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Orange County, CA May, 2011 | | | |
| FENG & Project Pro Search | |
 Tuesday, May 3Small Group Networking
Project Pro Search and The Financial Executives Networking Group  (FENG) have partnered together to offer a unique opportunity for you to meet others in the finance community and build your networking skills.
Limited to 20 respondents. Be prepared to give your 90-second pitch.
8:00am - 9:00am
Project Pro Search
19600 Fairchild, Suite 320
Irvine, CA 92612
Office: (949)336-7555
This group meets on the 1st Tuesday of every month. |
| Cal CPA | |
 Tuesday, May 3OC Chapter Installation & Mixer
Join us for our premiere networking event, which begins with the Installation of our chapter officers. You'll meet the leadership that drives our chapter's successful events, and enjoy drinks, food and a world-class view of Newport Harbor.
6:00 pm - 9:00 pm (Registration at 5:30 pm)
Balboa Bay Club and Resort
1221 West Coast Highway
Newport Beach, CA 92663
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| Tax Executives Institute, Inc.(TEI) | |
 Wednesday, May 4Seminar
Topic: "State & Local Tax Update"
Speaker: TBD
8:00 am - 5:00 pm
Hyatt Regency Irvine
17900 Jamboree Blvd.
Irvine, CA 92614
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| American Payroll Association | |
 Thursday, May 5CPP/FPC Study Group
Topic: Chapter 1
5:30 pm - 7:30 pm
El Pollo Loco Training Center
3535 Harbor Blvd #100
Costa Mesa, CA 92828
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| Harvard Business School Association Orange County (HBSAOC) | |
 Monday, May 9Business Growth Conference 2011
For over a century, Harvard Business School's (HBS) national and international missions have been to "educate leaders who make a difference in the world." For over a quarter of a century, the Harvard Business School Association of Orange County (HBSAOC) has made the mission local to Southern California, by extending that knowledge to their professional peers who look to take their businesses to the next level, via the annual Business Growth Conference. The 2011 Business Growth Conference is truly the best place to network with the leaders of Southern California, learn new ideas to take your business to the next level, and even help make the world a better place.
Speakers:
Warren Bennis, Professor, Business Administration and Management Organization, USC
Henrik Fisker, CEO, Fisker Automotive
James F. Rothenberg, Chairman, Capital Group
Mark S. Wetterau, Chairman and CEO, Golden State Foods
7:00 am - 6:45 pm
Anaheim Marriott
700 West Convention Way
Anaheim, CA 92802
>>Register Here
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| Financial Executives Networking Group (FENG) | |
Tuesday, May 10
Topic: "Flexible Workplace"
Speaker: Jennifer McGowan
8:00 am - 9:00 am
Webster University
32 Discovery
Irvine, CA 92618
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| Financial Executives International (FEI) | |
 Wednesday, May 11Professional Development Session
Topic TBA
Speaker: Ernst & Young
1.0 CPE (Continuing Professional Education)
5:00pm - 6:00pm
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
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| Financial Executives International (FEI) | |
Wednesday, May 11
Academic Awards Dinner
We will be awarding scholarships to recipients from California State Fullerton, Chapman University, University of California, Irvine and California State University, Long Beach.
Presentation: Jay Johnstone, former outfielder for the Los Angeles Dodgers
Jay Johnstone played professional baseball from 1966 to 1985 for a number of clubs including the California Angels, Philadelphia Phillies, New York Yankees, and Los Angeles Dodgers. Jay was known as a versatile outfielder with a good sense of humor, known for keeping clubhouses loose with occasional pranks and gimmicks.
He later served as a radio color commentator for the Yankees (1989-1990) and Phillies (1992-1993).
1.0 CPE (Continuing Professional Education)
6:00 pm - Registration & Cocktails
6:30 pm - Dinner
7:30 pm - Presentation
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
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| American Payroll Association | |
Thursday, May 12
CPP/FPC Study Group
Topic: Chapter 2
5:30 pm - 7:30 pm
El Pollo Loco Training Center
3535 Harbor Blvd #100
Costa Mesa, CA 92828
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| Cal CPA | |
Thursday, May 12
Networking Event
"Relax After Tax Season"
Your OC Chapter strives to bring you the coolest mixers anywhere, and this is no exception. Join your peers at Kimera Restaurant and Lounge in Irvine and take in warm, inviting decor and an ecclectic menu featuring international influences mixed with the freshest local ingredients. Come, mingle with old friends, make new ones and celebrate "after tax season!"
6:00 pm - 9:00 pm (Registration at 5:30 pm)
Kimera Restaurant
19530 Jamboree Rd
Irvine, CA 92612
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| OC | CFO Network | |
Friday, May 13
Monthly Meeting
Topic: "TED Talk"
Speaker: Caroline Casey
Caroline Casey put Ireland on the accessibility map. Now she's changing the global social landscape for people with disabilities. Activist Caroline Casey tells the story of her extraordinary life, starting with a revelation (no spoilers). In a talk that challenges perceptions, Casey asks us all to move beyond the limits we may think we have.
7:30am - 8:30am
Open to CFOs by Invitation Only
Project Pro Search
19600 Fairchild, Suite 320
Irvine, CA 92612
Moderator: Ken Tudhope, CEO, Project Pro Search
>>Contact Ken Tudhope to register, or (949)336-7555, x410
This group meets on the 2nd Friday morning of every month. |
| North OC Executive Finance Forum | |
Tuesday, May 17
Quarterly Lunch, North OC
 The North Orange County Executive Finance Forum meets quarterly for lunch, and is designed to bring Executive-Level Finance Professionals working in the North Orange County area together for discussion & networking.
 "How to Be Noticed Without Being Fired" Discussion Leader: Ken Tudhope, CPA, CMA, MBA CEO & Managing Director, Project Pro Search Many people are not happy with their current career position. In reality, working to be noticed by the right people is something that takes time and must be focused on continuously throughout one's career. Learn the Top Ten ways you can get noticed and fast-track your career. Sponsored by Project Pro Search and Blythe Global Advisors
By Invitation Only
Questions? Interested in attending?
Contacts:
Ken Tudhope, CEO, Project Pro Search at (949)336-7555 x410
Marc Blythe, President, Blythe Global Advisors at (949)757-4180
This group meets quarterly for lunch. 2011 dates: Feb. 15, May 17, Aug. 16, Nov. 15. |
| Institute of Internal Auditors (IIA) | | |
Tuesday, May 17
Lunch Meeting
Topic: "Critical Decision Making"
Speaker: Mike Beard, Managing Partner, Value
Based Project Management LLC
Mike Beard, PMP, ITIL is the managing partner of Value Based Project Management and author of a new book, Successful Project Portfolio Management: 28 Critical Elements. Mike is a dynamic, diverse, and practical consultant with more than 30 years in technical and functional management positions, including more than 15 years of operations management in Southeast Asia.
The ability to make critical decisions is accurately defining a risk or problem, framing risks related to the solutions, handling personal bias, and adherence to governance and process. We have all either made or seen the results when a critical decision is made using the "shotgun" or "ready-fire-aim" approaches. A well-defined critical decision making process prevents secondary problems from arising. Critical decisions may be quick or could take months depending on the compliance required for the product or service. Our discussion will focus on a framework approach to establish an integrated decision making approach in conjunction with a few simple tools.
1.0 CPE (Continuing Professional Education)
11:00 am - 1:00 pm
Irvine Hilton
18800 MacArthur Blvd.
Irvine, CA 92612
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| Cal CPA | |
Wednesday, May 18
Auditing Seminar
Topic: "Employee Benefit Plans: Audit and Accounting Essentials"
Instructor: Alan D. Ross, CPA, CVA
Alan D. Ross, CPA, CVA Alan D Ross, CPA is the founder and President of Alan Ross & Co., PC, which is a local CPA firm in Wyomissing, Pennsylvania. He is a 1978 Graduate of Albright College, where he earned his BS in Accounting. In 1985 he founded Alan Ross & Company, PC, Certified Public Accountants, where he provides a wide range of accounting, tax, and auditing services to clients in a wide range of fields.
Master the fundamentals of auditing employee benefit plans in accordance with AICPA and EBSA standards and avoid the snafus that are all too often encountered. Explore the accounting and auditing requirements unique to employee benefit plans. Gain an understanding of requirements and audit procedures related to defined contribution, defined benefit and health and welfare plans to help you more effectively plan and carry out your audit.
8.0 CPE (Continuing Professional Education)
8:30 am - 4:30 pm (Registration at 7:30 am)
Westin South Coast Plaza
686 Anton Blvd
Costa Mesa, CA 92626
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| The Association for Accountants and Financial Professionals in Business (IMA) | |
 Wednesday, May 18 Dinner Meeting
Topic: "Experience is What You Get When You Wanted Something Else"
Speakers: Speaker: Michael R. Rodriguez, Senior Vice President, Chief Financial Officer & Corporate Secretary, Clarient
Michael R. Rodriguez joined Clarient as Senior Vice President and Chief Financial Officer since December 2009. He served as the Senior Vice President, Finance and Chief Financial Officer at Endocare from August 2004 to July 2009. From January 2004 until August 2004, Mr. Rodriguez served as a consultant to Endocare, providing assistance on a variety of financial and operational projects and compliance with Section 404 of the Sarbanes-Oxley Act. Mr. Rodriguez holds a B.S. in accounting from the University of Southern California and an M.B.A. from Stanford University. Mr. Rodriguez is a Certified Public Accountant.
1.0 CPE (Continuing Professional Education)
6:00 pm - 8:30 pm
Wyndham Orange County Hotel
3350 Avenue of the Arts
Costa Mesa, CA 92626
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| American Society of Women Accountants (ASWA) | |
 Wednesday, May 18Dinner Meeting
Topic & Speaker: TBD
6:00 pm - 8:30 pm
Doubletree Hotel
201 East MacArthur Blvd.
Santa Ana, CA 92707
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| Harvard Business School Association Orange County (HBSAOC) | |
Thursday, May 19
Management Networking Breakfast
Topic & Speaker TBD
7:00 am - 9:00 am
The University Club
UC Irvine
801 E. Peltason
Irvine, CA 92617
Check the website for updates.
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| Cal CPA | |
Thursday, May 19
Financial Planning Interest Group
Topic: "New Estate and Gift Tax Law of 2010"
Instructor: Stuart A. Simon
The new Estate and Gift Tax Law of 2010 provides a 2-year window of opportunity to significantly reduce estate taxes for your clients. In this presentation, Stuart Simon will discuss the changes brought about by the new rulings and provide you with planning ideas for your clients.
2.0 CPE (Continuing Professional Education)
7:30 am - 9:30 am (Registration at 7:15 am)
Jagerhaus
2525 E. Ball Rd.
Anaheim, CA 92806
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| Cal CPA | |
Thursday, May 19
OC Administration Interest Group
Topic: "How 'Green' is Your Office?"
Instructor: Michael J. Williams, MBA
Interest in green business practices is strong and continues to grow! Whether your office is already green or you are lookiing for ways to enhance your sustainable office practices, you'll want to attend this fascinating presentation. We'll touch on a variety of topics that will save you money and help save the earth. Includes lunch.
1.0 CPE (Continuing Professional Education)
12:00 pm - 1:30 pm (Registration at 11:30 am)
HMWC CPAs & Business Advisors
17501 17th St Ste 100
Tustin, CA 92780
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| American Payroll Association | |
Thursday, May 19
Monthly Meeting
Topic: "SAS 70 Audit Changes 2011"
Speaker: Todd Fagan, Moss Adams, LLP
3:30 pm - 6:00 pm
Orange County Department of Education
200 Kalmus Dr.
Costa Mesa, CA 92626
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| American Payroll Association | |
Thursday, May 19
CPP/FPC Study Group
Topic: Chapter 3 (Part 1)
5:30 pm - 7:30 pm
El Pollo Loco Training Center
3535 Harbor Blvd #100
Costa Mesa, CA 92828
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| International Professionals in Finance and Accounting (IPFA) | |
 Friday, May 20Monthly Meeting
Topic: "Is English my Second Language?"
Join us for a brief meandering through several countries who all think they understand each other through their "un"common language.
Speaker: Rob Ellis
Rob Ellis was born near Brighton in England. When a teenager, the family relocated to Melbourne in the Australian State of Victoria. Rob is a Chartered Accountant and has held C-level roles for significant companies for more than 17 years. In that time he has worked for PricewaterhouseCoopers, Budget Rent a Car, Stewart Enterprise, and Capital Drywall. In his teens and 20's Rob played semi-pro soccer as a goalkeeper for Box Hill and other clubs in Australia, and also played club cricket in Australia and in England.
11:30 am - 1:00 pm
Light Lunch Provided
Project Pro Search
19600 Fairchild, Suite 320
Irvine, CA 92612
This group meets on the 3rd Friday of every month. |
| Cal CPA | |
Monday, May 23
Topic: "Nexus and Apportionment: Developing a Multistate Strategy"
Instructor: Kathleen K. Wright JD LLM CPA
Kathleen K. Wright, JD, CPA, MBA, LLM (Taxation), is a professor of accounting in the Graduate Tax Program at California State University Fullerton. She has a private tax practice focusing on personal and small business tax planning dealing primarily with California state issues.
The concept of economic nexus is that a state may exercise its taxing authority over an out-of-state business that has no physical presence at all in the state. Focus is on the new rules that govern doing business in California, but you'll also review developments in other states, as well as receive charts and descriptions of other states' laws. You also will analyze planning opportunities that surround single sales factor apportionment and market-based sourcing-all new in California in 2011. Review the impact of these complex rules on companies that have to prepare an analysis under ASC 740-10 (or as it was previously known-FIN 48).
8.0 CPE (Continuing Professional Education)
8:30 am - 4:30 pm (Registration at 7:30 am)
Westin South Coast Plaza
686 Anton Blvd
Costa Mesa, CA 92626
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| CFA Society of Orange County | |
 Thursday, May 26Seminar
Topic: "Emerging Markets"
Speaker: TBD
1.0 CE (Continuing Education)
11:30 am - 1:15 pm
The Pacific Club
4110 MacArthur Blvd
Newport Beach CA 92660
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| American Payroll Association | |
Thursday, May 26
CPP/FPC Study Group
Topic: Chapter 3 (Part 2)
5:30 pm - 7:30 pm
El Pollo Loco Training Center
3535 Harbor Blvd #100
Costa Mesa, CA 92828
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| Orange County Association of Certified Fraud Examiners (OCACFE) | |
 Thursday, May 26Lunch Meeting
Topic: "Interviewers Who Get the Information - A Practical Guide"
Speaker: Dr. Doug Brenn
This is a unique opportunity to acquire PRACTICAL WORKING KNOWLEDGE from an Expert in the field of Interviewing. During his presentation Doug Brenn will walk you through the process of preparing and building your interview, so that you maximize your opportunities to acquire the TRUTH and ALL RELEVANT INFORMATION from the subject of your interview.
Mr. Doug Brenn is an Honorably retired California Peace Officer with 25 years of service. During the last 5 years of his law enforcement career, Doug served as the Deputy Chief for the Investigations
Division of the Department of Motor Vehicles Southern California Law Enforcement Operation. He is an Expert in the art of Interviewing and Interrogation. Doug currently works with a Specialized Team of Corporate Fraud Internal Theft Interviewers who travel throughout the United States servicing small and large businesses/corporations.
2.0 CPE (Continuing Professional Education)
12:00 pm - 2:00 pm (Registration at 11:30 am)
The City Club
Orange County Medical Association Building
300 South Flower St.
Orange, CA 92868
>>Register Here
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| UCLA Anderson School of Management | |
 Friday, May 27OC Career Network Monthly Lunch
The OC Career Network monthly lunch is open to all members of the OC business community.
11:30 am - 1:00 pm
Provision Headquarters
2050 Main St. #400
Irvine, CA 92614
(949)336-7555 x410
This group meets on the 4th Friday of every month. |
| Institute of Internal Auditors (IIA) | |
 Tuesday, May 312-Day Annual Fraud Seminar
Topic - DAY 1 (May 31): "The Magic of Fighting Fraud"
Speaker: John Tonisck, CPA, CFE, Fraud Solutions
Spend a unique, informative and entertaining day with a professional magician to gain valuable insight about fraud. Our speaker will use magic to illustrate stories about real fraud cases. Topics include: How fraud happens, why fraud happens, asset misappropriation in cash and non-cash scenarios, financial statement fraud, collusion, tools for fighting fraud, conducting internal investigations and developing an anti-fraud program.
John is the Founding Partner of Fraud Solutions, a consulting firm focused on helping clients prevent, detect and investigate fraud. He is a CPA and a Certified Fraud Examiner with more than 30 years of experience in fraud investigation, litigation support, auditing and financial management with companies such as PricewaterhouseCoopers and ARCO, a Fortune 50 Company.
Topics - DAY 2 (June 1):
Session 1: "Computer Forensics: Fighting Technology Fraud"
Speaker: Chris Curran, Huntington Beach Police Department
Session 2: "Using Technology to Manage Fraud Investigations"
Speaker: Reginald Sanders, The Network
Session 3: "Fraud Incident Response for Auditors"
Speaker: Lori Payne, Payne Financial Forensics
Sessions 4 & 5: "Cybercrime" and "Emerging Trends in White Collar Crime"
Speaker: FBI
Session 6: "Tools & Technology for Managing and Monitoring Fraud"
Speaker: Billy Cheung, ACL Consulting Services Group
16.0 CPE (Continuing Professional Education)
8:00 am - 5:00 pm
Sports Club LA
1980 Main Street
Irvine, CA 92614
>>Register Here
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| Institute of Internal Auditors (IIA) | |
Tuesday, May 31
Social & Networking Event
Come meet other internal audit professionals for a fun evening! The Orange County Chapter IIA cordially invites you to socialize, relax, and network with your colleagues.
Ages 21 and up.
5:30 pm - 7:30 pm
Sports Club LA
1980 Main Street
Irvine, CA 92614
>>Register Here
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| ALPFA | |
 Visit the website for upcoming
events.
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| Tudhope's Networking Notes | |
 "Leading Horses to Water"By Ken Tudhope
So many people pass up golden opportunities because most are simply afraid to go outside their comfort zone, and they don't properly value networking. Discover the easiest networking opportunity that few will sieze.
>>Read Ken's Networking Note here
>>Visit the Networking Notes Blog |
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