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East Bay Chapter

A blog for and by a community of professionals

President's Message

Participation Is a Plus

October 1, 2014

By Tom Bret

 Last month I discussed CalCPA’s introduction of a member benefit: the Professional Issues Updates events. I told you to mark your calendars for Nov. 3 when the first Professional Issues Update will be presented in the Bay Area at the Sir Francis Drake Hotel in San Francisco, 8:30 a.m.-noon.

The Professional Issues Updates was piloted last year at the Bakersfield Chapter with great success. When possible, the program may include presentations relevant to a chapter’s region, such as agriculture in Bakersfield or tech in Silicon Valley. Each free program will feature expert speakers on technical and regulatory issues. Register or learn more about this free, three-hour CPE event.

No time to get to San Francisco? A webcast of an Update program is scheduled for January 12, 2015. Check CalCPA.org for more information.

Read the rest of this entry »

Chapter News

Looking for Fun and Excitement? Don’t Be Left Behind

Saturday, Oct. 18
Location: Golden Gate Fields
Back by popular demand! Get ready for a fun and exciting day at the races! Yes, that’s right: we’re going to Golden Gate Fields! Whether you’re a betting person or not, there is no doubt that the exciting sport of horse racing can be enjoyed by everyone, so bring friends and family. The price of admission includes valet parking, Turf Club admission and a delicious buffet (discounts available for students, candidates and YEPs).

Learn more and register.

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 Oct. 20. Download the form today or contact Joelyn Carr-Fingerle.

THINK PINK! Saturday, Oct. 25

Join the CalCPA PSV and SVSJ chapters for a 5k fundraising walk!

MAKING STRIDES Against Breast Cancer of Silicon Valley

Location: Arena Green; Guadalupe River Trail; San Jose
Time: 7:30 a.m./registration; 7:45 a.m./meet CalCPA team at the Main Stage

Join our team or get more info.

CalCPA members contact: Mayu Kozuka 650.522.3256
CalCPA staff contact: Wendy Mai 415.254.2323

Low-Cost Education Day Coming

Saturday, Oct. 25
Location: Crow Canyon Country Club

Don’t miss an exciting all-day conference covering that will cover an array of hot topics, from fraud to technology to an A&A update to Social Security. Speakers include: Don Glenn (partner, Glenn & Burak LLP), Linda Peterson (strategic relationship manager, Insynctive, Inc.), Al Silva (vice president of consulting, Murphy McKay Associates), and Kelly Milligan and Sue Mazzetti (financial advisers, Merrill Lynch Wealth Management).

Learn more and register.

Scholarship Application Window Open

It’s time to apply for chapter scholarships! Last year we awarded more than $36,000 to the most promising students attending East Bay colleges. The scholarship application deadline is Monday, Oct. 27. Selected applicants will be contacted for an interview in December, and scholarships will be awarded at Honorees Night in January. Don’t miss out on the opportunity for a scholarship. Download an application.

Thanks to our generous Scholarship Fund donors who make this possible. To donate, make checks payable to CalCPA Institute, East Bay Chapter, and mail to: Soco Davenport; 1800 Gateway Drive, Suite #200; San Mateo, CA 94404.

If you’re interested in having a scholarship award named after you or your firm, please contact us.

CalCPA News

2015 CalCPA Campus Ambassador Program

Help spread the word about CalCPA and the CPA profession—applications are being accepted for the CalCPA Campus Ambassador Program. Campus Ambassadors are students passionate about pursuing a career in accounting and becoming CPAs and will spend approximately 20 hours of work per semester focused on:

  • Building awareness of FREE CalCPA student membership and benefits to students and educators;
  • Increasing visibility of CalCPA on campus; and
  • Strengthening ties between local CalCPA chapters and colleges/universities.

Campus Ambassadors will receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

Eligibility requirements and application are available online.

Become a CalCPA Officer, Education Foundation Trustee

California CPAs are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?

The CalCPA Council/AICPA Council 2015-16 application period is open, as is the application period for CalCPA Education Foundation trustees.

More information, including position descriptions, nomination criteria and nomination form can be found online.

Both CalCPA officer and Foundation trustees nominations are due Dec. 1.

Coming to Your Chapter: Professional Issues Update

The Professional Issues Update roadshow will foster a greater sense of information sharing among CPAs in your area—with a group of experts coming to your chapter, providing a customized update based on geographic, industry and professional trends.

CPA professionals, including CalCPA leadership, will cover tax issues, legislative and political activities, trends related to risks and liabilities for CPAs and a review of the Affordable Healthcare Act’s impact on employers and employees. Additional topics are also being identified.

Register for your chapter’s update.

Manage Your Money Week

CalCPA is supporting Manage Your Money Week, a program of the state controller’s office involving state and local government agencies, nonprofit organizations, unions, schools, libraries, financial institutions and financial management associations hosting free money management education events and promoting the importance of good money management practices.

The program takes place Oct. 18-25. All 14 CalCPA chapters are encouraged to find at least one opportunity to make a financial literacy presentation that week. The following chapter presentations have so far been confirmed:

Oct. 20: Inland Empire; Los Angeles
Oct. 21: Channel Counties; East Bay; Los Angeles; San Joaquin
Oct. 22: Channel Counties; Inland Empire; Peninsula/Silicon Valley
Oct. 23: Bakersfield; San Joaquin

There is still time to organize a presentation in your chapter! Please send all event information to David Lo, CalCPA strategic relations manager.

Save the Dates

Oct. 18: Day at the Races, Golden Gate Fields
Oct. 25: Low Cost Education Day
Nov. 13: 19th Annual Estate Planning Symposium
Jan. 28: Tax Issues in Divorce Mini-Conference

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East Bay Leaders & Groups

From technical committees to discussion 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.

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Contact Us

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

Program Associate:
Soco Davenport
(925) 926-0189

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

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