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Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals

President's Message

It’s That Time of Year: Giving Back

November 1, 2014

By Rich McDonnell, CPA

2014-presI hope you’re all doing great, from whatever season or period-end you are coming out of or heading into. We all seem to have a lot of deadlines in this profession: inflicted by the authorities, our clients and those that are self-imposed. Sometimes it makes sense to step back, and then give back to the profession that we love and which supports our families.

It’s that time of year again: We just had our Student Night, dubbed “Steps to CPA Success,” Oct. 30 and handed out 17 scholarships to accounting students. This is my favorite CalCPA event of the year! If you had seen all the smiles of the recipients, their families and their educators, it would make you proud to be a CPA and to participate in and sponsor the events that fund these scholarships.

As you know, the way we fund the scholarships is through our ABC Mixer, Estate Planning Symposium and our Asia Business Forum events held throughout the year.

Read the rest of this entry »

Chapter News

Financial Literacy Making Moves

Our Financial Literacy Committee is giving back to the community! We participated in the Baby Expo at Hillsdale Mall in San Mateo Oct. 5 and offered free financial literacy advice to young families. To follow up with attendees, we filmed a financial literacy empowerment video focusing on topics such as saving for college and planning trusts.

We also partner with Skyline College’s Bay Area Entrepreneur Center to host quarterly presentations for small business owners. We featured speaker Cheryl Wong, CPA (Square, Inc.) Oct. 22 on strategies for growing a successful startup.

If you’re interested in volunteering to promote financial literacy in your community, or for further questions, please contact Darrell Young via email or by calling (650) 616-4165.

Attention Partners & Sole Practitioners: Time for the MAP Committee Dec. 2

Our Management of an Accounting Practice (MAP) Committee meets Tuesday, Dec. 2 to discuss the latest hot topics. Area 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.

Interested in Serving on Chapter Leadership? Board Director and Committee Chair Self-nominations Due Nov. 14

This month, the Nominating Committee will be considering candidates to serve on the chapter board for a two-year fiscal year term, May 1, 2015–April 30, 2017.

Board members and officers have the opportunity to be leaders of the profession promoting activity and growth in the chapter. They’re expected to attend board meetings and chapter events, including a planning conference in early May. Board meetings are held nine times a year for 1-2 hours. Each board member serves as a liaison to chapter committees and is encouraged to participate in event planning committees for events such as the ABC Fundraising Mixer, Managing Partners Breakfast and Golf Tournament. Board members and officers receive no compensation or reimbursement for these activities. The experience you will receive is priceless.

Committee chair positions also are available for those interested in organizing technical committee meetings for CPE. The term is for one fiscal year and has no term limits. Interest groups include litigation, nonprofit and more. See the full listing online.

If you would like to get involved and be part of the leadership community, please submit your name and resume highlighting qualifications to chapter program associate Wendy Mai by Nov. 14.

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.

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,

CalCPA News

Jan. 21: CPA Day at the Capitol

CPA Day at the Capitol is one of the most important events for CalCPA members to attend. During each legislative session, bills are introduced that impact you, your clients or your employer. As the business climate continues to change and new legislators take office, we need to build bipartisan relationships with those who share our commitment to the CPA profession. Take a proactive approach to increasing your voice in the political arena and help policymakers understand the issues facing California CPAs.

Register today.

Register Today for the Startup Business Conference

A startup begins with a great idea, but seasoned entrepreneurs and CPAs know that after the great idea comes the challenges of building a successful business. From patent issues to payroll taxes, business owners and the accounting professionals who advise them need to know more than just how to positively impact the bottom line. Funding options, employment issues and selecting the right business advisers are only a few of the hot topics that will be covered at the 2014 Startup Business Conference. Designed to meet the needs of both business owners and the professionals who partner with them, you won’t want to miss learning the secrets in the world of startups.

Credit Information: CPE: 8 Hours

Register Today.

Apply Today: CalCPA Council and Board, and 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?

Applications are being accepted for CalCPA Council/AICPA Council, CalCPA Board and CalCPA EducationFoundation trustee positions.
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.


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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

Chapter Leadership