San Francisco Chapter
A blog for and by a community of professionals
March 1, 2014
The results are in! Congratulations to the newly elected chapter officers and directors:
President: Crickett N. Weaver (Autodesk, Inc.)
1st Vice President: Charlotte D. Wall (Spott, Lucey & Wall, Inc. CPAs)
2nd Vice President: Michael A. Ray (California Casualty Management Co.)
Secretary: David A. Grisham (Hemming Morse, LLP)
Treasurer: Danuta Fitzsimmons (Burr Pilger Mayer Inc.)
Past President: Jed K. Greene (Five Corners Group)
Lynn A. Henley (Armanino McKenna LLP)
Tim Hurley (San Francisco State University)
Meredith Johnson (Burr Pilger Mayer, Inc.)
Jennifer A. Lundberg (Krutilla & Associates)
Natalie M. Quan (San Francisco Ballet)
Reynaldo E. Arellano (Verliant Energy)
Erin J. Hastings (Seiler LLP)
Tatyana Shtyrkova (Hemming Morse, LLP)
Anne E. Zelinsky (Anne E. Zelinsky CPA)
Amy Q. Zhang (Affinity Fund Services LLC)
Council Representatives (2013-15)
Jed K. Greene (Five Corners Group)
Michael A. Ray (California Casualty Management Co.)
Council Representatives (2014-16)
David A. Grisham (Hemming Morse, LLP)
Charlotte D. Wall (Spott, Lucey & Wall, Inc. CPAs)
Crickett N. Weaver (Autodesk, Inc.)
Do you know a minority high school student? Give him/her the gift of a lifetime by offering the opportunity, if selected, to discover if a career in accounting and finance is in their future. CalCPA has partnered with ACAP to offer a free, one-week residential program at UC Berkeley in July. Talented professionals will share financial fundamentals applicable in everyday life to accounting and finance principles to business etiquette to college success. Here is what a graduate of the program says:
“The program opened my eyes to a career in accounting at a very young age and I haven’t looked back in over 25 years.”
Erick O. Bell, Managing Director
StoneTurn Group, LLP
Applications must be received by May 5. For more information and to download the application visit www.acapsfbayarea.org.
Time to separate myth from fact: Several recent studies have determined that consumer’s No. 1 fear in retirement is how to pay for an extended and unexpected health care event.
Join us as Scott Burkard, CLTC, Genworth Financial Region vice president, will show what today’s typical extended heath care event in retirement costs, who is at risk, how long they last and how to put together a plan. We will also hear perspectives from Michael P. Leeder, CFP, CRPC and Jane Wang of Merrill Lynch Wealth Management.
Learn more and register.
Mark your calendars for the social event of the season! Our two-hour bash will be filled with fun social networking, open bar and hors d’oeuvres—and will support a considerable cause. All net proceeds will benefit the chapter’s scholarship fund for aspiring CPAs. Since 2005, our chapter has awarded more than $182,000 to accounting students at local colleges and universities to support the future of the CPA profession, and to students at Larkin Street Youth Services.
Promote your company and contact Wendy Mai for sponsorship exposure and opportunities.
Thank you to our gold sponsors Burr Pilger Mayer, Inc. and Citibank.
“The Internal Revenue Service seeks civic-minded volunteers to serve on the Taxpayer Advocacy Panel (TAP), a federal advisory committee that listens to taxpayers, identifies major taxpayer concerns, and makes recommendations for improving IRS services.”
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Learn leadership ideas, trends and practical guidance that will make a difference in your professional life. Topics include executive presence, working within generational differences, making a difference on nonprofit and corporate boards and more. We’ll also present our Women to Watch Awards, which recognize women for their outstanding contributions to the profession and communities.
Learn more and register.
By renewing your CalCPA membership, you will keep your access to advocacy in Sacramento, leadership opportunities, news and trends, exclusive discounts, continuing education and a network of more than 40,000 CalCPA members. Plus, renew today and receive a FREE 4-hour ethics course valued at $190.