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President's Message

Inaugural Message: ABC Night and the Year Ahead

May 8, 2015

By Tom O’Sullivan

 I’m greatly honored to be your chapter president. Also, I want to thank past president Tom Bret for the mentoring and strong leadership.

Our team recently met to plan for a continuing great year. The focus for the next year will be on the benefits of membership, networking, education and professional growth.

We had our Installation and Magic Show May 5, and also honored new, continuing and outgoing officers during the dinner portion of the show. The evening was highlighted by an entertaining performance given by The Stars of California Magic.

We look forward to seeing you at these upcoming events:

Chapter News

May 19: Oakland ABC Night

Connect with other financial professionals at our most popular event of the year! ABC Night provides attorneys, bankers, CPAs and other financial professionals the opportunity to see old friends and make new ones. Hors d’oeuvres and beverages are included in the registration fee.

Location: Scott’s Oakland
Register or learn more.

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CAP Card: Your Ticket to Savings!

Purchase the Chapter Activities Passport (CAP Card) and save! This program includes six premier chapter events at one-third savings of the total overall cost if they were to be paid for separately. Benefits of the CAP card are not only the savings on your admittance, but also on admittance for a guest (50 percent off). The CAP card is transferable so, if you can’t attend an event, you can transfer your ticket to someone else. You also save on time as you only have to register once for all seven events. Remaining events included with the CAP card are:

  • July 14: Past Presidents Night with CalCPA Chair
  • Sept. 29: Walnut Creek ABC Night
  • October: Sports Night
  • October: Low-cost, 8-hr CPE Event
  • Dec. 8: Tax Night
  • Jan. 26: Honorees Night

Learn more.

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Volunteer Judges Needed for SAGE Teen Entrepreneur Competition

As a longtime sponsor of Students for the Advancement of Global Entrepreneurship (SAGE), CalCPA members are invited to serve on the judging panel at UC Berkeley June 4-5 at the SAGE Teen Entrepreneur Competition.

As a SAGE judge, you will help evaluate the quality of a high school team’s four-page, annual report and its 13-minute multimedia presentation. Judges instructions will be given before the teams compete. You can review an agenda for the event online.

If you’re interested, email CalCPA member Curt DeBerg or call (530) 520-7370.

SAGE helps create the next generation of entrepreneurial leaders whose innovations and social enterprises address the needs of our global community. Winners of the June event advance to the SAGE World Cup in Seoul, Korea, Aug. 7-11.

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How You Can Help Californians Better Manage Their Finances

Register for the 2015 California Financial Literacy Summit—July 30

Are you a current financial literacy volunteer looking for additional training, resources and networking opportunities with other volunteers and financial literacy stakeholders? 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?

On July 30, California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together with a common goal—to improve financial literacy. The 2015 California Financial Literacy Summit at the San Jose 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.

The 2015 California Financial Literacy Summit offers a unique chance to connect with leaders in the financial literacy community as well as educators, nonprofit volunteers, community organizers and financial professionals.

Visit www.calcpa.org/flsummit for the latest information about the summit and to register for free. All meals and parking are included. Reception to follow at the conclusion of the event.
3 hours of CPE will be offered.

Our special thanks to the following sponsors for their generous support:

Platinum:
Deloitte
PwC
KPMG
EY
Grant Thornton
CalCPA Education Foundation
California Teachers Association
California Jump$tart Coalition

Silver:
Mercury Insurance

Bronze:
Inceptia

CalCPA News


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CPA-PAC Fundraiser With Lt. Gov. Gavin Newsom

The CPA-PAC is hosting a fundraising breakfast June 26 featuring Lt. Gov. Gavin Newsom. The event will be held 7:15-9 a.m. at the Park Central Hotel in San Francisco. Newsom, the former mayor of San Francisco and a front-runner to be California’s next governor, will be discussing the state’s political climate and his plans for the future of our state.

Save the Dates

June 23: Tri-Valley ABC
July 28: Golf Tournament
Sept. 29: Walnut Creek ABC

East Bay Leaders & 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.

Membership News

Contact Us

Program Associate:
Soco Davenport
(925) 926-0189

Division Director:
Membership and Strategic Programming
Jill Gorman
(650) 522-3204

1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072