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Silicon Valley/San Jose Chapter

A blog for and by a community of professionals


President's Message

How Do We Network?

October 1, 2014

By Karl-Heinz Lachnit, CPA

 It’s now fall and there are still some work obligations that need to get done before the busy time of the year starts back up for those in public practice and servicing clients. This is a good opportunity to go out and network and build that client base. In other words, go out and “sell.” But we dare not use that word, so we will use the term “network.”

Many years ago in professional practice—whether it was accounting, law, architecture, etc.—if you were good at your profession, over time you would become successful and grow a book of business. Those days appear to be long gone, as the amount of professionals out there looking for the same clients seem to have created a need for networking or retaining business development personnel. Many years ago you would not have heard of business development personnel in professional firms, but now they appear to be omnipresent.

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Chapter News

A Great Day Swinging for Great Futures: SVSJ Annual Golf Tournament

Our annual golf tournament supports a great cause: all net proceeds benefit the SVSJ Chapter’s Student Scholarship Fund. We award the money raised every year from the golf tournament and other scholarship events to outstanding accounting students from local colleges and universities. A good time was had by all at our Sept. 25 tournament at Cinnabar Hills Golf Club.

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THINK PINK! Saturday, Oct. 25

Join the CalCPA PSV and SVSJ chapters for a 5K fundraising walk
for 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

SVSJ Attorneys, Bankers and CPAs (ABC) Fallfest

Tuesday, Nov. 4
Time: 4:30-7:30 p.m.
Cost: $50/person ($60 after Oct. 28 and at the door)
Location: The GlassHouse

Attorneys, bankers, CPAs and other financial professionals are invited to attend this fall’s foremost networking event at The Glasshouse, Silicon Valley’s new, premiere event space. Bring your business cards and come prepared for an enjoyable evening.

Learn more and register.

SVSJ Santa Cruz ABC Fall Event: Eat, Drink & Profit!

Tuesday, Nov. 18
Time: 4:30–7:30 p.m.
Location: Seymour Marine Discovery Center, 100 Shaffer Rd., Santa Cruz
Cost: $30 by Nov. 17; $40 at the door.

Expand your professional network by attending our fall Attorneys, Bankers and CPAs Mixer for our members and other professionals in the Santa Cruz area. This fall’s networking event will be held at the Seymour Marine Discovery Center in Santa Cruz.

Learn more and register.

Come to the New-member Orientation and Maximize Membership Value

This meeting, held one hour before our San Jose ABC Fallfest, will give you an overview of the chapter and orient you on where you fit in and how to boost your career with the many benefits of membership. You’ll meet chapter leaders and get a snapshot of our special interest groups. As an added bonus, new members of the chapter can join in on the fun at the ABC Fallfest immediately following, free of charge (a $50 value). This offer is good for members who have joined since Nov. 1, 2013. Restrictions might apply. Email program associate Stephanie Stewart to register.

Seeking Chapter Board of Director Candidates

If you’ve been thinking about getting more involved in chapter and CalCPA leadership, here’s your chance. The chapter’s Nominating Committee is seeking candidates for four board positions that will be up for election in January. The positions are two-year commitments, with the term starting May 1, 2015. Nominees must be licensed CPAs who are CalCPA members in good standing.

Board members are expected to attend monthly board meetings, which are generally one hour. Attendance also is requested at the annual leadership meeting and installation event. Each board member serves as a liaison to one to two chapter committees and, as such, keeps in contact with the committee chair to report to and from the board and committee. Committee attendance is encouraged, but not expected. Board members receive no compensation or reimbursement for these activities.

If interested, submit your résumé to Nominations Committee Chair Carol Wagner by Oct. 31.

Could You Use an Intern?

All business students at Menlo College are required to complete a 400-hour internship near the end of their degree programs. This means you have access to a pool of local, talented, undergraduate students who have a significant amount of relevant, business coursework completed and are ready to put their knowledge and skills to work for you while you help them learn about their chosen career path.

The Menlo College Internship Program pairs the student’s on-site internship experience with an on-campus seminar course. This comprehensive program ensures that students are able to process and better understand their on-site experiences, share with a varied group of students to gain a more diverse view and context of business in the Bay Area and engage with faculty at Menlo to help them maximize success at the internship sites. Organizations bring on interns to expand capacity in a very cost-effective way, to give back by mentoring a developing professional, to bring fresh ideas and perspectives into the organization and to create a talent pipeline for entry-level professionals (an internship can be viewed as a 400 hour interview!).

To learn more, contact Menlo College’s Associate Director of Internships Zach Osborne at (650) 543-4097, or via email, to schedule a time to meet and determine if interns from Menlo College are a good fit for you.

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.


Membership News

Waste No Food

Waste No Food is a non-profit, started by 15 year old Kiran Sridhar, that provides a web-based "marketplace" allowing excess food to be donated from the food service industry to qualified charities that work with the needy.

Monthly Archives

Local Interest Groups

From technical committees to discussion groups, the Silicon Valley San Jose 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:
Stephanie Stewart
(408) 983-1122


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

Chapter Leadership