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San Diego Chapter

A blog for and by a community of professionals

President's Message

Lessons Learned That Will Help You Succeed

August 1, 2014

By Kelly Wallace

 I recently read an article in a Toastmaster’s magazine titled, “What They Don’t Teach You in School,” by Harvey Mackay. Mackay passes on a few lessons that he has learned over the years in the article. Of the 10 points of advice he offers, a few resonated as important success factors for both recent grads and seasoned professionals:


  • Develop relationships and keep networking
  • Build your reputation
  • Find advisers and mentors
  • Set goals

Externally networking for business development is a must for any CPA who wishes to move up the career ladder in public practice. When I was in college, I didn’t realize that sales and bringing in clients were part of the job requirements at the senior management level in public practice. Fostering great relations with clients by building rapport, providing excellent customer service and building and maintaining your reputation as a trusted adviser who provides quality service are all essential when it comes to retaining existing clients.

Read the rest of this entry »

Chapter News

US-Mexico Conference Es Bueno: 4 Hours of CPE for $105

Register now for the US-Mexico Conference, our annual joint event between CalCPA San Diego and the Colegio de Contadores Publicos de Baja California. Take advantage of the opportunity to stay current with recent developments in international tax related to cross-border issues while you network with colleagues at The Prado in Balboa Park. Simultaneous interpretation will be provided during the technical presentations.

Si usted es miembro de el Colegio de Contadores de Baja California, pongase en contact con Evangelina Contreras Caro por correo electronico cpevita@hotmail.com para recibir el codigo de descuento para el evento.

Learn more and register.

Networking & Local Landmarks

Enjoy fun networking opportunities. Register online or call program associate Cindy Holcomb at (619) 303-7010 for help.

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!

Free Member Event: Professional Issues Update

Circle Oct. 27 on your calendar for the Professional Issues Update! Don’t miss the opportunity to hear an overview on current topics impacting the CPA profession while networking with colleagues. Enjoy a continental breakfast, snacks and lunch while you receive three hours of CPE credit.

18th Annual San Diego Tax & Accounting Institute

Our 18th Annual San Diego Tax & Accounting Institute, the region’s premier opportunity for tax professionals to hear the recent developments in federal, state and local tax and accounting issues, will be held Nov. 19-21. Get timely updates on tax legislation and its impact on firms and clients. You’ll get to choose from several breakout sessions focused on tax or accounting, as well as participate in general sessions. Once again, Russ Sullivan will be our keynote speaker.

Stay tuned for registration details.

Thank you to our Platinum sponsor:

CalCPA News

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

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.

Professional Issues Update—Coming to a Chapter Near You

Join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act (ACA) and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE.

Cost: Free for members and guests. Invite your colleagues to use discount code PIUGuest at checkout.

Learn more and register today.

Save the Dates

Aug. 13: North County Coastal Discussion Group
Aug. 13: Taxation
Aug. 15: La Mesa Discussion Group
Aug. 19: AP&AS
Aug. 20: North County Inland Discussion Group
Aug. 27: ABC Night
Aug. 28: Estate/PFP
Oct. 23: Chapter Networking Event at Phil’s BBQ Event Center
Nov. 19-21: Tax & Accounting Institute
Dec. 11: Holiday Party

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

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

Program Associate:
Cindy Holcomb
P.O. Box 16768
San Diego, CA 92176-6768
Phone: (619) 303-7010
Fax: (650) 522-3013

Chapter Leadership