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October 2009 

AWSCPA Newsletter

Sept Banner

In This Issue

Upcoming Events

Special Thanks

Job Forum

Welcome to AWSCPA

We Want Your Input

August Program

Meeting Information

Announcements

Charitable Endeavors

Board of Directors

 

Upcoming Events


October 19-21, 2009 - AWSCPA/ASWA Joint National Conference in Las Vegas Nevada
 
November 18, 2009 - White Collar Crime

December 16, 2009 -Tax Update

January 20, 2010 - Global Economic Update:

February 17, 2010 - Stress Management

April 21, 2010 - Identity Theft and How to Prevent It

May 19, 2010 - Arizona income tax update
 
June 16, 2010 - To be determined

 

Special Thanks

The Tucson AWSCPA would like to thank the following firms for their generous contributions to our affiliate:
·         Beach Fleischman & Company for hosting our TechCasts. Without their sponsorship, we may not have won a Silver Star award at the 2007 and 2008 Joint National Conference.
·         Arizona Lithographers for preparation of our member directory.  Any member who has not received their directory this year or has any corrections can contact Chris Elzy

 

Job Forum - It's All About You

The Tucson AWSCPA affiliate strives to develop more networking opportunities for our members and meeting attendees. As part of this networking, we are providing the forum for employers with positions available to match these opportunities with individuals seeking employment. This will be a confidential service if you are seeking employment. 
 
For those with positions available, contact any Board member to announce your opening at a monthly meeting or in our newsletter. (NOTE: Newsletter postings must be received by the 5th of the month for inclusion in that month. Ads must be 200 words or less - no logos or tables. All postings may be further edited as needed for space limitations.)
 
PLEASE communicate this employment connection to your employers for future employment opportunities for others. This is a FREE service for those looking for great CPA's - that's you!

 

If you have any questions or need additional information, contact Kelly or Kristen.
 
Job Openings

Board Members Needed:

Tucson Pima Arts Council Seeking Board Members with Accounting Expertise
 
The Tucson Pima Arts Council, which is the designated arts development agency of the City of Tucson and Pima County, is looking for professionals with expertise in accounting and interest in the arts for possible nomination to the TPAC Board of Directors.  The Arts Council is celebrating its 25th anniversary and is planning more great years of arts and cultural development for Tucson and Pima County.
 
For information about the Arts Council, go to the Web site, www.TucsonPimaArtsCouncil.org.  To be considered for nomination to the TPAC Board, send a brief statement of interest and qualification to David Hoyt Johnson, dhjohnson@tucsonpimaartscouncil.org.

 

Welcome to AWSCPA

AWSCPA is dedicated to serving all women CPAs. As a member of this national organization, you will find yourself in a supportive environment with valuable resources to help you achieve your personal and professional goals. You will also find rewarding opportunities for leadership,networking,and
education.

 

Membership in the AWSCPA is open to all individuals (male and female) who are or who are aspiring to become certified public accountants. If you would like more information and a membership application, please contact Nancy Hall. You may also speak to any board member at our monthly luncheons. 

We appreciate your support and attendance at our programs! Please feel free to contact any board member if you have questions, concerns or suggestions! You may also visit the website of the AWSCPA National Office at www.awscpa.org.  

 

AWSCPA Mission

The American Woman's Society of Certified Public Accountants (AWSCPA) is a national organization dedicated to serving all women CPAs. The AWSCPA provides a supportive environment and valuable resources for members to achieve their personal and professional goals through various opportunities including advocacy, networking, leadership training, education, and public awareness.
 

 

We Want Your Input

As you can see, we're using a new format for our newsletter. And we want it to be useful for all of our readers. Please let us know if there is anything you like or dislike about this new format, and we'll work to improve it!

 

Please send your comments to awscpatucson@cox.net.

Dear Kim,

 

 

Laura Foley newThis is really becoming a great year for me. We had a good crowd and great food for our September meeting while learning about what to do when someone dies. The information provided by our speaker was very informative and useful. Now we have our October meeting to look forward to. October is Breast Cancer Awareness month, and MassMutual will be making a contribution to a worthy charity in our name based on the number of attendees at the meeting. If more than 20 attend, the contribution will be $500. If, however, 40 or more attend, the contribution will be $1,000. Hope to see everyone there, so we hit the 40 mark.
 
Also hope to see you in Las Vegas at the Joint National Conference on October 19-21. I just found out a few days ago that there is a reception on Sunday at 5pm before the conference for all 1st time attendees. Since I'm one of those, I will be there with bells on. Look for me during the conference. I'll be the really short one in sneakers.
 
Sincerely,

 

Laura Foley

President


AWSCPA - Tucson Affiliate

October Program

 

Disability Income Planning

Presented by: Mary Budzien - Dollarhide Financial Group, LLC 

 

The next topic for our upcoming CPE is "Disability Income Planning". If business owners bring up the topic of disability, often there is a lot of misunderstanding about different types of disability income. CPAs should be able to consult the business owners and have a discussion on a variety of insurance information that is important to the clients, and at the same time, very frequently misunderstood. Our speaker Mary Budzien will equip you with knowledge necessary to handle these discussions with confidence.

 

Mary Budzien has been in practice as a Financial Advisor since 2001.  For the last five years she has practiced as an associate with the The Dollarhide Financial Group, LLC, a MassMutual agency in Scottsdale.  Currently, as a Certified Financial Planner, Mary works primarily with entrepreneurially-minded business owners and professionals.  She presents concepts to her clients that enable them to accumulate, preserve and distribute assets on a tax-advantaged basis.
 
Since the mid-'80's Mary has supported the Maguire Entrepreneurship Program at the University of Arizona with scholarships from her family's Foundation.  For her long-time enthusiasm and support of this program, she was inducted into the University of Arizona's Hall of Fame for Entrepreneurship Education.  In 2009, the Financial Times of London ranked the U. of A. Program #9 in the world for the third year in a row.  

 

Meeting Information

 

Disability Income Planning

 

Date & Time: October 28, 2009 11:30AM - 1:30PM

                     (Please allow time for check-in, lunch served at 12PM)
Cost:             $30 members / $35 non-members / $10 students
CPE:              Counts as one (1) hour of CPE
Place:            McMahon's Prime Steakhouse, 2959 N Swan Rd.

 

Menu:

 

(1)    Steak Valdez - Tequila and lime basted steak with green chile salsa, corn off the cob and flour tortilla
(2)    Shrimp and Avocado Salad, with mixed greens, yellow peppers, fresh jalapeno lime vinaigrette
(3)    The Tucsonan Chicken Sandwich - Southwestern marinated chicken breast with green chiles, Monterey jack cheese, chipotle aioli, lettuce and pico de gallo, served with fresh fruit
(4)    Grilled Vegetable Platter
 

Reservations:   Contact Lisa Gundvaldson at lgundvaldson@cox.net by noon Friday, October 23rd.
                                     

Note:  Participants who sign up but are unable to attend will be billed unless they notify Lisa of the cancellation 24 hours in advance of the luncheon.

 

Announcements 

 

Scholarships - This year we are offering four $750 scholarships to non-traditional female accounting students.  For an application, please contact Debbie Hutchinson at Deborah.Hutchinson@cliftoncpa.com

 

AWSCPA Virtual Mall - AWSCPA has partnered with several companies, who will donate a portion of each purchase made through the AWSCPA Virtual Mall to the CPE Foundation, which provides national scholarships and helps affiliates with their scholarship programs. See the Virtual Mall on www.awscpa.org (from the home page click the "Useful Links" button, then choose "AWSCPA Virtual Mall") for a complete listing.

 

Kaplan CPA Review, a long-time affinity partner with AWSCPA, is dedicated to helping CPA candidates pass the exam. Student or professional members of AWSCPA are entitled to a 25% discount on all of Kaplan's Complete Learning Systems and live classes. This discount alone will more than pay for your annual AWSCPA membership investment! To learn more about this discount, contact AWSCPA at info@awscpa.org.

 

Charitable Endeavors 

 

In an effort to give back to the community, the AWSCPA Tucson affiliate has started a tradition of collecting donations for select charities and other charitable endeavors each year. We also have our own scholarship fund through which we have given scholarships to deserving college students - we awarded three $750 scholarships last year and two $500 scholarships in each of the prior three years. We have also collected clothing for the YWCA Your Sister's Closet. This year we have plans to help the community as follows:
 
YWCA Your Sister's Closet  This worthy organization provides unemployed women with clothing that is appropriate for job interviews and to begin employment. They need professional clothing that is stylish, clean and preferably ON HANGERS. Clean out a closet and bring your gently used items to our next luncheon. You'll receive a receipt for your contribution, and we'll take care of delivering them to the YWCA. Find out more about this organization by visiting their website at www.ywcatucson.org/.
 
SCHOLARSHIPS  The Tucson AWSCPA has a scholarship program for female accounting students who have taken a non-traditional path to their education. We have increased our scholarships from three to four $750 each.
 
There are several ways you can help fund these scholarships:
 
$$$ Give and receive... participate in the 50/50 raffle at each meeting - one ticket for $1 or six tickets for $5. The proceeds are split - half to the winner and half to benefit the scholarship fund. OR you can purchase tickets for the next raffle by sending your check (made out to AWSCPA) to: Chris Elzy, AWSCPA Treasurer (fbo scholarship), P.O. Box 41361, Tucson, Arizona 85717-1361. Please indicate "Raffle tickets" and the number of tickets on the memo line.
 
In addition, you can help this cause through a tax-deductible contribution directly to our scholarship fund at The University of Arizona Foundation. Please contact a board member for information on how to contribute directly to the fund.

 

Board of Directors

 

President: Laura Foley

Laura Foleylfoley@petocpas.com
President-Elect / Secretary: Rose Lapham

Past-President / Treasurer / Directory: Chris Elzy

Director Membership: Nancy Hall

Director Programming: Svetlana Pitman

Co-Director Hospitaltiy: Lisa Gundvaldson

Lisa Gundvaldsonlgundvaldson@cox.net
Co-Director Hospitality:  Katie Newburn

Katie Newburnkatie@hslproperties.com
Co-Director Newsletter: Kelly Crandall

Co-Director Newsletter: Kristen Smith

Director Outreach (Scholarship): Deb Hutchinson


Member-at-large: Lori Hoby

Lori Hobylhoby@cfsoaz.org
Member-at-large: Darlene Brady

 

Committee Members:
Programming: Sheri Campbell

Sheri Campbells_campbell01@msn.com

Programming: Lyudmila Eiserman 
(no photo available)

 

leiserman@beachfleischman.com

Membership: Jennifer Nordstrom

Hospitality: Larysa Gamble

Free Techcast 

As a way of thanking you for taking a few minutes to read each issue of E-Counters, AWSCPA - National is offering you one free TechCast.  In the promotion code when registering, enter E-Counters.
 

Offer Expires: December 31, 2009    Limit one coupon per member per year.

 

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AWSCPA | PO Box 41361 | Tucson | AZ | 85717