Featured Event

Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
| Share

A blog for and by a community of professionals

President's Message

A Shake Up

October 1, 2015

By Tom O’Sullivan

EB_Pres_Tom_Osullivan1516WEBOn Aug. 27, I attended the monthly morning meeting of the North Bay Discussion Group in Napa and discussed “The Golden Years—Making Family Decisions When Some Members Can’t.” The co-chairs of this particular discussion group are J.D. Miller, of JD Miller, CPA, and Charles Daniels of First Allied. This event was a held a few days after the 1-year anniversary of the Napa earthquake. Downtown Napa still shows some signs of destruction, but the community is steadily rebuilding. Before the earthquake, the hosting restaurant, Downtown Joe’s, had been earthquake retrofitted, and it survived. In fact, the group had actually scheduled a meeting for the very morning of the earthquake.

Read the rest of this entry »

Chapter News

Upcoming FREE Member CPE

CalCPA News

CalCPA Committees: Build Your Leadership Skills, Share Your Expertise

Want to use your talents at the statewide level? Your opportunity awaits—the application period will soon open to serve on our CalCPA committees for 2016-17. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

And if you serve on a state committee and would like to continue, reapplication is necessary.

Serving on state committees allows you to work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts.

Keep an eye out for details about the application process. Applications will be due Jan. 15 and appointments will be made in early 2016 for the May 1–April 30 committee term.

CalCPA Gears Up for Next CPA Day in Sacramento

Registration is open for the next CPA Day at the Capitol—Jan. 19—in Sacramento.

CPA Day is CalCPA’s kickoff event of the legislative session, where members set the groundwork for CalCPA’s advocacy efforts for the upcoming session by discussing important issues facing the CPA profession and businesses.

This event allows CalCPA and its members to be at the forefront of several key issues, such as taxes on professional service proposals. The Legislature will reconvene in January, and CalCPA plans to once again maintain an active presence in the Capitol.

It’s Time to Lead

Want to hone your leadership skills and become a more effective leader in your workplace or the profession? Have ideas about CalCPA and the profession you want to share? Then step up at apply today for CalCPA/AICPA officer and Education Foundation trustee positions.

Applications for 2016-17 positions are available online:

The application deadline is Dec. 1.

2015 Tax Update and Planning Conference
Startup Business Conference - Dec. 3

Items of Interest

Volunteer Opportunity: Pleasanton Unified School District Audit Committee

The committee is searching for three Pleasanton residents to serve, one of whom must be a CPA. The CPA member will be required to serve a 2.5-year term. Committee members must serve a total meeting commitment of 10 to 15 hours annually.

More information and an application, due Oct. 13, are available online.

Accountant II / III Job Opening—City of Belmont

Do you want to be part of a well-integrated, highly professional finance team responsible for budget preparation and management, financial reporting, risk management, business services and more?

The City of Belmont is looking for an enthusiastic and dynamic multi-tasker with payroll experience. Must be flexible and able to juggle multiple priorities.

Apply online.

Save the Dates

Dec. 1: Tax Night
Nov. 6: Advanced Estate Planning Symposium
Jan: 28: Tax Issues in Divorce Mini-conference

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


Contact Us

Program Associate:
Soco Davenport
(925) 926-0189

Division Director:
Membership and Strategic Programming
Jill Gorman
(650) 522-3204

1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072