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San Diego Chapter

A blog for and by a community of professionals

President's Message

A Time for Reflection

January 1, 2015

By Kelly Wallace

 With the holiday season passed, I hope you had a great time to celebrate the season and our accomplishments. It’s an exciting time of year filled with holiday festivities, gatherings with colleagues and friends, sharing of time and charity with those less fortunate, and—most important—spending quality time with family.

I hope you were able to give the gift of time to those who matter the most in your life and create warm memories by sharing special moments with your loved ones. Along with making time for others, did you block out some downtime to recharge and reflect on the past year’s accomplishments and set goals and fresh ideas for 2015?

I wish everyone good health and great fortune to come this new year.

Chapter News

Thank You: Another Successful Tax & Accounting Institute

It was good to see everyone in November. Once again, the committee picked timely topics and quality speakers. Because of our sponsors, we will once again have high net proceeds to transfer to the San Diego Chapter Scholarship Fund. Please feel free to contact our speakers or sponsors for information and assistance. And plan to attend the annual event next time on Nov. 18-20.

Phillip L. Jelsma (Phil)
John D. Milikowsky
Jack L. Hollander
John M. Deininger
Joseph A. Forlenza (Joe)
Kevan P. McLaughlin
Mark Dauberman
Russ Sullivan
Kip Dellinger
Steve Sims
Jacob Stein
Jon Schimmer
Ann C. Harris
Dana Basney

U.S. Bank: Hector Zatarain
Atlas Energy: Chase McAnally  Michael T. Sisson
Benefitmall Inc.: Tara Osborne
Paychex, Inc.: Heather Massimo
Principal Financial Group: Xavier Mahdion
Qbox by CoralTree, Inc.: Chris Wise
Stafford & Associates, Inc.: Steve Stafford
Thomson Reuters: Pam Lambert

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.

And read about recent advocacy success in the December 2014 issue of California CPA.

CalCPA Committees: Connect | Share | Grow

Use your talents at the statewide level—serve on our CalCPA committees for 2015-16.

From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

Work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts. The application deadline is Jan. 15. Committee appointments will be made later that month and committee term is May 1-April 30.

And we’ve redesigned the process to make it easier and faster for you.

Please note: If you serve on a state committee and would like to continue, reapplication is necessary.

Apply now.

Save the Dates

Jan. 21: Government Contracts
Jan. 27: ABC Night
Jan. 29: Forensic Services
Jan. 29: Estate/PFP
Feb. 11: North County Coastal DG
Feb. 20: La Mesa DG
March 18: Government Contracts DG

Monthly Archives

Local Interest Groups

From technical committees to discussion groups, the San Diego 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:
Cindy Holcomb
P.O. Box 16768
San Diego, CA 92176-6768
Phone: (619) 303-7010
Fax: (650) 522-3013

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

Chapter Leadership