PRESIDENT'S MESSAGE  

Dear SBBA Members:

Hope  everyone is doing well, working hard and making progress.  There is a lot going on and many opportunities to grow and learn.  Don’t forget about Saturday’s HR class.   Looking forward to seeing many of you at the meeting. 

Sincerely,
    Jennifer Loren

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SECRETARY'S MINUTES 

The regular monthly meeting of the SBBA was held on August 17, 2004, at Mulligan's Cafe.

Jennifer Loren welcomed members and CPA guests.

Nancy LaDow won the free lunch drawing.

Job announcements were made, and also an announcement for a QuickBooks and Quicken class at Adult Ed Wake Center.

Dues will be due in September.

Lunch was served and each table had open topic discussions.

Jennifer Loren asked everyone to introduce themselves and give background information.

Vicki St.Martin introduced Eric from Paychex who will give a Human Resources seminar on Sept. 18. 

Notes were taken by Karen Mora for Paula A. Mauro 

Paula A. Mauro
SBBA Secretary

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don’t forget to rsvp if you’re coming to September meeting

 E-mail to Jennifer Loren jen.loren@cox.net   - be sure to put RSVP in the subject line of your e-mail.  She must receive your response no later than the Friday before the meeting.  For September that means Sept. 17th.    

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Program for Tuesday, September 21, 2004 

On Tuesday, September 21, 2004 at their regularly scheduled meeting, the Santa Barbara Bookkeepers Association will sponsor a talk by Gail Anikouchine entitled “The Bookkeeper’s Role in an Audit”.  A recently named partner at MacFarlane, Faletti & Co., LLP, Gail has over fourteen years of audit, accounting and income tax experience.  Before joining her firm twelve years ago, she worked with KPMG Peat Marwick. 

Gail earned her Bachelor of Arts degree from the University of California, Berkeley, and a Masters of Business Administration from the University of San Francisco.  She is currently a regional director of the American Society of Women Accountants, past president of the Santa Barbara Chapter, and is active on Boards of Directors of Santa Barbara not-for-profits. 

Gail’s audit experience with MacFarlane, Faletti & Co. is primarily in the area of not-for-profits, but she also audits small businesses.  During her presentation to the Santa Barbara Bookkeepers Association, Gail will address the importance of the bookkeeper in the internal control process, the value of reconciled schedules, and the process used to alert management of unusual transactions.

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HR ESSENTIALS

101: THE BASICS OF HUMAN RESOURCES MANAGEMENT
FOR NEW OR SOLO PRACTITIONERS  

Back by popular demand
New sessions start September 22nd.

Are you in charge of Human Resources at your company without having prior HR education or experience? Are you new to HR? Is HR one of your additional responsibilities? Are you an HR assistant? Are you taking HR classes?

Does your organization have no HR department?

HR ESSENTIALS will put you on the fast track to Human Resources administration and management with a fast paced, hands-on curriculum designed to have you immediately producing tools and techniques that you can use on the job. An experienced HR or legal professional will lead each of the nine modules.

HR: Designing the Big Picture to Support Business Goals

How to Set Up Efficient HR Systems

What You Must Know About Employment Law

Show Me the Money--Managing Compensation and Benefits

How to Find the Best People--and Keep Them

How to Build and Manage Handbooks and Policies

How to Manage Employee Performance

Time and Time Again--Managing Leave Programs and Workers’ Comp

Problem-Solving Clinic and Graduation

HR ESSENTIALS will supply the practical applications to complement whatever other HR training and education you pursue. Classes will be small and personal. Limit 6 students per series.

Classes are on Wednesdays from 4:00-6:00 p.m. $599 for the 9-week series.

Call HRxpress, 965-7733

For class schedules, info or to enroll.  

HR ESSENTIALS --YOU’RE NOT ALONE OUT THERE!

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Santa Barbara City College

UPCOMING CLASSES – FALL 2004

LOCATION:   Wake Center, Turnpike     Adult Education

INSTRUCTORS:   Phyllis Caplan CPA and Hillary Tentler CPA 

There is no pre registration, so hopefully all who show up can attend. We have 24 computers and an efficient overhead of the Instructor’s computer screen for easy visual learning.  All computer Classes are co-taught by Phyllis Caplan CPA and Hillary Tentler CPA, unless indicated. There is a $10 lab fee.

September 17, 2004    Introduction to QuickBooks® Pro

Friday 9:30 AM – 3:30 PM 

An overview and introduction to QuickBooks® software, the most popular small business software on the market today.  This class will show you most of what QuickBooks can do for your business.  You can then decide which parts work for you, what you need more information on, whether you want to be your own bookkeeper, etc….  Topics discussed include New Company Set up, Backup of data, Vendor and Customer Set up, entering deposits, check writing, Credit Cards.  See the Intermediate and Advanced Classes also offered in fall.  Questions are encouraged.

September 24, 2004   One day Intermediate QuickBooks® Pro

Friday 9:30-3:30 (Lunch break from 12-1)

½ day Accounts Receivable, ½ day Accounts Payable, Reports

If you are already familiar with QuickBooks® Pro this is a good class to get clarity on more specifics.  We cover –the Chart of Accounts,  Income, Accounts Receivable, Cash Sales and Bill paying, Accounts Payable, Expenses, Cost of Goods Sold, Profit & Loss Report and Balance Sheet.  This is a follow up to the introductory class.  Questions are encouraged.  

October 8, 2004   One day ADVANCED QuickBooks® Pro

Friday 9:30-3:30 (Lunch break from 12-1)

For experienced QuickBooks® Pro Users, we will look at the more sophisticated uses of QuickBooks® Pro; General Ledger, Reporting, Payroll, Reconciliations, Estimating, Job Costing, Time and Dollar Billing. Review of the “Pro” features.  Please bring your questions to class.  

October 1, 2004. One day Quick Quicken®     

Friday 9:30-3:30 (Lunch break from 12-1)

This class is an overview and introduction to “Quicken®”, software for personal finances. 

This is accounting software for personal use including online banking.  Learn how to write checks and enter deposits and credit cards.  See our “QuickBooks®” classes for business software.           

Phyllis Caplan is teaching Introduction to Bookkeeping I, Starting – Wednesday, Sept. 15

(5 Wednesdays) 5:15-7:15 p.m. Room 13, Wake Center. Text required.

These classes are designed for new business owners.  Whether a novice or in need of a refresher class, the group dynamics creates an easy way to learn record keeping concepts.

See schedule for Intro to bookkeeping II.

On the Internet, the Santa Barbara City College Web Site, the adult ed/ computer classes are listed.  (City College also offers a semester QuickBooks class).     http://ce.sbcc.edu/computers.htm  

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