“When I moved back to Southern California in 2003 I wanted to find a local chapter of the National As...” 
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Bylaws
David ShashouaResponsible for keeping the Bylaws of The Chapter current and compliant with CSEA, state and federal guidelines as well as any corresponding Standing Operating Procedures (SOP). Former chairs include Tony Diniz EA, Ken Noland EA. DisasterSharon Kay Gordon Obtains from CSEA a packet of information regarding disaster preparedness and in the event of a disaster will contact members to volunteer and man IRS sites assisting disaster victims in replacing lost records and filing of returns as required. Former chair was Dona Evans EA. Education
Joseph DiminoResponsible for the education events The Chapter hosts such as obtaining the speakers; choosing the venue and all administrative functions necessary to present quality education to our members at a reasonable price. Former chairs include Patricia Kappen EA. Examination
Patricia PattersonExamines the work of the treasurer prior to sending the records to CSEA for tax return. Former chairs are Jack Lifshin EA, Lisa Newton EA and David Tomas EA. Finance & Budget
Robin MillerMeets to put together the operating budget for The Chapter that was voted on at the retreat. Legislative Affairs
Devan MehtaInforms The Chapter on breaking legislature that affects us or our clients. Former chairs include Bill Geideman EA and Vicki Mulak. Long Range PlansTBD Responsibile for filling out a form with the prior year historical information and the new year goals. Nominating
Joe GuccioneEstablishes criteria for the selection of one or more nominees for each position on the Board of Directors. Develop and recommend to the Board of Directors a slate of Officers and Directors to serve on during the following fiscal year. Former chairs include Marilyn Ratliff and Al Shifberg-Mencher. Membership
Hugh CunninghamKeeps a list of current members, obtains the name tags for new members and welcomes them into The Chapter, prints our membership directory yearly from CSEA's current records. Former Chairs include Debbie Harris EA, Patricia Yeckel EA, Robin Miller EA, and John Kristianson. Past Presidents
Patty KappenAll past presidents advise the current president. Public Information and Awareness (PIA)
Bill StewartIncrease public awareness of Enrolled Agents by disseminating relevant information, through various appropriate media within the constraints of available budget, toward this end. Former chairs include Ken Noland, EA, Richard Quarterman, EA and Dale Quelle, EA. Retreat
Dan CarlbergFinds and makes the arrangements for The Chapter retreat for the next fiscal year and presents it to the Board for approval.
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