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San Diego Chapter

A blog for and by a community of professionals

President's Message

Have You Made Personal Well-being a Top Priority?

October 1, 2014

By Kelly Wallace

 If you’re like the majority of the type-A accountants out there, you probably have a tendency to make work a top priority—often at the expense of maintaining good health and personal well-being. Using the analogy of a car, proper care and maintenance will help your car drive better, faster and last longer. In addition, fueling your vehicle will enable you to drive further without a break down. Taking good care of your body and health is imperative when it comes to having more energy and having a fit body, which in turn helps build confidence and helps you generally feel better—impacting those around you. Finding ways to reduce stress will pay dividends by improving your health and peace of mind.

Read the rest of this entry »

Chapter News

Network After the October Deadline at Phil’s BBQ Event Center

Register online for the Oct. 23 event at Phil’s BBQ Event Center on Sports Arena, or call program associate Cindy Holcomb at (619) 303-7010 for help.

Free Member Event: Professional Issues Update

Circle Oct. 27 on your calendar for the Professional Issues Update! Get an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will discuss the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE. This event is FREE for members and guests. Invite your colleagues to use discount code “PIUGuest” at checkout.

Free Golf & CPE Just for You!

Take advantage of this free Principal Financial Group event on Thursday, Oct. 30, at the Rancho Bernardo Inn Golf Club. The event begins with CPE in the morning, golf in the afternoon and a reception at 5:30 p.m. Be sure to identify yourself as a CalCPA member when you RSVP to elliott.rita@principal.com for the event. Also, you must indicate whether you will attend then CPE only, or both the CPE and golf when you contact Rita.

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

If you’re interested in participating in a joint event with Junior Achievement on Dec. 9 at Central Elementary School in City Heights, please contact Financial Literacy Chair Dan Moyer at dlmoyer77@gmail.com or by calling (858) 677-2675.

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.

Manage Your Money Week

CalCPA is supporting Manage Your Money Week, a program of the state controller’s office involving state and local government agencies, nonprofit organizations, unions, schools, libraries, financial institutions and financial management associations hosting free money management education events and promoting the importance of good money management practices.

The program takes place Oct. 18-25. All 14 CalCPA chapters are encouraged to find at least one opportunity to make a financial literacy presentation that week. The following chapter presentations have so far been confirmed:

Oct. 20: Inland Empire; Los Angeles
Oct. 21: Channel Counties; East Bay; Los Angeles; San Joaquin
Oct. 22: Channel Counties; Inland Empire; Peninsula/Silicon Valley
Oct. 23: Bakersfield; San Joaquin

There is still time to organize a presentation in your chapter! Please send all event information to David Lo, CalCPA strategic relations manager.

Save the Dates

Oct. 2: Downtown Discussion Group
Oct. 2: La Jolla/Life’s a Beach Discussion Group
Oct. 8: North County Coastal Discussion Group
Oct. 17: La Mesa Discussion Group
Oct. 22: North County Inland Discussion Group
Oct. 23: Estate/PFP
Oct. 23: Chapter Networking Event/Phil’s BBQ Event Center
Oct. 27: Professional Issues Update (CalCPA)
Oct. 29: Taxation
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

Chapter Leadership