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Silicon Valley/San Jose Chapter

A blog for and by a community of professionals


President's Message

The Financial Literacy Movement

September 1, 2014

By Karl-Heinz Lachnit, CPA

 I recently attended the 2014 California Financial Literacy Summit in August. As I mentioned in one of my prior messages, financial literacy is at the forefront of my presidential campaign. At first I thought, “How can this topic fill up an entire day?” After going to the event, I realized one day is not nearly enough to cover all the important topics and carry forward this financial literacy movement.

The day started with discussing why there is a need for financial literacy, and what it means for the success of the individual and our society. Of the morning speakers, AICPA spokeswoman Clare Levison stood out in my mind. This is a CPA who transformed her career to focus on financial literacy. She has authored a book “Frugal isn’t Cheap,” which appears to have a great message that a person can live within his or her means, be responsible and still save money. My favorite comment of the annual summit, however, was from CSU San Bernardino economics professor Jim Charkins. He stated that financial literacy is simple: “Spend less than you make!”

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Chapter News

Bay Area New CPA Celebration – Beyond Certification

Thursday, Sept. 18
Time: 5:30–8 p.m.
Location: Levi’s Stadium, 4900 Marie P. DeBartolo Way, Santa Clara
Cost: FREE/new licensee; $49/new licensee guest.

Be one of the first people to experience the new Levi’s Stadium as we toast your efforts of becoming a CPA and celebrate with other recently licensed CPAs. Don’t fumble this chance to enjoy food and drinks and network with various CPA leaders. This event is free to CPAs licensed since January 1, 2013. You can also bring a guest to help you celebrate ($49 for first guest).

Register or learn more.

CalCPA members are welcome to join in and celebrate with the new generation of accounting professionals. Come meet the rising stars of the CPA profession.  The cost is $99 for members and nonmember guests. No walk-ins will be admitted.  Members Join the Fun

Note: Space is limited. Reservations will be granted on a first-come, first-served basis. Only CPAs licensed since January 1, 2013 who have not attended another CalCPA New Licensee Reception are eligible to register for free. Questions? Contact Stephanie Stewart via email or call (408) 983-1122.

A special thanks to our generous sponsor:

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 (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.

Join our growing list of sponsors:

Eagle Sponsors:

Contest Sponsors:

Lunch Sponsor:

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 onsite internship experience with an on-campus seminar course. This program ensures that students are able to process and better understand their onsite experiences, share with a group of students to gain a more diverse view and context of business in the Bay Area and engage with faculty to help them maximize success at the internship sites.

To learn more, contact Zach Osborne, Menlo College’s associate director of internships, at (650) 543-4097 or via email,

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 positions on the board that will be up for election in January. The board positions are 2-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. The board meetings 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. 15.

THINK PINK! Saturday, Oct. 25

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

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

CalCPA News

Professional Issues Update: Coming to Your Chapter Near You

Please join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE. This event is FREE for members and guests. Invite your colleagues to use discount code “PIUGuest” at checkout.

Learn more and register today.

2015 CalCPA Campus Ambassador Program

Want to help spread the word about CalCPA and the CPA profession? Applications will be accepted starting Oct. 1 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.

Applicants must be a:

  • Sophomore or junior attending a four-year college or university with a graduation date of December 2015 or later;
  • Declared business, economics or finance major or minor, with an intention of pursuing a CPA license; and
  • U.S. citizen or permanent resident of the United States.

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

For more information, contact David Lo via email or call (818) 546-3559.


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

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