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East Bay Chapter

A blog for and by a community of professionals


President's Message

Third Time’s a Charm

July 1, 2014

By Tom Bret

 It’s time to write my third blog as chapter president. What I really want to do is finish most of those tax returns that went on extension way back in April at the same time I had to write my first blog. But, knowing I will be on vacation when this message hits your inbox, means the sooner I do it the closer I will be to that enjoyable time with my family. I hope that all of our members have some exciting, or at least relaxing, time planned for their summer.

We hosted one of CalCPA’s first receptions for newly licensed California CPAs June 5. Organized primarily by CalCPA marketing staff and program associate Soco Davenport, the event was held on a Hornblower yacht cruising around the San Francisco Bay. Although I was not able to attend, the feedback from many of the more than 100 attendees (including one licensee who flew from Washington just to attend) was favorable: “A great event”… “a great networking opportunity” … “professional and fun.” The goal of the new-licensee program is to expose our new professionals to CalCPA benefits and opportunities. In that regard, nothing says the event succeeded better than one new licensee who said, “Today I became an official CalCPA member. Put me in touch with someone regarding leadership opportunities.” See photos of the event online.

Read the rest of this entry »

Chapter News

CalCPA Chair Set to Visit Chapter

Don’t miss the opportunity to meet CalCPA Chair Tim Good July 15 at the Past Presidents’ Dinner. In addition, we will recognize the chapter past presidents as well as our 40-year members. The event, which takes place at the Lafayette Park Hotel, is a good opportunity for members to hear about important topics in the chapter and the profession, and for the chair to meet our awesome members.

Learn more and register.

Emerging Professionals Gathering for Golf Tips and Pizza

The emerging professionals group is gathering July 23 for some golf tips and tricks at Blackhawk Country Club, where we will brush up on what we have learned in past outings and add some new skills. After the lesson, the group will head to Ascona Pizza Company for food, beverages and a good time! We hope to see you there!

Learn more and register.

Golf Tourney Is Around the Corner

The golf tournament is just around the corner! You’ll be in for an exciting and memorable round at the championship Lakeside Course at Blackhawk Country Club. Last year’s event attracted close to 100 golfers! Don’t miss out on a day under the sun, mulligans in your pocket and swing a chance at winning a new car at the hole-in-one challenge. The tournament will conclude at the Lakeside Clubhouse with networking, an awards dinner and hot raffle prizes.

Learn more and register.

Register for the 2014 California Financial Literacy Summit—Aug. 6

Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? Are you considering volunteering your time to promote financial literacy in your community? Do you know of teachers or parents who are interested in bringing financial literacy resources into their schools?

California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.

The 2014 California Financial Literacy Summit
at the Burbank Airport Marriott will provide free educational resources for teachers, volunteer training and opportunities to build connections within the California community to promote financial education and focus on how we can empower the next generation to better manage their finances through education.

More information and registration details to this free event are available online. And stick around for the reception following the event.

Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!

CalCPA News

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.

The 2014-15 Emerging Leaders Certificate Program is Here

Details for the 2014-15 Emerging Leaders Certificate Program are being finalized—new speakers, new format, new topics. Participants will earn 16 hours of CPE and enjoy two full days of leadership development training and networking with peers, both regionally and within their CalCPA chapter. More information and to registration details are online.

  • Wednesday, Aug. 20:
    Locations vary by chapter


How Can You Help Californians Better Manage Their Finances?

Attend the 2014 California Financial
Literacy Summit


Aug. 6:
Burbank Airport Marriott & Convention Center

Register Today!

Save the Dates

Sept. 23: ABC Night in Walnut Creek
Board Meetings: July 15, Sept. 23

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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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