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East Bay Chapter

A blog for and by a community of professionals


President's Message

Emphasis on Financial Literacy

August 1, 2014

By Tom Bret

 CalCPA’s financial literacy initiative has packed a powerful punch since its first year. In 2004, the California Legislature specifically recognized CalCPA’s role in working to improve the financial literacy of Californians. Also, CalCPA’s financial literacy initiative has received an American Society of Association Executives’ Award of Excellence as an outstanding program that has resulted in a significant benefit to society. CalCPA has held several financial literacy summits for parties interested in bringing financial literacy to more Californians, developed a number of presentations directed to varying audiences and provided support to CalCPA members interested in presenting the programs.

One aspect of CalCPA’s annual CPA Day at the Capitol is to make legislators in Sacramento aware of CalCPA’s financial literacy programs and initiatives available to individuals and small businesses. Since the financial crisis of 2008, the California Legislature has enacted various initiatives to address the growing negative effects of financial illiteracy, such as the housing mortgage crisis and a low national savings rate.

Read the rest of this entry »

Chapter News

Applications for 2015-17 Board/Director Positions due Sept. 15

The chapter’s Nominating Committee is seeking candidates for positions on the board, as well as chapter officer spots that will be up for election in January. The board positions are two-year commitments. Officers are elected annually.

Board members and officers are expected to attend board meetings, which precede each of the dinner meetings, and the dinners, as well as an organizational clinic in early June. The board meetings are generally two hours long. Each board member and officer serves as a liaison to two chapter committees and, as such, keeps in contact with the committee chair to report to and from the board and committee. Committee attendance is encouraged, but not expected. Board members and officers receive no compensation or reimbursement for these activities.

If interested, submit your resume to committee chair Mary Geong by Sept. 15.

Golf Tournament: A Grand Slam!

A record 110 golfers participated in the golf tournament held at Blackhawk Country Club. This was our first year at the club’s Lakeside Course, and no one managed to win the 2014 Porsche Boxster in the hole-in-one contest, but there’s always next year. Many prizes were won at the BBQ awards dinner, including a professional racecar ride in a Porsche GT3 RS with golf committee chair Mike Ray. Thanks to our hole-in-one sponsor, Perseus Wealth Management, and to Carlsen Porsche for providing the beautiful Boxster that had to go back to them at the end of the day. Thanks to all the sponsors and players for supporting San Francisco and East Bay chapters’ scholarships, and thanks to our partner, FEI.

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.

CalCPA News

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online.
Applications are due Aug. 29.

Professional Issues Update—Coming to a Chapter Near You

Join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act (ACA) and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE.

Cost: Free for members and guests. Invite your colleagues to use discount code PIUGuest at checkout.

Learn more and register today.


Save the Dates

Sept. 23: ABC Night in Walnut Creek
Oct. 18: Day at the Races, Golden Gate Fields
Oct. 25: Low Cost Education Day

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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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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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