American Society of Women Accountants. Recent Accruals

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1 American Society of Women Accountants Volume 63, Issue 14 August, 2012 Microsoft Reservation Due Date for Meetings August 8/17/2012 September 9/14/2012 Upcoming Meetings September 24 Board Meeting September 18 Topic TBD Other Monthly ASWA Events 8/2 + 9/6/2012 Sole Practitioners 8/8 + 9/12/2012 Investment Club 2012 RMAC Sept Arvada Center 5:30 Conference Calls 8/14, 8/23 + 9/11 Inside this issue: President s Corner 2 How To Evaluate Financial Advisors Beyond The Designations If the letters behind a financial professional s name seem like another acronym you don t understand (LOL) this presentation will provide criteria and resources, beyond the designation, to assist in evaluating a financial advisor. Topic points will include: How to research financial designations, professional organizations, and a financial advisor s background Financial Advisor interview questions Understanding suitability vs. fiduciary responsibilities and compensation models Date: August 21, 2012 Location: Denver Athletic Club 1325 Glenarm Street, Denver, CO Parking in the DAC parking structure at the corner of 14 th and Welton Street Time 5:30 6:30 Check-in Dinner & Networking 7:30 Program 6:30 Dinner 7:30 Program Cost Members, $30 Non-Members $37 Cost Members, Students $25 $30 Parking Non-Members $7 $37 Students $25 Time Parking 5:30 Increased Check-in to $7 Starter: Fresh seasonal fruit salad & Networking Meal: Grilled Chicken Cobb Salad: Mixed Green Salad with Grilled Chicken, 6:30 Dinner Sliced Bacon, Hard Boiled Eggs, Avocado, Tomatoes, Onions & Blue Cheese Crumbles. Served with Ranch Dressing & Balsamic Dressing on Side 7:30 Program Vegetarian: Vegetarian Cobb Salad Dessert: Assorted jumbo cookies Time 5:30 Check-in & Networking Cost Members, $30 Non-Members $37 Students $25 Speaker: Sarah Eschwig, CFP, Owner of High Road Financial Parking Increased to $7 Announcements 3&6 Other Monthly Events 3 CPE Details 4 Mission Statement 7 About the Speaker Sarah s financial advisory career began in 1995 when she joined a firm known for their focus on financial planning. She pursued and acquired the Certified Financial Planner designation and in late 2009 opened High Road Financial, a fee-only RIA firm in Lakewood, Colorado. Sarah is an active and participating member in the local chapters of the Financial Planning Association and The National Association of Personal Financial Advisors.

2 Page 2 PRESIDENT S CORNER What a lovely summer evening at Flights of Wine in Morrison. Sounds of laughter could be heard all evening as we enjoyed our time together. The auction was so much fun and quite lively with Scott Alexander encouraging us to bid just $5 more. We have smiling and fun filled pictures for you to enjoy within our newsletter this month from this event. We had 23 members and guests in attendance who raised $2,378 which is 20% more than last year. Many thanks to all who coordinated the event, donated and attended. We also earned $105 for the Scholarship Trust from the weekly Boot Camp. Getting physically fit and raising money for scholarships at the same time. Kristi Czajkowski is coordinating the peach sales this year with the net proceeds benefiting the scholarship trust. Orders are due to her by August 15th. Please see the peach flyer being sent with this newsletter and order some tasty and juicy Palisade peaches. I hope to see you at our August meeting and please bring a guest! Our best way to grow our membership is by bringing our friends and coworkers. We have an amazing group of ladies who care and help each other in so many ways. Imagine if every member encouraged just one person to join - we could easily double our membership and how exciting that would be! Sandy Purdy, President [email protected] Learn more about Sandy by following this link. CPE Disclosure Information

3 Page 3 Announcements RMAC OPPORTUNITIES: The brochures have been mailed and registration is now open! Please visit to review our fantastic line-up of speakers, topics and sponsors and of course to register. The RMAC, scheduled at the Arvada Center on Thursday and Friday, September 20 th and 21 st, is a wonderful opportunity for to gain 16 hours of quality CPE while networking with colleagues at a competitive price. Early-bird registration expires 8/20/12. We still have opportunities for you to volunteer to help with the conference. Please call me if you are interested, (303) x302. Thank you for your support! Cindy Dudden The RMAC hugely benefits the ASWA Chapter 26 Scholarship Trust. Please become involved, at any level, to ensure contributions to the Trust. Activity Corner TAKE ME OUT TO THE BALL GAME! ROCKIES VS PADRES September 2, 1:10 For more info and to rsvp contact Joan Want to plan an activity, have an idea or question or call Joan Weishaupl [email protected] or Other Monthly Events Denver Chapter Board of Directors Meetings: Generally the last Monday every other month (All members are welcome to attend) Location: Offices of Anton Collins Mitchell LLP, 303 E. 17th St., Suite 600, Denver, CO Contact: Sandy Purdy at [email protected] or for 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)

4 Page 4 ASWA Denver Chapter, #26 ASWA Member Meeting: August 21, 2012 Location: Denver Athletic Club 1325 Glenarm Street, Denver, CO (Parking is $7 in DAC lot on the corner of 14 th and Welton Street) Program Title: How To Evaluate Financial Advisors Beyond The Designations. Speaker: Sarah Eschwig, CFP, Owner of High Road Financial Speaker BIO: Sarah s financial advisory career began in 1995 when she joined a firm known for their focus on financial planning. She pursued and acquired the Certified Financial Planner designation and in late 2009 opened High Road Financial, a fee-only RIA firm in Lakewood, Colorado. Sarah is an active and participating member in the local chapters of the Financial Planning Association and The National Association of Personal Financial Advisors. Time: Learning Objectives & Program Content: 5:30 6:30 PM Check-in If the letters behind a financial professional s name seem like another acronym you don t understand (LOL) this presentation will provide criteria and resources, beyond the designation, to assist 6:30 7:30 PM Dinner in evaluating a financial advisor. Topic points will include: 7:30 8:30 PM Presentation How to research financial designations, professional organizations, and a financial advisor s background Cost: Financial Advisor interview questions Members - $30.00 Understanding suitability vs. fiduciary responsibilities and compensation models Non-Members - $37.00 Field of Study: Administrative Practice: Personal Financial Planning Students $25.00 Program Level: Basic Program Prerequisites/Advance Preparation: None Instructional Delivery Method: 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 a particular session for at least 50 minutes to earn a minimum of 1 CPE credit; all attempts have been made to ensure that these classes qualify for CPE credit under the rules of the Colorado State Board of Accountancy. Attendees have the responsibility to ensure that the classes they attend conform to the CPE credit guidelines and policies of the association managing their certification of the state issuing their license.) Administrative Policies: If you would like to make or cancel a reservation, please send an to [email protected] Per chapter rules, if you register and do not attend, you will be charged the cost of the luncheon/dinner. For more information regarding administrative policies such as complaint and refund, please contact Denver Chapter CPE Contact, Donna Krier at [email protected] or 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: 150 Fourth Avenue, Suite 700, Nashville, TN, Web site:

5 Page 6 Susan Spancers MCEP, RFC, AACEP, NICEP, CSA Helping you Create Financial Peace of Mind (303) [email protected] Investment Advisory Services Will & Trust Planning Retirement Planning Life Insurance Planning Disability Protection Health-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

6 Page 6 Announcements, cont d. OPPORTUNITIES TO CONTRIBUTE: We have openings on the ASWA Board and on various supporting committees. Time commitments are varied. Vacancies include: Student Night Coordinator: Do you enjoy planning events? Do you enjoy meeting students and networking with them? Then we need you! We need volunteers to help organize student night. It's a great event and lots of fun! Publicity Chair: Help us spread the work about upcoming events and make great connections doing it! Sign up to be Publicity Chair today, For more information about these opportunities or others for the Board or committees, please contact Joan Weishaupl ([email protected] or ). You may also contact any member of the Board. FREE CPE: The ASWA Educational Foundation is dedicated to promoting and advancing financial literacy, scholarship, and life skills through recognition, mentoring, research and outreach. Ledgent, one of our honorary trustees, provides 3 hours credit monthly. For more information and to sign up for the monthly announcement, please see if this link doesn t take you directly to the sign-up go to and follow the instructions. The August program is scheduled for August 15th. Details about the topic for this month were not available at the time this month s newsletter was released. There are only 25 certifications available for each CPE session, so please be sure to secure your space immediately. JOB POSTINGS: Be sure to check out our website for the most up-to-date listings or your contact information to Maggie Rerucha at [email protected]. DATABASE/MEMBERSHIP: Please remember to update changes in your contact information on the National ASWA website at It is also very helpful to me if you would also send me an when you have a change, too. I am then alerted to check on the National website. I do check your contact information annually when you renew your membership but if it changes in between then I will not know unless you alert me. You can best reach me at [email protected] Thanks, Sandy Kemper, Database Chairperson BULLETIN DEADLINE: The deadline for submitting bulletin articles is the 15th of each month. All articles should be submitted in electronic format as an attachment to [email protected] Sandy Purdy, Chapter President 2012/13

7 Page 7 This CPE opportunity brought to you by ASWA Honorary Trustee, Robert Half Finance & Accoun ng Beyond the Numbers: The Increasing Value of Soft Skills for Accounting + Finance Organizations As finance s role as business partner has greatly risen in recent years, so too has the need for staff equipped with excellent interpersonal abilities. To be successful today, accounting and finance organizations must be able to build relationships across the enterprise, tell the story behind the data and influence the strategic decision-making process. This webinar will highlight how integral soft skills, such as leadership and communication, are for business and career growth. Attendees will learn: Why these attributes are in demand and will be even more so in the future Ways managers can help their teams hone their interpersonal abilities The skills organizations need most How professionals can improve their soft skills When: Monday, August 20, 2012, 12 Noon Mountain Time Please note this webinar does not qualify for CPE credit. Speakers: DeLynn Senna, Executive Director of Robert Half Finance & Accounting Monika Miles, President of Labhart Miles Consulting Group and Immediate National Past President of ASWA Contact ASWA Denver Chapter 26 Contacts: ASWA Denver is now on LinkedIn and Facebook! ( ( Join/Friend us and stay up to date on all of our events! P.O. Box 2234 Denver, CO Sandy Purdy, President [email protected] Maggie Rerucha, Employment Chair [email protected] 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.