| Share

Peninsula/Silicon Valley Chapter

A blog for and by a community of professionals

President's Message

Achieving Our Goal, Meeting Your Expectations

July 1, 2014

By Rich McDonnell, CPA

2014-presWe had our Past President’s, 40-Year Membership & Installation luncheon June 3. It was great to see the mentorship and continued participation of the past presidents within the room—such as Fred Marcussen (1978-79), Dennis Young (1984-85 and 2001-02), Leonard Williams (1992-93), George Paulsen (1994-95), Mary Jo Murphy (1996-97), Jerry Nightingale (1999-00 and 2001-02), Mitra Ehsanipour (2002-03), Sharon Selleck (2007-08), and, of course, current past president Minel Diaz (2013-14). Many past presidents who could not make the luncheon still are very much involved in the chapter—such as Laarni C von Ruden (2005-06), Laura Olson (2010-11), Parisa Nesva Derani (2011-12), as well as others that I know I’m forgetting to mention.

These individuals and approximately 25 other past presidents have contributed a minimum of six years on your board and as officers, to give back to the accounting profession and to help the young and emerging professionals. I think it’s important to take a moment and step back to recognize such great contributions to the chapter, and their positive effect on the continuance and growth of our profession. You can see how much they love the profession.

At the same time, it’s important to recognize all the committee chairs, members and all the event participants throughout the years that have taken the time to give back our profession, network and to mentor the newcomers to the profession.

Read the rest of this entry »

Chapter News

Get Involved with Financial Literacy

By Board Director and Financial Literacy Chair Darrell Young, CPA, PSV
Our chapter’s Financial Literacy Committee has made great progress in terms of community outreach and event planning. Our goal is to educate the community through presentations and workshops, as well as promote the CPA profession. Here are some of our community partners and events:

  • San Mateo Chamber of Commerce
  • San Bruno Chamber of Commerce
  • Millbrae Chamber of Commerce
  • Multi-Chamber Business Expo
  • Bay Area Entrepreneur Center (upcoming workshop June 25)

We’re looking for CPA volunteers to help present and connect us with businesses, schools and organizations interested in hosting a financial literacy seminar. This coincides with our next organizational steps to establish a calendar of regular events.

To promote financial literacy presentations in your area, use this flier. For further questions or if you are interested in volunteering, feel free to email or call me at (650) 616-4165.

Share Your Startup Expertise, Be a Conference Volunteer

The CalCPA Education Foundation’s Conference Department counts on talented CPAs, attorneys and business professionals to lend their expertise and credibility to its conferences. Think you can help with the first Startup Conference?

If you would like to help plan the Startup Conference or you are interested in becoming a speaker, please contact Kay Phelan, director of conferences, by July 10.

Sizzling Summer @ San Mateo County History Museum

Summer is about to heat up with the chapter’s Sizzling Summer Joint Social July 15! We will be teaming up with the Peninsula Estate Planning Council and the San Mateo County Bar Association at the San Mateo County History Museum. Join us for happy hour with appetizers and drinks while exploring historical exhibits. Docent led tours will be available.

Register or learn more.

Accounting Principles & Accounting Standards CPE: Overview of Service Organization Controls Examinations

Wednesday, July 16

Are you keeping up-to-date with the latest professional standards? How about those exposure drafts that might affect you or your clients? Do you have information about the most recent auditing standards? Our AP&AS is on the revival with our first meeting: “Overview of Service Organization Controls Examinations” with speaker Binita Pradhan, CPA and partner at BDO. We will uncover SOC 1, 2 and 3 and any new updates you need to know to keep your job relevant.

Register or learn more.

Young & Emerging Professionals: Golf Like a Rockstar Workshop

Thursday, July 17

Learn to golf like a rockstar from a real professional with the Peninsula/Silicon Valley Chapter’s young and emerging professionals. Workshops include short game and driving range instruction for the first 90 minutes to learn golf technique and strategy. After working up a major golf sweat, we’ll relax over pizza and no-host bar.

Feel free to bring your own equipment; rental clubs will be available. Comfortable attire recommended. Space is limited—only 20 spots available! Registration will close on Wednesday, July 9, as facilities need to know final attendance numbers in advance.

Register or learn more.

Attention Partners & Sole Practitioners: Time for the MAP Committee: Aug. 5

Our Management of an Accounting Practice (MAP) Committee meets to recharge on Tuesday, Aug. 5. Peninsula 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!

Sponsorship Opportunities

Promote your company and contact Wendy Mai at via email or call (650) 522-3231 for sponsorship exposure and opportunities to thousands of members.


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 Before July 31: $130/members; $160/nonmembers.
Cost After July 31: $150/members; $180/nonmembers.
CPE: 5.0, MCLE 2.25, CFP credit pending

Learn more and register.

Promote your company and email Wendy Mai, or call (650) 522-3231, for sponsorship exposure and opportunities to thousands of members.

CalCPA News

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.

The 2014-15 Emerging Leaders Certificate Program is Here

Details for the 2014-15 Emerging Leaders Certificate Program are being finalized—new speakers, new format, new topics. Participants will earn 16 hours of CPE and enjoy two full days of leadership development training and networking with peers, both regionally and within their CalCPA chapter. Visit www.calcpa.org/ELCP for more Information and to register.

  • Wednesday, Aug. 20:
    Locations vary by chapter

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

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.


Subscribe to Peninsula/Silicon Valley Chapter Bulletin by Email

Subscribe in a reader

What's a reader?
Watch the video tutorial on CalCPA's website. (CalCPA members only)

Contact Us

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

Chapter Leadership