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San Diego Chapter

A blog for and by a community of professionals

President's Message

A Toast to Public Speaking

July 1, 2014

By Kelly Wallace

 As accountants, our profession does an excellent job at providing ample opportunities to expand our technical accounting skills through CPE. However, it takes more than being a technical accountant to rise up the career ladder. Developing soft skills—such as leadership, project management, strong communication, presentation and interpersonal skills—will help our members be successful in their day to day jobs and, ultimately, thrive in their careers.

Being able to speak in a clear, concise, organized and confident manner in a variety of situations is something that we can all benefit from in both our workplace and personal lives. Whether you realize it, we’re constantly practicing our presentation skills when communicating to supervisors, peers or staff, recruiting new hires, interacting with clients/partners/executives, giving formal presentations or leading meetings.

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Chapter News

Networking & Local Landmarks

Treat yourself! Enjoy fun networking opportunities offered by the San Diego Chapter during 2014-15. Register now online or call Program Associate Cindy Holcomb at (619) 303-7010 for help.

Register for the 2014 California Financial Literacy Summit—Aug. 6

Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? 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?

California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.

The 2014 California Financial Literacy Summit
at the Burbank Airport 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.

More information and registration details to this free event are available online. And stick around for the reception following the event.

Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!

Our Neighbor Next Door: Mexico

Register now for the US-Mexico Conference, our annual joint event between CalCPA San Diego and the Colegio de Contadores Publicos de Baja California. Take advantage of the opportunity to stay current with recent developments in international tax related to cross-border issues while you network with colleagues at The Prado in Balboa Park. Simultaneous interpretation will be provided during the technical presentations.

Si usted es miembro de el Colegio de Contadores de Baja California, pongase en contact con Evangelina Contreras Caro por correo electronico cpevita@hotmail.com para recibir el codigo de descuento para el evento.

Learn more and register.

Free! Just for Members: Professional Issues Update

Circle Oct. 27 on your calendar for the Professional Issues Update in San Diego (CalCPA members only)! Don’t miss the opportunity to hear an overview on current topics impacting the CPA profession while networking with colleagues. Enjoy a continental breakfast, snacks and lunch while you receive 3 hours of CPE credit.

18th Annual San Diego Tax & Accounting Institute

Circle Nov. 19-21 on your calendar for 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. 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.

Thank you to our Platinum Sponsor:

CalCPA News

Aug. 6: California Financial Literacy Summit

Connect with leaders in the financial literacy community, as well as educators, nonprofit volunteers, community organizers and financial professionals—all with the common goal of fighting financial illiteracy.


Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online.
Applications are due Aug. 29.

How Can You Help Californians Better Manage Their Finances?

Attend the 2014 California Financial
Literacy Summit

Aug. 6:
Burbank Airport Marriott & Convention Center

Register Today!

Save the Dates

Aug. 7: Downtown Discussion Group
Aug. 7: La Jolla/Life’s a Beach Discussion Group
Aug. 7: Emerging Professionals Networking Event at Pelly’s Mini Golf
Aug. 8: US-Mexico Conference
Aug. 13: North County Coastal Discussion Group
Aug. 13: Taxation
Aug. 15: La Mesa Discussion Group
Aug. 19: AP&AS
Aug. 20: North County Inland Discussion Group
Aug. 27: ABC Night
Aug. 28: Estate/PFP
Oct. 23: Chapter Networking Event at Phil’s BBQ Event Center
Nov. 19-21: Tax & Accounting Institute
Dec. 11: 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