Peninsula/Silicon Valley Chapter
A blog for and by a community of professionals
May 28, 2013
By Minel Diaz, CPA
I look forward to representing our chapter members as your 2013-14 president. I have had great opportunities to participate in CalCPA’s leadership by serving in various roles (including as a representative at CalCPA Council) and in various chapters. I’ll bring these experiences and new ideas from other chapters and introduce new activities to our chapter.
Through the years of my involvement in CalCPA, I have met and worked with many CPAs and other professionals who offer a wide range of specialties and come from a variety of practice areas. I look forward to continuing to build those relationships while at the same time making new ones. We’re brought together through our larger events such as ABC Night in January, the Estate Planning Symposium in June and the Asia Business Forum. These are just some of the events we offer you.
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President: Minel Diaz (Electric Power Research Institute)
Vice President: Rich K. McDonnell (Burr Pilger Mayer Inc.)
Secretary: Bruce A. Maule (College of San Mateo)
Treasurer: Alison D. Proctor (Seiler LLP)
Past President: Kenneth K. Lee (Admiral Advisors, LLC)
Michael J. Baird (Fred A. Marcussen CPA)
Robert L. Borelli (Robert L. Borelli CPA)
Anthony Rozenvasser (Seiler LLP)
Audrey Szutu (California Micro Devices)
Marc Leardini (Young, Craig, & Co.)
Matthew J. Price (Frank, Rimerman + Co. LLP)
Anna Su (Burr Pilger Mayer Inc.)
Julie Schilling (California Casualty Management Company)
After the busy season, our Management of an Accounting Practice Committee goes into its spring season. Chapter managing partners, senior partners and sole practitioners are all welcome to these monthly lunch discussions. Advance registration is required. Please contact chair Tim McCrone. Cost is $20 per person, payable at the door.
Our Nonprofit Committee continues to meet the first Wednesday morning of every month. Our June meeting is focused on using FASB’s website to do accounting and auditing research, and approach key areas for nonprofit organizations. We will focus specifically on going through the FASB Learning Guide that uses scenarios to show the best way to use all the features of the online codification.
Register or learn more.
Get off that computer and join us for some face-to-face social networking with food, drinks, music and—of course—bocce ball. Invite your colleagues—and don’t forget your business cards.
Register or learn more.
If you’re ready to overcome your confusion about social media, SEO, blog, video, email, affiliate, article marketing and more, join us for lunch and hear guest speaker Angie Grainger, CPA/PFS, CFP, and certified money coach, demystify social media and internet marketing.
Learn more and register
The San Francisco and Peninsula Silicon Valley chapters have formed a team in the third annual Packard Summer Scamper benefiting the Lucile Packard Children’s Hospital. If you’d like to participate:
- RSVP with your T-shirt size to program associate Wendy Mai for your free CalCPA T-shirt and group information.
- Register online before June 1 and select from a number of different activities for $30. Join the “Peninsula/San Francisco Chapters of CalCPA” team by using the password: calcpa2013.
The 12th annual Estate Planning Symposium will feature guest speakers Craig Janes, CPA from Deloitte and Touche; Kyle Martin, Esq. from the IRS; Denise Riley, Esq. from Northern Trust; and Keith Schiller, Esq. from Schiller Law Group.
Learn more and register.
Join speaker Steven L. Walker for this highly informative course, which will provide an overview of the tax compliance and enforcement issues faced by U.S. persons with foreign activities. Review the major information forms that may need to be filed for clients with international activities.
Register and learn more.
Co-sponsored by CalCPA, this seminar will feature leading speakers discussing state taxation of cloud and e-commerce; worker classification issues; foreign investment in real property, and more.
The seminar is presented by The Income and Other Taxes Committee, State and Local Tax Committee, the Corporate and Pass-Through Entities Committee and the Tax Procedures and Litigation Committee of the Taxation Section of the State Bar of California.
Date: Friday, June 28
Time: 8:30 a.m.–5 p.m.
Locations: Program held concurrently at Whittier Law School (Costa Mesa); University of San Diego, School of Law; and Golden Gate University, School of Law (San Francisco)
CalCPA is in search of CPA professionals licensed less than five years who are looking to develop critical leadership skills with a network of peers and local leaders for our annual Emerging Leaders Certificate Program.
Join us for a full-day conference (July 25 at the South San Francisco Conference Center or July 26 at the Four Points Sheraton LAX) focused on various areas of leadership development, followed by four, two-hour chapter-based workshops Aug. 7 and 21, Sept. 18 and Oct. 18.
Program topics include leadership in the new normal, leading from a place of natural strength, how to think like a leader, establishing an ethical culture … and more.
Register today by going online and selecting your chapter.