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San Francisco Chapter

A blog for and by a community of professionals

Chapter News

April 16: Take Me Out to the Ballgame: Giants vs. Diamondbacks

Join your CalCPA colleagues and friends Thursday, April 16, for peanuts, Cracker Jacks and great baseball. Celebrate the end of tax season in style with unlimited food, beer and wine; indoor and outdoor seating; and your own private entrance into AT&T Park. Step onto the field and take part in a networking grand slam and meet CalCPA members from throughout the state. Don’t miss an inning between the 2014 World Champion Giants and the Arizona Diamondbacks.

Take Me Out to the Ballgame: Giants vs. Diamondbacks at AT&T Park
4:30 p.m./doors open; 7:15 p.m./first pitch
Location: AT&T Park
Cost: By Feb. 28: $100/members and guests
(after Feb. 28: $125/members and guests)

Thanks to our generous sponsors:

Sponsor for Scholarships: Annual Spring ABC Mixer in May

CalCPA invites your organization to sponsor this important, biannual chapter event that brings together local attorneys, bankers, accountants and other financial professionals. We anticipate more than 200 attendees advertising to thousands of members, giving your organization maximum exposure and leading to new business development.

Your role as a sponsor is important to our main objective of raising money for our chapter’s scholarship fund. Since 2005, the chapter has given awards totaling more than $198,000 to students studying accounting at local colleges and universities, as well as to homeless students at Larkin Street Youth Services.

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Volunteer with Junior Achievement of Northern California

Junior Achievement of Northern California is looking for volunteer presenters for the months of January–May, with lessons ranging from personal spending to budgeting for students. Lessons occur Thursdays at Buena Vista Mann, 3351 23rd St., San Francisco. Volunteers can sign up for as many lessons as they would like. Lesson information will be delivered to volunteers quickly to allow time to prepare. Approximately 20 students are in the class.

To check out topics and availability, and to sign up to volunteer, go online.

For more information, please contact Jenna Ebert online.

Volunteer with Tax-Aid

Tax-Aid prepares tax returns for low-income individuals and families throughout the Bay Area, and offers free services through the pro bono work of hundreds of accountants, lawyers and other professionals. In 2014, volunteers prepared more than 5,075 tax returns resulting in more than $5.9M in refunds.

There are volunteer opportunities for greeters, computer processors/tax preparers, translators, tax return reviewers and tax experts. All Tax-Aid sites are run by site managers who facilitate the entire tax process and answer procedural and technical questions as they occur. Site managers also are responsible for coordinating volunteers at the site. New volunteers are always paired with strong team members and reliable site managers.

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CalCPA News

Star Catcher—CalCPA Service Awards Taking Nominations

The nomination period for CalCPA’s annual service awards is open through March 31. You can download forms to nominate an outstanding member or firm for the:

  • Public Service Award, which is given to a CPA who has been especially active in service to the profession and community.
  • Distinguished Service Award, which is granted either on the basis of long and distinguished service or for some singular act resulting in extraordinary contribution to the profession, CalCPA and/or the community.

The AICPA also recognizes our winners, who automatically become eligible for consideration for the AICPA Public Service Award.

April 24: Women’s Leadership Forum

Whether you’re rising through the ranks or already part of the management team, your leadership skills help you navigate successfully and deliver the excellent results your firm expects. Join with other savvy professional women to learn about your own leadership style, the art of negotiating and influencing, networking, and other practical and useful leadership skills.

Our keynote speaker will be Carrie Schwab-Pomerantz, president of Charles Schwab Foundation, and we’ll announce our 2015 Women to Watch Awards recipients during a special luncheon presentation.

Register today.

March 3: Armanino Cloud Solutions Networking Event

Armanino LLP will be hosting a cloud solutions networking event at CalCPA (1800 Gateway Drive, San Mateo), 4-7 p.m., featuring Silicon Valley finance professionals. Firms that have successfully made their way to the cloud will share their experiences of the promise, process and pitfalls.

Register online by Feb. 27.

Questions? Contact Laurel Dobbin via email or call (925) 790-2874.

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

Program Associate:
Randi Ward
(650) 522-3231

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

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

Chapter Leadership