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Banquet Agenda 042816
- 1. Sunday, April 24, 2016 Shadowridge Golf Club Office Leaders Debbie O’Doherty Office #3509 – Coast Highway Office #5919 – Front Gate Camp Pendleton Shannon Hughes Office #3510 – District Office Cher Kalas Office #3511 – San Marcos Office #5175 – Nordahl Laura Torres Office #3512 – East Vista Way Office #4825 – Vista Village Bruce Sheinberg Office #3513 – Shadowridge Office #4809 – Marron Road Sherry Weishaar Office #3515 – Fallbrook Office #5957 – Back Gate Camp Pendleton Office #6438 – SOI Camp Pendleton Cathy O’Brien Office #4630 – Mission & Douglas Office #4808 – Old Grove Melba Johannsen Office #3536 – Gateway Office #4328 – Del Norte Parkway Daniela Villafuerte Office #3538 – Home Depot Office #4824 – Felicita Office #6525 – Prospera Eliane Savage Keast Office #5027 – Encinitas Office #5281 – La Costa Support Team Debbie Kappa Way Rosemary Hollingsworth Dave Brady Jeff Soriente John Neu
- 2. Longevity Awards 25 Years Judy Boyes Anna Carr Jane Cassaro John Howe 20 Years Susan Bourgeois Josie Castellanos Vashtine Hardy Shannon Hughes Debbie O’Doherty 15 Years Houry Basmadjian Gus Irani Sujata Joshi Jim Kinney Sam Leone Jo Smithson Joe Wujcik CSP Recognition Maria Alvarez Luis Arias Cristina Calderon Crystal Colley Blanca Reyes Most Returns Nam To … 724 Judy Quintanar … 467 Luz Austin … 457 Most Tax Plus Revenue Luz Austin … $132,601 Amanda Savo … $149,439 Nam To … $122,232 Total Product Attach 40 or more returns, product attach 125% or better Jeannie Rogers … 201.8% Tanya Haddad … 162.3% Soheila Hangafrin … 146.4% Elizabeth Garcia-Salas … 142.9% Rose Bondoc … 142.0% Monica Sainz … 139.6’% Craig Herriot … 138.3% Rupinder Gill … 138.2% Angela Linihan … 134.6% Joy Matsui … 133.8% Veronica Murgas … 133.6% Stephen Kats … 132.7% Joe Wujcik … 132.2% Sujata Joshi … 132.2% Houry Basmadjian … 130.8% Lupe Pinto … 130.0% Maria Mendez … 126.6%
- 3. Send-a-Friend Top two tax pros in each office iwth 40 or more returns, & redemption 6% or better Office #3509: Daniel Matteao … 21.1% and Norma Pack … 10.0% Office #3510: Victoria Bueno … 7.3% Office #3511: Celia Portilla … 9.3% Office #3512: Veronica Vargas … 32.8% and Reyna Cortez … 16.5% Office #3513: Lawrence Mui … 6.4% Office #3536: Renee Spinks … 12.0% and Silvia Rocha … 6.9% Office #3538: Kimberly Krause … 8.8% Office #4328: Rupinder Gill … 11.4% and Laurie Albarran … 6.3% Office #4630: Jeannie Rogers … 20.0% and Esmat Aboushadi … 6.3% Office #4808: Conni Page … 11.6% and Yolanda Rivero … 6.8% Office #4809: Jose Muniz … 6.1% Office #4825: Doreene McClain … 16.9% and Elizabeth Martinez … 14.1% Office #5027: Joy Matsui … 6.9% Office #5175: Richard Raher … 8.8% and Jennifer Sawyer … 7.7% Office #5281: Albina Lumetta … 11.9% and Don Newell … 11.0% Office #5919: Judy Quintanar … 6.7% Office #5957: Esmat Aboushadi … 34.5% and Gary Cooper … 18.5% Office #6438: Paul Quinn … 12.5% and Marco Taddei … 8.2% Net Promoter Score @ 4/21/16 Office #3509 – Coast Highway … 87.7% Office #4825 – Vista Village … 86.2% Office #3513 – Shadowridge … 85.9% Office #3510 – District … 85.3% Office #5919 – Front Gate Camp Pendleton … 85.3% Office #3511 – San Marcos … 83.8% Office #5957 – Back Gate Camp Pendleton … 83.5% Office #4328 – Del Norte Parkway … 83.5% Office #4809 – Marron Road … 83.0% Office #4630 – Mission & Douglas … 81.5% Office #4824 – Felicita … 81.5% Office #3536 – Gateway … 81.3% Office #5175 – Nordahl … 81.1% Office #3515 – Fallbrook … 81.0% Office #6438 – SOI Camp Pendleton … 80.3%
- 4. Net Promoter Score @ 4/21/16 10 or more surveys, 80% or better NPS Suzi Boynton .. 100.0% Laureen Davis .. 100.0% Elizabeth Garcia-Salas … 100.0% Mary Greaney .. 100.0% Walberto Lopez .. 100.0% Richard Raher .. 100.0% Sherry Weishaar .. 100.0% Joe Carona .. 97.8% Jeannie Rogers .. 96.7% Rosemary Costine .. 96.3% Tanya Haddad .. 96.2% Julie Sleeper .. 96.0% Marla Gonzalez .. 95.7% Anna Carr .. 94.8% Sujata Joshi .. 94.7% Mike McCormick .. 94.2% Jo Smithson .. 93.8% Norma Pack .. 93.5% Gus Irani .. 92.9% Ryne Galiszewski Edwards ..92.9% Yolanda Rivero .. 92.6% Alin Noroluzifar .. 92.3% Juliet Rodriguez .. 92.0% Nancy Woods .. 92.0% Lupe Pinto .. 91.9% Joy Matsui .. 91.7% Susan Bourgeois .. 90.8% Judy Quintanar .. 90.4% Harry Clyde .. 90.3% Cynthia Clifton .. 90.2% Melissa DePonte .. 90.0% Victoria Bueno .. 89.7% Marty McDougall .. 89.7% Jeffrey Becker .. 89.5% Doreene McClain .. 89.4% James Enos .. 89.3% Sara Mitchell .. 88.9% Soheila Hangafrin .. 88.6% Jane Cassaro .. 88.5% Lawrence Mui .. 88.4% Maya Dehani .. 88.2% Amanda Savo .. 88.1% Magdalena Lujano .. 87.5% Easter Christopher .. 87.3% Sam Leone .. 87.2% Rose Paz .. 87.1% Sue Restivo .. 87.1% Linda Willis .. 86.8% Yvonne Villa .. 86.7% Cathleen Conway .. 86.5% Paul Quinn .. 86.4% Sue Massey .. 86.1% Veronica Murgas .. 86.1% Phyllis Brown .. 86.0% Darreck Clines .. 85.7% Leo Deem .. 85.7% Paul Savo .. 85.7% Vince Sexton .. 85.4% Jaina Tanoa .. 85.3% Esmat Aboushadi .. 85.1% Dallas Butler .. 85.0% Bob Banning .. 84.6% Silvia Rocha .. 84.2% Mike Teasley .. 84.1% Melissa Maldonado .. 83.7% Clara Silvey .. 83.6% Angela Linihan .. 83.3% Maria Romero .. 83.3% Monica Sainz .. 83.3% Debbie Aster .. 83.1% Lela Keller .. 82.9% Laurie Albarran .. 82.7% Carolyn Martinez-Kidd .. 82.4% Cheryl Myrick .. 82.2% Rose Bondoc .. 82.1% Kristie Shipley .. 82.1% Susan Seger .. 82.0% Marce Gresham .. 81.9% Don Newell .. 81.8% Josette Pyper .. 81.8% Rob Klepadlo .. 81.8% John Howe .. 81.6% Harish Punjabi .. 80.9% Gaby Gomez .. 80.9% Craig Herriott .. 80.3% Houry Basmadjian .. 80.3% Nan Krommrnhoek .. 80.0% Stephen Kats .. 80.0%