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July 1, 2015
Sacramento Area
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President's Message

A Tradition of Success

August 1, 2016

By David W. Taklender

 Greetings to all of our new and returning members! By now, you should have renewed your memberships and be taking advantage of the various CalCPA events and CPE courses around San Diego County. This month we’re proud to host our first of two ABC nights: Aug. 25 at Tom Ham’s Lighthouse on Harbor Island. The view is spectacular and there’s always lots of energy in the room. If you’ve never been to this networking event, I highly recommend it.

I’m pleased to report that the chapter’s Scholarship Committee met last month and decided to award $16,000 in scholarships this year to some very hard working accounting students from the local area. As a committee member, this is something that I take great pride in doing for the schools and students. I think it’s an important part of what we do at CalCPA.

I hope that you will help us continue our tradition of success and make the chapter the best it can be by attending as many events as possible and encouraging other colleagues to get involved as well.

Happy Summer!

Chapter News


We’re Turning 20 in November! 20th Annual Tax & Accounting Institute

Mark your calendar and save the date now for the region’s premier conference offering 20 hours of quality CPE (tax/A&A focus) and including meals and parking Nov. 16-18 at the Handlery Hotel San Diego. Questions? Call program associate Cindy Holcomb at (619) 252-2944 or send an email.



Mentor Moments!

Are you pursuing licensure? Are you new to the profession? Are you transitioning in your career? Need some advice or a safe sounding board? Take advantage of a free mentoring session (15-20 minutes) with an experienced CPA offered through the local chapter to members. Questions? Call program associate Cindy Holcomb at (619) 252-2944 or send an email.

Stay Connected in 2016-17

Mark your calendar for these upcoming events! For specific interest groups and discussion groups, please contact the chair or co-chair for dates. If you have any questions, please send an e-mail to program associate Cindy Holcomb or call (619) 252-2944.

  • Aug. 25: ABC Night at Tom Ham’s Lighthouse
  • Sept. 21: Member Appreciation Event at Club M at Fairmont Grand Del Mar
  • Oct. 18: Professional Issues Update at Tom Ham’s Lighthouse (FREE-Members Only)
  • Oct. 27: Fall Networking at Phil’s BBQ on Sports Arena
  • Nov. 16-18: SD 20th Annual Tax & Accounting Institute at the Handlery Hotel San Diego
  • Dec. 8: Holiday Party
  • Jan. 12: ABC Night

Read the rest of this entry »

CalCPA News

CalCPA Leadership Institute

What kind of leader are you? To find out, we have just the opportunity: CalCPA Leadership Institute.

Discuss, analyze, reflect and build your leadership skills through this program, during which you’ll learn leadership fundamentals and identify personal leadership styles, as well as gain insight on strategic planning, goal setting and client management, among other topics.

The program will be held Nov. 3-4 (San Diego), Dec. 6-7 (San Jose) and Jan. 30-31 (Sacramento).

Interested? Grab more information and an application online.

Applications are due Aug. 29.

Register for the California Financial Literacy Roundtable–Los Angeles

This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.

Our final roundtable for this year will be held on Thursday, Sept. 29 on the campus of California State University, Los Angeles.

Major subjects addressed:

  • The Student Loan Debt Crisis: A 360-Degree View
  • Getting Californians Retirement Ready
  • Success, Challenges and Progress in Financial Literacy Education in Public Schools

Admission is complimentary and includes 3 hours of CPE, all meals and parking.

Register here for the 2016 California Financial Literacy Roundtable—Los Angeles.
Sign up by Sept. 23 for a chance to be win a $50 gift card from Amazon.com.

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Save the Dates

Aug. 4: Jolla/Life’s a Beach DG at Sheraton La Jolla Humphrey’s Restaurant, 3299 Holiday Court
Aug. 4: Emerging Professionals Mini Golf Networking Event at Pelly’s Mini Golf/Del Mar Golf Center,15555 Jimmy Durante Blvd., Del Mar
Aug. 10: North County Coastal DG at P.F. Chang’s, 5621 Paseo Del Norte, Carlsbad
Aug. 17: North County Inland DG at The Broken Yolk, 11630 Carmel Mountain Rd.
Aug. 19: La Mesa DG at Marie Callender’s Restaurant, 6950 Alvarado Rd.
Nov. 16-18: Tax & Accounting Institute at Handlery Hotel San Diego

Local Interest 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.

Contact Us

Program Associate:
Cindy Holcomb
P.O. Box 16768
San Diego, CA 92176-6768
Phone: (619) 252-2944
Fax: (650) 522-3013

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