Number Crunchin' News
September 2003

PRESIDENT'S MESSAGE 

Hello SBBA Members,

This is my last month as SBBA President and I would like to take this opportunity to thank all of you for your support and congratulate all of you on another successful year in business.  Great job—Thanks!  

The SBBA Board has been very busy this past month working on nominations for the new slate of officers and committee members as well as a change to the way in which potential client job posting will be handled.  The nominations for the new slate are:  

President—Jennifer Loren
Vice President—Karen Mora (Ziegler)
Secretary—Paula Mauro
Treasurer—Ken Jurgensen

Newsletter Committee—Jo Rogers

Speaker Committee—Pamela Allman, Vicki St. Martin & Maureen Turk

The SBBA Board has voted to adopt the following regarding the way jobs are posted:

The SBBA was established to provide a support mechanism for independent bookkeepers and to have them become members and participate for that reason.  Unfortunately, the SBBA Board feels that quite a few members have joined in recent years solely for the purpose of obtaining potential clients.

It is the duty of the Board to maintain the purpose of the SBBA in the interest of all members and its founding mission, “…to exchange information, increase our contacts, and educate ourselves through our peers.”  Therefore, it has made the decision to change the way in which jobs are posted.

Jobs will be announced at the monthly meetings.  Between meetings, they will be sent via e-mail to those who have attended either of the last two meetings.  If any member has paid dues going forward and does not wish to remain a member due to this change in procedure, please contact  Ken Jurgensen and you will be issued a refund.

I look forward to seeing you at the meeting Tuesday, September 16, 2003.

Best Regards,

Maureen Turk
SBBA President


SECRETARY'S MINUTES 
Submitted by Holly Adamscheck, SBBA Secretary

The Santa Barbara Bookkeepers Association met for its general meeting at 11:30 a.m., Tuesday, August 19, 2003.  There were 40 in attendance.  

Jennifer Loren opened the meeting with various announcements.  Marilyn Clayton won the free lunch.  New members attending were Kat Demille and Holly Kosal.  Also attending was rejoining member Lisa Gonzalez.   

This meeting was particularly nice as it was a joint meeting with our local women’s CPA group.  In addition to our own members CPAs in attendance, we welcomed Donna Dawson, Laura Coppele, Karen Meyer, Enid Sterling, Patricia Stathis, Maureen Rainy, and Pat Jones.  Other guests included Leslie Yoon, Lisa Light-Mathews, and Laura Coup.  

Lisa Bryant from Business and Professional Women discussed bookkeeper and CPA relationships from a professional standpoint and how they might better serve each others’ purposes to better serve mutual clients. Her handouts demonstrating point by point examples were excellent.  Thank you Lisa, well done!


JUST DUE IT  

Enclosed with your newsletter is a personalized letter from our Treasurer, Ken Jurgensen, letting you know your dues status and you information on file.  PLEASE take the time to review the insert.  If you have any changes, please return this sheet with your changes noted and your dues payment.  You may bring the information to the September meeting or return the sheet and a check to Ken at his home address.


COME AND LEARN  

Karen Mora noticed a new Adult Education class called California Employment Law.  Here is the class description:  

California Employment Law Overview  

NEW!  This half-day seminar is designed to provide both individuals and small employers with an overview of the basic employment laws which are likely to apply to them.  Topics covered include hiring procedures and pre-employment inquiries; performance and discipline; termination; at-will employment; wage/ hour, overtime and vacation pay issues; leaves of absence; employee handbooks; workplace confidentiality and privacy; drug/alcohol testing; unlawful discrimination; disability and accommodation; and unlawful workplace harassment.  

Bruce Grossman 50109301
Sept. 20 (1 Saturday) 9:30 a.m.-12:30 p.m.
Room 1, Wake Center.  

Thanks Karen, this sounds like a very good class for bookkeepers!


Your editor this month was Julie Raffety.  Next month’s editor will be Jo Rogers.

This is my last month as newsletter editor.  I have enjoyed doing the newsletter, but my work load does not leave enough time any more.  I would encourage any who would like to give it a try and offer my help and tips!


 

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