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East Bay Chapter

A blog for and by a community of professionals


President's Message

Chapter Activities Hum Along

October 30, 2014

By Tom Bret

 By the time this message appears in the November Bulletin, we will have completed a number of events in October with many more scheduled for November and early December.

In addition to several committee events, October saw chapter-wide events, including Sports Day at the Races Oct. 18 and the annual Low-cost Education Day Oct. 25. The first was a great opportunity to see old friends, make new ones and network. Low-cost Education Day provides eight hours of quality education from great instructors on a variety of CPE qualifying topics, such as a fraud primer, workflow tools, accounting and auditing updates, and more. An event like this is particularly important for members in industry working for employers that do not support the member’s professional participation and license requirements. If you missed the 2014 event, be sure to look for it in 2015.

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Chapter News

Estate Planning Symposium

Thursday, Nov. 13
Location: Round Hill CC; Alamo

Don’t miss this popular annual conference and opportunity to learn, meet and mingle with CPAs, attorneys and financial planners who specialize in estate planning. Topics include an update by an IRS estate tax manager on estate and gift issues; estate planning run amok; charitable giving; and income taxation of trusts and estates. Guests speakers include IRS Supervisory Attorney Kyle Martin; Dennis Leonard, Esq., Ramsbacher Prokey LLP; Patricia Andersson, CPA/J.D., Law Offices of Andersson & Andersson P.C.; and Justin T. Miller, J.D., LL.M., CFP, BNY Mellon

Register or learn more.

How Does a Scholarship in Your Name Sound?

Our chapter has been proud to name awards after their donors in recognition of their generous contributions. Our generous scholarship fund donors, our members who contribute through the dues program and our fundraising events combine to make scholarships possible. This year the chapter has increased the scholarship budget to $50,000. We’re looking for a few generous donations.

Awards have been given to the most promising students of the East Bay colleges. If you’re interested in having a scholarship award named after you or your firm, please contact chapter program associate Soco Davenport. The chapter accepts donations in any amount. To make a donation, make checks payable to CalCPA Institute, East Bay Chapter, and mail to: Soco Davenport; 1800 Gateway Drive, Suite 200; San Mateo, CA 94404. Awards will be presented at the Honorees Night in January.

Nominations Open for Outstanding Emerging Professional Award

Do you know an outstanding emerging professional? Be sure to nominate him or her so they can be recognized. Candidates must be licensed chapter members who have significantly impacted the profession and/or community? The deadline for nominations is Dec. 15. The winner will be recognized at the chapter’s Honorees Night in January. For information, contact chapter program associate Soco Davenport.

CalCPA News

Register Today for the Startup Business Conference

A startup begins with a great idea, but seasoned entrepreneurs and CPAs know that after the great idea comes the challenges of building a successful business. From patent issues to payroll taxes, business owners and the accounting professionals who advise them need to know more than just how to positively impact the bottom line. Funding options, employment issues and selecting the right business advisers are only a few of the hot topics that will be covered at the 2014 Startup Business Conference. Designed to meet the needs of both business owners and the professionals who partner with them, you won’t want to miss learning the secrets in the world of startups.

Credit Information: CPE: 8 Hours

Register Today.

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.

CPA Day at the Capitol – Wednesday, Jan. 21, 2015

CPA Day at the Capitol is one of the most important events for CalCPA members to attend. During each legislative session, bills are introduced that impact you, your clients or your employer. As the business climate continues to change and new legislators take office, we need to build bipartisan relationships with those who share our commitment to the CPA profession. Take a proactive approach to increasing your voice in the political arena and help policymakers understand the issues facing California CPAs.

Register today at www.calcpa.org/cpaday.


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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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