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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Happy Holidays!

December 1, 2016

By David W. Taklender

 Our last deadline of the year has come and gone; now it is time to relax and recharge. Thank you to all who attended our Member Appreciation Night at Club M in Del Mar, as well as our Fall Networking Event at Phil’s BBQ. Both events were highly enjoyable with great opportunities for networking.

Big news! We have formally hired a new program associate: Janessa Stephens. She’s an enthusiastic, multi-talented individual with five years’ experience in event coordination, social media and new member outreach programs. Janessa is very excited to work for CalCPA, and I look forward to meeting her and introducing her at our next board meeting. I encourage you all to give her a warm welcome!

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Chapter News


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.

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Wine Industry Conference 2016


Dec. 8: Holiday Party

‘Tis the season! Join us, as well as CalCPA Chair Andy Mintzer, for a festive evening as we honor the 2016 scholarship recipients, support the U.S. Marine Corps Toys for Tots program and celebrate the holidays. You will enjoy dinner, dessert and drinks as you mix and mingle at Club M at Fairmont Grand Del Mar. Don’t forget to bring an unwrapped toy or book to donate during the evening. Members may bring guests at a special price of $35 per person.

Learn more and register.

CalCPA News


CalCPA Discounts on Wolters Kluwer CCH Publications…Get your tax guides today!


Apply Now: CalCPA, AICPA, Ed Foundation Leadership

The application period
for the 2017-18 CalCPA Board and Council, AICPA Council and CalCPA Education Foundation trustee and officer positions is open.

For information and to apply, please visit the following all-new online application links:

All applications must be submitted electronically through one of the above links by Dec. 5. Learn
 more online.


Get Ready for CPA Day

Registration is open for the next CPA Day at the Capitol—Jan. 31—in Sacramento.

CPA Day is CalCPA’s kickoff event of the legislative session, where members set the groundwork for CalCPA’s advocacy efforts for the upcoming session by discussing important issues facing the CPA profession and businesses.

Make sure your voice—and that of the profession’s—is heard.


Women to Watch Awards: Know a Star?

CalCPA is looking for women who have made significant contributions to the accounting profession or who demonstrate characteristics that enable them to become leaders in the profession.

Our Women to Watch awards will be given in two categories: Experienced Leaders and Emerging Leaders. Winners will be selected by members of the Women’s Leadership Forum Planning Committee and announced at our Women’s Leadership Forum April 28.

Nomination information and applications are available online. Nomination forms are due Feb. 17.


CalCPA Committees: Build Leadership Skills, Share Expertise

Want to use your talents at the statewide level? Your opportunity awaits—the application period will soon open to serve on our CalCPA committees for 2017-18. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

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

Serving on state committees allows you to 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.

Keep an eye out for details about the application process. Committee appointments will be made in early 2017 and the committee term is May 1–April 30.

Behind the License

We know there’s more to your life than the tax forms, deadlines and rules and regulations that you spend time with at the office. And we want to tell your story—or the story of a member you may know.

Our monthly Final Entry feature in California CPA takes a look at the person behind the license. Over the years we’ve featured members who race carsplay in a banddevote time to nonprofit causeshave taken on physical endurance challengessurfDJ and make wine.

So, what’s your story?

If you’d like to participate or want to recommend a colleague, contact managing editor Damien English with details and we’ll set up a short interview.


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Save the Dates

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.
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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