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East Bay Chapter

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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 on Oct. 18 and the annual Low-cost Education Day on Oct. 25. The first was a great opportunity to see old friends, make new ones and network. Low-cost Education Day provides 8 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.

I want to thank members Wilbur Chan, Mary Geong and Louise Cochrane for a successful Financial Literacy presentation to several 16-19 year olds at Oakland’s Chinatown Youth Center.  This was part of the CA State Controller’s Manage Your Money Week October 18-25.  East Bay was one of at least 10 Chapters that were able to  presented one or more programs during the week.

Read the rest of this entry »

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.; Justin T. Miller, J.D., LL.M., CFP, BNY Mellon

Register or learn more.

Federal Reserve Bank Tour and CPE

Wednesday, Nov. 12

Take a behind-the-scenes-tour of the Federal Reserve Bank of San Francisco and earn CPE. Senior Supervisory Analyst and Commissioned Examiner in the Risk Monitoring and Analysis Group Marty Tunnell will focus on fraud in financial institutions, but many of the concepts are transferable to other industries. Participants in one study estimated that organizations lose 5 percent of annual revenue to fraud. The financial stakes are enormous, and organizations often do not know when they are being victimized. We will explore techniques for recognizing and deterring fraud. The Federal Reserve Bank is at BART Embarcadero Station.

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 and all amounts. To make donations to the chapter’s scholarship fund, 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

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.

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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

Chapter Leadership