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July 1, 2015
Sacramento Area
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President's Message

Events Past and Future

August 27, 2015

By Tom O’Sullivan

EB_Pres_Tom_Osullivan1516WEBThe Emerging Professionals (EP) Committee held a Speed Mentoring event Aug. 19 at which experienced accounting profession members shared career insights. This fun and lively event was produced by EP Committee co-chairs Jennifer Bogart, of GoldsteinEnright, and Eric Yeoman, of Jones, Henle & Schunck. The committee provides networking and education opportunities for CPA candidates and CPAs with less than five years professional experience.
Upcoming networking and education events include:

  • Sept. 29: Mark your calendars for the ABC Night at Scott’s Seafood in Walnut Creek. This event is the last Attorneys, Bankers & CPAs Night for the year. Learn more and register.
  • Oct. 2: The Management of an Accounting Practice Committee will meet at 7:30 a.m. at Sunrise Bistro in Walnut Creek. This is a monthly meeting. Learn more and register.
  • Oct. 20: Sports Night will take place at 6 p.m. at Plank’s in Oakland, which is a new venue in Jack London Square that will provide us a Bocce lane, bowling lanes and a billiard table. The price is $40 for members and $15 for YEPs. Learn more and register.
  • Save the date: Low-cost education will be offered Oct. 24 at Crow Canyon Country Club.

Thank you again for your support of CalCPA, the CPA profession and CPA-PAC.

Chapter News

Nominations Open for the LeVerne W. Garcia Award

 The LeVerne W. Garcia Award for Outstanding Achievement recognizes a chapter member for his or her distinguished service to the profession, the community or both. The award is a memorial to LeVerne W. Garcia, who contributed extensively to the profession—including serving as chapter president and California Board of Accountancy secretary. Garcia also participated in numerous civic and professional organizations, and was the first recipient of CalCPA’s Distinguished Service Award.

The winner will be recognized at the Chapter’s Honorees Night in January. The nomination deadline is Sept. 15. Download the form today or email Scott Haislet.

Chapter Volunteers Needed

 If you have an interest in serving as a member on the chapter board or as a board officer, let us know. Our chapter’s Nominating Committee is seeking and considering candidates for both board members and chapter officers, including treasurer, secretary, vice president, president. Elections occur in January. Board positions are two-year commitments and officers are elected annually.

Board members and officers are expected to attend board meetings, which are held approximately eight times a year. These meetings precede each of the dinner meetings and last about two hours. Each board member and officer serves as a liaison to two chapter committees and, as such, keeps in contact with the committee chair(s) to report to and from the board and committee. Committee attendance is encouraged, but not expected. Board members and officers receive no compensation nor reimbursement for these activities.

We’d love your help. If interested, submit your resume by Sept. 15 to committee chair Patt Mayer.

Financial Literacy Corner: Summary from the Summit

By EB Chapter Financial Literacy Committee Chair Jenea Smith, CPA
The 2015 California Financial Literacy Summit was held July 30 in San Jose. It was co-hosted by the California Jump$start Coalition, a nonprofit group of organizations whose goal is to improve the personal financial education of California’s youth. The Summit was well attended and had excellent speakers, including legislators, educators, service providers and members of CalCPA leadership. Topics included:

  • The future of financial literacy for California.
  • Success stories of programs in various school districts throughout the state.
  • Student-loan debt issues and options.
  • Financial literacy resources.
  • Tips for volunteers presenting financial literacy.
  • A crash course in financial literacy knowledge.
  • Tips for what small business owners need for financial planning.

Some thought-provoking ideas were:

Read the rest of this entry »

Sept. 29: It’s as Simple as ABC

Make new friends, see old friends, make new business contacts and enjoy delicious food and your favorite beverages at Scott’s in Walnut Creek. Enjoy all this at our biggest event of the year. Join us for our premier event for attorneys, bankers, CPAs and other financial professionals.

Learn more and register

XBRL Workshop: Advanced Best Practice Training

XBRL Workshop October 1-2, 2015 in San Francisco
CalCPA invites you to attend the XBRL Workshop—Advanced Best Practice Training Oct. 1-2. This is an intensive, hands-on training that brings public company accountants best practice and error resolution to improve XBRL-formatted financials. As a CalCPA member, take advantage of a 10 percent discount from the $995 registration.

This workshop features best practice and taxonomy developments from CPAs who are XBRL experts from Deloitte, KPMG, PwC and the FASB. Take part in discussions and in-class exercises on handling critical issues in XBRL, such as creating valid XBRL financial tables, using required values, handling calculations accurately, appropriate signage on values, using extensions, proper use of dates and navigating the taxonomy. Plus, attend the optional early-bird session on XBRL basics.

Register for the San Francisco program today and use code CalCPA for a 10 percent discount on registration. (This offer is good on new registrations through Sept. 30, and cannot be combined with other offers.)

CalCPA News

San Luis Obispo CPE Week

Save the Dates

Sept. 29: Walnut Creek ABC

East Bay Leaders & Groups

The East Bay Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

Membership News


Education Foundation Courses/Conferences

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