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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals


President's Message

Xie Xie (Thank You) and Farewell

May 2, 2013

By Kenneth K. Lee, CPA

2012-pres-kenneth-leeIt’s a great honor and privilege to have served as your chapter president over the past year. I had the pleasure of meeting so many of you during our events, particularly the ABC Mixer, Asia Business Forum and Student Night. Your attendance and participation was phenomenal. The Asia Business Forum is now making its way to Southern California. The Los Angeles Chapter has hosted an Asia Business Forum at USC and will host another one at Loyola College in June. I am glad to see an event that started with us coming to fruition in both Northern and Southern California chapters. I envision it one day becoming an event that many CalCPA chapters would like to host.

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Chapter News

A Brief Introduction

By Minel Diaz, CPA, Incoming Chapter President

2013-presHello, my name is Ana Melita Therese Camacho Diaz. It’s a long name (blame my parents), but you can call me Minel. I will share with you the history of my name one time—when I see you at one of our CalCPA events—but you have to come out to hear my story. I’m honored and look forward to serving and representing our chapter as your 2013-14 president. I have big shoes to fill, taking over from Kenneth Lee’s leadership of the chapter.

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Welcome Our New Program Associate!

Wndy Mai photo

By Wendy Mai

“The reasonable man adapts himself to the world; the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.” —George Bernard Shaw

One of my favorite dramatic monologues to use during auditions was from Shaw’s play, “Saint Joan.” She is such a well-known historical figure who exemplified courage and dedication to her cause by defying the norm. Unfortunately it was a different time during the 15th century and she was burned at the stake for heresy. Fortunately, we live in the 21st century in California in a time of technology, innovation and progress, where possibilities are limitless.

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Chapter Officers and Directors 2013-14

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)

Directors 2012-14
Michael J. Baird (Fred A. Marcussen CPA)
Robert L. Borelli (Robert L. Borelli CPA)
Anthony Rozenvasser (Seiler LLP)
Audrey Szutu (California Micro Devices)

Directors 2013-15
Marc Leardini (Young, Craig, & Co.)
Matthew J. Price (Frank, Rimerman + Co. LLP)
Anna Su (Burr Pilger Mayer Inc.)
Julie Schilling (California Casualty Management Company)

June 14: Demystifying Social Media and Marketing

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

IRS Seeks Applications for Information Reporting Advisory Council

The IRS is requesting nominations for membership to the Information Reporting Program Advisory Committee, a federal advisory panel that advises the IRS on various tax administration issues. Applications are available online and are due May 31. Terms begin in January. Questions about the nomination process may be emailed to the IRS.

Save the Date! The 12th Annual Estate Planning Symposium, June 27

The 12th annual Estate Planning Symposium will take place on June 27 at the Doubletree Hotel in San Jose and 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.

CalCPA News

Nominate Your Favorite, Influential Accounting Educator

CalCPA’s Accounting Education Committee is accepting nominations for the 2012-13 Outstanding Accounting Educator Award.

The award recognizes contributions to accounting education from demonstrated excellence in teaching and/or endeavors in research over a sustained period of time through:

  • Excellence in teaching and mentoring, as evidenced by receiving various awards or citations;
  • Educational innovation, including developing curriculum, case studies and new programs;
  • Published articles in professorial or academic journals and/or written textbooks for use in accounting classes;
  • Significant involvement in professional and/or academic societies and related activities.

Nominations are due by May 6. You may submit nominations online.


In Memoriam: Vince Chin

CalCPA extends it condolences to the family and friends of Vince Chin, who passed away April 26. Vince was a valued CalCPA employee for more than 20 years, who was respected and held in high regard by co-workers and our members. Vince is survived by his wife Tiffany, and his son, Vincent Charles Chin, II.

A celebration of life service will be held May 24, noon–4 p.m., at the San Mateo Elks Lodge; 229 W. 20th Ave.; San Mateo, and will include a buffet lunch.

For those interested in attending, please RSVP by May 17 to Susan Klein or Kathi Uribe.

Membership News

Monthly Archives

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

Program Director:
Susan Klein
(650) 522-3160

Program Associate:
Wendy Mai
(650) 522-3231


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

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