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San Francisco Chapter

A blog for and by a community of professionals


Chapter News

Interested in Serving on Chapter Leadership? Board Director, Committee Chair Apps Due Nov. 20

The chapter’s Nominating Committee will be considering candidates to serve on the chapter board for a two-year fiscal year term (May 1, 2015–April 30, 2017).

Board members and officers have the opportunity to be leaders of the profession promoting chapter activity and growth. They’re expected to attend board meetings and chapter events, including a planning conference in early May. Board meetings are held nine times a year for one-two hours. Each board member serves as a liaison to chapter committees and is encouraged to participate in planning committees for events such as the ABC Fundraising Mixer, Managing Partners Breakfast and Golf Tournament. Board members and officers receive no compensation or reimbursement for these activities. The experience you will receive is priceless.

Committee chair positions also are available for those interested in organizing technical committee meetings for CPE. The term is for one fiscal year and has no term limits. Interest groups include litigation, nonprofit and more. See the full listing online.

If you would like to get involved and be part of the leadership community, submit your name and resume highlighting qualifications to chapter program associate Wendy Mai by Nov. 20.

SFSU Beta Alpha Psi 50th Anniversary Celebration

Beta Alpha Psi at San Francisco State University will be celebrating its golden anniversary Dec. 12 at the Prescott Hotel in San Francisco.

The chapter serves the community through professional, academic and service events, including providing tutoring to students; overseeing one of the largest VITA sites in California; organizing weekly professional learning and networking events; and offering ongoing personalized support to its members.

If you are interested in attending or being an event sponsor, contact Eric Woo, at president.sfsubap@gmail.com.

Date: Dec. 12
Time: 6–9 p.m.
Location: Prescott Hotel; San Francisco

CalCPA News

Apply Now: CalCPA Council, Board and 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?

Applications are being accepted for CalCPA Council/AICPA Council, CalCPA Board and CalCPA EducationFoundation trustee positions.
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.

Jan. 21: CPA Day at the Capitol

CPA Day at the Capitol is one of the most important events for CalCPA members to attend. During each legislative session, bills are introduced that impact you, your clients or your employer. As the business climate continues to change and new legislators take office, we need to build bipartisan relationships with those who share our commitment to the CPA profession. Take a proactive approach to increasing your voice in the political arena and help policymakers understand the issues facing California CPAs.

Register today.

Register Today for the Startup Business Conference

A startup begins with a great idea, but seasoned entrepreneurs and CPAs know that after the great idea comes the challenges of building a successful business. From patent issues to payroll taxes, business owners and the accounting professionals who advise them need to know more than just how to positively impact the bottom line. Funding options, employment issues and selecting the right business advisers are only a few of the hot topics that will be covered at the 2014 Startup Business Conference. Designed to meet the needs of both business owners and the professionals who partner with them, you won’t want to miss learning the secrets in the world of startups.

Credit Information: CPE: 8 Hours

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
Cell: (415) 254-2323


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

Chapter Leadership