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Peninsula/Silicon Valley Chapter

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Archive for the ‘Chapter News’ Category

You Can Swing a Day Away from the Office

July 27th, 2011

It’s time now to register for this year’s golf tournament and give yourself a fun day out before the October tax deadline takes over: join members from the San Francisco and East Bay chapters at San Francisco’s famed Harding Park. Contests, prizes, networking, drinks and dinner all included – plus a benefit for our chapter scholarship fund from your registration or sponsorship. You can sign up as a single, a pair or a foursome and the scramble format are forgiving for all skill levels so you don’t have to stress about your rusty swing.

Download the sponsorship information.

Date: Thursday, Sept. 22
Register as a single online, or download the flyer for pairs and foursomes.

Calling All Bowlers: Junior Achievement’s Annual CPA Bowl-a-Thon!

July 27th, 2011

Create a five-person team from your firm and join more than 700 colleagues from the CPA profession in raising funds for financial literacy instruction for local children in this joint event by the chapter and JA.

Each team member has a $100 fundraising goal. Events are Fri. Sept. 23 at San Jose’s Fourth Street Bowl, and Sat. Sept. 24 at Serra Bowl in Daly City.

If individual chapter members would like to join with others in creating a Calcspar team, please contact chapter program associate Jane Dunbar.

Register online.
Info: Contact llane@janorcal.org

Interested in Personal Financial Planning?

July 27th, 2011

The chapter’s PFP Committee is coming back—headed by Stephen Carey and others—as more and more CPAs are called upon to give financial planning advice and information to their clients. What do you want to know about in this area? Are there speakers you’d like to hear from? Be sure to contact Stephen to share your thoughts to ensure the committee will be addressing issues pertinent to you.

Chapter Scholarships Available

July 27th, 2011

If you are an undergraduate or graduate student studying at a college in our chapter area, now is the time to apply for one of our annual chapter scholarships. Eligibility and application details are available online. The application deadline is Oct. 3. Note that students at De Anza and Foothill colleges should apply to the Silicon Valley San Jose Chapter.

For more information, contact chapter program associate Jane Dunbar.

10th Annual Estate Planning Symposium a Big Success

June 24th, 2011

More than 130 CPAs, attorneys, financial advisers and other professionals gathered June 20 for our 10th Annual Estate Planning Update to hear the expert interpretation of the latest wrinkles in the ongoing saga of estate tax law.

Thanks to event co-chairs Elizabeth Sevilla and Julie Malekhedayat and, in particular, to outgoing co-chair Carol Ach, who started this annual event and has been responsible for bringing outstanding national speakers to the chapter every year.

Read the rest of this entry »

Asia Business Forum Synopsis

June 24th, 2011

By Gerald Nangoy, CPA, Co-Chair, Silicon Valley Forum

In collaboration with the CalCPA Silicon Valley San Jose Chapter and through the Silicon Valley Forum, we presented a successful Asia Business Forum, where more than 90 members of the legal, finance and accounting professions heard from some of the most experienced minds in the China trenches.

Read the rest of this entry »

MAP Committee

June 24th, 2011

Managing partners and sole practitioners in the chapter are invited to join these monthly discussions of current issues. The committee meets the first Tuesday of the month at the Crowne Plaza Cabana in Palo Alto at 12 p.m. Lunch costs $20/person.

Date: Tuesday, July 5
Info: Tim McCrone

Nonprofit Committee: Tax Perspective of Nonprofits

June 24th, 2011

Our chapter’s Nonprofit Committee usually holds discussion meetings where members work together to educate themselves on the latest developments in the field. This month, however, we are happy to welcome Terry Miller, a consultant with wide-ranging experience advising nonprofit organizations. Terry will discuss the way in which nonprofit transactions are viewed from both GAAP and tax perspectives.

Date: Wednesday, July 13
Register online.

MAP Committee Meets June 7

June 1st, 2011

Managing partners and sole practitioners are invited to join us on the first Tuesday of each month to discuss current issues.

Date: Tuesday, June 7
Time
: Noon
Location
: Crowne Plaza Cabana; Palo Alto
Cost
: $20 (lunch)
Registration required
: Contact committee chair Tim McCrone.

Menlo College Advisory Board

June 1st, 2011

For the past year, Menlo College has expanded its accounting class offerings into a full accounting major, under the leadership of professor Donna Little, who has worked with CalCPA for several years to promote our chapter scholarships to her students. When the college decided to create the accounting major, Little approached the chapter board and asked us to assist them in forming an advisory board.

Under the leadership of chapter past president and scholarship chair Sharon Selleck, a number of CalCPA members have been involved in this effort. Menlo has also established a Center for Financial Literacy, partnering with Citibank and CalCPA, and recently CalCPA member Jerry Nightingale, a member of the Accounting Advisory Board, was part of a panel discussion on financial literacy.

We look forward to continuing this partnership with Menlo and with other local colleges, such as College of San Mateo, Skyline College and Notre Dame de Namur University to enhance their accounting programs.


Customer Services Email Change

As CalCPA prepares to make the switch to a new database, please note that the email address from which our database and website sends emails will be changing to calcpa@calcpa.org, with a screen name of CalCPA Customer Services.

Please check your email settings and be sure to allow the address in your email inboxes so you will continue to receive timely news and information.

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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 Associate:
Jane Dunbar
(650) 522-3231


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

Chapter Leadership