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July 1, 2015
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President's Message

Stay Cool

August 30, 2016

By David W. Taklender

 Thanks to everyone who attended the Padres vs. Giants game. It was a great time—and the Padres even managed to pull one out and win the game!

It was another successful ABC Night last month at Tom Ham’s Lighthouse. If you missed it, you’ll have an opportunity to attend the second one in January.

As chapter president, I’ve had the pleasure of attending different group meetings. When I attended the Firm Administrator Forum, I was impressed with the dedication firm administrators brought to the table. They work tirelessly to find new ways to streamline business practices with new or improved systems that bring more efficiency into the office.

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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 Kay Coffin at (559) 876-3800 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 Kay Coffin at (559) 876-3800 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, contact Kay Coffin at (559) 876-3800 or send an email.

  • Oct. 18: Professional Issues Update at Tom Ham’s Lighthouse (FREE, members-only event)
  • 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

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Federal, State, Local and International Taxation Conference

CalCPA News

So, You Want to be a CPA? – Webcast

Get the answers you need all in one place, directly from CalCPA and the California Board of Accountancy.

Learn about the pathway to becoming a CPA from experts, who will discuss fulfilling the educational requirements, the CPA exam and corresponding changes coming in April; applying for first-time licensure; and your first renewal.

Hear from a CPA candidate about their exam experiences and a successful, seasoned CPA about what being a CPA is really like.

Date: Sept. 27
Time: 6–8 p.m.

Register today for the webcast!

Register for the California Financial Literacy Roundtable–Los Angeles

The CalCPA Institute is hosting a California Financial Literacy Roundtable Sept. 29 at California State University, Los Angeles, that will build connections within the California financial literacy community, promote financial education and focus on the how we can empower all Californians to better manage their finances through education.

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 three hours of CPE, meals and parking.

Register online—and if you sign up by Sept. 23, you’ll have a chance to win a $50 Amazon gift card.

Now Serving … A New Membership Type

Do you qualify for the new Financial Professional membership type—priced at only $199.

You do if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:

  • A professional employee at a CPA firm;
  • Anyone working under the direct supervision of a CPA in industry, government or education;
  • A financial professional in industry, government or education, or legal, banking or financial
    consulting services; or
  • An IT professional.

Visit the CalCPA website for more information.

2017 CalCPA Campus Ambassador Program

Help spread the word about CalCPA and the CPA profession—applications are being accepted for the CalCPA Campus Ambassador Program.

Campus Ambassadors are students passionate about pursuing a career in accounting and becoming CPAs and will spend approximately 20 hours of work per semester focused on:

  • Building awareness of FREE CalCPA student membership and benefits to students and educators;
  • Increasing visibility of CalCPA on campus; and
  • Strengthening ties between local CalCPA chapters and colleges/universities.

Eligibility requirements and application are available online.
Applications are due Nov. 18.

Wine Industry Conference 2016

Hot Topics Blog


Save the Dates

Sept. 28: North County Inland DG at The Broken Yolk, 11630 Carmel Mountain Rd.
Sept. 30: Emerging Professionals Speed Mentoring Networking Event at Handlery Hotel San Diego, 950 Hotel Cir. N.
Oct 6: Forensic Services (Sheraton La Jolla Humphrey’s Restaurant – 3299 Holiday Ct)
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 Director:
Kay Coffin
Phone: (559) 876-3800
Fax: (559) 876-3880

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

Chapter Leadership