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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals


Chapter News

Dec. 9: Financial Planning for Young Professionals

Don’t be a Grinch: Financial planning can be fun and interactive during the holidays.

Join speaker Darrell Young, CPA, CFP, CIMA (principal at Poplar Global Wealth Management, LLC) to learn about financial planning, particularly for young emerging professionals. This may include general budgeting, managing student loans, buying a first home with a mortgage, managing securities investments, getting married, raising and educating children, and preparing for a comfortable retirement. We will review real-life case studies.

The second hour will be a fun time of networking with your peers for a midweek booster. Invite your colleagues and don’t forget your business cards.

Location: Burr Pilger Mayer; 2000 University Ave.; Palo Alto
Cost: $10/members; $20/nonmembers (snacks and refreshments included).
CPE: 1 hour

Register or learn more.

Congratulations to the 2014-15 Scholarship Recipients!

Competition was fierce between applicants for our 2014-15 scholarships. We awarded more than $17,500 to 16 rising stars. Congratulations to the following recipients, and we encourage everyone to apply again next year!

  • Corona E. Beck, Menlo College
  • Astrid B. Caballero, Notre Dame de Namur University
  • Rielle Dopke, Menlo College
  • Ana P. Escalera, Menlo College
  • Jacob Fohn, Menlo College
  • James E. Frier, College of San Mateo
  • Devin K. Gaines, Menlo College
  • Yang Lilia Li, College of San Mateo
  • Kaila Lovazzano, Notre Dame de Namur University
  • Brooke Morrow, Menlo College
  • Alla Stankovich, Foothill College
  • Luamata Tagaloa, Menlo College
  • Emily Tong, Skyline College
  • Magdalena Toval, Notre Dame de Namur University
  • Keisha Watanabe, Menlo College
  • Yuezhen (Julia) Wei, College of San Mateo

Thank you to our Student Night sponsors: Burr Pilger Mayer, Inc. (Platinum); Frank, Rimerman + Co. LLP (Gold); A2Q2, Becker Professional Education, Roger CPA Review, Seiler LLP (Supporting).

Thank you also to our ABC scholarship sponsors: Bank of the West, Provident Credit Union, Seiler LLP, Wells Fargo Private Bank (Gold); CCW Business Solutions & Young, Craig & Co. LLP (Silver).

And thank you to guest speaker Stephanie Polon, director of campus recruiting for BDO USA LLP, and special guest CalCPA Chair Timothy Good for attending.

MAP Committee Meets Jan 6

Our Management of an Accounting Practice Committee meets to discuss the latest hot topics in preparation for the upcoming tax season. Area managing partners, senior partners and sole practitioners are all welcome to these monthly lunch discussions. Advanced registration is required, so contact chair Tim McCrone. Cost for the event is $20 per person, payable at the door.

Joined CalCPA Since May 2014? You’re Invited to Our New-Member Orientation!

Do you ever wonder what being a CalCPA member means? Sure, you signed up and pay your dues, but what does it all entail?

The chapter board invites you, especially if you have joined CalCPA in the past year, to discover what CalCPA has to offer and to learn how to make the most out of your membership. Meet your fellow members and discover how to leverage your CalCPA membership to get involved in the community, develop your leadership abilities and increase your professional network.

All chapter members are welcome at the reception to follow our New-Member Orientation, where we host our annual ABC Fundraising Mixer for our scholarship fund.

New members joined since May 1 can attend this event FREE—no strings attached.

Date: Thursday, Jan. 15
Register or learn more
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Jan. 15: ABC Fundraising Mixer

Prepare for takeoff with our annual ABC Fundraising Mixer at Hiller Aviation Museum in San Carlos. This two-hour flight guarantees fun social networking, an open bar and hors d’oeuvres—all in the name of raising funds for our chapter scholarships for students pursuing their passion in the CPA profession.

Since 2005, we’ve awarded more than $100,000 in scholarships to students at Canada College, College of San Mateo, Menlo College, Notre Dame de Namur University and Skyline College.

Passengers include (A)ttorneys, (B)ankers, (C)PAs and other financial professionals. Come meet new clients and have a drink with old friends at the celebration of the year.

Expose your company to thousands of members with our sponsorship opportunities for this event by contacting Wendy Mai via email or by calling (415) 254-2323.

Date: Thursday, Jan. 15
Cost: $50/members with advanced registration; $60/member on the day of event and at the door; $35/student, candidate and young and emerging professional members (Note: you must be 21 and over with proper California ID to attend).

Register or learn more.

Financial Literacy Making Moves & Seeking Volunteers

Here is a list of upcoming volunteer opportunities where you can share your expertise to the community:

  • February: Family Resource Fair at Hillsdale Mall in San Mateo
  • March: Live webcast for college students at university in Peninsula

If you’re interested in volunteering to promote financial literacy in your community, or for further questions, please email Darrell Young or call (650) 616-4165.

Could You Use an Intern?

All business students at Menlo College are required to complete a 400-hour internship near the end of their degree programs. This means you have access to a pool of local, talented, undergraduate students who have a significant amount of relevant, business coursework completed and are ready to put their knowledge and skills to work for you while you help them learn about their chosen career path.

The Menlo College Internship Program pairs the student’s onsite internship experience with an on-campus seminar course. This program ensures that students are able to process and better understand their onsite experiences, share with a group of students to gain a more diverse view and context of business in the Bay Area and engage with faculty to help them maximize success at the internship sites.

To learn more, contact Zach Osborne, Menlo College’s associate director of internships, at (650) 543-4097 or via email,

CalCPA News

Jan. 21: CPA Day at the Capitol

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.

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.

CPE: 8 hours

Register today.

Upcoming Conferences: The Gifts That Keep on Giving

Unwrap knowledge that will help carry you through 2014 and into 2015 at our Education Foundation December conferences, including our inaugural Startup Business Conference:

  • Dec. 8: Wine Industry (live or webcast)
  • Dec. 9: Wine Industry Fundamentals (live and webcast)
  • Dec. 12: International Tax (live and webcast)

Find more information and register today online.


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From technical committees to discussion groups, the Peninsula Silicon Valley 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:
Wendy Mai
(650) 522-3231
Cell: (415) 254-2323


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

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