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San Diego Chapter

A blog for and by a community of professionals

President's Message

Networking: It’s About Giving, Rather Than Receiving

October 28, 2014

By Kelly Wallace

 Networking is an important skill needed for career development if you’re in industry or public practice. Those in industry must develop and maintain strong professional relationships with current and former colleagues to stay in good standing for potential career opportunities. Those in public accounting must continue to expand their network of trusted business relationships needed for business development; this becomes a job expectation once you become a manager and is a job requirement if you want to stay on partner track. Either way, it’s important to realize that part of developing those relationships is to create a positive, lasting impression by maintaining your professionalism at all times. It’s important to maintain your credibility and create goodwill with those in your network through periodic touch points by meeting for lunch and sending relevant articles or referrals their direction. Developing close relationships with those in your professional network may lead to opportunities down the road when the other person thinks of you and returns the favor.

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Chapter News

Nov. 13: OnBoard Member Networking

Relax and enjoy the great climate of San Diego with other CalCPA members in Club M at The Grand Del Mar after work. Enjoy appetizers and drinks for only $10.

Register or learn more.

Ready, Set, Adventure! Get in on the Hunt

Explore the city as you race against the clock with other professionals on a Saturday afternoon at the San Diego Young and Emerging Professionals Retro Scavenger Hunt Nov. 15.

Register or learn more.

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:

Financial Literacy Volunteer Opportunity

Here’s your opportunity to give back to the community. If you’re interested in participating in a joint event with Junior Achievement at Central Elementary School in City Heights Dec. 9, then contact Dan Moyer, chair of our chapter’s Financial Literacy Committee, or call (858) 677-2675.

Celebrate the Holiday Season

Don’t miss a festive evening at one of San Diego’s most popular local landmarks: Tom Ham’s Lighthouse. Meet CalCPA Chair Tim Good as we honor the 2014 scholarship recipients and support the U.S. Marine Corps Toys for Tots Program. Enjoy appetizers, dinner, dessert and drinks as you take in the glittering view of downtown San Diego. Members may bring guests at a special rate of $40.

Register or learn more.

CalCPA News

2015 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.

Campus Ambassadors will receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

Eligibility requirements and application are available online.

Become a CalCPA Officer, Education Foundation Trustee

California CPAs are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?

The CalCPA Council/AICPA Council 2015-16 application period is open, as is the application period for CalCPA Education Foundation trustees.

More information, including position descriptions, nomination criteria and nomination form can be found online.

Both CalCPA officer and Foundation trustees nominations are due Dec. 1.

Save the Dates

Nov. 5: North County Inland Discussion Group
Nov. 6: Downtown Discussion Group
Nov. 6: La Jolla/Life’s a Beach Discussion Group
Nov. 12: North County Coastal Discussion Group
Nov. 12: Firm Administrator Forum
Nov. 13: OnBoard Member Networking Event
Nov. 14: La Mesa Discussion Group
Nov. 15: Emerging Professionals (EP) Retro Scavenger Hunt
Nov. 19-21: Tax & Accounting Institute
Dec. 9: 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

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