Recent Accruals. Date: Tuesday, February 19, 2013 Location: Westminster Blvd., Westminster, CO Janine A. Guillen, JD, MBA, LLM, RN

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1 American Society of Women Accountants Volume 63, Issue 19 February 2013 Microsoft Reservation Due Date February Meeting 2/15/13 Upcoming Meetings February Meeting 2/19/13 March Meeting 3/19/13 Board Meeting 3/25/13 & 5/20/13 April Meeting 4/16/13 Regional Conference 5/30/13 & 5/31/ RMAC Kick Off TBA Other Monthly ASWA Events Sole Practitioners 2/7/13 Investment Club 2/13/13 Inside this issue: President s Corner 2 Volunteer Opportunities 2 CPE Disclosure Information Rocky Mountain Area Conference Updates and Volunteer Opportunities Five Quick Ways to Spruce Up Your LinkedIn Profile for 2013 Other Monthly Events 7 Mission Statement WEALTH & RISK MANAGEMENT FOR WOMEN Date: Tuesday, February 19, 2013 Location: Speaker: Rock Bottom Brewery Westminster Blvd., Westminster, CO Objectives & Program Content Janine A. Guillen, JD, MBA, LLM, RN This presentation will provide an overview of wealth and risk management for women and Time 5:30 Check-in cover the following topics: 1) Wealth and Women, 2) Critical Planning Issues Affecting & Networking Women, 3) Risk Management for Women and Mistakes to Avoid, and 4) Strategies. 6:30 Dinner CPE and CFP CE Credit: 1 hour 7:30 Program Menu: Select from a limited menu the night of the event including burgers, filet mignon, or pasta. Cash Bar charges regular prices for alcoholic drinks. Cost Members, $30 Non-Members $37 Will need to be seated by 6:15 for ordering to enable dinner to be served Students on schedule. $25 Time About the Speaker 5:30 Check-in & Networking 6:15 Dinner 7:15 Program Cost Members $30 Non-Members $37 Students $25 Time Parking 5:30 Increased Check-in to $7 & Networking 6:30 Dinner 7:30 Program Cost Members, $30 Non-Members $37 Students $25 Parking Increased to $7 Ms. Guillen s practice is focused in the areas of estate and business planning, wealth preservation, asset protection, probate/estate settlement, elder law, planning with women, and medical/disability planning. Complete biography can be viewed on page 3. Contact ASWA 7

2 Page 2 PRESIDENT S CORNER Welcome financial women to our organization! To be more inclusive and considerate of our financial women's continuing education needs, our organization is now a Certified Financial Planner ("CFP") Board-Registered Continuing Education ("CE") Sponsor. Going forward, we will do our best to offer CFP CE credits alongside the CPE credited classes as often we can. Our name change to Accounting and Financial Women's Alliance is coming soon! Our national office will release our chapter rebrand packets on January 31. Look for a new look in our March newsletter next month. You know how many people make resolutions at the beginning of each year? How about a resolution to get more involved with ASWA or RMAC in 2013? See the volunteer opportunities below for ASWA and page 4 for RMAC. If you do not see one that interests you then contact me and we can talk about what you would be interested in doing. Many volunteer positions only take 1 to 2 hours a month and a great way to get to know our ladies better. I want to give a special thanks to Susan Spancers who has graciously stepped in to take over Programs for the rest of our fiscal year. Susan has been very involved over the years in various roles including Programs and President. Make sure you let Susan know how much we appreciate her the next opportunity you get. Until next month, Sandy Purdy, President... president@aswadenver.org Volunteer Opportunities CONTINUING EDUCATION CO-CHAIRPERSON CHAIRPERSON We have an open position for the Continuing Education Co-Chairperson that we would like to fill ASAP. You would share responsibilities with Barbara Tedesko who is a current co-chairperson. Please contact Sandy Purdy at president@aswadenver.org to volunteer or for further information. Responsibilities of this position: Maintains CPE and CFP CE records and documents, and provides CPE and CFP CE forms for all meetings. Mails CPE forms to National each month with any supporting handouts. Sends CFP CE forms to the Certified Financial Planner Board of Standards, Inc. Reports on new legislation or changes to existing legislation regarding State CPE or CFP CE requirements. Benefits include learning state CPE and CFP CE rules. Estimated time is 1 hour each month. REGIONAL CONFERENCE Consider volunteering for our conference committee to help us plan the May Regional Conference. Contact Heather Russ at heatheraswa@gmail.com to volunteer with planning the conference.

3 Page 3 CPE Disclosure Information ASWA Member Meeting, Tuesday, February 19, 2013 ASWA Chapter Name: Denver, #26 Program Title: Wealth & Risk Management for Women Presenter: Speaker BIO: Janine A. Guillen, JD, MBA, LLM, RN Janine Guillen joined the firm, Davis Schilken, PC Law Offices after over 15 years in healthcare operations and administration. Previously, she worked for HealthONE in Risk Management & Quality/Regulatory Affairs. Ms. Guillen concentrates her practice in the areas of estate and business planning, wealth preservation, asset protection, probate/estate settlement, elder law, planning with women, and medical/disability planning. Ms. Guillen teaches continuing education courses on planning to many Colorado CPAs, Certified Financial Planners, insurance professionals, and attorneys. She presents at national conferences, has lectured to students and families in higher education venues, and has taught on a variety of topics in the corporate environment. Most recently, Ms.Guillen spoke at the national conference for Wealth Counsel in San Antonio, Texas regarding planning with physicians and the Medical Group Management Association s (MGMA) national conference in Denver regarding asset protection and risk management. Objectives & Program Content: This presentation will provide an overview of wealth and risk management for women and cover the following topics: 1) Wealth and Women, 2) Critical Planning Issues Affecting Women, 3) Risk Management for Women and Mistakes to Avoid, and 4) Strategies. Field of Study: Administrative Practice - Personal Financial Planning Program Level: Overview Program Prerequisites/Advance Preparation: None Instructional Delivery Method: Group Live Lecture Recommended Amount of CPE Credit: 1 hour of CPE (In accordance with the Standards of the National Registry of CPE Sponsors, CPE credits are granted based on a 50-minute hour. Participants must remain in the session for at least 50 minutes to earn a minimum of 1 CPE credit; all attempts have been made to ensure that this class qualifies for CPE credit under the rules of the Colorado State Board of Accountancy. Attendees have the responsibility to ensure that the class they attend conforms to the CPE credit guidelines and policies of the association managing their certification of the state issuing their license.) Official National Registry Statement: ASWA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of accountancy have final authority on the acceptance of individual courses of CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: Certified Financial Planners Take Note: Accounting & Financial Women's Alliance - Denver Chapter is now a CFP Board-Registered CE Sponsor and our CE Sponsor Number is Recommended Amount of CFP CE Credit: 1 hours of CFP CE (CFP CE credits are granted based on a 50-minute hour. Participants must remain in the session for at least 50 minutes to earn a minimum of 1 CFP CE credit; all attempts have been made for this class to qualify for CFP CE credit under the rules of the Certified Financial Planner Board of Standards, Inc.)

4 Page 4 CPE Disclosure Information, Cont d Administrative Policies: If you would like to make or cancel a reservation, please send an to president@aswadenver.org. We do prefer that you make reservations whenever possible through our Constant Contact sent to you or online at our web site. Reservations are due five days prior to the program. Payment may be made through Paypal or at the door. Cancellations will be accepted 5 days in advance of the program. Refunds will only be allowed with timely cancellation. Absent a timely cancellation, if you make a reservation and do not attend, you will be billed for the event. The Denver Chapter of ASWA (the Chapter ) reserves the right to cancel a course. Please keep this cancellation policy in mind when making your travel plans. The Chapter will not be liable for flight cancellation penalties due to our cancellation. You are welcome to walk in to a class without registering in advance. However, regardless of membership status, you will be responsible for the guest fee. Walk-ins are admitted only as event space permits. The opinions expressed by discussion leaders and panelists are not necessarily those of the Chapter. Please forward all comments or complaints to Sandy Purdy, President at president@aswadenver.org. The Chapter reserves the right to make speaker substitutions at any time without notice Rocky Mountain Area Conference If you are looking to volunteer with ASWA, the RMAC is it! We have many levels of commitment which allow you volunteer a little here and there, a little now and little later, and lots of others in between. Planning for the 2013 RMAC is coming soon! We haven t set a date for the Kick-Off meeting, but it will be late January or early February. If you have an interest in helping, please attend the Kick-Off meeting. This meeting is a fantastic opportunity to meet the committee, get an idea of the volunteer positions, tasks and activities available as well as become familiar with the organizational structure of the RMAC. Not to mention, it s a super way to meet other professionals and network! Let me know if you would like to attend. Once the date is set, I ll forward you the details. If you can t physically make the meeting, we typically offer tele-conference as well. For the 2013 RMAC, ASWA will fill the Treasurer position. Would you be interested? Please let me know ASAP! We have great people to orient/train you for this position. Bank reconciliations (we are in Quickbooks and about 90% of our banking is electronic), minor check writing, sponsor/vendor invoice analysis and proceeds analysis are the main tasks. On the average, 1-2 hours a month between January and July, with September and October requiring 4-5 hours each. Some of this time listed here represents participating in semi-monthly conference calls. All other efforts are done at your office or home. Talk about convenience! If you are interested in volunteering, volunteering as the RMAC Treasurer, or just have questions, please call or Cindy Dudden (303) , cdudden@g-dcpas.com.

5 Page 5 Five Quick Ways to Spruce Up Your LinkedIn Profile for 2013 Have you let your LinkedIn profile grow stale? Or do you feel it s not yielding the connections you most want to make? Now is an ideal time to re-evaluate your presence on the professional networking site because LinkedIn has started rolling out its next-generation user profiles. But you don t have to wait for the new format to make improvements. Here are five things that you can do right now: 1. Change your profile photo. Admit it: When you get an alert from LinkedIn announcing that a contact has changed his or her profile photo, you make a point to check out that person s page. Well, your contacts are likely to do the same if you update your photo. It s a great way to channel a little traffic to your profile and remind those contacts you may not interact with regularly that you re still out there. Another reason to change your photo now: LinkedIn s user profile changes include larger profile photos so make sure to use a high-resolution, professional-looking image. 2. De-clutter your data. Give a critical eye to what you ve posted on your profile. Is all the information relevant to the work you re doing now, and your professional goals? Remember, a LinkedIn profile is not a resume; you can list all of your previous jobs, but don t devote too much real estate to describing those that aren t relevant to your current career track. Your profile should offer a clear snapshot of what you have to offer and some insight into what you hope to achieve in the future. 3. Customize your professional headline. One of the most important steps to getting the most from your LinkedIn profile is something many people overlook: crafting a relevant professional headline. This is the line that appears directly below your name on your LinkedIn profile. Usually, people just feature their job title. That s fine. But if you want potential contacts to find you easily through their LinkedIn searches, you ll want the 120 characters you re allotted to be relevant keywords and phrases. As an example: Forensics and valuation expert open to new opportunities in Minneapolis area. 4. Share your story. The summary section of your LinkedIn profile is where you have the most flexibility (and space) to offer details about who you are as a professional. Information you might include could be the specific value you ve created for the employers and clients you ve worked for, awards you ve earned, or the career goals you re working toward now for instance, earning a new certification or deepening your specialization in certain area. If there are things about you that don t relate directly to your field, but add even more dimension to who you are as an individual such as I run in three major marathons annually feel free to add that, too. 5. Add relevant external links. Use a Twitter or Facebook account for business? Have a blog or a website? Is there a paper or article you ve written or contributed to that s posted online? Don t fail to include these links in your profile. You can post up to three and change them as often as you d like. Including external links allows your contacts to learn even more about you and provides more ways for them to keep in touch with you. So, before you leave the office for the weekend, don t just tidy up your desk: Spruce up your space on LinkedIn, as well, so you ll be ready to take your professional networking to the next level in Robert Half Finance & Accounting, a division of Robert Half International, has more than 350 locations worldwide, and offers online job search services at Robert Half International was founded in 1948 and its financial staffing divisions also include Accountemps and Robert Half Management Resources, for temporary, full-time and seniorlevel project professionals, respectively. For more information, please contact Alix Peery, Recruiting Manager of Robert Half Finance & Accounting s Denver office, at or alix.peery@roberthalf.com. ###

6 Page 6 Susan Spancers MCEP, RFC, AACEP, NICEP, CSA Helping you Create Financial Peace of Mind (303) Spancers@Qadas.com Investment Advisory Services Will & Trust Planning Retirement Planning Life Insurance Planning Disability Protection Health-Medical Medical-HSA Insurance Nursing Home/Home Care Plans Comprehensive Financial Planning Serving Colorado Since 1989 Securities and Advisory Services offered through The Leaders Group Inc.* and TLG Advisors, Inc. 26 West Dry Creek Circle #57, Littleton, CO (303) *Member FINRA-SIPC

7 Page 7 Other Monthly Events Denver Chapter Board of Directors Meetings: Generally the last Monday every other month at 6:00 pm (All members are welcome to attend) Contact: Sandy Purdy at president@aswadenver.org or (303) for location and directions Sole Practitioners: First Thursday of each month at 7:30 am Location: David L. Marfitano, CPA, 3650 S. Yosemite St., Suite 210, Denver, CO Contact: Bobbie Marfitano (303) Investment Club: Second Wednesday of each month at 5:30 pm Location: Ross-Cherry Creek Library, 305 Milwaukee St., Denver, CO Contact: Sallie Gwinn (303) Contact ASWA ASWA Denver is now on LinkedIn and Facebook! ( ( Join/Friend us and stay up to date on all of our events! Denver Chapter 26 Contacts: P.O. Box 2234 Denver, CO Sandy Purdy, President president@aswadenver.org Maggie Rerucha, Employment Chair maggie.rerucha@frontrange.edu National Website: ASWA Mission Statement To enable women in all accounting and related fields to achieve their full personal, professional and economic potential and to contribute to the future development of their profession.