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San Diego Chapter

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President's Message


May 1, 2015

By Jason Brenier

 Welcome members! It’s my pleasure to be your chapter president for the 2015-16 fiscal year. I’m a testament to the multiple facets that CalCPA offers to you for your continuous improvement as a professional. Below are just a few examples of the beneficial opportunities that are available as an active CalCPA member:

  • Emerging Professionals (EP): If you’re just starting your CPA career, this group is a great way to meet others that are new to the profession and develop your leadership and soft skills through local events and the Emerging Leaders Certificate Program.
  • Networking Events: There are numerous events throughout the year that provide multiple opportunities for you to meet your peers, whether it be connecting with other professional organizations or welcoming new licensees.

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Chapter News

June 5: Financial Literacy Volunteer Opportunity with Junior Achievement

Junior Achievement is seeking volunteers for its financial literacy day at Kempton Street Elementary School. Volunteers will present in classes ranging from K—6th grade. JA will also conduct training for all volunteers and supply necessary materials.

If you are interested in volunteering, contact Kelly Wallace  or Dan Moyer.

Time: 7:30 a.m.—noon.
Location: Kempton Street Elementary, 740 Kempton St., Spring Valley



May 18: Accounting Day 2015

Check out the 43rd annual Accounting Day at the Town and Country Resort & Convention Center and take advantage of a full day of top quality continuing education for accounting and finance professionals across a variety of industries.

For registration information, go online or contact Jim Colville.


A Clear Resolution! Connect, Grow and Learn in 2015-16

Mark your calendar so you can take advantage of the multiple opportunities provided by the chapter in the new fiscal year! For specific interest groups and discussion groups, contact the chair or co-chair for dates. If you have further questions, e-mail program associate Cindy Holcomb or call (619) 252-2944.

July 20: Padres at PETCO Park Event
Aug. 20: ABC Night
Sept. 24: Member Appreciation
Oct. 29: Fall Event at Phil’s BBQ
Jan. 13: ABC Night

Special Events
May 14: Chapter Installation
Nov. 18-20: SD 19th Annual Tax & Accounting Institute
Dec. 9: Holiday Party

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How You Can Help Californians Better Manage Their Finances

Register for the 2015 California Financial Literacy Summit—July 30

Are you a current financial literacy volunteer looking for additional training, resources and networking opportunities with other volunteers and financial literacy stakeholders? 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?

On July 30, California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together with a common goal—to improve financial literacy. The 2015 California Financial Literacy Summit at the San Jose 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.

The 2015 California Financial Literacy Summit offers a unique chance to connect with leaders in the financial literacy community as well as educators, nonprofit volunteers, community organizers and financial professionals.

Visit www.calcpa.org/flsummit for the latest information about the summit and to register for free. All meals and parking are included. Reception to follow at the conclusion of the event. 3 hours of CPE will be offered.

Our special thanks to the following sponsors for their generous support:

Grant Thornton
CalCPA Education Foundation
California Teachers Association
California Jump$tart Coalition

Mercury Insurance


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