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East Bay Chapter

A blog for and by a community of professionals


President's Message

The Value of Membership

September 1, 2014

By Tom Bret

 Tom O’Sullivan, chapter vice president, and myself attended the annual CalCPA Members Business and Council Meeting. These meetings are open to all members and rotate around California to enable participation. The good news from the business meeting is that CalCPA and the CalCPA Education Foundation continue to be strong financially. We’re fortunate to have a strong and dedicated staff that assists each chapter and the general leadership in many ways.

Each chapter nominates a number of voting delegates, based on the number of licensed CPAs in their chapter, to CalCPA Council, which is the organization’s governing body. Smaller chapters (fewer than 1,000 licensees) delegate a minimum of two members to Council. Larger chapters add one for each additional 1,000 licensee members. Los Angeles leads with 11 delegates and the East Bay Chapter has three. Our chapter is a mere dozen or so licensed members short from adding a fourth delegate. However, as membership renewal rolled around in May every year, we fall by as many as a few hundred and then recover with late renewals and new members.

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 résumé to committee chair Mary Geong by Sept. 15.

ABC Night in WC: Early Birds Save

Tuesday, Sept. 23 (early bird deadline Sept. 17)
Location: Scott’s, Walnut Creek

Walnut Creek ABC Night is the kind of place where everyone knows your name. Well, this may be a bit of a stretch, but the odds are you will see someone you know. And, if you are new to the event or to the area, it’s a great place to meet attorneys, bankers, CPAs and other financial professionals, so don’t miss it! Thanks to our sponsors:

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

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.

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

Professional Issues Update: Coming to Your Chapter Near You

Please 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 and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE. This event is FREE for members and guests. Invite your colleagues to use discount code “PIUGuest” at checkout.

Learn more and register today.

2015 CalCPA Campus Ambassador Program

Want to help spread the word about CalCPA and the CPA profession? Applications will be accepted starting Oct. 1 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.

Applicants must be a:

  • Sophomore or junior attending a four-year college or university with a graduation date of December 2015 or later;
  • Declared business, economics or finance major or minor, with an intention of pursuing a CPA license; and
  • U.S. citizen or permanent resident of the United States.

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

For more information, contact David Lo via email or call (818) 546-3559.


Save the Dates

Sept. 23: Board meeting
Oct. 18: Day at the Races, Golden Gate Fields
Oct. 25: Low Cost Education Day
Nov. 13: 19th Annual Estate Planning Symposium

So, You Want to be a CPA?

Learn about the pathway to becoming a CPA from experts at CalCPA and the California Board of Accountancy, who will discuss:

  • Fulfilling educational requirements;
  • The CPA Exam;
  • Applying for first-time licensure; and
  • Your first renewal

You’ll also hear from a newly licensed CPA and a seasoned CPA about what being a CPA is really like.

Join us live at the University of San Diego, SOLES Auditorium or tune in via webcast.

Date: Wednesday, Sept. 17
Time: 5-7 p.m.
Cost: FREE

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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