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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Stay Cool

August 30, 2016

By David W. Taklender

 Thanks to everyone who attended the Padres vs. Giants game. It was a great time—and the Padres even managed to pull one out and win the game!

It was another successful ABC Night last month at Tom Ham’s Lighthouse. If you missed it, you’ll have an opportunity to attend the second one in January.

As chapter president, I’ve had the pleasure of attending different group meetings. When I attended the Firm Administrator Forum, I was impressed with the dedication firm administrators brought to the table. They work tirelessly to find new ways to streamline business practices with new or improved systems that bring more efficiency into the office.

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Chapter News

We’re Turning 20 in November! 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 Kay Coffin at (559) 876-3800 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 Kay Coffin at (559) 876-3800 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, contact Kay Coffin at (559) 876-3800 or send an email.

  • Oct. 18: Professional Issues Update at Tom Ham’s Lighthouse (FREE, members-only event)
  • 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

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Federal, State, Local and International Taxation Conference

CalCPA News

GIT Trustee Nominations

CalCPA Council annually nominates candidates to serve three-year terms as trustees of CalCPA’s Group Insurance Trust (GIT). Additionally, participating employers in the trust may nominate candidates to be placed on the ballot by submitting supporting petitions by Nov. 1 from at least 20 firms participating in one or more of the GIT’s group health and welfare plans.

For more information, email Genna Armanini or call her at (800) 556-5771, ext. 3257.

Nov. 16 – The CPA Exam: A New Look

Change is in the air for 2017 with the American Institute of Certified Public Accountants (AICPA) unveiling a new version of the Uniform CPA Exam on April 1, 2017. The new version will emphasize testing of higher order skills and more task-based simulations. The new exam will expand from 14 hours to 16, with each section four hours in length.

Representatives from Roger CPA Review will provide details about the new exam, and you will be able to ask questions.

A special thank you to both Roger CPA Review and California State University, Monterey Bay, for their support of this event!

Register for the live event or webcast today!

Now Serving … A New Membership Type

Do you qualify for the new Financial Professional membership type—priced at only $199.

You do if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:

  • A professional employee at a CPA firm;
  • Anyone working under the direct supervision of a CPA in industry, government or education;
  • A financial professional in industry, government or education, or legal, banking or financial
    consulting services; or
  • An IT professional.

Visit the CalCPA website for more information.

2017 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.

Eligibility requirements and application are available online.
Applications are due Nov. 18.

Wine Industry Conference 2016

CalCPA Committees: Build Leadership Skills, Share Expertise

Want to use your talents at the statewide level? Your opportunity awaits—the application period will soon open to serve on our CalCPA committees for 2017-18. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

Please note: If you serve on a state committee and would like to continue, reapplication is necessary.

Serving on state committees allows you to work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts.

Keep an eye out for details about the application process. Committee appointments will be made in early 2017 and the committee term is May 1–April 30.

Hot Topics Blog


Save the Dates

Sept. 28: North County Inland DG at The Broken Yolk, 11630 Carmel Mountain Rd.
Sept. 30: Emerging Professionals Speed Mentoring Networking Event at Handlery Hotel San Diego, 950 Hotel Cir. N.
Oct 6: Forensic Services (Sheraton La Jolla Humphrey’s Restaurant – 3299 Holiday Ct)
Nov. 16-18: Tax & Accounting Institute at 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.

Contact Us

Program Director:
Kay Coffin
Phone: (559) 876-3800
Fax: (559) 876-3880

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

Chapter Leadership