By Rob Anderson, CPA

Ladies and gentlemen, start your engines! These are the words used to start the Indianapolis 500 each year and apropos for the East Bay Chapter. We began our new year this month and held a planning day for chapter leadership, had our chapter installation of officers “meeting” at the A’s game (the A’s lost to the Royals) and participated in CPA Day at the Capitol in Sacramento with other CPAs from throughout California.

   CPA Day at the Capitol is an annual event for California CPAs, and this year attracted more than 150 participants, who met with legislators and their staff to discuss issues impacting CPAs in California. Two of the issues discussed were financial literacy and practice privilege. Looking out for the interests of CPAs in Sacramento is important work that often goes unnoticed. Special thanks to East Bay Chapter members Bob Johnston, Michele Day, Joelyn Carr-Fingerle, Annise Brokstein and Bob Jones for attending.

    The July chapter meeting will be July 17 at Scott’s Restaurant in Jack London Square in Oakland and will include our Past Presidents Night. The evening is always a wonderful opportunity to network with other CPAs, meet chapter leaders of the past and learn of the history of our chapter. Our speaker for the evening will be CalCPA Chair Teresa Mason. The evening will be preceded by a chapter orientation where new members can learn of opportunities to get more involved in our chapter.

   Be sure to hold two dates in September: Sept. 18 (second annual ABC Night) and Sept. 25 (annual golf event).

   ABC Night (attorneys, bankers, CPAs and others in the business community) will be held at Scotts Restaurant in Walnut Creek. Last year was sold out and everyone had great time.

   Our golf event will be held at Harding Park in San Francisco in conjunction with the San Francisco and Peninsula Silicon Valley chapters. This will be our third year participating in the event, the proceeds of which fund student scholarships. Based on the growth of this event in the past two years I expect it will be sold out. If you are a golfer you know how great an opportunity it is to play at Harding. If you are not a golfer, the event is one where each foursome continuously hits the best ball out of your foursome. So, you can have a lot of fun in one of the most beautiful parts of the city—even if you are not particularly proficient at golf.

   Thanks for listening. Put the above dates on your calendar. And I look forward to seeing you all on July 17.
– Rob Anderson, CPA

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Join us for a special evening, which will include guest speaker CalCPA Chair Teresa Mason, who will give us an update on the state of the profession and CalCPA. We will also be recognizing our chapter’s past presidents and 40-year members.

   New members and others interested in learning more about CalCPA and the East Bay Chapter are invited to the New Member Orientation preceding the dinner. You will also be meeting the movers and shakers who make things happen in the chapter—and Teresa will speak at the orientation specifically on topics concerning new members.

   There is something for everyone at these two events.

Date: Tuesday, July 17
Time: 5–6 p.m./new member orientation; 6–6:30 p.m./social; 6:30–8:30 p.m./Past Presidents Dinner
Location: Scott’s Restaurant; Jack London Square; 2 Broadway; Oakland
Cost: New member orientation: Free; Past Presidents Dinner: $45/members and their guests; $55 nonmembers (after July 10: add $10)
RSVP: Past Presidents Night: Online, New Member Orientation: Online, Event Flyer

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The East Bay Chapter will again join the San Francisco and Peninsula silicon Valley chapters for a day of golf at Harding Park. Come out for a day of fun.

Date: Tuesday, Sept. 25
Time: Noon/tee off; 5 p.m./dinner and awards
Location: Harding Park; 99 Harding Park Road; San Francisco

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CalCPA is offering a free opportunity to sharpen your presentation skills and to connect with others who are as committed to financial literacy as you are! Please join us July 27 for a “train the trainer” session. We’ll be going over the new and improved National Endowment for Financial Education (NEFE) materials that CalCPA financial literacy volunteers use in high school visits throughout the state.  

Date: Friday, July 27

Time: 7:30 a.m./registration; 8 a.m.–noon/program

Location: Massimo Ristorante; Walnut Creek

Cost: Free

CPE: 4 hours

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Topic: COSO
Speaker: Clark Keeler; Burr Pilger Mayer LLP
Date: Wednesday, July 11
Time: 7:30–9:30 a.m.
Location: Scott’s; Walnut Creek
CPE: 2 hours

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Topic: Stock Options—Taxation and Effective Planning
Speaker: Loella Haskew; Buckley, Patchen, Riemann & Hall
Date: Thursday, July 12
Time: Noon–1:30 p.m.
Location: Massimo’s
CPE: 1 hour

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Topic: Top 10 Mistakes Accountants Make—and How to Avoid Them
Speaker: Bonnie Nagayama
Date: Wednesday, Aug. 1
(Note date change. This was previously scheduled for July 31)
Time: 9:30–11:30 a.m.
Location: Buttercup Grill; Walnut Creek
CPE: 2 hours
RSVP: Online or call (925) 926-0189

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Date: Tuesday, Sept. 18
Location: Scott’s; Walnut Creek

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Topic: Eight-hour CPE course
Date: Saturday, Oct. 20

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Date: Tuesday, Nov. 6

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Date: Tuesday, Dec. 11

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Date: Saturday, Jan. 19

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