May 2016
 

10th Annual Spring Gala
Credit Reports and Credit Scores, what every consumer should know

Speaker: Ben Dupre, Consumer Lawyer in Santa Clara, California

Ben Dupre is a father, husband, and consumer lawyer in Santa Clara, California. Ben is admitted to the State and Federal courts of California. He is a graduate of Santa Clara University School of Law (graduating in the top 20% of his class). While in law school, Ben spent significant time volunteering at the Consumer Law Clinic assisting low-income individuals with consumer matters.

Following law school, Ben joined the firm Hoge, Fenton, Jones & Appel in San Jose as an associate handling litigation and trial work. In 2007, Ben opened up his own practice in Santa Clara to assist individuals with consumer protection matters, such as credit report problems/errors as well as identity theft. In 2011, Ben graduated from the prestigious Gerry Spence Trial Lawyer's College in Dubois, Wyoming.

Ben concentrates his practice on behalf of victimized consumers throughout the Bay Area with a focus on assisting folks with credit report problems/errors as well as identity theft. Ben has lectured before attorneys, companies, and other organizations on the topics of credit reports and identity theft. Ben very much enjoys providing guidance and representation in helping folks through stressful, overwhelming experiences that involve either fixing credit report problems or creditor/collection problems stemming from being a victim of identity theft.

Mr. Dupre is a member of the Santa Clara County Trial Lawyers' Association, the American Association of Justice, and the National Association of Consumer Attorneys.

Download the Gala Flyer for presentation details

April 2016
 

LinkedIn Training and Creating a Powerful Professional Profile

Speaker: Sandra Clark

With more than 20 years of training experience in Silicon Valley, Sandra Clark now provides individuals and companies with professional, customized LinkedIn workshops and coaching. She works with individuals from a variety of industries—from high tech to service businesses—to create and manage their LinkedIn presence. She also speaks frequently about LinkedIn to professional organizations in Silicon Valley. (Please Note: Sandra is not officially affiliated with the actual company.)

Having a personal brand is a critical component in the modern professional's life. LinkedIn is a powerful tool for growing that personal brand, finding employment and building a career. Once you create a powerful LinkedIn profile that is attractive to potential employers, you can then use that profile to build your network and add value to your company.

In this practical and informative presentation, you will learn how to use the world's largest business network to effectively represent yourself both passively if someone you meet looks at your profile and actively to gain attention from recruiters and employers. You will see how LinkedIn can help you enhance your personal brand and promote your expertise.

March 2016
 

Joint meeting with IMA:
What to do When Everything Seems Urgent

Speaker: Mary Cravets, Business Coach and Speaker

If you could banish the day-to-day chaos of your business by boiling down your to-do list to a few key activities, what could you accomplish? Would you take some time off? Write a book? Open a new office? Atttendees will learn:

  • Simple ways to stay on track, and to create success every day - on your own terms
  • How to banish that nasty, nagging little voice that says you should be doing more
  • Techniques to help ENJOY the freedom and flexibility of owning a business
  • A simple system to lower stress levels, increase clarity and focus and get predictable, measurable results

With more than a decade of entrepreneurial experience to her credit Mary Cravets is a highly sought-after presenter who makes everyone feel like she is speaking directly to them with her engaging, down-to-earth style. She delivers practical topics that provide participants with simple, actionable ideas, plus the clarity and motivation to put them into action right away.

Mary is a Business Coach and Speaker who works with ambitious entrepreneurs who are too busy to grow, and help them double their incomes and get their lives back. Mary's entrepreneurial journey includes successful careers in Real Estate, Direct Sales, business-to-business Networking Events and now Business Coaching.

Recently a health crisis forced Mary to completely start over and revamp her business, and from the systems she created to weather the storm, she tripled her income while cutting her work hours in half. She teaches audiences and clients the same systems she credits for her current success.

Mary has presented at numerous organizations throughout the country. She can be reached at Mary@MaryCravets.com

February 2016
 

Tax Update for the 2016 Filing Season and Beyond

Speaker: Annette Nellen, Professor and Director of the Masters of Science in Taxation program at San Jose State University

There were many tax changes in 2015. Congress packaged its 140+ changes in numerous bills that did not have "tax" in the title. Activities of the IRS and courts brings us new due diligence considerations and procedures. This presentation will cover key federal and California updates with a focus on individuals and small businesses. The outlook for 2016 tax changes will also be addressed.

Annette Nellen, CPA, CGMA, Esq., is a professor in and director of San José State University's graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, business entities, employment tax, ethics, and tax policy and reform.

Annette serves on the AICPA Tax Executive Committee (vice-chair) and the AICPA Tax Reform Task Force. She is a past chair of the AICPA Individual Taxation Technical Resource Panel. Annette is a monthly contributor to the AICPA Tax Insider e-newsletter. In 2015 she was appointed to the California Board of Equalization Executive Director's Advisory Council for a two-year term. Annette is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles. She is also the author of Bloomberg BNA Internet Law Resource Center's portfolio, Overview of Internet Taxation Issues. She is an editor for two of the Southwestern Federal Taxation textbooks. She is a columnist for Tax Analysts' State Tax Notes.

Annette is a graduate of CSU Northridge (BS Accounting), Pepperdine (MBA), and Loyola Law School (JD). Prior to joining SJSU in 1990, Annette was with Ernst & Young and the IRS.

Learning Objective and Program Content:

Major Subjects:

Field of Study: General Taxation

Program level: Update
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education – Taxation
- Designed for CPA's, accounting and finance professionals interested in federal or California tax developments related to individual and business entities

January 2016
 

GAAP Update

Speaker: Susan Malone, Hood & Strong LLP, Audit and Advisory Partner
Partner-in-Charge, Audit Service Group

Susan has been with Hood & Strong for more than 20 years and is an integral member of the firm's Not-For-Profit Service Group. She has worked with a broad array of clients across a spectrum of industries that includes higher education, arts and culture and philanthropy. In 2009, Susan was named one of the Bay Area's 150 Most Influential Women in Business by the San Francisco Business Times.

Susan is a member of the American Institute of CPAs, the California Society of CPAs, and the National Association of College and University Business Officers. She serves on the Board of Directors and is vice chair of the Hamilton Family Center. She is also a board member and past president of the San Francisco Arts Education Project. She graduated summa cum laude with a B.S. in Accounting from Ohio State University.

Learning Objective and Program Content:

Our speaker will provide an overview of what's new in proposed and recently issued Financial Accounting Standards.

Major Subjects:

  • FASB Simplification Initiative – New Standards
  • Revenue Recognition – New Standard
  • NFP Financial Statement Model – Exposure Draft

Field of Study: General Accounting

Program level: Update
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- Continuing Professional Education: 1.0 CPE Accounting
- Designed for: CPA's, accounting and finance professionals interested in recent developments in accounting standards related to Not-For Profit Organizations and Business entities

November 2015
 

Affordable Care Act—what it means for you and your clients

Speaker: Chris Canales, Senior Elite District Manager with ADP

Chris Canales graduated from Eller Business School at the University of Arizona with a Business Management Degree. He has worked with ADP for 4 years specializing in ACA compliance and guidance for small to medium sized businesses in the state of CA. He has helped many companies with handling the complexities of running a business, especially dealing with ACA.

Chris is committed to helping small and medium size businesses in Silicon Valley reduce employee expenses, increase productivity and profitability. He provides businesses a non open market solution that they are unable to receive on their own or through a traditional small group benefits broker and/or provider. This solution can provide them with a fortune 500 benefits package and pricing without having to adhere to small group policies, such as employee and employee dependent age banding.

Chris also assists with employer laws by providing comprehensive Human Resource solutions that will reduce the complexities related to employee and human resource management. Employers have access to a local, personal & professional HR Team of contacts to help them remain compliant with employer laws & regulations.

Learning Objective and Program Content:

This course provides an overview of various aspects of the Affordable Care Act (Health Care Reform) with a focus on what it means for you and your clients. We explore trends within the healthcare marketplace along with specific provisions of the law and their implementation. We discuss the Individual Mandate and its impact including the available small business tax credit and offer a compliance calendar checklist. We also cover trends influencing the affordability of healthcare. We also address the current status of state exchanges and shared responsibility requirements. Participants will walk away with both a broad-based knowledge of Health Care Reform and some specific impact to them and their clients.

At the end of this session you should be able to:

  • Overview of the Affordable Care Act (Health Care Reform
  • Identify the impact of Health Care Reform to small businesses
  • Gain insight into the trends and impact for your small business clients

Major Subjects: Affordable Care Act

Field of Study: Taxes

Program level: Basic
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group-live
Recommended amount of CPE credit: 2
- Continuing Professional Education:
- Designed for:

October 2015
 

Charitable Giving—How to assess a charity's financials

Speaker: Lynda Boman, CPA, Boman Accounting Group Inc

Come learn how to assess a charity's financials!

Lynda's focus and specialty is working with many types of non-profit organizations. She enjoys the unique accounting nature of non-profit organizations as well as interacting with the truly amazing staff that keep the vision of the organization alive.

With the experience she has obtained in more than twenty years in public accounting, and the desire to create a firm that specializes in non-profit organizations, she opened her own practice in 2003. She is energized by the opportunities that are available to her to work with dynamic organizations and she provides value over and above the final board presentation.

Lynda began her accounting career while in school earning a Bachelor's Degree in Accounting and a Master's Degree in Taxation. She worked for several local CPA firms in the bay area, keeping a balance between tax and audit work before forming her own practice. She earned her Certified Public Accounting license in 1996. She is a member of the California Society of Certified Public Accountants, and the California Association of Non-Profits. She has served as the co-chair of the non-profit interest group for the Silicon Valley Chapter of Cal-CPA. She frequently attends seminars to stay current on tax exempt organization laws.

Lynda has an outgoing personality that is not always seen in this profession. She thoroughly enjoys meeting with clients and helping them reach their financial goals.

Her background has been with individuals and small businesses so she understands the challenges that small businesses face. Her passions also extend to non-profit organizations - helping them grow, performing audit or review of financial statements to help them succeed in achieving their goals.

Lynda's career is full of education and experience. She has worked in accounting for more than 20 years. She holds a B.S. in business management and accounting and a masters degree in taxation.

She enjoys working directly with clients and being able to assist them in all phases of their business lives.

"I believe that accounting is a long-term learning process, mainly accomplished through experience. I love sharing my knowledge with others to help them achieve their goals, and understand the importance of their financial health."

September 2015
 

Lie Spotting and Evidence Gathering

Speaker: Frank A. Wisehart, MBA, CPA, ABV, CFE, CVA—Director, RGL Forensics

Frank Wisehart is the Director of consulting for RGL Forensics, a worldwide forensic accounting and business valuation firm with twenty-three offices on five continents. Frank specializes in forensic accounting, fraud, business valuations, economic damages, family law, financial due diligence, bankruptcy, expert testimony and general commercial litigation. In 2012, Frank was named the NACVA's "Instructor of the Year" and in 2013 he received the "Circle of Light" award for excellence in teaching.

Frank has been a featured lecturer and author for bar associations, CPA societies and national trade publications. He has testified as a qualified expert witness in both Federal and state courts, offering expertise on a wide range of subjects.

Frank received his undergraduate degree from Miami University in Oxford, Ohio and his master of business administration from the Samuel Curtis Johnson School of Management, Cornell University, (Ithaca NY) and from Queens University, Kingston, Canada.

Learning Objective and Program Content:

Major Subjects:

  • The deceitful aspects human behavior
  • Change blindness and why we do not notice deviations in our physical environment
  • The psychological rationale of the liar's point of view
  • How to look and listen for potential tells of deceptive behavior
  • Techniques to seek the truth
August 2015
 

Sales Tax Hot Topics and SALT issues affecting clients today

Speaker: Monika Miles, Miles Consulting Group

Monika founded Miles Consulting Group (formerly Labhart Miles Consulting Group) in 2002. The firm focuses on multi-state tax consulting—helping their clients navigate state tax issues such as sales tax and income tax in interstate commerce, including e-commerce. Prior to forming the firm, Monika worked for over 11 years in Big 4 Public Accounting and 1 year in industry. Monika has provided such services as federal and state income/franchise tax compliance and consulting, sales/use tax consulting, audit support, and credits and incentives reviews. She has served clients in a variety of industries including manufacturing, technology, telecommunications, construction, utility, retail and financial institutions. Monika graduated from the University of Texas at El Paso (UTEP) with a BBA in Accounting/Finance and has a Masters in Taxation from San Jose State University. Her professional affiliations include the AICPA, Vistage, NAWBO-Silicon Valley, and the Accounting & Financial Women's Alliance (formerly ASWA), where she has served in many capacities, including National President (2011/2012). Monika is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor in 2012, 2013, and 2014, and also as a 2014 Woman of Influence by the Silicon Valley Business Journal.

Learning Objective and Program Content: CPAs and other tax professionals deal mostly with corporate and individual income tax issues. Often times sales tax isn't addressed, either because the client "has it handled", because the company is in a low taxability or net loss position for income tax, or simply because the company hasn't considered the many sales tax ramifications of sending employees or third parties into a state, leasing property, etc.

Monika will provide the basics of sales and use tax as well as the identification of common pitfalls, and current hot topics that will assist client service professionals identify areas of potential exposure and potential planning. Some of the trickiest multistate challenges arise from the basics, so tax staff must understand the differences between the Quill physical presence standard and other types of attribution nexus and the ability to navigate state sales tax variations for online sales for multi-state businesses.

Monika will provide suggestions for fine-tuning your company's sales and use tax compliance and planning in response to the latest developments affecting companies with multi-state presence, physical or online. By the end, you will be current in sales and use tax treatment affecting multi-state clients and also when to consider partnering with a state tax consultant..

Major Subjects:

  • Current Landscape Under Quill
  • Amazon Laws
  • The Marketplace Fairness Act - Current situation – Potential
  • The differences between and nuances of voluntary disclosure agreements and amnesty programs
  • How to deal with a notice from the state; or an audit?
  • Sales tax for M&A transactions – how sales tax can derail a deal

Field of Study: Taxation

Program level: Overview
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- Continuing Professional Education: 1.00 CPE
- Designed for: Accounting and finance interested in gaining an understanding of sales tax and practitioners who provide strategies for clients

July 2015
 

The New Paid Sick Leave Law and More

Speaker: Rona Leyton, Attorney

The substantive part of the Healthy Workplaces, Healthy Families Act of 2014 ("Paid Sick Leave") has just gone into effect, and a bill to amend it is already winding its way through the Legislature.

This program will provide up-to-the-minute information on implementing the Paid Sick Leave law, which applies to almost all employers in the state. Additionally, as time allows, we will focus on the various minimum wage ordinances around the Bay Area, and how the January 1, 2016 state-wide minimum wage increase will affect both exempt and nonexempt employees.

It happened pretty quickly: Rona Layton discovered a passion for business and the law. She also tapped into the tremendous satisfaction that comes from working with people who love their jobs. (In a nutshell, that describes both business owners and human resources professionals.)

For more than 25 years, Ms. Layton has been practicing employment law representing management interests. A graduate of the Santa Clara University School of Law, she specializes in serving small- to medium-sized businesses and nonprofit corporations. For more than a quarter century, she has been dealing with the issues that affect employers, ranging fromemployee relations to personnel policies, wage-and-hour matters to harassment,discrimination and wrongful termination.

Ms. Layton represents clients before the State and Federal Courts, the State Labor Commissioner, Department of Fair Employment and Housing, Equal Employment Opportunity Commission, Workers Compensation Appeals Board, and the California Unemployment Insurance Appeals Board.

She frequently presents employment seminars before various organizations around the Bay Area. She also presents in-house employment law training on topics such as sexual harassment, violence in the workplace, and disciplining employees. Ms Layton is legal counsel to the Better Business Bureau of Los Angeles and Silicon Valley. She actively participates with the Employment Law Section and the Law Related Education Committee of the Santa Clara County Bar Association. Ms Layton also teaches Employment Law as an adjunct professor in the Human Resources Master's Program at Golden Gate University. Among Ms. Layton's pro bono activities is the law-intensive act of fostering kittens to be put up for adoption. In her spare time, she enjoys dark chocolate and Giants games (indulging them separately as well as together).

Learning Objective and Program Content: California became the second state to require paid sick leave by enacting the Healthy Workplace Families Act of 2014. The law became effective July 1, 2015 and requires that every employer must provide sick leave to employees working in California for 30 days or more a year including part-time and temporary employees. Participants will gain knowledge about the new paid sick leave law and how to approach implementation for compliance to the state law and local ordinances.

Major Subjects:

  • Which employers are required to provide the leave
  • Which employees qualify and what are the general requirements
  • Up-to-the minute issues that are already being included in a bill to amend the law
  • As time allows, various Bay Area minimum wage ordinances and how the January 1, 2016 state-wide minimum wage increase will affect exempt and non-exempt employees

Field of Study: Business Law

Program level: Overview
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- Continuing Professional Education: 1.00 CPE
- Designed for: Accounting, finance, legal, human resources and other staff who may be involved in administration of employee benefits and staffing determinations

May 2015
 

9th Annual Spring Gala

Dinner / Refreshments / Wine Tasting / Networking
Speaker: Dr. Fred Luskin, Stanford University Professor – finding a workplace balance for a happy, healthy, stress free life

Dr. Luskin is the author of the
best sellers Forgive for Good:
A Proven Prescription for Health and Happiness
and Stress Free for Good. He has worked with many organizations and has trained lawyers, doctors, church leaders and congregations, hospital staffs, teachers and other professionals to manage stress and enhance forgiveness all over the United States. Dr. Luskin's work has been featured in Time magazine, O magazine, Ladies Home Journal, U.S. News and World Reports, Parade, Prevention as well as the New York Times, Los Angeles Times, Chicago Tribune, U.S.A.Today and the Wall Street Journal.

Frederic Luskin, Ph.D. is the Director of the Stanford University Forgiveness Projects and an Associate Professor at the Institute of Transpersonal Psychology. He also serves as the Co Chair of the Garden of Forgiveness Project at Ground Zero in Manhattan.

April 2015
 

Scholarship Awards

Speaker Panel: Various accomplished professionals in the accounting and finance profession discuss their experiences

Carol Wagner

Carol Wagner, CPA, is the in charge Principal of the ASL Audit & Accounting. She has over 20 years of audit and accounting experience, and has held financial positions in various industries, including technology and real estate. Carol serves a diverse group of clients ranging from venture-backed technology companies to construction and manufacturing companies.

In ASL Audit & Accounting Group, Carol functions as an engagement partner or a technical review partner. The clients she services includes privately held companies in various industries including software, medical device, manufacturing and construction companies with domestic and international operations. Her background also includes work with the Big Four and other accounting firms focused on closely held businesses. Carol attended Lubbock Christian University where she earned a Bachelor of Science in Accounting.

Carol's professional and civic associations include: American Institute of Certified Public Accountants (AICPA), California Society of CPAs, Silicon Valley/San Jose Chapter (Past-President), PKF North America, Construction Industry Technician (CIT), Family Giving Tree, First Community Housing, YWCA: Tribute to Women Award, 2014.

Ken Brenner

Ken has over 30 years of banking experience. Prior to joining AvidbankTM in 2006, Ken contributed to the growth of three successful regional business banks, Silicon Valley Bank, Cupertino National Bank and Bridge Bank. From 2001 to 2006, Ken was Executive Vice President of Bridge Bank, and President and Manager of their Palo Alto region. He was President and Managing Director of the Venture Banking Group of Cupertino National Bank from 1992 through 2001, and for the seven years prior to that was Senior Vice President at Silicon Valley Bank.

 

Antonio J Santos

Mr. Santos has been the Controller at XL Construction for the last 15 years, and has been a financial manager since 1984. He graduated from the University of Connecticut with a Bachelor of Science Degree in Accounting. His career began in the Construction industry as a Union Laborer and moved to the financial side of the business as a project accountant at Turner Construction. From there he became a financial analyst with Swinerton Company. He was the Controller at Air Systems, an HVAC subcontractor, and managed the accounting department at Princeton Group, a real estate developer. Prior to joining XL Construction, Mr. Santos also served as the Controller for San Jose Construction for eight years.

He has been a member of the Construction Financial Management Association Silicon Valley chapter for over 25 years. He currently serves on the board of directors and is a Past-President of the association. Mr. Santos is also a winner of the CFMA's Joe Quigley Memorial award.

Learning Objective and Program Content: Accomplished professionals in the accounting and finance professions will share their experiences in public accounting, non-profit board memberships, corporate executive leadership and financial management in industry.

Program level: Overview
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education – Personal Development
- Designed for CPA's, accounting and finance professionals interested in enhancing their leadership and business management competencies

March 2015
 

Giving Voice to Your Ethical Values:
How to Speak Up Effectively

Speaker: Dr. Susan Parker

Dr. Susan Parker will be discussing ideas on how to handle ethical issues based on the "Giving Voice to Values" curriculum by Mary C. Gentile. Dr. Parker will identify some reasons that stop us from acting on our values when we know what is right. After attending, we hope you will have a better understanding on how to be an effective advocate for your point of view within an organization.

Susan is an Associate Professor and the Director of the Certificate of Advanced Accounting Proficiency (CAAP), in the Leavey School of Business at Santa Clara University. Dr. Parker's teaching and research interests are mainly in the field of auditing. Her research has been published in Auditing: A Journal of Practice and Theory, Contemporary Accounting Research and other journals. Some of the topics addressed include the determinants of audit fees and the effect of various corporate governance mechanisms (primarily audit committees) on the financial reporting practices of public companies.

Prior to returning to graduate school she spent eight years in internal auditing. She received a doctorate in Accounting from the University of Oregon in 1997. She currently teaches the Accountants' Professional Responsibilities course at Santa Clara University.

Learning Objective and Program Content: The objective of this program is to help attendees understand and implement strategies to voice their values effectively in the workplace. What resources are available? Who are your 'enablers and dis-enablers' when it comes to doing the right thing? How can you be prepared for ethical dilemmas and challenges and avoid trying to handle these on the fly?

Major Subjects:

  • The 'Ethical Dissonance Model' - what happens when you and your organization don't share the same ethical values
  • Myths about speaking up
  • Strategies for effectively voicing your ethical perspectives

Field of Study: Behavioral Ethics

Program level: Overview
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education – Taxation
- Designed for CPA's, accounting and finance professionals interested in federal or California tax developments related to individual and business entities

February 2015
 

Tax Update for the 2015 Filing Season

Speaker: Annette Nellen, Professor and Director of the Masters of Science in Taxation program at San Jose State University

Annette Nellen, CPA, Esq., is a professor in and director of San Jose State University's graduate tax program (MST). She will discuss what's new for 2014 returns for individuals and businesses. Some big items stem from the Affordable Care Act (ACA). She will cover the basics of two new individual ACA items for 2014 returns and one that some employers will have to start dealing with this year. Additional updates will address extenders, new 529A plans, new compliance and conduct items, passive activity developments and virtual currency.

Currently Annette teaches courses in tax research, accounting methods, property transactions, state taxation, employment tax, ethics, tax policy, tax reform, and high technology tax issues. Annette has over 25 years of experience in the area of taxation with emphasis on tax policy and reform for the past 18 years.

Annette serves on the AICPA Tax Executive Committee and the AICPA Tax Reform Task Force. She is a past chair of the AICPA Individual Taxation Technical Resource Panel. Annette is a monthly contributor to the AICPA Tax Insider and Corporate Taxation Insider e-newsletters. Annette was the lead author of the AICPA tax policy concept statement #1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (2001), still in use today. In fall 2013, Annette completed a three-year term on the Executive Committee of the Taxation Section of the California Bar.

Learning Objective and Program Content: Our speaker will provide an overview of what's new for the 2014 returns for individuals and businesses

Major Subjects:

  • Affordable Care Act – Important changes and developments for individuals in the 2014 returns and a key issue that some employers will be dealing with this year.
  • Additional updates will address extenders, new 529A plans, new compliance and conduct items, passive activity developments and virtual currency,

Field of Study: General Taxation

Program level: Update
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education – Taxation
- Designed for CPA's, accounting and finance professionals interested in federal or California tax developments related to individual and business entities

January 2015
 

Revenue Recognition

Speaker: Kyle MacLeod

Kyle will share with us an overview of the new revenue recognition standards and how they will impact financial statements.

Major Subjects:

  • Why revenue recognition is so complex and why it matters
  • Implementing the new revenue recognition standards

Kyle provides attest and consulting services to companies in the manufacturing and distribution industries throughout the Bay Area. Before joining the team at GALLINA, Kyle worked with a large national CPA firm for 13 years, and also has 4 years of experience working in private industry. His experience includes complex audit and accounting issues, inventory management, cost accounting, business combinations, financial planning, and strategic planning

2014 Archives
November 2014
 

Public Speaking

Speaker: Monika Miles, Miles Consulting Group

Monika founded Miles Consulting Group (formerly Labhart Miles Consulting Group) in 2002. The firm focuses on multi-state tax consulting—helping their clients navigate state tax issues such as sales tax and income tax in interstate commerce, including e-commerce. For instance, Monika works with technology clients answering questions such as "What are the sales tax ramifications of selling our new widget into the following 15 states?" The firm also specializes in enterprise zone tax benefits for California companies and community banks.

Prior to forming the firm, Monika worked for over 11 years in Big 4 Public Accounting and 1 year in industry. Monika has provided such services as federal and state income/franchise tax compliance and consulting, sales/use tax consulting, audit support, and credits and incentives reviews. She has served clients in a variety of industries including manufacturing, technology, telecommunications, construction, utility, retail and financial institutions.

Monika graduated from the University of Texas at El Paso (UTEP) with a BBA in Accounting/Finance and has a Masters in Taxation from San Jose State University.

Her professional affiliations include the AICPA, Vistage, NAWBO-Silicon Valley, and the Accounting & Financial Women's Alliance (formerly ASWA), where she has served in many capacities, including National President (2011/2012). She contributes regularly to the AFWA e-magazine "Accountability" and has been published in The Journal of Multistate Taxation and Incentives, and other professional publications. Monika has served as a speaker for various organizations such as the AFWA, Financial Women's Association - San Francisco, San Jose State University, The University of Texas at El Paso, and Beta Alpha Psi (regional and national conferences), as well as providing customized training for CPA firms and technical webinars.

Monika is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor in both 2012 and 2013, and as a 2014 Woman of Influence by the Silicon Valley Business Journal. Monika's passion is participating annually in fundraising for the American Cancer Society's "Making Strides Against Breast Cancer." She has volunteered for the event for 15 years (since its inception in the Bay Area), raising over $150,000 during that time. And she is currently authoring her first book, "Beyond the Staff Handbook," a guide for young professionals to navigate their first few years of their accounting careers. Look for it in 2015!

Learning Objective and Program Content:

Our speaker will share with the audience pointers on why and how to be a good professional speaker:

  • As an employee – Build technical skills, be recognized, share knowledge
  • As an owner of a company – Build clientele, credibility, develop staff
  • As a member in your community – Inspire, call to action, share knowledge

Major Subjects:

  • Organization
  • Topic Development
  • Good Intro, Body, and Conclusion
  • Delivery Dynamics
  • Preparation
  • Speaking to Small vs. Larger Groups

Field of Study: Communications

Program level: Overview
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education
- Designed for – All finance and accounting professional interested in building their public
speaking and communication skills

October 2014
 

Personal Financial Planning

Speaker: Jane Louie, Benefits, Insurance and Financial Services Advisor at MassMutual

Jane Louie is a Trusted Advisor and Broker of Executive & Employee Benefit Strategies, Financial Services and Insurance, who's experienced and passionate in serving businesses and individuals for over 10 years in the Insurance & Financial Industry, and 15 years in Business, Systems and Management Consulting.

Jane provides comprehensive insurance and investment solutions, to public and private sector businesses, associations, multi-generational families, and individuals.

She helps people to improve, protect, save and grow their income, manage costs, be prepared and resilient to changes in their health, careers, family, and life.

Solution areas of focus include:

  • Business Succession Planning
  • Executive and Employee Benefits Compensation
  • Disability Income Protection
  • Long-term Care Insurance
  • Retirement – IRA, 401k, 403b, Pension
  • Health - Medical, Dental, Vision
  • Estate Planning and Wealth Management
  • Life – asset management and legacy planning
  • Education Funding
  • Annuities
  • Investments – Mutual funds, Brokerage

Jane's financial services consultation is based on a lifetime economic acceleration process, industry best practices and experience implementing needs and wants assessment; comprehensive financial analysis; diverse and integrated solutions; phased implementation, continuous management and customer support.

Jane is a Speaker, Advisor, and Continuing Education Instructor on business succession, financial literacy, and industry thought leadership to associations, businesses, non-profits, NGO's, CPA's, students, parents, elders, and families.

Learning Objective: An overview of financial planning objectives

Program Content: Financial Planning and Budgeting

Major Subjects:

  • This presentation will address budgeting and planning for various triggers including retirement, disability, death, discharge and divorce.

Field of Study: Administrative Practice

Program level: Basic
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education
- Designed for – All professionals who desire additional knowledge for financial planning strategies

September 2014
 

ObamaCare

Speaker: Amrit Dhaliwal, Director of Benefits at Expert Quote

AFWA is excited to have Haramrit (Amrit) Dhaliwal speak about the Affordable Care Act this month!

She works with local businesses across many industries to provide them the most cost effective medical insurance solutions.

Currently she has a wide variety of clients ranging from IT firms, Non Profits, Medical Professionals (Independent Medical groups, Dentists, Orthodontists, Physical Therapists, Optometrists) and Startups. She guides them through the maze of insurance!

The health benefits range from Medical, Dental, Vision to Group Life and Disability plans. Over the years, it has been a true pleasure for her to meet with successful entrepreneurs in the Silicon Valley! She enjoys helping them succeed in the world of health care, while being their partner to help maximize their investment in human capital.

It will be a fantastic opportunity to hear about the facts and what to expect with the Affordable Care Act.

August 2014
 

Excel Tips and Tools for Increased Productivity and Analysis

Speaker: Maria Pribyl, President, M.L. Pribyl and Associates

Maria has been in the training business since 1991 in the capacity of a Computer Trainer, Training Coordinator, Curriculum Developer and Web Designer. She credits her success to her five years' membership in Toastmasters International, culminating in the Distinguished Toastmaster designation.

M. L. Pribyl and Associates specializes in Computer Systems Training and Custom Website Design. As an accomplished computer training instructor, she provides high quality customer service with focus on personal interaction and product quality, in order to provide services which will meet or exceed requirements. Testimonials from former participants indicate how Maria keeps them engaged with the topic as she expresses her passion for excellence. Sharing her vast knowledge, she is patient to ensure that everyone leaves her course with a better skill set.

Learning Objective: Tips on leveraging the power of Excel to solve common finance and accounting problems.

Program Content: A high-level assortment of tips, techniques, features, commands and functions that will improve the attendee's productivity and analyses in using Excel.

Major Subjects:

  • IF function, Pivot Tables and vLOOKUP
  • Exploring conditional formatting rules

Field of Study: Computer Science (NASBA) / Computers & Technology (CalCPA)

Program level: Intermediate
Program prerequisites: None
Advance preparation: None
Instructional delivery method: Group Live Presentation
Recommended amount of CPE credit:
- 1.00 CPE – Continuing Professional Education Technical
- Designed for – Accounting and Finance professionals who use Excel

July 2014
 

Feng Shui

Speaker: Linda Lenore

AFWA Silicon Valley is excited to have Linda Lenore come speak about the art of Feng Shui! Linda is an international speaker and consultant on environmental influences, Feng Shui, design and cultural awareness with an Asian focus. Her best-selling book, The Gift of the Red Envelope, and her co-authored book, Power to Change, focus on how our environments shape our lives.

She has appeared on Life-Time Media & The Hallmark Channel on how to create homes that support us physically, mentally, emotionally and spiritually. As one of the first three non-Asian Feng Shui Masters in North America, her clients include superstars, media personalities, CEO's and CFO's of the Who's Who of Silicon Valley including corporations, like Bank of the West and The Ritz-Carlton, where she creates environments that both stimulate success & soothe the soul.

June 2014
 

Does your thinking limit your success?

Speaker: Betty Jo Waxman

Betty Jo Waxman is a senior trainer with Productive Learning, a unique personal growth company that has been helping clients create and live the truly want since 1992. After receiving a Bachelor's degree in Economics from UCLA and a masters in Art History from Vanderbilt University, Betty Jo discovered her love of personal growth and turned it into a career path she has followed for over 30 years.

We all have the innate ability to create and live the life we truly want... If that ability is developed and nurtured. However, through the years, we have formed habits and ways of thinking that directly conflict with what we want.

Betty Jo is committed to assisting people in uncovering and addressing this habitual thinking and behavior. She is a firm believer that all paths lead to nowhere new without the mindset to propel us to our dreams, and without the awareness to keep us from doing what we've always done.

May 2014
 

8th Annual Spring Gala

John Choma is the President and Principal Consultant of the Leadership Huddle. Specializing in building organizations capable of achieving "World Champion" results!

Learn about the power of a cohesive team, fostering positive work environment, and what it takes to get there from a World Champion NFL football player! As in prior years, there will be sponsored wine tasting throughout the evening, making for a festive, fun and educational evening, with plenty of opportunity for networking.

April 2014
 

Learn about interviewing and resume writing skills from the industry professionals!

 
Preparing for Your Interview and Winning the Job

Melissa Bermea is the founder and Managing Director of GURU Résumés and Career Solutions. She gleans successful writing talent in the areas of masterpiece résumés, specialized cover letters, feature articles, and more.

As a career coach, she offers a blend of tools in preparation for your interview and winning the job. She is a former recruiter and HR specialist and six-year member of National Résumé Writers' Association (NRWA). Her continuity as a writer has paved the way to the publishing of her resumes, and her ultimate devotion is to help you win that position.


Interviewing Skills and the Job Market

Chris Nguyen is the Fremont Branch Manager for Robert Half International, overseeing our Accountemps and OfficeTeam divisions with over 15 million in revenue. He joined the company in 2010 as a Staffing Manager for Accountemps in Santa Clara, and has held roles of increasing responsibility since that time.

Chris has over 8 years of sales and management experience. Chris graduated from California State University - Los Angeles with a Bachelor's of Arts in Communications, with a focus on interpersonal communication and language behaviors. He has served as Chairman of Communications for the Institute of Management Accountants (IMA) Palo Alto, and is an avid member of the Fremont Chamber of Commerce.

Founded in 1948, Robert Half International Inc. (NYSE symbol: RHI), the world's first and largest specialized staffing firm, is a member of the S&P 500 index and a FORTUNE(r) 500 company. Robert Half International Inc is a global leader in professional staffing and consulting services.

2013 Holiday Party
March 2014
The Subtle Art of Shameless Self Promotion—How to Communicate Your Value in a Chaotic World

For our March membership meeting AFWA Silicon Valley welcomed keynote speaker Anne Martin.

Anne is a speaker, workshop conductor and a Certified Professional Performance Coach with the mission of empowering people to recapture their joy and fulfillment in work and life.

As an attorney, who reinvented herself as a sales leader for an international consumer products corporation, Anne has led award winning sales teams, training and mentoring hundreds of women in personal development, leadership and customer service.

She offers presentations and workshops for business women on "Leaning In vs. Leaning Back - Choosing Your Own Path", "Balancing Your Life for More Joy & Fulfillment" and "Living Your Vision".

She is a dynamic and inspiring speaker who combines lessons from her fifteen year legal career and her years of business leadership with the wisdom and experience of her own reinventions.

In our rapidly evolving business climate, a vital key to your professional success is knowing how to communicate your value to your colleagues, employer and clients.

This presentation will dispel several common myths about self-promotion and offer specific techniques for promoting yourself effectively so you can advance your career and expand your influence.

We learned:

  • How to build your self - confidence so you can begin to increase your visibility and shine as your best self in the workplace.
  • How to identify your unique strengths and skills so that you can more effectively create a personal brand for professional success.
  • Six key steps to effective self-promotion.
  • How to handle doubt and fear about increasing your visibility and advocating for yourself.
  • How to communicate more authentically and effectively so you show up more powerfully in the workplace.
Sergeant Ronnie Lopez
February 2014
Personal Identity Security

For our February membership meeting AFWA Silicon Valley welcomed keynote speaker Sergeant Ronnie Lopez of REACT Task Force.

Sergeant Ronnie warned members and guests of issues with identity theft, including rising skimming techniques and ways to protect personal information from identity theft. We were surprised to hear about the ways technology is being used and how easy it is for thieves to steal information, but reassured that the task force is working on bringing these operations down.

For more information about identity theft, credit reports, and prevention check out their website at http://www.reacttf.org.

The REACT Task Force is a diversified partnership of local, state, and federal agencies formed in cooperation with private industry to combat the escalating problem of high technology crime and the threat it poses to the health and welfare of our public and private communities. It was created for the purpose of conducting multi-jurisdictional investigations; to increase the recovery rate of stolen high technology components; and to provide centralized expertise, support and coordination for high technology investigations. Furthermore, the task force has the added responsibility of investigating incidents of Identity Theft.

Check out photos from the February 2014 membership meeting!

2013 Holiday Party
January 2014
2014 Tax Update

Annette Nellen, CPA, Esq., is a professor in and director of San Jose State University’s graduate tax program (MST), teaching courses in tax research, accounting methods, property transactions, state taxation, employment tax, ethics, tax policy, tax reform, and high technology tax issues. Annette has over 25 years of experience in the area of taxation with emphasis on tax policy and reform for the past 18 years.

Annette serves on the AICPA Tax Executive Committee and the AICPA Tax Reform Task Force. She is a past chair of the AICPA Individual Taxation Technical Resource Panel. Annette is a monthly contributor to the AICPA Tax Insider and Corporate Taxation Insider e-newsletters. Annette was the lead author of the AICPA tax policy concept statement #1, Guiding Principles of Good Tax Policy: A Framework for Evaluating Tax Proposals (2001), still in use today. In fall 2013, Annette completed a three-year term on the Executive Committee of the Taxation Section of the California Bar.

Annette is the author of Bloomberg BNA Tax Portfolio #533, Amortization of Intangibles. She is also the author of Bloomberg BNA's Legal & Business portfolio, Overview of Internet Taxation Issues.

Annette has testified before the House Ways & Means Committee, Senate Finance Committee, California Assembly Revenue & Taxation Committee, and tax reform commissions and committees on various aspects of federal and state tax reform. In July 2013, she accepted an invitation to participate in a tax reform roundtable held by the U.S. Senate Committee on Small Business and Entrepreneurship. Annette maintains the 21st Century Taxation website and blog (www.21stcenturytaxation.com), as well as several websites on tax reform, state tax nexus and e‑commerce taxation.

Prior to joining SJSU in 1990, Annette was with Ernst & Young and the IRS.

2013 Archives
2013 Holiday Party
December 2013
AFWA Silicon Valley Holiday Dinner Recap...

AFWA Silicon Valley held its annual 2013 holiday party at the Old Spaghetti Factory in downtown San Jose on December 9, 2013. After mingling, eating dinner and spumoni for dessert, members took part in a white elephant gift exchange. See more photos from the party.

November 2013
Obama Care

Speaker: Amrit Dhaliwal

Want to know the facts about Obama Care?
Amrit is here to help!

AFWA is excited to have Haramrit (Amrit) Dhaliwal speak about the Affordable Care Act this month!

She currently works with local businesses across many industries to provide them the most cost effective medical insurance solutions.

Currently she has a wide variety of clients ranging from IT firms, Non Profits, Medical Professionals (Independent Medical groups, Dentists, Orthodontists, Physical Therapists, Optometrists) and Startups. She guides them through the maze of insurance!

The health benefits range from Medical, Dental, Vision to Group Life and Disability plans. Over the years, it has been a true pleasure for her to meet with successful entrepreneurs in the Silicon Valley! She enjoys helping them succeed in the world of health care, while being their partner to help maximize their investment in human capital.

It will be a fantastic opportunity to hear about the facts and what to expect with the Affordable Care Act.

October 2013
Leadership Skills
Speaker: Joyce Osland, Ph.D.

Do you think you got what it takes to be a leader in our global economy?

Joyce Osland, Ph.D. is the Lucas Endowed Professor of Global Leadership and the Executive Director of the Global Leadership Advancement Center at San Jose State University.

Joyce co-founded the Global Leadership Lab (GLLab) in the College of Business at San Jose State University and is an internationally known specialist in international management with over 90 publications, including Global Leadership: Research, Practice, and Development.

Her primary focus is global leadership, cultural sense making, experiential learning, and repatriate knowledge transfer. Joyce is a senior partner of the Kozai Group, which develops instruments that measure global and intercultural competencies.

September 2013
Employment Law Update
Speaker: Jeanine DeBacker

If you have employees or you are an employee... you don't want to miss out on this!

Jeanine DeBacker uses her courtroom experience to help employers prevent lawsuits through well-crafted policies, staff training and informal dispute resolution. Jeanine counsels businesses on human resources, employment and employee benefit issues.

Her practice focuses on representing employers in all areas of employment and benefits law, including wage and hour claims, harassment, discrimination, retaliation, wrongful termination, collective bargaining issues, trade secrets and other employment-related claims. She represents both public and private employers in administrative proceedings, class actions, civil litigation, mediation and arbitrations, and federal and state appeals.

Jeanine assists clients in creating and implementing workplace policies and procedures, conducting harassment investigations, and counseling on employee performance management, including corrective actions and terminations. Jeanine often presents customized, on-site training programs for clients on a variety of human resources issues and offers effective anti-harassment trainings.

Jeanine, a member of the International Society of Certified Employee Benefits Specialists, counsels clients with regard to their pension and welfare plans.  She advises clients with regard to ERISA, the Internal Revenue Code, COBRA, HIPAA and other relevant laws.  Jeanine represents plans in litigation and before government agencies.  She works with clients regarding plan administration, qualification, compliance and participant communication.

August 2013
Issues in the Workplace—How ethical are you in the workplace?
Speaker: William DeVincenzi, CPA

AFWA Silicon Valley Chapter is excited to have William DeVincenzi "Mr. D" speak to us about ethics.

After some general comments, he will focus on four real incidents in his career and ask the audience to participate in determining the ethical course of action to take given the circumstances. He will then disclose his action and the outcome and open it up to further discussion and analysis.

We will see that the action is not always intuitive or easy, but the outcome of an ethical choice is always for the best.

William DeVincenzi has an MBA from U. C. Berkeley and is a Certified Public Accountant (CPA) in the State of California. Mr DeVincenzi spent 25 years in corporate finance with the last 10 years at the VP Finance & CFO level. Mr DeVincenzi retired from industry in 1994 to begin a new career in teaching at San Jose State University. Over the past 15 years, he has achieved the Outstanding Undergraduate Instructor award (1998) and the Outstanding Graduate Instructor award (2004). In 2007, he received the Dean's Distinguished Service award from the College of Business. In 2008, he was named Outstanding Faculty student club advisor by San Jose State University. In 2008 and 2009, he was named Master Teacher by the College of Business. In 2009, Mr. DeVincenzi was named Outstanding Lecturer by San Jose State University.

July 2013
Charitable Giving—How to assess a charity's financials
Speaker: Lynda R. Boman, CPA

Lynda's focus and specialty is working with many types of non-profit organizations. She enjoys the unique accounting nature of non-profit organizations as well as interacting with the truly amazing staff that keep the vision of the organization alive. With the experience she has obtained in more than twenty years in public accounting, and the desire to create a firm that specializes in non-profit organizations, she opened her own practice in 2003. She is energized by the opportunities that are available to her to work with dynamic organizations and she provides value over and above the final board presentation.

Lynda began her accounting career while in school earning a Bachelor's Degree in Accounting and a Master's Degree in Taxation. She worked for several local CPA firms in the bay area, keeping a balance between tax and audit work before forming her own practice. She earned her Certified Public Accounting license in 1996. She is a member of the California Society of Certified Public Accountants, and the California Association of Non-Profits. She has served as the co-chair of the non-profit interest group for the Silicon Valley Chapter of Cal-CPA. She frequently attends seminars to stay current on tax exempt organization laws.

June 2013
Communications during Change
Speaker: Clara Chorley, CEO and Founder of Clarity Unlimited

Clara Chorley is the CEO and Founder of Clarity Unlimited.  She has an extensive and unique background as a career change expert, international speaker, business consultant, humanitarian, and avid explorer.  

Clara grew up in England, has lived in Germany, India, the Hawaiian Islands, Rwanda, and now resides in San Francisco, California.  She has traveled and worked across 4 continents and 40 countries.  Developed over two decades, Clara's power 4-step process T.U.R.N. has helped thousands of women and men get clear about their unique career path.

In addition to being a successful and happy entrepreneur, Clara has been a volunteer for over 15 years.  She is author of the book T.U.R.N.: 4 Steps to Clarity in Your Life and Career. Clara has been interviewed by multiple radio shows, View from the Bay, and was featured in the documentary file Achieve Your Ultimate Success.  She is trained in Voice Dialogue, a certified facilitator, and member of the National Speakers Association.

Visit the website: www.clarityunlimited.com

May 2013
7th Annual Spring Gala / Networking
Speaker: Larry Stone, Santa Clara County Assessor

San Jose Magazine named him one of Silicon Valley's 100 most powerful leaders. Pulitzer Prize winning author and Washington Post reporter, Haynes Johnson described Larry Stone in his best selling book, Sleepwalking Through History, as "bright, articulate; an American rarity, a proven political success in a time of political failure." Longtime San Jose Mercury columnist Scott Herhold said Stone is one of the top 25 most powerful leaders in San Jose, and the third most powerful elected official. He was first elected in 1994 and overwhelmingly reelected four more times.

He has been a financial manager on Wall Street and was a founder of two successful Bay Area real estate investment and development firms. He also served 16 years as a council member and mayor of Sunnyvale during the period the city earned an international reputation for effectiveness and became a model for President Clinton and Vice President Gore's efforts to reform the federal bureaucracy. President Clinton said, "The National Performance Review was modeled in part upon the remarkable reinvention efforts pioneered by the City of Sunnyvale, where Larry Stone served as mayor."

As County Assessor, Stone has overseen remarkable improvements to streamline the operations of his office, eliminate backlogs, and achieve higher levels of public service, all while consistently operating substantially under budget. The State Board of Equalization acknowledged his office as one of the best-managed assessors' operations in California.

Larry Stone has also been an active and effective civic leader in many fields ranging from the arts, to education, to the environment.

A native of Seattle, Larry has an MBA from the University of Washington and has studied at the Institute of Politics at Harvard's Kennedy School of Government. He and his wife Carmen have lived in Sunnyvale since 1970 where they raised three sons.

April 2013
Scholarship Awards
Speakers: Panel of Professionals

Glen Fowler, Recruiting and Training Manager, California State Auditor's Office
Paul Duren, Senior Vice President, Bridge Bank
Mikhail Perekhodnik, Controller, RedLine Solutions

Glen Fowler, Recruiting and Training Manager, California State Auditor's Office

Glen is the Recruiting and Training Manager with the California State Auditor's Office. As the Recruiting Manager, Glen's responsibilities include: developing and implementing a recruiting strategy, managing the interview processes, and hiring new employees. As the Training Manager, Glen's responsibilities include: developing and implementing a Training Plan, coordinating with in-house instructors and contracting with vendors to conduct training, ensuring that all audit and investigative staff meet continuing education standards, and overseeing the office's Career Mentoring and Peer Mentoring programs.

Glen was the recipient of the "State Auditor's Award" in 2002, the "Team Player Award" in 2006, and the "Best Place to Launch a Career Award" in 2007. Glen served as President for the Mountain Pacific Association of Colleges and Employers (MPACE) with his term ending June 2011, and was the recipient of the "Outstanding Service Award" in 2012. Currently, Glen Chairs the National State Auditors Association's (NSAA) Training Committee, and he serves on the Human Resources Committee. Also, Glen serves on the National Association of Colleges and Employers (NACE) Honors and Awards Committee, and he will join the NACE Board of Directors in July 2013.

Prior to assuming the recruiting and training responsibilities, Glen worked in the State Auditor's executive office as an Executive Management Specialist. In this position his responsibilities included: managing aspects of the office's information technology activities; assisting with policy development; developing and administering quality control; performing legislative, bill, and audit analyses; conducting internal audits; developing and delivering training classes for staff and management; and completing other operations related assignments.

Glen received his Bachelor's Degree from the University of California, Berkeley in 1986, and his Master's Degree from California State University, Sacramento in 1989. Glen joined the Bureau of State Audits, previously the Office of the Auditor General, in 1989 as a Performance Auditor.

Glen left the office in 1992 to work as an internal auditor for the Employment Development Department. At the EDD, Glen assisted in audits, performed risk analyses, developed and implemented performance measures, supervised external audit coordination, completed bill analyses, and conducted the Department's first All Employee Satisfaction Survey. After several years, Glen returned to the Bureau of State Audits as an Executive Management Specialist.


Paul Duren, Senior Vice President, Bridge Bank

With almost 30 years of banking experience from operations to lending and 18 years at one large institution, Paul consults with dozens of companies annually on how to get the most out of their banking relationship and their bank. He has written several articles on financing options for middle market businesses and regularly presents on the topic for professional organizations.

In addition to developing many relationships with clients and prospects, Paul has many partners who help extend the amount of resources that he brings to helping a client achieve their desired objective. A team approach is used to help everyone win.


Mikhail Perekhodnik, Controller, RedLine Solutions

Mikhail is a management accounting professional with over 13 years of hands on experience in directing and managing financial and accounting tasks. Currently a Controller at RedLine Solutions. Previously a Corporate Controller with Carr & Ferrell LLP and a Senior Director of Accounting and Finance at Worldwide Clinical Trials, Inc. He has experience in the following industries: Legal, Professional Services, Manufacturing, Wholesale and Distribution, Construction, and Non-Profit. He specializes in the general ledger accounting and management reporting and analysis. He is also experienced in managing and directing accounting departments and employee development and training.

Mikhail graduated with BBA in accounting from Davenport University in 1999. He obtained his MBA from Walsh College in 2001 concentrating in Financial Management. Mikhail is an active CMA and is a board member at the Peninsula/Palo Alto chapter of the Institute of Management Accountants where he also holds a chair position and teaches a preparation course for the CMA examination.

March 2013
Leadership Skills

Chris Nguyen is the Fremont Branch Manager for Robert Half International, overseeing our Accountemps and OfficeTeam divisions. He joined the company in 2010 as a Staffing Manager for Accountemps in Santa Clara, and has held roles of increasing responsibility since that time. Chris has over 5 years of sales and management experience.

Chris graduated from California State University – Los Angeles with a Bachelor's of Arts in Communications, with a focus on interpersonal communication and language behaviors. He currently serves as Chairman of Communications for the Institute of Management Accountants (IMA) Palo Alto, and is an avid member of the Fremont Chamber of Commerce. Chris enjoys working with clients and candidates to find solutions and opportunities that best fit their individual needs while making a local community impact.

February 2013
Public Speaking
Speaker: Sherri Laidlaw

Sherri is enthusiastic about sharing what she has learned through her journey of Public Speaking. A graduate from San Jose State University's School of Nursing, her career extends more than 20 years working in hospitals around the Bay Area. She has worked in many exciting fields including Labor and Delivery and the Emergency Room.

She is also an active volunteer in various leadership projects which have given her opportunities to start speaking in public venues throughout the community. The progression of experiences started at a church and carried forward and grew with Master Gardeners, the Cardiac Health Improvement Project, the Homeschool Initiative project and now Toastmasters. The involvement with Toastmasters has educated and refined her eagerness to speak in public.

On a personal note, Sherri has been married for 20 years to a wonderful man, Philip, and has two teenagers currently attending high school.

January 2013
Tax Update
Speaker: Sheba Delaney, CPA

A veteran with over twenty years of public accounting service, Sheba is an experienced audit principal who manages a wide variety of clients ranging from manufacturing and construction to technology and professional service firms. Her practice at Abbott, Stringham & Lynch includes audit, tax, and general business and accounting services of small to mediumsized businesses, as well as, non-profit organizations.

Sheba takes a keen interest in each client, respecting the uniqueness of her broad-based clientele. She works with each client individually, creating a strong, seamless business relationship earned by trust and performance. Her personable approach has enabled Sheba to continually develop very successful and long-lasting client relationships.

A principal in the Audit and Accounting Department at Abbott, Stringham & Lynch, Sheba is a technical expert in the areas of accounting software, tax-exempt status applications, cafeteria plans, payroll, sales taxes, and internal auditing issues. This department is the backbone of the firm, where clients are provided a full range of valuable accounting services including audits and reviews, financial statement preparation and computerized accounting system setups.

2012 Archives
October 2012
Cloud Computing
Speaker: Charu Mungale, TeamLogic IT

Charu Mungale is the CEO and owner of TeamLogic IT, providing computer and networking services to local small businesses.

Charu provided a very informative and insightful program about the history of Cloud Computing and the benefits to companies, from the small start-up to the large corporation. Additional tips and advice were also given about the security issues we face today involving electronic community and the global economy.

His 25 years of technology and marketing experience comes from large companies such as Intel, National Semiconductor and Oki. He has been a tech entrepreneur as well, as a co-founder and VP Operations at a high technology startup, RedClover Networks.

His passion is helping businesses thrive and prosper by leveraging technology in a cost-effective and secure manner to drive revenue and profits.

Cloud computing is one of the latest trends that everybody has heard! But did you know that you probably already use it in some form already? Find out more about what this buzzword really means – and how you can utilize it as an important tool to make your business run more efficiently.

September 2012
50 Shades of... A Women’s Retirement
Long Term Financial Care for Women

Speaker: Tawnya Schwartz—Financial Advisor, Morgan Stanley Smith Barney

Tawyna provided some very insightful information about financial planning. Some humorous experiences were shared as her emphasis was that it is important to consider all the options when planning a retirement. With a helpful handout reference guide, the key factor is to communicate well with all the people involved to ensure the plan is followed through.

Tawnya joins the Stoneridge Group at Morgan Stanley Smith Barney with 20 years experience in finance and mortgage lending. Her career has spanned working with builder owned mortgage companies, such as Ryland Homes, Shea Homes, and Wells Fargo Home Mortgage. While helping her team succeed through what can be a difficult and cumbersome loan process, Tawnya was recognized as having the most improved mortgage branch in Shea Homes. Tawnya has received Division awards for customer service as well as production metrics in each firm she served at. She has extensive experience in providing a high level of customer service to her clients while helping them navigate through the loan process.

One of her main goals with the Stoneridge Group is to assist clients with liquidity, through our lending services and Women's Financial Planning. In this economic environment, many clients have decided that managing their liabilities is just as important as their assets- especially as part of a well-rounded financial strategy.

As a Financial Advisor, we provide answers, and go beyond investment management to look at your assets and your liabilities as well, not just your account statements but your will and estate plan, and not just the cost of your lifestyle but the risks to it as well. Addressing your bigger picture in this way, we can draw on the resources of Morgan Stanley Smith Barney to help shape the future you desire.

Tawnya has a Bachelor in Business Management from University of Central Oklahoma, and has obtained Series 7, 63, 65, and her insurance license.

Tawnya is married to Jeff, and they have three children, Alexandra (22), Mitchell (19), and Christian (15) and reside in Dublin. She participates in pony league baseball, and is an avid reader.

August 2012
SOFT SKILLS: Going beyond the numbers…

Speaker: Doreen Fong, Robert Half International

Doreen Fong of Robert Half International (RHI) provided us with some outstanding information about the soft skills that are so important to our careers. Not only are we to perform the technical talents we have learned and developed, but building and maintaining strong business relationships provides stability and security under tough economic conditions.

July 2012
Latest News on Banking

Speaker: Paul Duren, Senior VP, Bridge Bank

Paul Duren provided a well-rounded perspective with the operations of Financial Institutions. As we all witnessed banking institutions collapsing, we were advised of a common term in the Banking Industry, "Too big to fail but too small to survive." As regulation will continue to change banking, institutions will continue to provide more tools as it is a people business and relationships are important.

With almost 30 years of banking experience from operations to lending and 18 years at one large institution, Paul consults with dozens of companies annually on how to get the most out of their banking relationship and their bank. He has written several articles on financing options for middle market businesses and regularly presents on the topic for professional organizations.

In addition to developing many relationships with clients and prospects, Paul has many partners who help extend the amount of resources that he brings to helping a client achieve their desired objective. A team approach is used to help everyone win.

June 2012
Social Media Networking

Speaker: Michael Webb, Area Manager at Nelson Staffing

Using LinkedIn, Michael Webb gave us some valuable insight on how to develop and promote your own “brand” to stand out in the crowd to enhance our business relationships and professional endeavors.

Michael is a regular key note speaker at recruiting/staffing events where topics have included:

  • Six Weeks to Multiple Job Offers
  • LinkedIn or LinkedOut - it's Your Choice
  • Six Strategies for Overcomming Age Discrimination in a Job Search
  • Advanced Internet Job Search Techniques
  • Networking and your "NQ" - Network Quotient

Specialties:

  • Accounting and Finance Executive Recruiting
  • Social Media Consulting and Training
  • Key Note Speaking
May 2012
35th Anniversary of ASWA Silicon Valley Chapter #103
Wine Gala Event
Re-Branding to Promote a Better Image

Speaker: Clay Butler

Clay ButlerSince 1984, Clay has been providing branding and identity services for aggressive start ups and established companies on the move. Specializing in product launches and rebranding he has helped companies from consumer electronics and car care products, to biotech and gourmet specialty foods, not only survive but thrive in a crowded and competitive market.

In light of the new proposed name for the organization, Clay Butler concentrated his presentation on his experience with re-branding and promoting a better image. His talents on how to develop and provide a fresh representation of an organization got the creative juices flowing!

April 2012
Panel of Accounting and Finance Professionals

The following Accomplished Professionals in the Accounting Profession discussed their experiences…

Ingrid Swenson, CFO
Bertram Capital Corporate Accounting

Clinton Pickering, CPA
Gallina, LLP Construction Accounting

Thomas Moschetti, Jr., CPA, MST
Lecturer with San Jose State University & University of California, Santa Cruz

Rona Petroni, SPHR
Senior Regional Managing Director Randstad Finance & Accounting Recruiter for the Accounting & Finance Profession

March 2012
Excel Workshop

Speaker: Maria Pribyl, Trainer, M.L. Pribyl and Associates

Tom ChandlerMaria has been in the training business since 1991 in the capacity of a Computer Trainer, Training Coordinator, Curriculum Developer and Web Designer. She credits her success to her five years' membership in Toastmasters International, culminating in the Distinguished Toastmaster designation.

M. L. Pribyl and Associates specializes in Computer Systems Training and Custom Website Design. As an accomplished computer training instructor, she provides high quality customer service with focus on personal interaction and product quality, in order to provide services which will meet or exceed requirements. Testimonials from former participants indicate how Maria keeps them engaged with the topic as she expresses her passion for excellence. Sharing her vast knowledge, she is patient to ensure that everyone leaves her course with a better skill set.

February 2012
Outlook Workshop

Speaker: Tom Chandler, Owner/Trainer, TechMentors

Tom had a delightful experience with Silicon Valley ASWA. Here are his comments:

Tom Chandler "It was a pleasure to meet with you and the other members of the ASWA. The dinner was fabulous and the networking opportunities were great. The thing I enjoyed most about sharing Microsoft Outlook Tips and Tricks with your group was the interaction. Everyone, including those who currently don't use Outlook, were engaged, participated, and asked great questions. Such participation really brings energy to a presenter, so thank you very much. Please feel free to share the link for the slides, http://www.TheTechMentors.com/Tips/Outlook, with your members and their friends and clients."

Tom became involved in the training business as he identified the need for the general workforce to keep up with the ever evolving developments of Silicon Valley. TechMentors was created to assist individuals and companies to get the most from technology.

Providing a wide range of services from introduction to advances courses in many aspects of today's office programs. From computer consulting, one-on-one training & mentoring, computer classes to, "lunch and learns," Custom training materials, Word / Excel office automation, effective PowerPoint presentations, database design and web design, hosting and development, Tom is willing to provide information and answer any questions.

Former participants appreciate the opportunity to learn quickly and become more efficient with the programs they utilize at the office on a daily basis. Time saving tips and tricks are common with every course so they can be easily applied to projects. From full course in-house training workshops, to videos, training manuals or one-page reference guides, TechMentors is able to facilitate the needs for a small, start-up company to a large, established Cooperation.

January 2012
Tax Update

Speaker: Sheba Dalaney, CPA

Sheba Delaney provided us with tax updates for both personal and business taxes. We were able to leave the meeting well informed for tax season.

A veteran with over twenty years of public accounting service, Sheba is an experienced audit principal who manages a wide variety of clients ranging from manufacturing and construction to technology and professional service firms. Her practice at Abbott, Stringham & Lynch includes audit, tax, and general business and accounting services of small to mediumsized businesses, as well as, non-profit organizations.

Sheba takes a keen interest in each client, respecting the uniqueness of her broad-based clientele. She works with each client individually, creating a strong, seamless business relationship earned by trust and performance. Her personable approach has enabled Sheba to continually develop very successful and long-lasting client relationships.

A principal in the Audit and Accounting Department at Abbott, Stringham & Lynch, Sheba is a technical expert in the areas of accounting software, tax-exempt status applications, cafeteria plans, payroll, sales taxes, and internal auditing issues. This department is the backbone of the firm, where clients are provided a full range of valuable accounting services including audits and reviews, financial statement preparation and computerized accounting system setups.

2011 Archives
December 2011
Joint Holiday Party with SF and East Bay Chapters

It was so much fun mingling with fresh faces and dynamic personalities. The white elephant gift exchange was very entertaining. Next year we need more gag gifts!

November 2011
Life Coach with Life Balance (Leadership Skills)

Speaker: Renee Mello

Renee Mello provided us with a wonderful and inspiring presentation. In summary, we were informed that “A dream is a picture and blueprint of a person’s purpose and potential.” Addressing the obstacles that can become discouraging as they can distort encouraging factors at a fantasy level in place of building the dream. With a well rounded network of support and encouragement, a dream can become reality.

Renee Mello has always been a student of self-development and personal growth. She has worked for some of the largest companies in the world including IBM, Digital Equipment Corporation and Bank of America.

Renee recently received her certification as a John Maxwell Speaker and Coach. This was a dream come true for Renee, who has been a student of John Maxwell's leadership teachings for the past 10 years. Renee is excited to work with learning based people, like herself, in meeting their personal and professional goals.

Annual Fundraising Event / Silent Auction to Support our Scholarship Program

Wendy Matthews has done a fantastic job in organizing this famous event. Here is a sample of what is available at the Silent Auction…

  • A Weekend in May in Monterey
  • Cashmere Scarf
  • Theater Tickets
  • and much more…
Join us! Invite a friend or colleague (or several!) We present a non-accounting-specific topic at this meeting so that ANYone can benefit and enjoy it.

October 2011
Communication: Giving and Receiving Corrective Feedback

When you are working with either internal or external customers, there will be occasions when you need to provide corrective feedback or respond to corrective feedback. How you respond to such concerns is key in maintaining strong, positive relationships with all customers and grows your credibility and influence in your career. In this presentation you will learn about approaches and techniques to assist you in giving and receiving criticism in a way that is respectful for both you and your customer.

Janie Trainor has been a career advisor with NOVA since 1994. She is committed to helping people learn, practice and use best practices in communicating, team building and problem solving skills in the workplace.

September 2011
Myers Briggs—The Power of Your Four Letters

Using the Myers Briggs Personality typing can give us a window into how our minds work. We can learn if we get energized by being around other people or need to retreat and be alone to recharge our batteries—whether we like the concrete and get into the details or enjoy seeing the whole picture. It might tell us we like to make decisions based on logic or take into account how others might feel.

We can even predict if someone is more apt to plan a weekend getaway down to the minute, or like to go with the flow and keep things open-ended. These behaviors, innate propensities and ways of thinking shape who we are and how we interact with the world. What's even more powerful is how four simple personality letters combine synergistically to create 16 distinct personality types. As we struggle to understand “why we do the things we do”, knowing our Myers Briggs Personality type will help us better understand ourselves. As a bonus we begin to realize everyone else has their own unique way of navigating through life, too.

So as part of our “Brand You” theme this year, self understanding really begins the process and sets the foundation for further growth in both our personal and business development. An essential part of branding, is knowing the product, the product called “You”.

Visit http://similarminds.com/jung.html to get your four letters, and bring them to the meeting. Pick your gender, and then hit “Next,” to get the questions.

August 2011
Joint ASWA / IMA Meeting

Women Entrepreneurs Panel

The program at our August Joint meeting with the local IMA chapter was a panel of four entrepreneurs providing good information. Do YOU own the company or does the company own you? Walking into a business with confidence is good, but be prepared to be humbled and open to learning from every experience.

Recovering from the bust of the economy has brought focus to core values and purpose to the business philosophy. Thus, quality service is delivered to Customers and Clients. Dr. Russell Ackoff's "Five Assumptions" where Data-Information-Knowledge-Understanding-Wisdom is practiced to prepare yourself for running a business. "Soft Skills" are just as important as the technology skills in running a business.

Reference material suggested “So, You Want to Start a Business?: 8 Steps to Take Before Making the Leap” by Edward D. Hess

July 2011
QuickBooks Tips and Shortcuts

Practical Information for all QuickBooks Users

“It was great to see some colleagues I hadn't seen in several years, and I was delighted to see most of the members present use QuickBooks today. That was not the case several years ago with this chapter. Members pointed out issues they were having with QuickBooks, some easy to fix, some I still consider to be bugs, or disadvantages of the product. Great time, good food, good friends. Thanks so much for having me.”
—Pat Carson