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MESSAGE FROM THE PRESIDENT Brent Morrison
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SSpprriinngg 22000077 NNEEWWSSLLEETTTTEERR IN THIS ISSUE: Your NSAC:
► President’s Message
► 2007 Annual Convention
► National Director’s Report
► Far Western Chapter Meeting o Activities o Program o Schedule o Registration Packet
► New Members
► New Member Enrollment Application
NATIONAL OFFICE: Kimberly Fantaci Executive Director 136 South Keowee Street Dayton, Ohio 45402 Phone: 937-222-6707 Fax: 937-222-5794
Website: www.nsacoop.org E-Mail: [email protected]
NSAC provides accounting, tax and business education uniquely tailored to cooperatives. In addition to Accounting and auditing seminars presented by the chapters and technical sessions offered at NSAC’s annual meeting and at chapter meetings, NSAC presents group-live webinars which qualify for CPE credit. These seminars allow participants to remain in their offices and eliminate the cost and inconvenience of travel time, thus allowing every NSAC member to attend. This year the following seminars are offered. Additional seminars may be added. Watch the website for details.
Upcoming Seminars
► April 19, 2007 – “Introduction to Cooperatives”
► May 03, 2007 – “Property and Casualty Insurance”
► May 17, 2007 – “Homeland Security: Control and Accounting Issues”
► July 12, 2007 – “Advanced Cooperative Performance Measures”
► September 20, 2007 – “Basics of Leasing”
► October 18, 2007 – “Pension and Business Combination Accounting Update”
For additional information and to register, go to the member services tab on
www.nsacoop.org
It’s spring, which can only mean one thing: It’s time for the NSAC Far Western Chapter Annual Conference in beautiful Napa. OK, it means other things too but this year’s conference is not to be missed. We have a great mix of technical and non-technical topics planned, including Fin 48 (Accounting for Tax Uncertainties), tax implications of the 2006 Pension Protection Act, an update on the 2007 Farm Bill, and a discussion of food safety issues. There’s much more of course, as detailed in the registration package sent to members last month and included within this newsletter. I am very pleased to note that our featured speaker will be A.G. Kawamura, Secretary of the California Department of Food & Agriculture, whose office impacts nearly every facet of California agribusiness. And of course there’s the golf tournament at Napa’s beautiful Eagle Vines Golf Club, the educational program, the President’s Reception, our Annual Banquet, and more. Check out “Things to Do, Places to See” starting at page 4 of this newsletter. The conference will be held Wednesday through Friday, May 23 through 25, 2007, just before Labor Day for those who want a really long weekend. We will be at the Embassy Suites in Napa, of which you can take a virtual tour at http://www.embassynapa.com/. Early reservation (at reduced rates) for the conference is by April 16; hotel reservations must be made by April 23. If you haven’t received a registration package, please contact Kathleen Block at 916 202-9845 (or [email protected]). This should be a great conference, with education and recreation for everyone. I hope to see you there.
Arizona | California | Hawaii | Nevada | Utah
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Arizona | California | Hawaii | Nevada | Utah
2007 Annual Convention and Tax Seminar
NATIONAL DIRECTOR’S
REPORT Minneapolis, MN Ana Spyres
August 6 – 8, 2007 This year’s mid-year
(January) Board meeting took place in Palm Desert, California. It was held in the beautiful Desert Springs, Resort and Spa. The location was an absolute dream. The gorgeous hotel had plenty of shops and restaurants. An added feature is that I didn’t even have to leave the place for my morning coffee as there was a Starbucks on the lobby floor.
The North Central Chapter is excited to welcome you to Minneapolis as it hosts this year’s 72nd Annual Convention and Tax Seminar. We are also host to the Electric Co-op Annual Chapter’s Finance, Accounting and Tax Seminar which is holding their chapter meeting in conjunction with the national convention. The Marriott City Center in downtown Minneapolis is the convention hotel where all sessions will be held. Should the need arise, there is a small block of rooms being held at the flagship Radisson Hotel, directly across the street.
The NSAC Board Meeting was held on Saturday, January 20, 2007. The meeting date was perfectly timed to follow behind the NCFC Annual Meeting which started on Wednesday, January 17
th and lasted
through Friday, January 19There are some changes in the air. In years past, the Past Presidents Dinner was held on Sunday evening. We will not be holding a dinner this year, but have opted for a Hospitality room from 4:30 pm – 8:30 pm for your convenience. Stop by for a pop or beer and some snacks. We may even have ice cream for the children (even those young at heart). Several North Central Chapter Host Committee members will be in the room to meet and greet you.
th. I attended the NCFC meeting and did a lot of networking. As Rich French mentioned in his November Newsletter, the most rewarding part of being a member of NSAC is the networking/sharing of ideas. On Monday night, everyone gathers for the Opening
Night Gala (formerly called the President’s Reception) where we will have a sit-down dinner beginning at 6:00 pm and entertainment provided by mentalist Christopher Carter.
NATIONAL BOARD UPDATE: ► Treasurer’s Report – December 2006 financials were reviewed and items of note were revenue being up mainly due to seminars, interest, dividends and dues. The bottom line is still very favorable.
An addition to this year’s activities is the Tuesday night networking opportunity at Brit’s Pub. This is an optional event, but attendees have mentioned in the past that they would like more networking time. Stop by the Pub’s veranda for a drink and some appetizers before joining up with friends or family for dinner.
► 2007 Budget - Discussed goal for budget. Since bottom line seems to continue to be very favorable, is goal to break even or make a profit? This will decide our approach on how much to charge on an on-going basis on dues, seminars, etc..
We have a full program on these two and a half days. We are excited you’re coming to town and wish to extend to you a warm and hospitable Minneapolis welcome! So please join us “Under the North Star – Shining on Opportunity.”
Paul Julin 2007 Host Chair, North Central Chapter
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DIRECTOR’S REPORT continued ► Membership - NSAC’s We are at 88% retention level versus 86% last year. Goal is 90%. The member count is 1,485. National stated the individual chapters do a great job of following up with members who have dropped off and this makes things much easier for National.
Mission Statement
To be the acknowledged leader in:
► Providing accounting, tax and business education uniquely tailored to cooperatives;
► Dues Proposal - ► Providing networking and professional
development opportunities for our membership; and
Discussion focused on possibly reducing fees as financials are still strong. We will discuss with Chapters possibly either discounting dues or running some type of promotion when an existing member brings in a new member.
► Supporting cooperative business interests in standard setting processes enabling our membership to effectively serve cooperatives.
► Chapter Leadership Training- Goal is to get officers trained via webinar.
COMMITTEE REPORTS: ► Accounting and Auditing- Discussion centered on updating the AICPA Audit Guide and how difficult it has been to get someone to do this. This led to the discussion of possibly hiring a possible Education Officer that might have this as one of their primary responsibilities. ► Chapter Development- Silver Star program is being reviewed for possible changes. Only two chapters were eligible last year as it is very difficult to attain the number of points needed to qualify for the program. ► Other Business- Silver Bowl Nominee names were brought up for consideration. Thanks to all of you for allowing me to serve as one of your two National Directors. I am in very good company with Richard French. If you have any questions, feel free to contact me at 530-822-2806 or via e-mail at [email protected].
NEW - PODCASTS
The National Society of Accountatns for Cooperatives is pleased to be able to offer PODcasts from the Cooperative Learning Network to members of the Association at a nominal fee. Please note that a PODcast contains a .pdf file of the presenter’s presentation as well as a .wav file of the audio portion of the cast. Order PODcasts now at www.nsacoop.org
Don’t Leave Us in the Dark
If you are moving, changing jobs, or email addresses, please notify
the NSAC National Office at [email protected]
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Far Western Chapter Meeting - 2007 May 23 – 25, 2007 Napa, California
Napa Valley, situated just 45 miles away from the famous Golden Gate Bridge, houses the Embassy Suites Hotel Napa Valley, California, amidst world-renowned wineries and restaurants, bringing the warm and
relaxed atmosphere of the Mediterranean into the rush of American city life.
GOLF at Eagle Vines Golf Club
May 23, 2007, 11am Your Tournament’s Sponsor: CoBank
Registration ends May 1! Remit payment and registration form to Allen Ludlow
Embassy Suites Napa Valley 1075 California Blvd.
Napa, California 94559 Phone: 707.253.9540
Fax: 707.253.9202 E-mail:
580 S Kelly Road, Napa, CA 94558
www.eaglevinesfolfclub.com
Growing cherry trees and a vast array of celebrated
specimen oaks stand undisturbed as 18 holes weave amongst them, bringing majestic character to the
course designed by Johnny Miller.
Reservation deadline is April 23!
Reference group name “NSAC Far Western Chapter” for group room rates.
After four tranquil hours experiencing the rolling hills, babbling creeks, shimmering waterfalls, working vineyards, glorious trees, countless birds, and an
occasional birdie, you will fully understand the essence of Eagle Vines...a first-rate facility highlighted by a challenging golf course perfectly blended with the
beautiful landscape of the Napa Valley.
Featuring daily complimentary full cooked-to-order breakfast and evening beverage reception n the atrium i
► Breakfast is served 6:30 am to 9:30 am ► Beverage reception is served 5:30 pm to 7:30 pm
THINGS TO DO, PLACES TO SEE… (recommendations courtesy of Embassy Suites, Napa) Other guest amenities
All guest accommodations are two-room suites, and include a galley kitchen, and the electronic
“connectivity” that today’s business travelers require.
Wineries ♦ Art Galleries and Museums
World Class Restaurants (even one that moves!) Golf ♦ Shopping
Spa Services, and two pools
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When in wine country…
Niebaum-Coppola Estate 1991 St. Helena Highway, Rutherford 707-968-1100 Web:
Visiting the wineries is an essential component to any trip to the Napa Valley. There are over 250 producing wineries here, and most of the wineries with tours and tasting rooms are well marked. We have provided you with a map that lists the more popular and most requested spots.
www.niebaum-coppola.com
Founded as Inglenook in 1880 by Gustave Niebaum, this winery and estate is one of the oldest in California. Filmmaker Francis Ford Coppola and his wife Eleanor purchased a portion of this magnificent estate in 1975. There the old stables were transformed into a winery producing the first vintages under the Niebaum-Coppola label. In 1995 they restored this winery with the balance of the estate and blended their collection of movie memorabilia with fine wines. They boast one of the best wine gift stores in the Valley.
Here are four wineries that will give the first time visitor a snap shot of the diversity of wines and wineries here. Please pace yourself, allow time to be spontaneous, and above all, have a great time.
Artesa Winery and Vineyard 1345 Henry Road, Napa 707-224-1668 Web: Tours are daily at 10:00 am and 2:00 pm, reservations
are recommended. www.artesawinery.com
Napa's newest producer of ultra-premium Pinot Noir and Chardonnay invites you to enjoy their stunning architecture and panoramic views in the heart of the Carneros appellation. The winery also showcases a museum of winemaking, Carneros Education Center, art exhibits, and a visitor walkway to view production.
Robert Mondavi Winery HWY 29 Oakville, CA 94559 707-259-WINE -or- 888-RMONDAVI Email: [email protected] Web: www.RobertMondaviWinery.comDaily tasting from 10:00 am to 5:00 pm
A short distance north of the Oakville Crossroad rises the tower and large entrance gate of Napa Valley's best known winery. Robert Mondavi founded the winery in 1966 and throughout the years the Mondavi family has remained true to its original philosophy and objectives: to produce world-class fine wines, to educated the public about wine and its role as the mealtime beverage of moderation, and to promote wine with the arts as an integral part of a balanced lifestyle. Since its inception, the winery has stood as both an example of innovation in winemaking and as monument to persistence in the pursuit of excellence.
Domaine Chandon 1 California Drive, Yountville 707-944-2280 Web: www.domainechandon.com
Domaine Chandon was established in 1973, making it the first venture by a French Champagne maker in California. Domaine Chandon has been producing award wining premium California sparkling wine that has been featured at many international state dinners. Your tour will feature a brief history of French Champagne making, the methode champenoise, and a look at the unique and fascinating bottling process. The tasting salon is the perfect place to end your tour and wait for your lunch reservations in their award wining restaurant.
Tours begin daily at 10:00am, reservations are recommended.
Visitors Center for tours and retail sales is open daily 10:00 am to 7:00 pm. Please call for tour information and restaurant reservations.
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Map of Napa Valley and four featured wineries:
1 - Robert Mondavi 2 - Niebaum-Coppola 3 - Domain Chandon 4 - Artesa Winery
Napa Art
Art lovers will be delighted with the variety of galleries, shops and museums available.
Try the collection of San Francisco Bay Area artists at the di Rosa P5200 Carneros Highway, minutes from the hotel. Reservations are a must as they take a limited number of guests at a time. Please call them at 707-226-5991 or visit
reserve, located at
www.dirosapreserve.org.
No trip to Napa is complete without a visit to COPIA, the American Center for Wine Food and the Arts. COPIA is a cultural museum and educational center dedicated to exploring the distinctively American contribution to the character of wine and food in close association with the arts and humanities. Plan to stay at least two hours to enjoy the gardens, exhibitions, docent cart programs and, of course, to visit the gift shop. If you plan to enjoy lunch at COPIA, plan to stay longer. COPIA is located at 500 First Street in Downtown Napa on the Napa River, just one and one-half mile from the hotel. For more information on current events or exhibitions call 707-259-1600 or visit www.copia.org.
Visit the following collections as you discover the wonders of the Valley:
► Clos Pegas ♦ 707-942-4981 1060 Dunaweal Lane, Calistoga ► T ss Collection Winery ♦ 707-255-1144
4411
he HeRedwood Road, Napa
► Images Fine Art ♦ 707-944-0404
► olk Gallery ♦ 707-963-8800
► Jes y ♦ 707-257-2350
► Napa Valley Museum 707-944-0500
6540 Washington Street, Yountville W1235 Main Street, Napa sel Galler
1019 Atlas Peak Road, Napa
55 Presidents Circle, Yountville
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Napa Art, continued
► Raspberry's Art Glass Gallery ♦ 707-944-9211 6540 Washington Street, Yountville ► The Olive Grove Sculpture Gallery
at Auberge du Soleil ♦ 707-963-1211 180 Rutherford Hill Road, Rutherford
Dining in the Wine Country
As Napa Valley wines have evolved, so too has its dining, and no matter where you are in the valley, a satisfying meal is only minutes away.
The Valley features world class dining experiences with a wide offering of food
styles. You can find classic French cuisine at La Toque, Domaine Chandon, and the holy grail of Napa Valley restaurants, the French Laundry. If you want to be reminded of your trip to Tuscany, you will find unforgettable house made antipasti, pastas, pizza, grilled meats, and flavored olive oils, at TraVigne, Ristorante Piatti and Bistro Don Giovanni. New to the scene is Julia's Kitchen located within COPIA.
If time allows, plan on a culinary excursion on the Napa Valley Wine Train. Enjoy a gourmet meal with fine Napa Valley wines in a vintage car. Please call 707-253-2111 or visit www.winetrain.com for more information and reservations.
Wherever you dine, it's a good idea to make dinner reservations in advance. Other dining possibilities include The Wine Spectator Restaurant at the Culinary Institute's St. Helena campus, Bistro Jeanty Bouchon, Brix and the Napa Valley Grille in Yountville; the Foothill Café, Celadon, and the newly opened Cole's Chop House and ZuZu in Napa.
ALL ABOUT THE ANNUAL CHAPTER CONFERENCE
TENTATIVE PROGRAM SCHEDULE ► Wednesday, May 23, 2007 11 am – 5pm: Golf Tournament at Eagle Vines
1pm – 5pm: Educational Program *Understanding Cooperatives *Pool Accounting
6pm – 8pm: President’s Hospitality Reception ► Thursday, May 24, 2007 8am – 12pm Educational Program
FEATURED LUNCH SPEAKER A. G. Kawamura
Secretary, California Dept of Food and Agriculture
“A. G. Kawamura is widely respected for his experience as a third-generation grower and shipper. His depth of knowledge of California’s agricultural industry will be vital to restoring the California dream.” --Governor Arnold Schwarzenegger
Governor Schwarzenegger appointed A. G. Kawamura as secretary of the California Department of Food and Agriculture in November 2003. Secretary Kawamura is a produce grower and shipper from Orange County, where his family grows strawberries, green beans and other specialty crops.
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► Thursday, May 24, 2007, continued MEMBERSHIP 8am – 5pm General Program
Scheduled Topics: CFO Roundtable 2007 Farm Bill
Food Safety RFID Implementation
California Global Warming Initiative Labor Issues Affecting Growers & Business Impact of China on California Agriculture
Building a Brand in a Crowded Market California Political Landscape Taking Cooperatives Public
Water Surface and Storage Development (Strategic Growth Plan) Central California Almond
Growers Association Geri A. Bartsch
Allocation of Book/Tax Differences between Patronage & non-Patronage Plumas Sierra Rural Electric
Cooperative Claudia L. Doohan
Section 199 Implementation and Pending Changes Big Tree Organic Farms, Inc. Wendy V. Larson Fin 48: Accounting for Tax Uncertainties PricewaterhouseCoopers Lauren McKenzie-Wilson Tax Implications of the 2006 Pension Protection
Act & Section 409A, Deferred Compensation PricewaterhouseCoopers Joseph W. Lee 6:30pm Annual Banquet
► F y, May 25, 2007 rida Do you know someone who might benefit from NSAC membership? Someone who could use: 8 am – 12pm General Program
12pm – 2 pm Closing Luncheon and Late Bird Prizes ► Continuing education?
► Basic cooperative education? (Full program qualifies for 12 CPE Credit Hours) ► Conferences and networking?
► Quarterly cooperative news?
Contact Steve Sutter, Far Western Chapter Membership Chair, Matson & Isom Accountancy Corp., P.O. Box 1638, Chico, CA 95927-1638.
Phone (530) 891-6474; email: [email protected]
Submit an article for the next edition of the Newsletter and receive a gift
box filled with delicious Sunkist
Fruit Gems!
Submissions should be sent to: [email protected]
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Chapter Officers President Vice President Secretary/Treasurer
Brent Morrison Casey Garten Cindy Holland Morrison Consulting, LLC Senior Relationship Manager Vice President
P.O. Box 876 Bank of the West Comerica Bank Durham, CA 95938 601 J Street, Suite 203 455 Capitol Mall
(530) 893-4764 Sacramento, CA 95814 Sacramento, CA 95813 (916) 492-5854 (916)441-5195 [email protected]
[email protected] [email protected]
Assistant Secretary/Treasurer Past President Allen C. Ludlow, CPA Brett Huston
Senior Manager - Tax Accounting Plus 1845 South 140 East KPMG, LLP
Orem, UT 84058-7831 400 Capitol Mall, Ste. 800 (801) 222-0164 Sacramento, CA 95814
(916) 554-1654 [email protected]@kpmg.com
Tax – Teree Castanias Program Chair – Casey Garten
Silver Star – Brett Huston Membership – Steve Sutter Additional Committee
Chairs:
Newsletter – John Striff Early Bird – Cindy Holland 2007 Time & Place – Roger Coutts Publicity Printing & Registration – Kathleen Block
Mentor Program – Ana Spyres Golf – Owen Hamilton Education – Dan Nutley 2008 Time & Place – Allen Ludlow
National Directors
Richard G. French Ana Spyres Vice President, Finance and CFO Vice President and CFO
Sunkist Growers, Inc. Sunsweet Growers 14130 Riverside Drive 901 North Walton Avenue
Sherman Oaks, CA 91423 Yuba City, CA 95993 (818) 379-7411 (530) 822-2806
[email protected] [email protected]
136 South Keowee Street Dayton, OH 45402 (937) 222-6707 Phone (937) 222-5794 Fax
The NSAC Board of Directors has approved a policy to permit approved organizations to present graphics, text, and/or artwork promoting their businesses in
The Cooperative Accountant and certain other publications. In exchange, these organizations are asked to support NSAC as follows:
One-half page presentation in each of four consecutive quarterly issues of The
Cooperative Accountant, as well as the Membership Directory & Resource Guide - $1,000
Full page presentation in each of four consecutive quarterly issues of The Cooperative Accountant, as well as the Membership Directory & Resource Guide - $2,000
Far Western Chapter 51st Annual Meeting
Embassy Suites – Napa, CAMay 23 – 25, 2007
Registration Form
Name:_______________________________Company:___________________________________________ Business Address: ________________________________ Business Phone: ( ) _____________________ City: ____________________________________ State: ______________ Zip: _______________________ E-Mail Address: ___________________________________________________________________________
Spouse or Guest Attending ($60 Extra Fee) Name: _______________________________________ Children Attending Name: _______________________________________
The Cooperative Accounting & Tax Education Course is a separate course from the Annual Meeting. The Course will begin Wednesday noon and finish at Thursday noon. The Annual Meeting fee covers the registrant only. Spouse OR one guest is $60. ADDITIONAL guests and children require ADDITIONAL fees as shown. If you plan to participate in the golf tournament, the fee for this event should be submitted with this registration form.
Early Late Reg By Reg After Total
COOPERATIVE ACCOUNTING & TAX EDUCATION COURSE 4/16/07 4/16/07 Fees Education Course Only (Wednesday noon to Thursday noon) $275 $275 $_______ Spouse Fee $60 $60 $_______ Educ Course & Annual Mtg (Wednesday noon to Friday noon) $375 $425 $_______ Spouse Fee $60 $60 $_______
GENERAL REGISTRATION – ANNUAL MEETING ONLY Member (Wednesday evening to Friday noon) $300 $350 $_______ Spouse Fee $60 $60 $_______ Non-Member (1) (Wednesday evening to Friday noon) $360 $410 $_______ Spouse Fee $60 $60 $_______
Number of
CHILDREN / ADDITIONAL GUESTS (Non Spouse) Attendees Annual Banquet (Thursday) $60 $60 $_______ Ending Luncheon (Friday) $30 $30 $_______
GOLF Note: Golf will start Wednesday morning, first tee time is 11:25 AM $50 $50 $_______
(11 AM check in) TOTAL FEES (2) $_______
(1) $60 of this fee can be applied towards 2007 NSAC membership dues if membership form is filled out and turned in. (2) Refundable only if Allen C. Ludlow (801) 222-0164 is contacted TEN DAYS prior to the meeting.
Send Form & Check To Make all Checks Payable to: NSAC - Far Western Chapter
Mail Form & Check to: Allen C. Ludlow, 1845 South 140 East, Orem, UT 84058-7831
********************************************ATTENDANCE DATA********************************************* It is very important that you also provide us with the following information
Number of People Attending President's Hospitality (Wednesday Evening) ______ Annual Banquet (Thursday Evening) ______ Ending Luncheon (Friday) ______
Embassy Suites Napa Valley 1075 California Blvd.
Napa, California 94559
…located in the historic town of Napa, California within minutes of world-class Wineries, Restaurants, Championship Golf Courses and more…
Phone: 707.253.9540 Fax: 707.253.9202
E-mail: [email protected] Website: www.embassynapa.com
Reservations must be made by April 23, 2007
Rooms and Rates Single/Double $179.00 Triple $199.00 Quad $219.00
REFERENCE GROUP NAME –– “NSAC FAR WESTERN CHAPTER”
Complimentary, full cooked-to-order breakfast is provided daily in the atrium 6:30 am – 9:30 am
Complimentary, evening beverage reception is served daily in the atrium from 5:30 pm – 7:30 pm.
NSAC Far West Chapter May 23 – 25, 2007 Annual Meeting
REGISTER BEFORE MAY 1
Eagle Vines Golf Club 580 S. Kelly Road Napa, California 94558
http://www.eaglevinesgolfclub.com/
May 23, 2005 11AM Eagle Vines Golf Club is
located on S. Kelly Road off Hwy 12 and Hwy 29 between
Napa and Fairfield.
PLEASE REMIT PAYMENT AND REGISTRATION FORM TO ALLEN LUDLOW
Sponsored by:
NSAC FAR WESTERN CHAPTER ANNUAL MEETING – GOLF REGISTRATION
Name Organization Phone Handicap
Are you putting together a foursome? Please include information for all members of your group.
NSAC Far West Chapter May 23 – 25, 2007 Annual Meeting
Directions from San FranciscoFrom San Francisco across the Golden Gate Bridge:
Take Highway 101 north to Highway 37 east. Continue on Highway 37 until you reach Sears Point Raceway. Turn left at the intersection onto Highway 121 north. Continue on 121 north to Highway 29 north. Turn
left onto Highway 29 north and continue until the "First Street/Downtown Napa" exit. Turn right at the stop sign off the exit and turn left at first stop light onto California Blvd. The hotel is on the left.
(You can see it from the exit.)
From San Francisco across the San Francisco Bay Bridge:Take Highway 80 east to Highway 37 west, passing Marine World-
Africa USA. Continue on Highway 37 to Highway 29 north and exit at First Street. Turn right at the stop sign off the exit and turn left at the
first stop light onto California Blvd. The hotel is on the left (you can see it from the exit).
Directions from SacramentoTake Highway 80 west to Highway 12 west. Turn right at second light onto Highway 29. Stay left at fork in the highway toward Calistoga and exit at First Street. Turn right at the stop sign off the exit and then left at the first stop light onto California Blvd. The hotel is on the left (you can
see it from the exit).
NSAC Far West Chapter May 23 – 25, 2007 Annual Meeting
Member ID: New Member Enrollment Application
Please complete both sides. National Society of Accountants for Cooperatives
136 South Keowee Street * Dayton, OH 45402 Phone: 937.222.6707 * Fax: 937.222.5794
[email protected] * www.nsacoop.org * www.nsac.coop
Name (First/Middle/Last):
Salutation (name you prefer to be called by if different from above):
I was referred to NSAC by (member name)
Chapter(s) I want to join (refer to next page):
I prefer correspondence to go to my: □ Firm Address □ Home Address Are you a former member of NSAC? □ Yes □ No
Company Information:
Job Title
Firm Name
Mailing Address, City, State, Zip, Country:
Package Address (Street, City, State, Zip) for FEDEX, UPS, etc. if different from above address:
Work Phone + extension: Fax: Toll free number:
Email: Web:
CEO or General Manager’s Name:
Home Information: We do not give this information to other members or to non-members without your permission. We need this information in case we are unable to reach you at your firm or you leave your form and we can’t get a forwarding address from them. It will not be accessible to others on the website unless it is the only address you give us or it is your preferred address for mailings.
Home Address:
Home Phone: Cell Phone: Email:
Professional Information Are you a CPA? Yes No
Number of years in a cooperative activity or providing professional support to a cooperative activity:
Other relevant professional certifications:
Demographic Information (optional) Birth date: Male Female
Name of School City/State Degree and Year
1.
2. Each application MUST be accompanied by a check or charge for both (1) national and (2) chapter1 dues. Dues are non-refundable.
1Retired members are not required to pay chapter dues.
Check enclosed $ Charge $ to my: Visa MasterCard AMEX
Card #: Exp: Cardholder Signature:
Print name on credit card
Credit card billing address: □ Firm Address □ Home Address Other:
Signature: Date:
Approval of this application is subject to final endorsement by the Executive Board.
Membership Types
All memberships are individual memberships and are not transferable.
REGULAR: To be eligible for regular membership, an individual shall be employed by or affiliated with a cooperative association, be engaged in providing professional services for cooperatives, or shall otherwise be engaged in the furtherance of cooperative principles. The national annual membership service fee is $150.00 and covers 1 year of membership from the date enrolled. NSAC membership dues must include payment of national membership service fees plus applicable chapter dues (listed below).
RETIRED: To be eligible for retired membership, an individual must have a minimum of five years active membership in good standing, have reached age 55, and be retired from active business under provisions of a formal retirement plan or through amicable arrangement with his or her employer which results in a complete serverance or material reduction in compensation, or have retired because of permanent disability. The national membership service fee is $50; there are no chapter dues required.
CHAPTER MEMBERSHIP AND DUES Chapter membership is required as a condition of membership in NSAC. Twelve chapters have been organized using state boundaries as set forth below. Members usually affiliate with the chapter covering the state in which they live or work. However, NSAC recognizes that for professional, geographic or other reasons members may prefer to affiliate with a different chapter or with more than one chapter.
Dues are assessed on the basis of all chapters chosen. Please designate on page 1 the chapter(s) in which you want to hold membership. If no choice is made, a chapter assignment will be made based on address. If joining more than one chapter, the first chapter listed on page 1 will be considered your primary chapter for voting purposes.
CHAPTERS AND CHAPTER DUES Capitol (DC, DE, MD, PA, PR, VA, WV) $ 20
Electric Cooperative (nation-wide) $ 25
Far Western (AZ, CA, HI, NV, UT) $ 20
Great Lakes (MI, WI) $ 10
Mid-Central (IN, KY, OH, TN) $ 5
Mid-West (CO, KS, NE, NM, OK) $ 10
Mississippi Valley (AR, IA, IL, MO, MS) $ 10
North Central (MN, ND, SD) $ 10
Northeast (CT, MA, ME, NH, NJ, NY, RI, VT) $ 10
Pacific Northwest (AK, ID, MT, OR, WA, WY) $ 20
South Atlantic (AL, FL, GA, NC, SC) $ 30
Texas (LA, TX) $ 10
OCCUPATIONS (check the box which applies)
If ‘Other,’ please specify your occupation.
� Accountant or Auditor - General � Accountant – Tax � Association Management � Attorney � Bookkeeper � CEO/COO � CFO/Treasurer/Controller � Consultant � Educator � Financial Officer or Advisor � Information Technology � Management � Marketing � Other: � Retired
CO-OP TYPE (Check the box which applies; if not a cooperative, check the last box.) � Agricultural Marketing � Banking/Financial
Services � Distribution/Logistics � Education/Childcare � Energy, Electric
Distribution � Energy, Electric Power
Supply
� Energy, State-Wide Associations
� Energy, Other: ___________________ � Farm Supplies &
Services � Grocery, Retail or
Wholesale � Franchise
� Funeral & Memorial Societies
� Hardware/Lumber � Healthcare � Housing & Related
Industries � Information Technology � Insurance � Marketing, Other: ___________________
� Purchasing, Other: ___________________� Service, Other: ___________________� Telephone &
Communication � Transportation � Other: ___________________ � Not a cooperative
WHERE ARE YOUR FIRM’S CUSTOMERS? Local (county and/or surrounding counties) Regional (state and/or surrounding states)
Nationwide International
