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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals

President's Message

Busy Times: Holidays, ABC Mixers, CPA Day and Busy Seasons

February 1, 2015

By Rich McDonnell, CPA

2014-presI hope you all had a great holiday season and found time to spend and enjoy the company of your family and friends—as well as a chance to relax and refuel for 2015. That said, always make time to enjoy your family and friends all year long, as time, days and years go fast!

Our chapter’s Jan. 15 ABC Mixer at Hiller Aviation Museum was a great success, with more than 260 in attendance this year. I hope all those who were there had great fun and found the event to be very productive! This is the third time we have had the pleasure of holding our chapter’s ABC Mixer at the museum, and it allows for great networking in wonderful surroundings. Both I and co-chair Mike Baird, CPA (Fred A. Marcussen, CPA) would like thank our ABC Mixer Steering Committee: Paul Duren (Bridge Bank); Sepi Ghiasvand, J.D. (Landrum & Company); Anna Su, CPA (BPM); Marc Leardini, CPA (Young, Craig & Company LLP); Matt Giorgio, CPA (McGladrey); and Maggie Vuong (BPM). You can view event photos on CalCPA’s Facebook page.

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Chapter News

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,

April 16: Take Me Out to the Ballgame: Giants vs. Diamondbacks

Join your CalCPA colleagues and friends Thursday, April 16, for peanuts, Cracker Jacks and great baseball. Celebrate the end of tax season in style with unlimited food, beer and wine; indoor and outdoor seating; and your own private entrance into AT&T Park. Step onto the field and take part in a networking grand slam and meet CalCPA members from throughout the state. Don’t miss an inning between the 2014 World Champion Giants and the Arizona Diamondbacks.

Take Me Out to the Ballgame: Giants vs. Diamondbacks at AT&T Park
4:30 p.m./doors open; 7:15 p.m./first pitch
Location: AT&T Park
Cost: By Feb. 28: $100/members and guests
(after Feb. 28: $125/members and guests)

Thanks to our generous sponsors:

Volunteer with Junior Achievement of Northern California

Junior Achievement of Northern California is looking for volunteer presenters for the months of January–May, with lessons ranging from personal spending to budgeting for students. Lessons occur each Thursday at Buena Vista Mann, 3351 23rd St., San Francisco. Volunteers can sign up for as many lessons as they would like. Lesson information will be delivered to volunteers quickly to allow them time to prepare. Approximately 20 students are in the class.

To check out topics and availability, and to sign up to volunteer, go online.

For more information, please contact Jenna Ebert online.

Volunteer with Tax-Aid

Tax-Aid prepares tax returns for low-income individuals and families throughout the Bay Area, and offers free services through the pro bono work of hundreds of accountants, lawyers and other professionals. In 2014, volunteers prepared more than 5,075 tax returns resulting in more than $5.9M in refunds.

There are volunteer opportunities for greeters, computer processors/tax preparers, translators, tax return reviewers and tax experts. All Tax-Aid sites are run by site managers who facilitate the tax process and answer procedural and technical questions as they occur. Site managers also are responsible for coordinating volunteers at the site. New volunteers are always paired with strong team members and reliable site managers.

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Thank You to our ABC Sponsors & Attendees

A big round of applause for everyone: We had a total of 264 attendees—the most we’ve had ever. There were 24 sponsors for a total of $14,250 in sponsorships. Thank you to the ABC Steering Committee:
Chair Mike J. Baird, CPA (Fred A. Marcussen, CPA)
Chair Rich K. McDonnell, CPA (Burr Pilger Mayer, Inc.)
Paul Duren (Bridge Bank)
Matt Giorgio, CPA (McGladrey
Marc Leardini, CPA (Young,Craig & Co. LLP)
Sepi Ghiasvand (Landrum & Company, Inc.)
Anna Su, CPA (Burr Pilger Mayer, Inc.)
Maggie Vuong (Burr Pilger Mayer, Inc.)

Read the rest of this entry »


Financial Literacy Making Moves & Seeking Volunteers

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

  • Feb. 21: Family Resource Fair at The Shops at Tanforan, San Bruno.
  • Quarterly Presentations: Bay Area Entrepreneur Center, San Bruno.

You must be a CPA to volunteer. 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.

Enjoy our FREE financial literacy advice from our Financial Literacy Chair, Darrell Young, CPA.

CalCPA News

Star Catcher—CalCPA Service Awards Taking Nominations

The nomination period for CalCPA’s annual service awards is open through March 31. You can download forms to nominate an outstanding member or firm for the:

  • Public Service Award, which is given to a CPA who has been especially active in service to the profession and community.
  • Distinguished Service Award, which is granted either on the basis of long and distinguished service or for some singular act resulting in extraordinary contribution to the profession, CalCPA and/or the community.

The AICPA also recognizes our winners, who automatically become eligible for consideration for the AICPA Public Service Award.

April 24: Women’s Leadership Forum

Whether you’re rising through the ranks or already part of the management team, your leadership skills help you navigate successfully and deliver the excellent results your firm expects. Join with other savvy professional women to learn about your own leadership style, the art of negotiating and influencing, networking, and other practical and useful leadership skills.

Our keynote speaker will be Carrie Schwab-Pomerantz, president of Charles Schwab Foundation, and we’ll announce our 2015 Women to Watch Awards recipients during a special luncheon presentation.

Register today.

March 3: Armanino Cloud Solutions Networking Event

Armanino LLP will be hosting a cloud solutions networking event at CalCPA (1800 Gateway Drive, San Mateo), 4-7 p.m., featuring Silicon Valley finance professionals. Firms that have successfully made their way to the cloud will share their experiences of the promise, process and pitfalls.

Register online by Feb. 27.

Questions? Contact Laurel Dobbin via email or call (925) 790-2874.

Membership News

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Contact Us

Program Associate:
Wendy Mai
(650) 522-3231
Cell: (415) 254-2323

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

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

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