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Silicon Valley/San Jose Chapter

A blog for and by a community of professionals


President's Message

Giving Back

July 1, 2014

By Karl-Heinz Lachnit, CPA

 As a CPA, we have invaluable knowledge and experience to give back to our community. I believe most of us do our part in giving back to the community in one form or another. One way I have done so is by being involved with the Hispanic Small Business Network for the past several years as a board member and also as the parliamentarian. HSBN’s mission is to be a trusted provider of support, education and business networking for minority owned businesses by following the premise of relationship building by securing a level trust with the intent of community and small business development. HSBN provides accounting education and business development, plans, marketing, accounting, product placement, strategies and leadership. HSBN is in the process of building a system to support its services and its members in education, events, seminars and training.

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Chapter News

New Members: Have You Tasted the Good Life?

As a new CalCPA member, you can attend a chapter event on us. Yes, we will pay your registration fee because we know once you participate in one of our meetings or events, you will be hooked. Experience great networking, earn continuing professional education credits and make connections that can enhance your career. It’s easy. Just periodically check our upcoming events listed on the chapter blog and, when something catches your interest, contact Program Associate Stephanie Stewart and she will register you free of charge. This offer is good within one year of your join date.

Register for the 2014 California Financial Literacy Summit—Aug. 6

Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? Are you considering volunteering your time to promote financial literacy in your community? Do you know of teachers or parents who are interested in bringing financial literacy resources into their schools?

California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.

The 2014 California Financial Literacy Summit
at the Burbank Airport Marriott will provide free educational resources for teachers, volunteer training and opportunities to build connections within the California community to promote financial education and focus on how we can empower the next generation to better manage their finances through education.

More information and registration details to this free event are available online. And stick around for the reception following the event.

Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!

PSV/SVSJ 13th Estate Planning Symposium: A Brave New World – Practical Aspects of Estate, Gift & Income Tax Planning & Compliance in this Topsy-Turvey World

This event is designed for CPAs, attorneys and financial advisers whose practice involves estate planning. It is co-hosted by the Peninsula Estate Planning Council and the Santa Clara County Estate Planning Council. You don’t want to miss this highly informative, half-day meeting featuring dynamic speakers covering:

  • “Income Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know” by Justin Miller
  • “The Opportunities and Challenges of Fostering Family Meetings—What Prevents an Individual from Talking about Their Wealth?” by Joan DiFuria and Stephen Goldbart
  • “Inter Vivos Formula Clauses” by John Prokey
  • “Digital Assets: Don’t Forget to Download Rights into the Estate Plan” by Soyeun Choi

Date: Thursday, Aug. 14
Time: 11:30 a.m.–5 p.m.
Location: DoubleTree by Hilton Hotel, San Jose
Cost (before July 31): $130/members; $160/nonmembers (after July 31: add $20)

For more information and sponsorship opportunities, please email Stephanie Stewart or call her at (408) 983-1122.

Annual Golf Tournament- Swing for Great Futures

Support Our Scholarship Fund and Have Fun!

Ready for a great day of golf with an opportunity to network with CPAs, bankers and attorneys in a beautiful setting? This year’s event will be held at Cinnabar Hills Golf Club in San Jose. The day is sure to erase the September deadline from your memory and give you the chance to relax and support an important cause (net proceeds benefit our chapter’s scholarship fund). Everyone will succeed with our four-person scramble format. The tournament will conclude in the Cinnabar Hills Clubhouse with networking during an awards dinner and contest prizes.

Date: Thursday, Sept. 25
Time: 11 a.m./check in, lunch, driving range; noon/shotgun start.
Cost: $250 ($275 after Sept. 10; includes lunch, dinner, beverages and entrance into a variety of tournament contests)

Learn more and register. If you’re registering more than one golfer, or are interested in sponsor packages, please use the event flier.

Share Your Startup Expertise, Be a Conference Volunteer

The CalCPA Education Foundation’s Conference Department counts on talented CPAs, attorneys and business professionals to lend their expertise and credibility to its conferences. Think you can help with the first Startup Conference?

If you would like to help plan the Startup Conference or you are interested in becoming a speaker, please contact Kay Phelan, director of conferences, by July 10.

CalCPA News

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online. Applications are due Aug. 29.

The 2014-15 Emerging Leaders Certificate Program is Here

Details for the 2014-15 Emerging Leaders Certificate Program are being finalized—new speakers, new format, new topics. Participants will earn 16 hours of CPE and enjoy two full days of leadership development training and networking with peers, both regionally and within their CalCPA chapter. More information and to registration details are online.

  • Wednesday, Aug. 20:
    Locations vary by chapter


How Can You Help Californians Better Manage Their Finances?

Attend the 2014 California Financial
Literacy Summit


Aug. 6:
Burbank Airport Marriott & Convention Center

Register Today!

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.

Save the Date

Sept. 25: Annual Golf Tournament
Location: Cinnabar Hills Golf Club, San Jose
Time: Noon shotgun start

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