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Orange County, CA May 2012
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See what networking experts say about "Best Practices" in the world of networking, featuring Hank Blank, Darrell Gurney, John Tonsick, Ken Tudhope. We look forward to seeing you at a networking event soon! |
| FENG & Project Pro Search | |
 Tuesday, May 1Small 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.
Topic: "The Job Report"
Speaker: Ken Tudhope, CEO/Managing Director, Project Pro Search
Ken Tudhope founded Project Pro Search after leaving a large specialized staffing firm, in order to provide excellent long-term service to clients in Southern California. By using his expansive network of contacts and his unique set of talents and industry experiences, he is offering the customized service and value which proved difficult to achieve in a large bureaucracy.
Ken Tudhope may very well know more people working in Finance & Accounting jobs in Orange County than any other person. He has boundless energy for networking and is actively involved in many Orange County professional associations in Finance & Accounting.
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.
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| ALPFA | |
 Thursday, May 3
OC Executive Breakfast
Topic: "How to Build Winning Teams"Sponsored By: United Health GroupPlease visit the website for additional information.
>> OC Website
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| American Payroll Association | |
 Thursday, May 3
Study Group
CPP/FPC Study Group - Chapter #1
The Orange County Chapter of the American Payroll Association invites you to become a Certified Payroll Professional. To sit for the exam the payroll professional must be proficient in all aspects of payroll, which include payroll preparation, taxation and tax reporting, MIS, human resources and accounting. The American Payroll Association offers the CPP certification to recognize those who have demonstrated professional proficiency in these areas. Our goal is to assist the group in achieving a 100% passing rate through sharing knowledge and offering motivation.
5:30 pm - 7:30 pm
Care Ambulance Service, Inc.
1517 W. Braden Ct.
Orange, CA 92868
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| Cal CPA | |
 Thursday, May 3
Tax Interest Group
Topic: "Tax Planning Ideas for the Middle Market"
Instructor: John Koudsi, Founder, Core Financial Partners
Join us for an in-depth look at the various ways Captive Insurance Plans can help save your clients money. We'll examine how Captive Insurance can save in estate planning, how it can be used to increase personal wealth of small to medium business owners and more. A timely presentation you won't want to miss!
John Koudsi founded Core Financial Partners based on a realization that small to medium sized business owners could greatly benefit from "big business" tax and financial planning solutions. Formerly of American Express Financial Advisors, (now Ameriprise), John devoted 14 years developing a thriving practice that catered to specific needs of the small business owner. Today, he applies his expertise to help business owners create more personal wealth by reducing taxes, enhancing business valuations, protecting assets and creating exit strategies.
2.0 CPE (Continuing Professional Education)
6:00 pm - 8:00 pm (Registration at 5:30 pm)
El Torito Grill
Fashion Island
951 Newport Center Dr.
Newport Beach, CA 92660
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| Institute of Internal Auditors (IIA) | |
 Thursday, May 3
Seminar "Governance, Risk & Compliance"
Topic: TBA
Speaker: TBA
1.0 CPE (Continuing Professional Education)
6:00 pm - 7:00 pm Dinner
7:00 pm - 8:00 pm Networking Social
Equinox (formerly Sports Club LA)
1980 Main St.
Irvine CA 92614
Save the Date. Please visit the website for additional information.
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| Financial Executives Networking Group (FENG) | |
Tuesday, May 8
Topic: "Predictive Analytics" Speaker: Curtis Drever, Information Builders, Inc. Our objective is to support each other, share leads and discuss general intelligence about the market. If you are available we'd love to have you attend. Dress is "job interview" attire or "dressy" business casual. As always, this is a great opportunity to network, practive your elevator speech and share ideas & tips with fellow FENG members. 8:00am - 9:00am
Webster University
32 Discovery
Irvine, CA 92618
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| Cal CPA | |
Tuesday, May 8
OC 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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| Financial Executives International (FEI) | |
 Wednesday, May 9
Professional Development Session
Topic TBA
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 9
Dinner Meeting
Scholarship Night and "CFO of the Year" Appreciation Dinner
Featuring: Paul and Denise Fejtek, husband and wife team who have conquered Mt. Everest.
What does climbing Mt. Everest have to do with achieving success in business? Everything! Putting a team on top of the tallest peak in the world requires courage, commitment, preparation, sharp decision making and risk management skills - all performed in an environment of uncertainty.
The May FEI-OC dinner meeting will feature Paul and Denise Fejtek, a husband and wife team, who has climbed Mt. Everest along with the seven other major peaks in the world. They will share their exciting story with you about their Seven Summits quest, and what it takes to train, prepare, and select the right team to help you get to the top. Their media rich presentation also includes high definition video from the summit of Mt. Everest, and will transport you to a place a rare few ever experience.
Paul Fejtek has balanced his outdoor pursuits over the years while working full-time as a Managing Director at the Irvine-based investment bank Hunter Wise Financial Group. He specializes in mergers & acquisitions representing owners of privately held companies in the food & beverage, software, oil & gas, and medical device industries. He completed an $89 million all cash sale of a spinal implant company in which he managed the transaction in part by satellite phone from Antarctica and later at Mt. Everest Base Camp. Paul received the Most Inspirational Athlete Award from the Challenged Athletes Foundation as well as both were named by OC Metro Magazine in their annual list of the 25 Hottest People in Orange County. The two were also featured on NBC News and the NBC Today Show.
6:00 pm - Networking & Cocktails
6:45 pm - Dinner & Speaker The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660 |
| Institute of Internal Auditors (IIA) | |
Thursday, May 10
Breakfast
Topic: TBA
Speakers: TBA
1.0 CPE (Continuing Professional Education)
Save the date for Free Breakfast event!
7:00 am - 8:30 am
KForce
2050 Main St., Suite 820
Irvine, CA 92614
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National Investor Relations Institute (NIRI)
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 Thursday, May 10
Networking
Spring Social
NIRI is a professional association of corporate officers and investor relations consultants.
Join us for our Spring Networking Social. Enjoy cocktails, appetizers and time to network with your peers.
4:00 pm - 7:00 pm
JT Schmid's Restaurant & Brewery
245 Park Avenue
Tustin, CA 92782
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| American Payroll Association | |
Thursday, May 10
Study Group
CPP/FPC Study Group - Chapter #2
The Orange County Chapter of the American Payroll Association invites you to become a Certified Payroll Professional. To sit for the exam the payroll professional must be proficient in all aspects of payroll, which include payroll preparation, taxation and tax reporting, MIS, human resources and accounting. The American Payroll Association offers the CPP certification to recognize those who have demonstrated professional proficiency in these areas. Our goal is to assist the group in achieving a 100% passing rate through sharing knowledge and offering motivation.
5:30 pm - 7:30 pm
Care Ambulance Service, Inc.
1517 W. Braden Ct.
Orange, CA 92868
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| Cal CPA | |
Thursday, May 10
Networking
Topic: Financial Leadership Forum Xchange
Guests:
Paul V. Stahlin, CPA, CGMA, AICPA Immediate Past Chair and Regional President for Fulton Bank of New Jersey;
Eduardo L. Jordan, CPA, CalCPA Chair and CFO/Senior VP Operations for Nolet Spirits; and
Loretta Doon, CPA, CalCPA CEO
Financial Leadership Forum Xchange brings CFOs, controllers and finance professionals together to network, build relationships and exchange ideas on how to deal challenges and trends in today's business world.
It's a rare opportunity for you to engage with the professions leaders in thought provoking conversation.
We also invite firm managing partners to bring the CFOs you work with as a show of appreciation for their valuable contributions.
6:00 pm - 8:00 pm (Registration at 5:30 pm)
Marriott Irvine
18000 Von Karman Ave
Irvine, CA 92612
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| OC | CFO Network | |
Friday, May 11
Monthly Meeting
Topic: "What Role Does/Should the CFO Play in Transforming the Tax Department into 'Best in Class' and the Benefits to the Organization" Speaker: David J. Des Roches, Tax Partner, BDO USA, LLP David is a Tax Partner in BDO's Southern California practice and brings over 18 years of experience in providing tax advice to public and privately held companies. David has significant expertise in the manufacturing, service and technology industry sectors. His experience also includes structuring of domestic and international operations, and optimizing income tax accounting methods for tax minimization and deferral opportunities. David is the leader of BDO's "Accounting for Income Tax Services" for the Pacific Southwest Region, and in this role provides consultations related to ASC 740 and the related topics of FAS109, FIN48, and FAS123R. Moderator: Ken Tudhope, CEO, Project Pro Search
Open to CFOs by Invitation Only
7:30am - 8:30am
Project Pro Search
19600 Fairchild, Suite 320
Irvine, CA 92612
>>Contact Ken Tudhope to register, or (949)336-7555, x410
This group meets on the 2nd Friday morning of every month.
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CFO Power Exchange
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 Friday, May 11
Monthly Meeting
9:00 am - 10:30 am
Haskell & White LLP
8001 Irvine Center Drive, Suite 300
(The WATG Building)
Irvine, CA 92618
Open to Financial and Accounting Executives by Invitation Only
This group meets on the 2nd Friday morning of every month.
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OC Healthcare Financial Network (OCHFN)
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Friday, May 11
Monthly Meeting
Topic: "Be a Cost Control Impact Player in Healthcare"
Speaker: Matthew Carmen, Co-Founder & COO, Datacenter Trust
Many healthcare companies, including medical providers, insurance companies, pharma & medical device companies are seeing their margins shrink. One of the ways healthcare companies can align with the new market realities is to get operational costs under control. This talk will discuss some of the ways this can happen including understanding the true costs of doing business and consideration of collaboration or outsourcing of costs to the most efficient setting.
By the end of the discussion, healthcare executives will be empowered with tools to enable them to be impact players in cost control in their organizations
12:00 pm - 1:00 pm
Moderator: Tim De Cou, Director, Healthcare Division, Project Pro Search
12 noon - 1:00pm
>>Contact Tim De Cou to register, or (949)336-7555, x412
This group meets on the 2nd Friday of every month for lunch.
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| CFA Society of Orange County | |
 Friday, May 11
2012 Career Development Conference
2012 Career Development Conference
Please join us for a day of networking and career development education targeted to current and future investment professionals in Southern California.
The CFA Society of Orange County is pleased to present the 2012 Career Development Conference in Newport Beach, California. The conference will include a seasoned professional from the CFA Institute, a panel of CFAOC members discussing their professional careers, as well as a panel of recruiters and career development experts. The conference will close with a presentation on current market trends and career prospects in the finance industry. There will also be plenty of opportunities to network with current CFAOC members, industry experts and local company representatives. If you are a student interested in a career path in the finance industry or in a career transition, this conference will provide a unique and beneficial forum for you to learn more about a career in finance.
Sponsorship and Exhibitor opportunities available at varying levels.
1:00 pm - 6:00 pm The Pacific Club 4110 MacArthur Boulevard Newport Beach, CA 92660 >> Register Here>> OC Website
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| CFA Society of Orange County | |
Saturday, May 12
Educational Program
CFA Mock Exam - Levels I and II
The Schweser Mock CFA Exam is a proctored 6-hour classroom exam designed to match the format, topic weightings, and level of difficulty of the CFA exam. After taking the Mock Exam, you will receive an answer key so you can visit SchweserMock.com and access:
- Grading key and answer explanations
- Page references to the curriculum material supporting each question
- Performance analysis by topic area
- Your score relative to other candidates
9:00 am - 4:00 pm
Paul Merage School of Business
UC Irvine
RM SB 111 and RM SB 223
Irvine, CA 92697
>> Register Here>> OC Website
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Finance Forum Lunch - North OC CFOs
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Tuesday, May 15
Finance Forum 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. Topic: Open Discussion
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. 2012 dates: February 21, May 15, August 21, November 13.
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| Institute of Internal Auditors (IIA) | |
Tuesday, May 15
Lunch Meeting
Topic: TBA
Speaker: TBA
1.5 CPE (Continuing Professional Education)
Equinox (formerly Sports Club LA)
1980 Main St.
Irvine CA 92614
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| CFA Society of Orange County | |
Wednesday, May 16
Seminar
Topic: "Volatility"
Speaker: Chris Cole
5:00 pm - 7:30 pm
The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660
>> Register Here>> OC Website
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| The Association of Accountants and Financial Professionals in Business (IMA) | |
 Wednesday, May 16 Monthly Dinner Meeting
Topic: "Managing Growth - From Small to Mid-Size and Beyond"
Speaker: Arash Khazei, CFO, NYX Cosmetics
This presentation will look at challenges faced by a CFO in a very rapidly growing company. The presentation will outline issues faced by the executive team and provide strategies to manage through the growth cycle.
As one business author has noted, small and mid-size businesses that catch fire enter a kind of "no man's land" that can, if not handled properly lead a business to flame out and die. Growth is change. Too much growth too quickly will create financial, operational and continuity risks that if not properly managed can lead to demise of the company.
Mr. Khazei is currently serving as Chief Financial Officer at NYX Cosmetics, a private equity backed, consumer products company. The company maintains one of the broadest product offerings in the industry and across many distribution channels. In this highly complex and fast moving environment, he focuses on two main areas of responsibility. He has implemented systems to expand the back office (HR, IT, Finance and Operations) capabilities to support 50% annualized growth rate for the past two years.
Mr. Khazei is a Certified Public Accountant (CPA) and Canadian Chartered Accountant (CA).
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 16Dinner Meeting
Topic: TBASpeaker: TBA
6:00 pm - 8:30 pm
Doubletree Hotel 201 East MacArthur Blvd.
Santa Ana, CA 92707
>>Check the website for registration details >> OC Website
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| Harvard Business School Association Orange County (HBSAOC) | |
 Thursday, May 17
Management Networking Breakfast
Topic: TBA Speaker: TBA
7:00 am - 9:00 am
The University Club
UC Irvine
801 E. Peltason
Irvine, CA 92617
>>Check the website for registration details.
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Healthcare Financial Management Assn. (HFMA)
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 Thursday, May 17
Lunch & Learn Webinar
Topic: "Medicare Compliance Challenges in the Age of Healthcare Accountability"
Speaker: Dr. John Zelem, MC, FACS, Senior Director, Audit, Compliance and Education for Executive Health Resources
The Federal government has put measures in place to reduce Medicare and Medicaid waste and fraud, as a part of the larger healthcare reform program. Throughout the past few years, the government has identified billions of dollars improperly paid through Medicare and Medicaid programs. As a result, hospitals now face a new era of healthcare audit accountability. This era is full of a variety of Program Integrity Contractor initiatives and a veritable alphabet soup of acronyms. It is essential for hospitals to understand the roles of each group, how to deal with their findings and, when and how to appeal them. In addition, hospitals must be sure to have strong concurrent compliance programs in place to mitigate risk moving forward.
Dr. Zelem currently serves as a Senior Director, Audit, Compliance and Education for Executive Health Resources (EHR). A Board Certified general surgeon with more than 25 years of clinical experience, Dr. Zelem is responsible for quality assessment and improvement at EHR's client hospitals. Dr. Zelem is also a member of EHR's physician education team and regularly visits EHR's client hospitals to provide medical executives and staff members with ongoing education on a variety of topics including Medicare and Medicaid compliance and regulations, medical necessity, Recovery Audit Contractors, utilization review, denials management and length of stay.
11:30 am - 1:00 pm
Webinar link will be sent 24 hours before the event.
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| American Payroll Association | |
Thursday, May 17
Chapter Meeting
The Orange County Chapter, American Payroll Association (OCCAPA) is dedicated to providing its members with the latest developments affecting the payroll field.
Topic: TBA
Speaker: TBA
3:00 pm - 5:00 pm
Orange County Dept. of Education
200 Kalmus Drive
Costa Mesa, CA 92626
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| American Payroll Association | |
Thursday, May 17
Study Group
CPP/FPC Study Group - Chapter #3, Part 1
The Orange County Chapter of the American Payroll Association invites you to become a Certified Payroll Professional. To sit for the exam the payroll professional must be proficient in all aspects of payroll, which include payroll preparation, taxation and tax reporting, MIS, human resources and accounting. The American Payroll Association offers the CPP certification to recognize those who have demonstrated professional proficiency in these areas. Our goal is to assist the group in achieving a 100% passing rate through sharing knowledge and offering motivation.
5:30 pm - 7:30 pm
Care Ambulance Service, Inc.
1517 W. Braden Ct.
Orange, CA 92868
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| International Professionals in Finance and Accounting (IPFA) | |
 Friday, May 18
Monthly Meeting
Speaker: Lasse Ostergaard Lasse Ostergaard transferred from Europe to the US in 2004. He has lived in four different countries and worked in global environments for over 15 years. Lasse will share some of his experiences and observations from operating execution in global corporations. Moderator: Lorraine Moos, EVP & Senior Partner, Project Pro Search
11:30 am - 1:00 pm
Complimentary Light Lunch Provided
Project Pro Search19600 Fairchild, Suite 320 Irvine, CA 92612
This group meets on the 3rd Friday of every month.
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| CFA Society of Orange County | |
Saturday, May 19
Educational Program
CFA Mock Exam - Levels I, II and IIIThe Schweser Mock CFA Exam is a proctored 6-hour classroom exam designed to match the format, topic weightings, and level of difficulty of the CFA exam. After taking the Mock Exam, you will receive an answer key so you can visit SchweserMock.com and access:
- Grading key and answer explanations
- Page references to the curriculum material supporting each question
- Performance analysis by topic area
- Your score relative to other candidates
9:00 am - 4:00 pm
Paul Merage School of Business
UC Irvine
RM SB 111 and RM SB 223
Irvine, CA 92697
>> Register Here>> OC Website
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| ALPFA | |
Wednesday, May 23
Women of ALPFA Luncheon
Topic: "Strong, Bold & Beautiful: Let Your Strength Shine Through"
Sponsored By: United Health GroupPlease visit the website for additional information.
>> OC Website
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| Cal CPA | |
Wednesday, May 23
Networking
Topic: "Fire Someone Without Getting Sued"
Instructor: Alfred Klein
1.0 CPE (Continuing Professional Education)
You probably know of a company that was sued after terminating an employee. It's a growing concern for businesses, but there are ways to guard your company. Our speaker, Alfred Klein will cover the basics and beyond of what it takes to protect yourself when you have to fire an employee. An important presentation you won't want to miss!
Al Klein specializes in all aspects of labor and employment law. His practice includes counseling, as well as litigation, in state and federal courts and government agencies.
Mr. Klein prepares and revises employee handbooks, company policies and procedures, advises and counsels regarding discipline and investigations, sexual harassment and employment discrimination issues, wage/hour and overtime issues, independent contractor issues, employee trade secret and confidential information issues, severance and termination agreements and most day to day employment issues.
6:15 pm - 8:15 pm (Registration at 5:45 pm)
50 Forks Int'l Culinary School
3601 W. Sunflower Ave.
Santa Ana, CA 92704
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| American Payroll Association | |
Thursday, May 24
Study Group
CPP/FPC Study Group - Chapter #3, Part 2
The Orange County Chapter of the American Payroll Association invites you to become a Certified Payroll Professional. To sit for the exam the payroll professional must be proficient in all aspects of payroll, which include payroll preparation, taxation and tax reporting, MIS, human resources and accounting. The American Payroll Association offers the CPP certification to recognize those who have demonstrated professional proficiency in these areas. Our goal is to assist the group in achieving a 100% passing rate through sharing knowledge and offering motivation.
5:30 pm - 7:30 pm
Care Ambulance Service, Inc.
1517 W. Braden Ct.
Orange, CA 92868
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| American Payroll Association | |
Thursday, May 31
Study Group
CPP/FPC Study Group - Chapter #4
The Orange County Chapter of the American Payroll Association invites you to become a Certified Payroll Professional. To sit for the exam the payroll professional must be proficient in all aspects of payroll, which include payroll preparation, taxation and tax reporting, MIS, human resources and accounting. The American Payroll Association offers the CPP certification to recognize those who have demonstrated professional proficiency in these areas. Our goal is to assist the group in achieving a 100% passing rate through sharing knowledge and offering motivation.
5:30 pm - 7:30 pm
Care Ambulance Service, Inc.
1517 W. Braden Ct.
Orange, CA 92868
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| Orange County Association of Certified Fraud Examiners (OCACFE) | |
 Thursday, May 31Chapter Meeting
Topic: "Banking Fraud/Money Laundering/Know Your Customer/Mobil Device Banking"
Speaker: TBA
>>Please visit the website for registration information
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| UCLA Anderson School of Management | | |
OC Career Network Monthly Lunch
Next meeting is June 29.
This group meets on the 4th Friday of every month.
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| Tax Executives Institute (TEI) | |
 Visit the website for upcoming
events.
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| Tudhope's Networking Notes | |
 "Networking: High Tech AND High Touch"
By Ken Tudhope CPA, CMA, CGMA
CEO, Project Pro Search
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 Project Pro Search specializes in providing top Finance & Accounting talent who are ready to assist with all aspects of accounting and finance including:
- Executive and Operational Management
- Financial Analysis and Reporting & Technical Accounting Research
- Balance Sheet Account Reconciliation, Accounting Close & Audit Preparation
Lorraine Moos, EVP & Senior Partner
Ken Tudhope, CEO & Managing Director
(949)336-7555
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