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San Francisco Chapter

A blog for and by a community of professionals


President's Message

March 1, 2014

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Chapter News

2014-15 Chapter Officers & Directors

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)

Directors (2013-15)
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)

Directors (2014-16)
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.)

May 15: Estate & PFP—Winning in the Second Half

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.

May 21: Spring ABC Fundraising Mixer

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.

IRS Seeks Volunteers for Taxpayer Advocacy Panel

“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.”

Read the rest of this entry »

CalCPA News

Women’s Leadership Forum: Develop, Inspire, Celebrate

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.

Renew by May 1 and Receive a FREE 4-Hour Ethics Course

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.


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