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San Francisco Chapter

A blog for and by a community of professionals

President's Message

Back to School: Continuing to Promote Accounting Education

October 1, 2014

By Crickett Nicole Weaver, CPA

2014-presAt least a couple of times a month, I get a message from someone on LinkedIn looking for advice about a career in accounting. I have a great passion for our profession, so I encourage people to go for it. Sometimes they are undergraduate students, other times they’re looking to switch careers. Either way, chasing the CPA dream in California now translates to completing 150 semester hours of educational units. College is expensive, and a scholarship from CalCPA can help. Each year our chapter provides students with scholarships. Go online to download a copy of the our 2014-15 scholarship application. The application deadline is Wednesday, Nov. 12. I would encourage all chapter members to promote the scholarship at our local universities. Getting the word out to students can help increase the number of applicants. Since 2005, our chapter has awarded more than $198,000 to accounting students at local colleges and universities to support the future of the CPA profession and to students at Larkin Street Youth Services.

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Chapter News

Cheers to a Jolly 12th Annual Golf Tournament with the East Bay Chapter & Financial Executives International

It was a beautiful day in the neighborhood of Danville at Blackhawk Country Club, as more than 100 players took part in our July 29 golf tournament. It must have been a lucky day for the leading teams and raffle prize winners (with or without help from some purchased mulligans). But, if your luck wasn’t in the prizes, you lucked out on taking a Tuesday workday out on the course making new friends and catching up with old for a great cause. We raised more than $14,000 in sponsors, and all net proceeds from the event benefit the chapters’ scholarship funds for students aspiring to be CPAs. If you missed our tournament this year, you probably are wondering if anyone won the new 2014 Porsche Boxster at the hole-in-one. Well, you have to sign up next year to find out!

Check out the event photos.

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NAAAP-SF 2014 Gateway to Leadership Conference: Beyond All Limits

Date: Saturday, Oct. 25
Time: 8 a.m.–5:30 p.m.
Location: Hotel Nikko; San Francisco

The National Association of Asian American Professionals-San Francisco Chapter is proud to present the 3rd Annual Gateway to Leadership Conference: Beyond All Limits. Our distinguished panel of speakers and mentors have all struggled to find ways to push the boundaries in their professional lives, breaking free from constraints to achieve success in their fields.

This year’s topics include discussions on solving the success puzzle and personal branding. Learn how to overcome the obstacles that are holding you back in your career and push beyond your own limits.

CalCPA members can attend at a special discounted rate. Register online and use discount code CALCPA_2FREE.

THINK PINK! Saturday, Oct. 25

Join the CalCPA PSV and SVSJ chapters for a 5K fundraising walk during
MAKING STRIDES Against Breast Cancer of Silicon Valley!

Location: Arena Green; Guadalupe River Trail; San Jose
Time: 7:30 a.m./registration; 7:45 a.m./meet CalCPA team at the Main Stage

Join our team or get more info.

CalCPA members contact: Mayu Kozuka 650.522.3256
CalCPA staff contact: Wendy Mai 415.254.2323

Register and Sponsor Today: Annual Fall ABC Mixer Wednesday, Nov. 5

Allow the enchantment of autumn to whisk you away towards our Fall ABC Mixer We’ll have a harvest of attorneys, bankers, CPAs and financial professionals to keep you entertained—as well as cocktails and hors d’oeuvres by the dozen—as we raise funds for scholarships for students who refuse to take student loans for an answer.

Since 2005, our chapter has awarded more than $198,000 to accounting students at local colleges and universities to support the future of the CPA profession and to students at Larkin Street Youth Services.

Check out photos from the Spring ABC Mixer 2014 and the Fall ABC Mixer 2013!

Expose your company to thousands of members with our sponsorship opportunities by contacting program associate Wendy Mai via
or by calling (415) 254-2323. Volunteer opportunities also available.

Date: Wednesday, Nov. 5
Location: City Club in San Francisco
Cost: $50 with advance registration; $65 on the day of the event and at the door; $35 for student, candidate and YEP members (Note: you must be 21 and over with proper California ID to attend).
Register online.

Joined CalCPA Since November 2013? You’re invited to New-Member Orientation

Wednesday, Nov. 5

Do you ever wonder what does being a CalCPA member means? Sure, you signed up and pay your dues, but what does it all entail?

The chapter’s board invites you, especially if you have joined CalCPA in the past year, to discover what CalCPA has to offer and make the most out of your membership. Meet your fellow members and discover how to leverage your CalCPA membership to get involved in the community, develop your leadership abilities and increase your professional network.

All chapter members are welcome at the reception that will follow our New-Member Orientation, where we host our annual Fall ABC Networking Mixer to fund raise for our scholarship fund.

New members who have joined since Nov. 1, 2013, can attend this event FREE. RSVP online.

Attention Students: We’re Giving Away $25,000 in Scholarships; Application Deadline Nov. 12

Undergraduate and graduate accounting students at local colleges can apply for our 2014 chapter scholarships now. Our chapter awards up to $25,000 every year, and individual awards may range from $1,000 to $5,000. You will find eligibility criteria and application forms online.

The application deadline is Nov. 12, and awards will be presented at our annual Student Night/Past Presidents Reception Jan. 29 at Palio d’Asti Restaurant in San Francisco.

Federal Reserve Bank Tour: Combatting ‘Insider’ Financial Institution Fraud

Thursday, Nov. 13
Take a behind-the-scenes tour of the Federal Reserve Bank of San Francisco and earn CPE.

Cynthia Course, CPA, a principal in the banking supervision and regulation’s executive office, will focus on fraud in financial institutions, but many of the concepts are transferrable to other industries. Participants in one study estimated that organizations lose 5 percent of annual revenue to fraud. The financial stakes are enormous and organizations often do not know when they are being victimized. We will explore techniques for recognizing and deterring fraud.

Please note: Registration closes at 5 p.m. Tuesday, Oct. 28, due to security requirements.

Learn more and register.

Volunteer with the Justice and Diversity Center’s Low Income Taxpayer Clinic

The Justice and Diversity Center’s Low Income Taxpayer Clinic is in need of volunteers. Many of its cases handle a broad range of IRS controversies for low-income individuals. CPAs experienced in tax controversy would be very helpful to the organization’s cause. If interested, please contact Sarah W. Drinkwater, low income taxpayer clinic supervising attorney, via email or call (415) 782-8977.

CalCPA News

2015 CalCPA Campus Ambassador Program

Help spread the word about CalCPA and the CPA profession—applications are being accepted for the CalCPA Campus Ambassador Program. Campus Ambassadors are students passionate about pursuing a career in accounting and becoming CPAs and will spend approximately 20 hours of work per semester focused on:

  • Building awareness of FREE CalCPA student membership and benefits to students and educators;
  • Increasing visibility of CalCPA on campus; and
  • Strengthening ties between local CalCPA chapters and colleges/universities.

Campus Ambassadors will receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

Eligibility requirements and application are available online.

Become a CalCPA Officer, 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?

The CalCPA Council/AICPA Council 2015-16 application period is open, as is the application period for CalCPA Education Foundation trustees.

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.

Coming to Your Chapter: Professional Issues Update

The Professional Issues Update roadshow will foster a greater sense of information sharing among CPAs in your area—with a group of experts coming to your chapter, providing a customized update based on geographic, industry and professional trends.

CPA professionals, including CalCPA leadership, will cover tax issues, legislative and political activities, trends related to risks and liabilities for CPAs and a review of the Affordable Healthcare Act’s impact on employers and employees. Additional topics are also being identified.

Register for your chapter’s update.

Manage Your Money Week

CalCPA is supporting Manage Your Money Week, a program of the state controller’s office involving state and local government agencies, nonprofit organizations, unions, schools, libraries, financial institutions and financial management associations hosting free money management education events and promoting the importance of good money management practices.

The program takes place Oct. 18-25. All 14 CalCPA chapters are encouraged to find at least one opportunity to make a financial literacy presentation that week. The following chapter presentations have so far been confirmed:

Oct. 20: Inland Empire; Los Angeles
Oct. 21: Channel Counties; East Bay; Los Angeles; San Joaquin
Oct. 22: Channel Counties; Inland Empire; Peninsula/Silicon Valley
Oct. 23: Bakersfield; San Joaquin

There is still time to organize a presentation in your chapter! Please send all event information to David Lo, CalCPA strategic relations manager.

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