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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals


President's Message

Back to the Future: The Lifeline of Our Profession

October 1, 2014

By Rich McDonnell, CPA

2014-presWhen I walked into our chapter’s Sept. 9 Meet the Firms/Internship Opportunities event lead by chapter vice president Bruce Maule, it was as if I went back in time 30 years to my own experiences at Pace University. Meeting the students just starting their new adventures in the accounting profession and seeing how driven they were to obtain their first job in accounting was extremely refreshing to me.

I can promise you that these students were driven, with a high level of concentration. When I walked from the CalCPA table to our BPM table (wearing two hats that night), I asked a young student, “May I answer any of your questions?” She had been standing in line for a while to talk to one of my tax supervisors, Sarju Patel, who also happens to be one of our chapter’s four Young and Emerging Professional Committee chairs. The student was direct: “I am waiting in this line to talk to him,” and pointed at Sarju! I thought to myself, “He works for me, I’m a tax partner with the firm you’re in line for and have been working there for 30 year, and I’ve been with CalCPA for awhile now. I really think I can handle most of her questions.”

Read the rest of this entry »

Chapter News

THINK PINK! Saturday, Oct. 25

Join the CalCPA PSV and SVSJ chapters for a 5K fundraising walk during
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

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,

Volunteer with the Justice and Diversity Center’s Low Income Taxpayer Clinic

The Justice and Diversity Center’s Low Income Taxpayer Clinic is in need of volunteers. Many of its cases handle a broad range of IRS controversies for low-income individuals. CPAs experienced in tax controversy would be very helpful to the organization’s cause. If interested, please contact Sarah W. Drinkwater, low income taxpayer clinic supervising attorney, via email or call (415) 782-8977.

ABC Fundraising Mixer Jan. 15

Prepare for takeoff with our annual ABC Fundraising Mixer at Hiller Aviation Museum in San Carlos Thursday, Jan. 15. 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.

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. This event is open to everyone to register and attend. The cost is $50 with advanced registration; $60 on the day of event and at the door; and $35 for student, candidate and young and emerging professional members (Note: you must be 21 and over with proper California ID to attend).

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.

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.

Register or learn more.

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.

Manage Your Money Week

CalCPA is supporting Manage Your Money Week, a program of the state controller’s office involving state and local government agencies, nonprofit organizations, unions, schools, libraries, financial institutions and financial management associations hosting free money management education events and promoting the importance of good money management practices.

The program takes place Oct. 18-25. All 14 CalCPA chapters are encouraged to find at least one opportunity to make a financial literacy presentation that week. The following chapter presentations have so far been confirmed:

Oct. 20: Inland Empire; Los Angeles
Oct. 21: Channel Counties; East Bay; Los Angeles; San Joaquin
Oct. 22: Channel Counties; Inland Empire; Peninsula/Silicon Valley
Oct. 23: Bakersfield; San Joaquin

There is still time to organize a presentation in your chapter! Please send all event information to David Lo, CalCPA strategic relations manager.


Membership News

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Local Interest Groups

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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