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July 1, 2015
Sacramento Area
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President's Message


July 1, 2016

By David W. Taklender

 It’s summertime in beautiful Southern California and I hope you’re enjoying the sunny weather with family and friends. We kicked off 2016-17 at Stone Brewing Liberty Station last month. It was great to see so many colleagues that I’ve grown so fond of over the years, make new acquaintances and recognize our newest life members. This year we had 19 members who achieved this huge accomplishment due to 40 years of continuous CalCPA membership. Connecting the wisdom of the past and the energy of the present is what this chapter is all about! The networking continued in June at CalCPA’s Annual Business Meeting and Council Meeting in Pasadena. It was an honor to represent San Diego and see how our organization of 40k plus members operates on a statewide level.

Don’t forget to check out our slate of local chapter events during July. I hope to see each of you at PETCO Park for our summer networking event on July 15 as the Padres battle the Giants. In closing, I leave you with this Babe Ruth quote: “Every strike brings me closer to the next home run.”

Chapter News


We’re Turning 20 in November! SD 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 program associate Cindy Holcomb at (619) 252-2944 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 program associate Cindy Holcomb at (619) 252-2944 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, please send an e-mail to program associate Cindy Holcomb or call (619) 252-2944.

  • Aug. 25: ABC Night at Tom Ham’s Lighthouse
  • Sept. 21: Member Appreciation Event at Club M at Fairmont Grand Del Mar
  • Oct. 18: Professional Issues Update at Tom Ham’s Lighthouse (FREE-Members Only)
  • 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

Read the rest of this entry »

CalCPA News

CalCPA Leadership Institute

What kind of leader are you? To find out, we have just the opportunity: CalCPA Leadership Institute.

Discuss, analyze, reflect and build your leadership skills through this program, during which you’ll learn leadership fundamentals and identify personal leadership styles, as well as gain insight on strategic planning, goal setting and client management, among other topics.

The program will be held Nov. 3-4 (San Diego), Dec. 6-7 (San Jose) and Jan. 30-21 (Sacramento).

Interested? Grab more information and an application online.

Applications are due Aug. 29.

Hot Topics Blog

Save the Dates

July 7: La Jolla/Life’s a Beach Discussion Group, Sheraton La Jolla Humphrey’s Restaurant, 3299 Holiday Ct.
July 13: North County Coastal DG, P.F. Chang’s, 5621 Paseo Del Norte, Carlsbad
July 15: La Mesa DG, Marie Callender’s Restaurant, 6950 Alvarado Rd.
July 15: Summer Networking/Padres at PETCO Park, Padres vs S.F. Giants
July 19:Firm Administrator Forum, Gordon Biersch Brewery Restaurant, 5010 Mission Center Rd.
July 19: AP&AS, Denny’s, 1065 Camino Del Rio
July 20: North County Inland DG, The Broken Yolk, 11630 Carmel Mountain Rd.
July 21: Estate/PFP, Sheraton La Jolla Humphrey’s Restaurant, 3299 Holiday Ct.
Nov. 16-18: Tax & Accounting Institute, 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.

Education Foundation Courses/Conferences

Contact Us

Program Associate:
Cindy Holcomb
P.O. Box 16768
San Diego, CA 92176-6768
Phone: (619) 252-2944
Fax: (650) 522-3013

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