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San Diego Chapter

A blog for and by a community of professionals


President's Message

Negotiating Success

September 1, 2010

By Melody Thornton, CPA

12_pres_sm_1It’s September already! While summer has been mainly business as usual at a somewhat slower pace for most of us who work as CPAs, I am still sad to see the end of the lazy days of summer. However, I’m excited for the beginning of fall. September brings back memories of new school clothes, new teachers, old friends and, of course, football. The start of the school year was—and is—an opportunity to make new resolutions.

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Chapter News

Mentor Match!

Would you like to get some feedback from a fellow professional? Are you new to the profession? Have you changed your focus from one aspect of the profession to another? If so, then you may want to turn to the experienced, knowledgeable CalCPA members in your area who are willing to be a sounding board for colleagues, as well as a mentor for those just starting out in the profession.

If you’re interested, contact Barry J. Kohn (San Diego), Frank Beiser (San Diego) or  Wayne P. Otchis (Del Mar).

14th Annual San Diego Tax & Accounting Institute

Don’t miss the 14th Annual San Diego Tax & Accounting Institute, the region’s premier opportunity for tax professionals to hear the recent developments in federal, state and local tax and accounting issues.

Stay current with timely updates on tax legislation, as well as the impact to firms and clients. You’ll get to choose from several breakout sessions focused on two tracks—tax or accounting—plus general sessions and keynote speakers.

Date: Nov. 17–19

Stay tuned for registration details.

In Honor

We thank Nai Y. Hwang, CPA, for a donation made to the chapter’s scholarship fund in honor of Pam Hunter.

Update your Info Today!

Did you know that one of the many benefits of your CalCPA membership is the ability to manage your own account online? It is the perfect place to record changes in employment, phone numbers, and e-mails as well as check your CPE credit. If you would like to receive information about certain subjects in a certain fashion, just tell us by using your own personal account. Keep it current so that you don’t miss what’s happening in the profession statewide or locally! If you have any questions or require assistance, contact CalCPA Customer Service at (800) 922-5272 or visit CalCPA’s website and click on “Manage My Account.”

CalCPA News

CalCPA Accounting Education Scholarships

Did you know that CalCPA administers two scholarship funds—one for fifth-year students committed to following California’s Pathway 2 to CPA licensure and the other for students pursuing a master’s degree in accountancy or taxation?

Well, we do—and the application deadline—Sept. 30—is fast approaching.

For criteria regarding both scholarships and to download the application, visit our website.


Save The Dates

Sept. 1: PFP Committee Meeting
Sept. 2: LaJolla/Life’s a Beach Discussion Group
Sept. 2: YEP Networking Event at Sheraton Suites SD
Sept. 15: AP&AS Committee Meeting
Sept. 16: Taxation Committee Meeting
Sept. 17: North County Coastal Discussion Group
Sept. 17: La Mesa Discussion Group
Sept. 21: Downtown Discussion Group
Sept. 22: PFP Committee Meeting
Sept. 22: MAP Committee Meeting
Sept. 23: Litigation Committee Meeting

Monthly Archives

Local Interest Groups

From technical committees to discussion groups, the San Diego 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

Program Associate:
Cindy Holcomb
(858) 581-2541

Program Director:
Maria Nazario
(800) 922-5272, ext. 3506

Chapter Leadership