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October  2010 

AWSCPA Newsletter

8-19-09 Luncheon7

In This Issue

Upcoming Events

Special Thanks

Job Forum

Welcome to AWSCPA

AWSCPA Mission

We Want Your Input

Contact Information

Exciting News!

Monthly Program

Scholarships

Announcements

Charitable Endeavors

Board of Directors

 

Upcoming Events

 

October 20, 2010 - CPE Luncheon

 

October 20, 2010 - Techcast

 

November 10, 2010 - Board Meeting

 

November 17, 2010 - CPE Luncheon

 

December 15, 2010 - CPE Luncheon

 

January 19, 2010 - CPE Luncheon

 

February 16, 2010 - CPE Luncheon

 

 

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 and meeting postcard.  If you notice errors in the directory please contact Nancy Hall at halltax@gamil.com.

 

Job Forum

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  Laura lfoley@petocpas.com.

Please contact us if you have a job opening to be posted.


Job Openings

Chief Financial Officer  Tucson, AZ

 

The Community Foundation for Southern Arizona is seeking a CFO to manage the financial operations of the organization.  The successful candidate will have 10 years experience, a Master's degree in accounting, business or finance and a CPA.  For complete information and qualifications, please visit our website at www.cfsoaz.org.  You may also learn more by contacting AWSCPA member Lori Hoby, CPA if you have any questions or would like additional information. 
  
 

 

 

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 women 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@yahoo.com.

 

Contact Information

Please send any changes to your contact information to our Membership Director: Nancy Hall

 

Rose LaphamAWSCPA Tucson Affiliate Members:

 

Hello everyone. Our fall lineup is looking exciting.  We are also planning to add a half day CPE in December on tax advantaged retirement plan strategies for small businesses. An invitation will be coming your way. Please feel free to invite anyone you think would be interested.

 
At our September meeting speaker Bob Morrison explained how Desert Angels can facilitate meetings between entrepreneurs and investors. This was very informative for anyone in either of those categories. If you have clients that are either looking for new start up investments or are looking for funding, Desert Angels would be a great place to start. If you would like more information, you can reach Bob at 520-490-8137.

 

Our next lunch meeting is October 20th. We will be returning from the Joint National Conference with new ideas to share. Please feel free to bring guests (male or female). It is always fun!  


Sincerely,

Rose Lapham President

AWSCPA - Tucson Affiliate 

 

Exciting News!

 

  • Exciting news from AWSCPA National - 2011 JNC conference will be held Oct 24-26 at the Westin in Charlotte, North Carolina.  Mark your calendars and plan on attending.  This year's conference offered 24 hours of continuing education, networking and Nashville entertainment at its best.

 

  • Karen Whitley, Financial Services Representative for MetLife, who specializes in "helping women understand their finances one woman at a time" will be joining us for a social interaction before the October luncheon.

 

  • Please see the new job opening listed in our Job Forum.

 

October Program

 

Coping with a low return environment

John H. Payne

 

Coping with a low return environment is hard. Preserving financial staying power is of paramount importance under these circumstances.
 
John H. Payne, CFA, President and CIO of Sterling Investment Management will join us for lunch to discuss various strategies that could be implemented by investors involved in actively managing their assets in a current economic environment. Mr. Payne incorporated Sterling Investment Management in 1995. Prior to forming Sterling, John Payne, CFA managed the Investment Management Group for Bank of America's Private Bank and Trust Department platform in Southern Arizona.
 
Sterling Investment Management is well known for its approach to meet each client's unique long-term total return goal. Sterling is one of the few firms that perform its own in-house market analysis using sophisticated analytical and statistical techniques. The firm is an independent, 100% employee-owned corporation. While headquartered in Tucson, Sterling's approximately 150 clients are located throughout the U.S., with the majority of our clientele residing in Arizona.
 
Please join us at Montana Avenue to learn about investing during low return environment! R.S.V.P. today!

 

Meeting Information

 

Coping with a low return environment

 

Date & Time: October 20, 2010 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:         Montana Avenue 6390 E Grant Rd.

 

  

Menu:

1)      Asian Chicken Salad ( Sesame Seeds, Ginger-Miso Dressing


2)      Twin Kobe Burgers (Fontina Cheese, House Pickles, Brioche Buns)


3)      Fresh Mahi Tacos ( Avocado, 1000 Island, Queso Blanco)


4)      Fresh Pasta (Asparagus, Melted Tomato, Parmesan Cheese).
 

Reservations:   Contact Diane Crane at dcrane@petocpas.com by noon on Friday, October 15.
                                     

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

 

 

$$$ SCHOLARSHIPS AVAILABLE $$$

 

 

Please be thinking of friends and acquaintances who would be interested in a helping hand with their school expenses.  Our past recipients have been very grateful for this assistance.
 
Four $750 scholarships will be awarded in December for female accounting majors who have taken a non-traditional path to their education.  The money will be available  in time for use during the Spring 2011 semester.   We also consider GPA and financial need when making  our decision of who will receive the scholarships.
 
We will accept applications beginning September 15.  You may contact Deb Hutchinson at 352-1212 to obtain a form or e-mail her at Deborah.Hutchinson@cliftoncpa.com to obtain an application.   The cut-off for accepting applications is November 15.
 

 

Announcements 

 

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.

 

 

 

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 four $750 scholarships last year and three $750 scholarships the year before.  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 plan to award four scholarships of $750 each this year.
 
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: Rose Lapham

Vice President / Co-Director Programming: Svetlana Pitman

 

Secretary: Position Available

 

Treasurer / Directory: Chris Elzy

Past President / Director Newsletter: Laura Foley

Director Membership: Nancy Hall

Co-Director Programming: Lyudmila Eisenman

(no photo available) 

 

 leisenman@beachfleischman.com
Director Hospitaltiy: Diane Crane

(no photo available)

 

dcrane@petocpas.com
Director Outreach (Scholarship): Deb Hutchinson

Member-at-large: Lori Hoby

Member-at-large: Lynda Nigh

 

Committee Members:

Membership: Sumi Rowe
 srowe 

Hospitality: Larysa Gamble