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San Francisco Chapter

A blog for and by a community of professionals

Chapter News

Thank You for Falling into our ABC Mixer

Thank you to the 185-plus attendees and 10 sponsors for allowing the enchantment of autumn whisk you to our bi-annual ABC Mixer event on Nov. 5 at the City Club in San Francisco. Net proceeds from the event benefited our chapter scholarship fund for aspiring CPA students.

Thank you to our generous sponsors for making this event possible:







Be Our Guest at Awards Night Jan. 29

Join us for an evening of fun and celebration for our first Awards Night honoring:

  • Student scholarship recipients
  • Past chapter presidents
  • 40-year life members

Wine and dine over a dinner reception with other CPAs and chapter leaders at Palio d’Asti. The evening also will feature CalCPA Chair Tim Good, who will share insight on upcoming CalCPA initiatives.

This event is open to members and nonmembers—please bring your guests! Volunteer opportunities also are available.

Date: Jan. 29
Time: 5:30–8 p.m.
Location: Palio d’Asti; San Francisco
Cost: $50/members; $60/nonmembers (includes dinner and one drink ticket).

Register or learn more. (Note: Registration closes Jan. 26 and no walk-ins will be admitted.)

Trio Networking Social With FWSF & FPA

Triple the fun by adding this mixer to your 2015 list of New Year’s resolutions: a trio networking social party with the Financial Women of San Francisco and the Financial Planning Association of S.F.

Date: Wednesday, Feb. 4
Time: 5:30–7:30 p.m.
Location: Osha Thai; San Francisco
Cost: $25/members; $35/nonmembers (by Jan. 30); after Jan. 31 add $10 (appetizers included, no-host bar).

Learn more and register.

CalCPA News

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.

CPE: 8 hours

Register Today.

Upcoming Conferences: The Gifts That Keep on Giving

Unwrap knowledge that will help carry you through 2014 and into 2015 at our Education Foundation December conferences, including our inaugural Startup Business Conference:

  • Dec. 8: Wine Industry (live or webcast)
  • Dec. 9: Wine Industry Fundamentals (live and webcast)
  • Dec. 12: International Tax (live and webcast)

Find more information and register today online.

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