Consigliere with a Conscience 2010 Alum of the Year Jim Demartini
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FALL 2010 FALL GGU Tax and Accounting: a part of San Francisco History Consigliere with a Conscience 2010 Alum of the Year Jim DeMartini FY 2010 Annual Report fall 2010 in this issue THE POWER OF A 1 2 SUGGESTION Ageno School of Business student Melissa Mendez will be first in her family to complete college, and it all started with the simple recommendation from a GGU alumna. GGU TAX AND 14 ACCOUNTING: A paRT OF SAN FRANCISCO HISTORY From Gold Rush Bookkeeping to Forensic Accounting, GGU Tax and Accounting have a quantifiable place in history. 2010 ALUMNI 18 AWARD WINNERS A consigliere with a conscience; a far-reaching charitable foundation; a lawyer with a french flair; a personal finance guru; and an outstanding law professor made the list of this year’s awardees. HONOR ROLL 32 OF DONORS FY 2010 40 ANNUAL REPORT ggu magazine departments 4 CALENDAR 5 lETTER FROM THE PRESIDENT 6 lETTER FROM THE EDITOR 7 INSIDER 24 alUMNI 32 SUPPORT GGU 12 42 ID THE PHOTO ggu magazine online VISIT WWW.GGU.EDU/ALUMNI TO VIEW THIS ISSUE AND BACK ISSUES ONLINE. 14 cover and toc photos by Kris Davidson back cover photo by Gregg Wutke ggu magazine 3 Board of Trustees Chair Les Schmidt (MS 81) 2010-2011 calendar Chief Operating Officer, GlobalEnglish Corporation Chair-Elect Dana Waldman (MBA 95) November 10 December 2 Chief Executive Officer, Waldman & Associates Alumni Networking Mixer Bridge Society Luncheon Treasurer Domenico Winery, San Carlos; 6-8 pm. Our annual luncheon honoring those Bruce W. Hart Register at www.ggu.edu/alumni. who have included GGU in their Vice President, Parsons Corporation estate plans. By invitation. Secretary Dan Riley (MBA 81) Info: 415-442-7824 or President Global Treasury Services (Retired), Bank of America November 11 [email protected]. Organizational Psychology Industry Mark S. Anderson (JD 89) Networking Night Executive Vice President and General Counsel, Dolby Laboratories Inc. 536 Mission Street, Room 5310; December 3 Swearing-In Ceremony Dan Angel, PhD 5:30-8 pm. Info: 415-442-7299 or GGU School of Law Graduates who President, Golden Gate University [email protected]. passed the California Bar Exam Hon. Lee Baxter (JD 74, LLD 08) will be officially sworn in. PG&E Judge (Retired), Superior Court, City and County of San Francisco Auditorium, 77 Beale Street, San Lydia Beebe (MBA 80) Corporate Secretary and Chief Governance Officer, Chevron Corporation Francisco; 12-1 pm. Info: 415-442- November 16 Bruce Braden (MBA 73) Accounting-Expert Lecture — 7812 or [email protected]. Chief Executive Officer, Braden Exploration, LLC Accounting for Sustainability Curtis Burr (BA 74, MBA 76) (one hour CPE/MCLE) 12-1:30 pm. Principal, Burr, Pilger and Mayer LLP Info: 415-442-6559 or January 22 Mark E. Burton, Jr. (JD 95) The American Bar Association Partner, Hersh & Hersh [email protected]. Awards California Water Law Ann Moller Caen (MBA 88) President (Retired), Moller & Associates Symposium: Alumni Networking Mixer Cameron Carlson (JD 90) Il Fornaio, Sacramento; 6-8 pm. “The End of Paper Water: Unlimited President, Carlson Hammond Register at www.ggu.edu/alumni. Demands, Natural Limits, and Charles Conradi (JD 78, MBA 81) Reliable Supply.” Treasurer and Vice President of Tax, The Clorox Company Tracey Edwards (JD 81, LLM 83) Managing Principal — Global — November 29 January 29 Shared Services & Chief Knowledge Officer, Deloitte LLP Recruiter’s Guide to Getting a Job Roi L. Ewell (MS 85) Beat the Clock MCLE Vice President of Human Resources, SeaWorld of San Diego 536 Mission Street, Room 5310; Alumni Event 5-7 pm. Info: 415-442-7299 or Michael Goldsmith (BS 65) 536 Mission Street, 2nd Floor; 8:30 Chairman of the Board, KLS Logistics Services Inc. [email protected]. am-5:10 pm. Info: 415-442-7299 or J. P. Harbour (LLM 04) Owner, Law Offices of J. P. Harbour [email protected]. President, GGU Alumni Association Board of Directors Mary Huss (LHD 09) For the latest information on these events and more, visit www.ggu.edu/events. For Publisher, San Francisco Business Times e-mail updates, update your e-mail address at www.ggu.edu/alumni. Steven M. Kinsella (DBA 02) Superintendent / President, Gavilan College Madelyn Mallory (MBA 93) President and Chief Executive Officer, Catalyst Financial Planning & Magazine Investment Management Rosemary Martin (MBA 83) ONLINE Randy Merk (MBA 85) The ggu magazine is now available Executive Vice President, Investment Management Services, Charles Schwab & Co. Inc. online. We will continue to mail domestic alumni the magazine Ted Mitchell (BA 71, MS 81) Partner, Delagnes, Mitchell & Linder LLP three times per year. Linda G. Montgomery (MBA 84) However, if you no longer wish to Certified Public Accountant receive the printed version of the Jim O’Neil (MBA 86) magazine, log in to alumni connect Realtor, Better Homes and Gardens Mason-McDuffie Real Estate to change your settings to receive Paul Regan (MS 79) “online only.” President and Chairman of the Board, Hemming Morse Inc. Barbara Roberts (MS 88) ggumagazine.com President and Chief Executive Officer, Wright Engineered Plastics Inc. Suthee Tritasavit (BS 67) Partner, Celeski & Tritasavit — An Accountancy Corporation 4 fall 2010 ggu magazine GGU PROMINENCE AT 110! letter from the president s we begin to celebrate In the 2009 volume we heralded the our 110th Anniversary, careers of John M. Williamson, Alexis we take stock of Wong, Jim Newman, Farzad Naimi, A our past success and Karen Lee Hawkins, John Blades, Said prepare for the future. How do you T. Jawad and Roi L. Ewell. measure a university’s preeminence? You ask one key question: How This fall our 2010 volume will share have its graduates done? the remarkable stories of Patricia Stensrud, Richard Seifert, Fiona Ma, Today, GGU boasts 63,841 living Steven Kinsella, Michael R. Kain, graduates and success stories seem Tim Jorstad, Morgan Christen and to emerge as rapidly as kernels of Walter Gorelick. corn popping. The kickoff of the 110th Anniversary Over the past three years we have festivities included a homecoming pro- begun to recognize some of these stel- gram on the San Francisco campus and lar careers in an annual publication: a family picnic in Golden Gate Park on Profiles in Prominence. October 22-23. The next issue of this magazine will carry a full report. aylor The three books tell the stories of T ent outstanding graduates who have With 110 years of rich tradition behind K served as the heads of such organiza- us, we plan to celebrate throughout the tions as Bank of America, Microsoft, year and to boldly pursue our Strategic Photo by Gilead Sciences, Deloitte and the Action Plan toward 2020. This issue Internal Revenue Service’s Office of commemorates the history of account- Professional Responsibility and others ing and tax at GGU. We invite you to who are preeminent judges, attorneys, join in the celebration. entrepreneurs and elected officials. We have much to celebrate — our Our inaugural edition in 2008 pride in the past, the present and recognized Richard Rosenberg, the future! John Martin, Richard Belluzzo, Bernard Tyson, Charles Steele, Patrick Coughlin, Lisa Farmen and Joel Isaacson. — Dan Angel, President fall 2010 ggu magazine 5 making an impact President In 1901, a group of visionaries Dan Angel, PhD broke barriers by offering a law Vice President, University Advancement degree to working adults, making Elizabeth Brady higher education accessible to more than just the elite (page 14). Editor in Chief Laura Browne ailey This issue is full of stories of GGU D Art Director letter from the editor ene Morgan Dodge alumni who are making an impact G Contributing Photographers on other people’s lives. Kris Davidson, Gene Dailey, Gregg Wutke Photo by Editor in Chief Laura Browne and Art Contributing Writers My personal favorite is a story Erin Carlyle, Beth Kanter, Marianne Koch, Director Morgan Dodge of how GGU alumna Beth Mora Mary Canning, Pollie Robbins encouraged Melissa Mendez, the University Library Archives Assistance Aira Lipson receptionist at her hair salon, to Retired Professor Faith Chao co- check out GGU for her undergradu- Class Notes Coordinator founded a foundation that provides Deanna Bruton ate degree. Not only is Melissa now textbooks and education to China on her way to graduating, she was Production Staff (page 11), while other alumni work Gili Assa, Enver Sedolli also the recipient of a SHINE first with the Koret Foundation and Proofreader generation student scholarship to Taube Philanthropies, which sup- Angela Kwan alleviate the financial burden (page port education and cultural projects 12). Also in the vein of empowering in the Bay Area, Israel and Poland others, Community Service Award (page 20). recipient Patricia Davis teaches people to make smart money choices From big things to small things, we (page 22). make choices every day to impact others’ lives. I’m curious to know: Alum of the year Jim DeMartini What are your personal causes? offers trusted advice to high net worth individuals on matters from To respond, 1) visit ggumagazine. Send comments and letters to the editor to: charitable giving to wealth planning com, 2) click on “Letters from the Editor in Chief and started a non-competitive base- ggu Editor,” and 3) submit a comment. Office of Marketing and Communications ball league for Bay Area kids (page Golden Gate University 18) while GGU Trustee J.P. Harbour 536 Mission St. Best wishes, San Francisco, CA 94105 volunteers for the Bay Area Youth or [email protected] Laura Browne Sports Foundation (page 9). Editor in Chief For information about Golden Gate University, call 800-GGU4YOU or visit www.ggu.edu. GGU has been changing lives for © 2010 Golden Gate University 110 years! In coming issues, we will Third-class postage paid at San Francisco, take a peek back in time to see how Calif., and additional mailing offices the institution has evolved with the community it serves, and we’ll Postmaster: Send address changes to Office of University Advancement also look ahead as the evolution Golden Gate University, continues.