Events

Unless otherwise stated, all events are held at Mulligan's Cafe,from 11:30 – 1pm. Please arrive as close to 11:30 as possible. $15 includes lunch.

2011 Events


January 18

  • Topic: 2011 Payroll Tax Reporting Changes
  • Speaker: Kim Pothe, Santa Barbara Financial

February 15

  • Topic: Social Meeting
  • Speaker: no speaker

March 15

  • Topic: IT questions and paperless file setup suggestions
  • Speaker: Gregg Hart, Gregg Hart Consulting

April 19

  • Join us on the patio at Pizza Mizza for a No Host lunch
  • Celebrate the end of the main tax prep season!
  • 104 South Hope Ave map11:30 - 1pm

Saturday May 21 Seminar 9am-12 noon   Registration Flyer

  • How Excel Can Make Your Accounting Easier & More Fun
  • Presented by Jeff Lenning CPA CITP of  "Click Consulting"
  • Registration & Continental Breakfast at 8:30am
  • Pepper Tree Hotel, Tree Top Room map
  • Members $20  Non Members $30
  • Priority Registration by April 18th

June 21

  • Topic:Health care / Health Insurance
  • Speaker: Bob Hopper of Hopper Insurance Services
  • Meeting Handouts

July 19

  • Picnic In the Park, La Mesa Park (295 Meigs Road, next to the lighthouse)
  • Bring your own picnic lunch and we'll provide dessert.
  • (Convenient to Lazy Acres Market, where you can pre-order and pick up a sandwich or salad on the way if you'd like) 11:30am - 1pm

August 19 (Friday)

  • NO lunch meeting
  • Annual SBBA Bowling Night - 5:30 - 7:30pm at Zodo's

September 20

  • 20th Anniversary of the Santa Barbara Bookkeeper's Association!
  • Join us in a lunch meeting to thank those who have generously worked in various ways for the organization this past year

October 18

  • Topic: "Independent Contractors vs Employees - Compliance with IRS Regulations
  • Speaker: Orlando Hernandez - Tax Compliance Officer/Supervisor from the Camarillo-Santa Maria Area
  • Mr Hernandez is personable and has a sense of humor. Everyone will enjoy his talk!

November 15

  • Topic: "Trust Basics - From a Legal Perspective"
  • Speaker: Gamble Parks - Senior Associate at Fell, Marking, Abkin, Montgomery, Granet & Raney, LLP
  • Will address Revocable Living Trusts, Administrative Trusts, Irrevocable Trusts and what the heck is a beneficiary, anyway!

December 13

  • Annual Holiday Party
  • Prepayment required - see Annual Holiday Flyer
  • 11:30 am at Stella Mare's
    50 Los Patos Way opposite the Bird Refuge parking area     Map

2010 Events


January 19

  • Topic: State Board of Equalization Audits - Use Tax Law Changes
  • Speaker: Al Bueche, BOE Tax Auditor

February 16

  • Topic: Windows 7, Solving Your Computer Problems
  • Speaker: Gregg Hart

March 16

  • Bankruptcy: When to file and how to proceed
  • Speaker: Weill Beall of Beall & Burkhardt attorneys

April 20

  • Lunch Social at Mulligan's Cafe
  • Let's all celebrate the end of tax season together! We'll have extra prizes!

Saturday May 8 - Advanced Registration by April 29th

  • Seminar with Sara Caputo: "Working to Optimum Efficiency"
  • Specific to the industry of business professionals, this seminar is designed so that participants walk out with a plan that works and that you can immediately start implementing.
  • 8:30 - noon at Pepper Tree Hotel Tree Top Room
  • See attached Flyer and Registration Form
  • $20 per member; $30 for non-members

May 18

  • Representatives from local organizations that may be useful to you will tell us about their groups, including meeting details, cost of membership and their Mission Statements:
  • SB Chapter of the American Payroll Association
    NAWBO - National Association of Women Business Owners
    Santa Barbara Human Resource Association

June 15

  • Dept of Labor Standards Enforcement
  • Speaker: Paul Rodriguez, Senior Deputy Labor Commissioner
  • Resources available, regulations we should know about, what labor regulations are most often abused, and your questions answered
  • Valuable handouts provided by the speaker

July 20

  • SBCC Business Teachers
  • Speakers: Carolyn Terry, Barbara Aue, Brenda Richter
  • An overview of their fall Accounting, Accounting with Quickbooks, and Fundamentals of Income Tax classes

August 20

September 21

  • Smart Vault - Simplify going paperless and integration with QuickBooks
  • Speaker: Lisa Lipton from SmartVault
  • Will explain the web-based solution to store, access and share documents easily and securely

October 19

  • Social Meeting with Table Topics (topics to be determined)

November 16

  • Speaker: Gloria Arenson, MFT, DCEP, Marriage and Family Therapist and Diplomate in Comprehensive Energy Psychology and author
  • Topic: Letting Go of Personal & Professional Stresses

December 14

  • Annual Holiday Party
  • Prepayment required - see Annual Holiday Flyer
  • 11:30 am at Stella Mare's Please note new location!!
    50 Los Patos Way opposite the Bird Refuge parking area     Map

 

2009 Events


January 15

  • Topic: "More Likely Than Not" (new tax law)
  • Speaker: Jason Janzen, Bartlett Pringle Wolf

February 19

  • Topic: " Engagement Letter Workshop"

March 18

  • Topic: " Managing Your Bookkeeping Practice "

April 22

  • Evening Social
  • 5:30 pm at Mulligan's Cafe

May 19

  • Topic: Employment Law
  • Speaker: Ed Thoits, Employment Law Attorney

June 16

  • Topic: Overview of CA State Unemployment Appeals Process
  • Speaker: Judge Nathaniel Fellner, State of CA Dept of Labor

July 21

  • Topic: "Identity Theft"
  • Speaker: Sharon Kennedy, Attorney

August 21

  • SBBA Bowling Night
  • 5:30-7:30 pm at Zodo's Bowling & Beyond, Goleta

September 15

  • Lunch Social
  • Brenda Richter presented the 2009 SBBA Practice Survey Results

October 20

  • Evening mixer 5:30–7 pm at Mulligan’s Café, $15.00

November 17

  • Topic: Organizing Consultant
  • Speaker: Sara Caputo

December 8

  • Holiday Social at Stella Mares