September 2007 | Peninsula Silicon Valley Chapter Bulletin

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CHAPTER EVENTS

Golf at Harding Park: Let’s Make It a Full Field!

Last year our golfers took over the entire course for the afternoon, with more than 140 players—and we’re aiming to do the same thing this year. You don’t need to have a foursome to sign up, as we’ll be glad to pair you up with other players. This is a scramble format, so everyone tees off and then the next shot is played from the best ball placement, so it’s a team effort, lots of fun and no stress!
   Sign up today.

IMA/CalCPA Bay Area Excel Users Group

Laura Ross and Joe Williams, two members of the San Francisco Chapter Board of Directors, joined members of the Institute of Management Accountants on a steering committee to plan Excel Masters, career enhancing training in Excel, a six part hands-on program.
   Bring a laptop if you have one so you can learn by actually doing. This is designed for all level users.
Date: Saturday, Sept.15 (first meeting)
Cost: $35/session
RSVP: Online

A Night at the Races

Every year it seems that Bay Meadows is on the verge of closing but this indeed may be the last year for this very popular event. New members, student members and past presidents attend free as our guests and we celebrate the achievements of our scholarship winners before enjoying dinner and the evening’s racing. Sign up now.
Date: Friday, Oct.19
Time: 6–9 p.m.
Location: Bay Meadows; San Mateo
Cost: $20/members and nonmembers
RSVP: Online

BARE: California Taxation for Individuals

Understand how conformity issues affect Form 540; learn how to report income/expense of multi-state flow-through entities; understand residency requirements and how to prepare the part-year tax return; and more.
Speaker: Kathleen K. Wright, JD, CPA, MBA (Taxation), LLM (Taxation), professor of accounting, California State University Fullerton and San Jose State University
Date: Monday, Nov. 5
Time: 8:30 a.m.–4:30 p.m.
Location: Crowne Plaza Foster City; Foster City
Cost: $140/members; $190/nonmembers
RSVP: Online
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COMMITTEE MEETINGS

MAP Committee

Date: Tuesday, Sept. 4
Time: Noon
Location: Crowne Plaza Hotel; 4290 El Camino Real; Palo Alto
Cost: Approx. $15
RSVP: Tim McCrone, (650) 948-7180
Note: Attendance limited to those with confirmed reservations.

Nonprofit Interest Group

Topic: Discussion Meeting
Date: Wednesday, Sept. 5
Time: 8:30–10 a.m.
Location: Office of Jack Morton; 385 Sherman St., Suite 2; Palo Alto
CPE: 1.5 hours
RSVP: (650) 323-6666 or laarni@lvr.netbox.com

Estate & Trust

Topic:Estate Planning for Grandchildren
Speaker: Steven D. Anderson, partner, Carr McClellan Ingersoll Thompson & Horn
Date: Tuesday, Sept. 25
Time: Noon–1:30 p.m.
Location: Silicon Valley Community Foundation (ground floor conference room); 1700 S El Camino Real; San Mateo
Cost: $25/members; $35/nonmembers
CPE: 1 hour
RSVP: Online

Silicon Valley Forum Workshop

Topic: The Internet, SSTP and Nexus: Where Are We Now and Where Are We Going?
Speakers: Daniel L. Thompson and Roy Hui, Thompson Tax & Associates LLC
Date: Wednesday, Sept. 19
Time: 7:30–9 a.m.
Location: Ramada Silicon Valley; 1217 Wildwood Ave.; Sunnyvale
Cost: $15/members; $20/nonmembers
CPE: 1.5 hours
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PRESIDENT’S MESSAGE

Building a Network for Career Growth

By Sharon Selleck, CPA

As summer 2007 draws to a close, I want to tell you about two of our successful spring/summer events. If you missed these events, I hope you will be intrigued and get out of the office and attend one or more of our fall events!
   In April we had our third annual Cinco de Mayo party and baseball game at Stanford University’s Sunken Diamond. At this event, we enjoy margaritas, tacos, fajitas and spent time with our friends and peers while watching some college baseball. We had many young and emerging professionals in attendance and filled the room and terrace with 50 CalCPA members and guests. What better way to spend a spring evening than outside watching baseball and chatting!
   In June, we welcomed back to our chapter’s events the popular Attorney, Banker, CPA Networking Event, better known as ABC Night. After a few years on hiatus, ABC Night came back swinging with a sold-out crowd at the Garden Court Hotel in Palo Alto. Taking over the courtyard on a beautiful June night were more than 130 attorneys, bankers, CPAs and financial planners, who enjoyed the food, warm weather and each other’s company. The chapter is excited to be able to bring this back as an annual event.
   So, are you wishing you left the office and joined us? Wishing you told your husband or wife or significant other that you would be home two hours later one night? Well, summer may be over, but you still have a couple more chances before 2007 ends to have some fun with the chapter.
   Here’s a sampling of what’s in store for Fall 2007:
   We return to Bay Meadows Oct. 19 for our seventh Night at the Races event. One of our more popular events, and usually a sell-out, this is the occasion to recognize local college accounting students for their achievements and help them realize their goal of becoming a CPA by awarding scholarships and CalCPA student membership. After the awards ceremony and a great Bay Meadows buffet dinner, we will cheer on the jockeys and horses as they race around the track. This is a fun social evening and spouses and friends are welcome.
   Also in planning is our annual Estate Planning Symposium—past events have included nationally recognized speakers or local experts for a panel discussion of estate planning issues. Each event has been a highly successful mix of education and networking. A date for this much anticipated event will be announced shortly.
   A group of 25 chapter volunteers, spearheaded by our emerging professionals group, will be going to the Second Harvest Food Bank in San Carlos Nov. 28 to help organize food bins and pack boxes for delivery. We hope you will sign up for this event and join us to experience the benefit of both the networking aspect of working with your peers, as well as the feel-good aspect of giving back to the community. For the past eight years at my firm, we have closed the office for a day to volunteer in the community, and each time it has been a rewarding experience for my co-workers and me. This event will be for two hours in the evening right after work and is a great way to help a worthy organization, especially during the holiday season.
   This is just a sampling of events. We also have monthly meetings of our chapter committees and Silicon Valley Forum Workshops. You can find these events and more on our chapter website And of course, if you would like to get involved on the planning side of any of these events, please contact me or chapter program associate Jane Dunbar. Hope to see you at one of these events in fall 2007!
–Sharon Selleck, CPA
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CHAPTER NEWS

Scholarship Application Deadline:
Oct 1

Applications are invited from students in our local colleges for this year’s chapter awards. Scholarships are expected to range from $250 to $2,000. Last year 16 students received scholarships and we’re hoping for another great applicant pool this year.
   If you know an accounting student, please tell them about this opportunity.
   Download an application.
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CalCPA NEWS

Celebrating Women CPAs

Join us for a day of leadership development, professional growth and recognition as we celebrate California’s women CPAs and their tremendous contributions to the profession.
   Attend Celebrating Women CPAs and leave with:

• A clear vision of the ascent of women within the CPA profession;
• Social and professional connections to last a lifetime;
• Action steps to effect social change;
• Keys to excelling as a mentor; and
• Strategies and tactics for managing and resolving conflict.

   Confirmed notable speakers include California Assemblymember and CPA Fiona Ma and Judy Olian, dean of UCLA’s Anderson School of Management.
   Don’t miss this phenomenal event, Friday, Oct. 19, at the Intercontinental Hotel in Century City.
   Register online today or call (800) 922-5272.
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RESOURCES:

Peninsula Silicon Valley Chapter Leadership