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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals


President's Message

Setting Priorities

July 31, 2014

By Rich McDonnell, CPA

2014-presIn our daily lives, we may knowingly (or unknowingly) set our priorities; it’s simply part of our lives. During the summer, life slows down just a little to realize how we set our priorities. As CPAs we find ourselves with deadlines on a constant basis, so we proactively need to remember to rethink and reprioritize.

There’s a video that pops up every once in a while, where a professor adds to a jar big rocks, then pebbles to fill the spaces, then sand to fill the crevices and then chocolate milk to fill the air gaps. He asks his students at each interval, “Is the jar full?” Of course they say it is each time!

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Chapter News

Attention Partners & Sole Practitioners: Time for the MAP Committee

Our Management of an Accounting Practice Committee meets Tuesday, Aug. 5, to recharge. 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: $20/person (payable at the door).

Register for the 2014 California Financial Literacy Summit—Aug. 6

Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? 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?

California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.

The 2014 California Financial Literacy Summit
at the Burbank Airport 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.

More information and registration details to this free event are available online. And stick around for the reception following the event.

Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!

PSV/SVSJ 13th Annual Estate Planning Symposium: A Brave New World – Practical Aspects of Estate, Gift & Income Tax Planning & Compliance in this Topsy-Turvey World

Date: Thursday Aug. 14
Time: 11:15 a.m. – 5 p.m.
Location: DoubleTree by Hilton Hotel, San Jose
Cost: $150/members; $180/nonmembers.
CPE: 5.0
MCLE: 2.25
CFP: pending

Thank you to our lunch sponsor BNY Mellon Wealth Management, gold sponsor Burr Pilger Mayer Inc., and silver sponsors Abbott, Stringham & Lynch, Berger Lewis, Seiler LLP, and Young, Craig + Co. LLP. All net proceeds benefit the chapters’ scholarship funds for aspiring CPAs.

Learn more and register.

Managing Employees Effectively & Avoiding Employment Claims

Join us as Heather Irwin, a partner in the employment group at Gordon & Rees LLP, speaks on the legal framework for possible employment claims in California’s unique legal landscape. She also will provide tips for effective performance management. Stay will us after the presentation for a networking happy hour with other colleagues in the profession.

Date: Aug. 20
Time: 6-7 p.m.
Register online.

Personal Financial Planning Round Table Discussion

Thursday, Aug. 21 (every third Thursday of the month)

Socrates said more than 2,000 years ago, “Education is the kindling of a flame, not the filling of a vessel.” Join our morning roundtable discussion of items, including trends, regulations, business practices and business development. Let’s learn from each other and build our practices. For questions, please contact PFP Committee Chair Mike J. Baird via email or call (650) 508-1040.

Register online.

Financial Literacy Volunteers Rock!

Thank you to Mike J. Baird, Pat Kumar and Brian A. Sullivan for volunteering as a panelist in the Small Business Panel for the Bay Area Entrepreneur Center of Skyline College on June 25. Thank you also to David Lo for supporting the Peninsula/Silicon Valley Chapter’s Financial Literacy Committee.

For further questions, or is you are interested in volunteering, please contact Darrell Young at darrell.young@PGWM.com or (650) 616-4165.

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 email or call Low Income Taxpayer Clinic Supervising Attorney Sarah W. Drinkwater at sdrinkwater@sfbar.org or (415) 782-8977.

Learn more.

CalCPA News

Aug. 6: California Financial Literacy Summit

Connect with leaders in the financial literacy community, as well as educators, nonprofit volunteers, community organizers and financial professionals—all with the common goal of fighting financial illiteracy. Register today.

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online.
Applications are due Aug. 29.


How Can You Help Californians Better Manage Their Finances?

Attend the 2014 California Financial
Literacy Summit


Aug. 6:
Burbank Airport Marriott & Convention Center

Register Today!

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

Program Associate:
Wendy Mai
(650) 522-3231


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

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