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San Diego Chapter

A blog for and by a community of professionals

Presidents Message

Lots of Happenings

By Marleen Thudium, CPA

12_pres_sm.jpgFall is now complete, Christmas at Roy’s will be held Dec. 17 and CPA Day at the Capitol is coming Jan. 21.

This fall came and went in a blur. There was the U.S.–Mexico Day, which was a fantastic event. Then came the Paperless and Technology Demo Day to help us all be more green and learn about the latest tax software.

The joint meeting with the Hong Kong Business Association gave a glimpse of all that is happening in the Pacific Rim.

Student Day saw many young students ready to spend a day with someone in the profession. For those who volunteered to host a student, the day was fantastic. Additionally, this event was my first opportunity to hear a speaker from the California Board of Accountancy, which was very informative and interesting

Our financial literacy volunteers had their first monthly meeting with a group of eager professionals and students from San Diego State University. The financial literacy group was tasked to coordinate one event this month this month with a group of students or adults to discuss topics related to financial literacy.

This is the first year that I made an appearance at the Tax Institute, which had a familiarity to it that I had not expected. It was like mashed potatoes for Sunday dinner in the Midwest. Taxes are a major part of what many of us do in our daily work, and the Tax Institute represents that core group of our accounting profession.

Our chapter interest and discussion groups met monthly throughout the year. If you have not attended one of these meetings, now is a great time to make a commitment to participate in the upcoming year. This next year should bring a Downtown Discussion Group to the list of available opportunities for networking and CPE. Check the chapter’s website for upcoming dates.

Our chapter’s Christmas party at Roy’s in La Jolla will be held Wednesday, Dec. 17. If you have not done so already, sign up today!

This year CalCPA is asking all members to participate in meetings with our local legislators. Your effort to attend is greatly appreciated. Your attendance is also requested at CPA Day at the Capitol Wednesday, Jan 21. Please mark your calendars and make your airline reservations. CalCPA is working hard to help pass 150-hours legislation. If you have any questions regarding this legislation, check out the mobility resources online.

— Marleen Thudium, CPA


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