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San Francisco Chapter

A blog for and by a community of professionals

President's Message

Promoting Accounting Education

July 1, 2014

By Crickett Nicole Weaver, CPA

2014-presJuly brings us lots of warm sunshine, and a renewed focus on scholarships with many universities and colleges preparing to start classes in August. CalCPA members can get involved and support their local chapter scholarship committee in a variety of ways. You can:



  • Donate money to our scholarship fund;
  • Promote the scholarship at our local universities;
  • Volunteer to be part of your local chapter scholarship committee; or
  • You can help out at fundraising events such as the annual golf tournament or one of the ABC mixers.

Amy Schroth received a scholarship from our chapter this past year. I had the pleasure of catching up with her at a recent CalCPA meeting.

Read the rest of this entry »

Chapter News

July 29 Golf Tournament Co-hosted with FEI

No matter how you slice it, our scramble tournament will be an ace. You’ll be in for an exciting and memorable round at the championship Lakeside Course at Blackhawk Country Club, known for hosting the LPGA Challenge from 2006-10 and conveniently located next to the driving range. Enjoy the day under the sun, mulligans in your pocket and swing a chance at winning a new Porsche in the hole-in-one challenge. The tournament will conclude at the Lakeside Clubhouse with networking, an awards dinner and hot raffle prizes.

Don’t miss the green—register today.

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!

Volunteer Opportunity: Golden Gate Opera Board

Marin County’s Golden Gate Opera is seeking a CPA to serve on its board of directors as treasurer. The organization’s mission is to enrich the community through high-quality, professional opera presentations and education programs. Golden Gate Opera is a 501 (c)(3) nonprofit organization with federal tax-exempt ID #94-3221096. For more information about the position, email Roberta Wain-Becker, Golden Gate Opera general/artistic director, or call (415) 339-9546.

Sponsorship Opportunities

Promote your company and contact Wendy Mai via email or call (650) 522-3231 for sponsorship exposure and opportunities to thousands of members.

Our two major upcoming fundraising events are the 12th Annual Golf Tournament in collaboration with the CalCPA East Bay Chapter and Financial Executives International July 29 at Blackhawk Country Club in Danville, and our Fall ABC Mixer—tentatively scheduled for Nov. 6 at the City Club in San Francisco.

We anticipate more than 150 attendees for each event, providing an advertising opportunity that will reach a large number of members and give your organization maximum exposure. Your role as a sponsor is extremely important to our main objective of raising funds for our chapter’s scholarship fund for students aspiring to be CPAs and scholarships we award to students at Larkin Street Youth Services.

CalCPA News

The 2014-15 Emerging Leaders Certificate Program is Here

Details for the 2014-15 Emerging Leaders Certificate Program are being finalized—new speakers, new format, new topics. Participants will earn 16 hours of CPE and enjoy two full days of leadership development training and networking with peers, both regionally and within their CalCPA chapter. More information and registration details are available online.

  • Wednesday, Aug. 20:
    Locations vary by chapter

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!

Monthly Archives

Community Service

Board Member Opening for Ronald McDonald House The Ronald McDonald House of San Francisco is searching for a CPA with strong nonprofit financial expertise who would be interested in serving on its board. The organization is located in San Francisco with a budget of about $1.3 million, and also has a campaign that will double its budget and open a second location by 2015. If interested, email Wendy Mai for more information.

Phase2Careers, a 501(c)(3) organization, is in search of a pro bono CPA to serve on its board of directors. Phase2Careers is to assist the over 40 workers in the Bay Area with finding new career opportunities through job searches and career development. If you're interested, contact Ron Visconti.

Local Interest Groups

From technical committees to discussion groups, the San Francisco 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:
Wendy Mai
(650) 522-3231

1800 Gateway Drive, Ste. 200
San Mateo, CA 94404-4072

Chapter Leadership