A blog for and by a community of professionals
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.”
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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.
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.
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.
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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.
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.
Disaster Recovery: A Guide to Financial Issues
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