HomeMy WebLinkAboutOLD BUS 2 AUDIT APPT 07-06-92OLD BUSINESS NO. 2
7-6-92
-Inter-Com
)ATE: JULY 11-1992 s
TO: WILLIAM A. HUSTON, CITY MANAGER
FROM: FINANCE DEPARTMENT
SUBJECT: AUDIT COMMITTEE APPOINTMENT
RECOMMENDATION:
Accdpt the attached resignation of Frank H. Greinke and fill the
two vacant positions at the pleasure.of the City Council.
DISCUSSION:
With the resignation of Mr. Greinke the Audit Committee now has two
vacancies. At their last meeting the Council indicated that they
would consider filling the vacancies from the current list of
applicants. To maintain the continuity of the Audit Committee
membership, the vacancies should be filled to complete the terms of
the original appointees. Ms. Gunderson's remaining term is to July
17, 1995 and Mr. Greinke's remaining term is to July 19, 1993.
10000
'Ronal A. Naul
Director of Finance
RAN: 1s
Attachment
a:auditmmo.new
RECEIVED
JUN 3 012
' 7
i
DMINISTRATI �)
June 30, 1992 - a
Mayor Leslie Pontus
City of rust/n 1992
300 Centenn/a/ Ways
Tustin, CA 92680 f��pT
Dear Mayor Les/le:
/ have been active In Tustin civic affairs for over 25 years. / have always been a
proponent of Involving as many of our citizens as possible in our government
operations.
I also have been a great bel/ever In term /Imitations to accomplish the above
philosophy.
I have served over 4 years on the Tustin Audit Committee and served as its founding
chairman. I had a very active role In resolving a large internal embezzlement and
recovering a potential large loss due to a bank fallure.
It is my belief that it /s now time to tum over my position to another person who can
bring fresh ideas about protecting Tustln's many assets.
I hereby tender my resignation effective July 1, 1992 as a member of the Tustin Audit
Committee.
It has been a pleasure working with the other members of the committee In serving
our community.
Sincerely,
r
�f
Frank H. Greinke
1.6252 Jackson Ranch Rd.
Sl/veredo, CA 92676
T 'd I9ILVVLVTLl 131 00 1I0 S3I1Nf100 N83Hinos 0000 6S:VT Z6, 02 'unf
DANIEL P. 0TONNELL
14452 Amberwick Lane
Tustin, California 92680
(714)838-8832
Mayor and City Council Members
15222 Del Amo
Tustin, CA 92680
Dear Mayor Puckett and City Council Members:
MAR 41992 �
-f 10,;
March 2, 1992
Please add my name to the list of applicants for the vacant City
of Tustin Audit Committee position which you recently
advertised. I am a f if teen -year Tustin resident and very
interested in maintaining financial integrity and strong controls
and procedures for the various City departments. My experience
includes over six years as a CPA with Ernst & Younyg and fourteen
years in senior financial management positions in industry.
Additional details regarding the position, as well as the names
of the current Committee members, should be sent to me at the
above address.
Sin erely.,
Daniel P. O'Connell
Albert M. Shii...,crg-Mencher, EA, CTI, MBA
Income Tax & Bookkeeping Services
16282 MAIN STREET, 1*39 TUSTIN, CALIFORNIA 92680.4032
March 9, 1992
Mr. Walter T. Sullens, Chairman
City of Tustin Audit Committee
14081 S. Yorba St., Suite 102
Tustin, CA 92680
Dear Mr. Sullens:
(714) 542-0290
FAX (714) 838-3301
R
,�G ,IVSD
MAR 2 01992
gNANCE DEPT.
This letter is my application for appointment to the Tustin's Audit
Committee. I am aware that -one of the members of that Committee has left
the state and, therefore, there is a vacancy that needs to be filled.
I believe that I can be a valued member of the Audit Committee because of
my varied experience and education in business, finance, and taxation.
I have a Bachelor of Science degree from CCNY and an MBA from Temple
University. My business experience includes working as a Research
Chemist for Lever Bros., a National Sales & Marketing Manager for U.S.
Borax, a Program Manager for Rockwell International, and currently, my
wife and I own a Bookkeeping and Tax business in Tustin.
Because one of the primary functions of the Audit Committee is to solicit
and evaluate proposals from potential CPA firms, my eight years of
experience at Rockwell spent in writing and evaluating government RFPs
and proposals, and also managing government programs, subcontractors, and
contracts of up to $50 million in value adds a dimension not already
present on the committee.
I know several of the members of the Committee including the Chairman and
most of the key people in Tustin's city government.
I know that I can work well with individual committee members, and the
City's financial, and administrative personnel.
I have been a Tustin resident and business owner for about six years and
am a registered and consistent voter. I care about Tustin and want to
assist in making it an even better place for us to live and work.
I would like to be appointed to the City of Tustin Audit Committee and
hope that this letter and enclosed resume which details my work
experience and volunteer background will assist you in casting your vote
for my appointment. I am available for discussion about my interest in
this appointment and my qualifications. I can be reached at the above
telephone numbers during working hours or at home on (714) 542-0298.
Thank you for yo r time and consideration.
Sinc ely,
i
Albert M. Shifberg-Mencher, EA
ENROLLED TO REPRESENT TAXPAYERS BEFORE THE IRS
Albert M. Shh_.6rg-Mencher, EA, CT, . MBA
Income Tax & Bookkeeping Services
16282 MAIN STREET, *3B TUSTIN, CALIFORNIA 92680-4032 (714) 542-0290
FAX (714) 838-3301
Over ten years experience handling books for sole proprietorships,
partnerships, and corporations in Orange county in addition to twenty
years of management experience for Fortune 100 companies with
responsibility for budgets in excess of $50 million. Enrolled to
represent taxpayers before the IRS for audits, collections, appeals,
and/or for problem resolution.
Certificates and credentials include:
-Enrolled Agent
-Certified Tax Professional
-Masters in Business Administration
-Licensed to sell life, disability, and health insurance
-National Association of Securities Dealers Registered
Representative
Professional memberships include:
-National Society of Public Accountants
-Legislative Committee
-National Association -of Enrolled Agents
-California Society of Enrolled Agents
-Legislative Committee
Bylaws Committee
-Orange -County Enrolled Agents - Treasurer, Director
-Bylaws Committee - Chairman
-Ethics & Professional Conduct Committee
-Speakers Bureau
-Budget and Finance Committee - Chairman
-Legislative Committee - Chairman
-National Society of Tax Preparers
-Tustin Chamber of Commerce - Director
-Legislative Action and Oversight Committee
-Ambassadors Committee
-Policy & Bylaws Committee
-Tustin Rotary Club - Treasurer 1990/91
Public appearances include:
-Produced and interviewed on Cable TV Programs - Tustin
-Interviewed on KORG 1190 AM and KMNY 1600 AM - Anaheim
-Spoken to various service clubs and organizations
Instructed at:
-California State University Long Beach
-California State University Los Angeles
-Fullerton College
-Ambassador College
ENROLLED TO REPRESENT TAXPAYERS BEFORE THE IRS
STEVEN K. WYNS
Certified Public Accountant
Accounting • Consulting • Computers o Taxes
March 26, 1992
Mayor & Members of City Council
15222 Del Amo
Tustin, Ca. 92680
Dear Selection Committee,
1
i
! APR 31992
1
Did MI I SKt
I am a 14 year resident of Tustin and seek appointment
to the City of Tustin audit committee. I am a self employed
C.P.A. and have had considerable experience in the audit
area, review of financial statements and follow through
regarding letters of recommendation.
From my information sheet attached, you will note that I
have had varied experience in both private and public
accounting. I began my accounting experience with a Big 8
firm, then went to work for the Auditor General of the State
of Arizona. From there I went into private practice where I
functioned as a controller for approximately 10 years . In
1984 I decided to go into practice for myself and became a
self-employed C.P.A. working with small and medium sized
companies.
,During my past 14 years as a resident of Tustin, my
daughter Carmen has graduated from Tustin High School (1986)
and my son Shawn graduated from Mater Dei High School in
1991. I was Treasurer of Tustin National Little League for 5
years and have lived in Tustin Meadows all 14 years. I think
the City of Tustin is a great community and would like to
participate in keeping it that way. Participation on the
City of Tustin audit Committee could facilitate that
objective.
Should you desire additional information, please
contact me at the address above.
Sincerely,
Steven K. Wyns, C.P.A.
13522 Newport Avenue, Suite 200
Tustin, California 92680
(714) 731-3414 • (714) 731-4620 Fax
STEVEN K. WYNS
Certified Public Accountant
Accounting • Consulting • Computers *Taxes
SPECIAL: Self -Employed C.P.A. since 1984. Licensed to
practice in California (California C.P.A.
Certificate Number 29745R). Specialize in
consulting to small and medium sized companies.
Often times fill the requirement of Controller
for those companies not large enough to afford a
Controller on a full-time basis. Considerable
experience in fund accounting and taxes.
EDUCATION: WESTERN MICHIGAN UNIVERSITY, Kalamazoo, Michigan
M.B.A. 1970
FERRIS STATE UNIVERSITY, Big Rapids, Michigan
B.S. Accounting 1967
CONTINUING PROFESSIONAL EDUCATION annually of a
minimum of 40 hours in the areas of taxes,
computers, accounting, etc.
EXPERIENCE: 1984 -present - Self -Employed C.P.A. as discussed
previously under (SPECIAL).
1978-1984 - Lawless Detroit Diesel, Inc., City
of Industry, Ca. Functioned as the Company's
Controller and Financial Manager
expe nsesible for budget preparation, forecas
bank relations, etc.
1975-1978 - Neils Detroit Di to enablexa
Az. Improved accounting operations
reduction in staff by one-half. Reduced audit
fees, improved financial reporting and
timeliness thereof. Other changes were made of
a tax saving nature such as conversion to LIFO
inventory valuation.
1968-1975 - Received my basic training in
auditing with Deloitte & Touche. Then went �.o
work with the Auditor Generals Office of the
State of Arizona auditing various State and
County agencies (1971-1973) and concluded mY
auditing experience with Dennis Schmich & Co.,
a regional C.P.A. firm in Phoenix, Az.
13522 Newport Avenue, Suite 200
Tustin, California 92680
(714) 731-3414 9 (714) 731-4620 Fax
5199
March 22, 1992
Mayor and Members of the City Council
15222 Del Amo
Tustin, CA 92680
Honorable Mayor and Members of the City Council,
In response to the search for applicants for the City Audit
Committee, I would like to submit my qualifications for your
consideration.
I have been a resident property owner of Tustin for more
than 6 years. I am a Certified Public Accountant (CPA) with
a currently ,ra.li.d California license (renews in Oct.,1993),
though I am not: emp.l.oyed as a. practicing CPA at this time. I
am employed with the County of Orange Waste Management Dept.
as a management level Staff Analyst and, as such, I am
currently subject to the Conflict of Interest Disclosure
Laws and file form #730 annually.
During seven years of public accounting practice
(1978-1985), both as an employee of CPA firms and as a sole
practitioner, I have conducted audits of client records,
including public agencies and private corporations,
supervised auditing staff (1 to 4 auditors), written audit
reports, prepared and discussed management letters, tested
internal controls and made recommendations for procedural
and system improvements to remedy weaknesses and improve
efficiency.
I would be happy to provide additional details as required.
Sincerely,
r
Arthur A. Zarn w ki, CPA (lic # 31547)
1722 Mitchell Ave. Unit #35
Tustin, CA 92680
(714) 832-2516