Past Events

Date/Time Event
8:00 am - 10:00 am
Tax Planning for Small Business Owners: Doing a Deep Dive into Section 199A
Golden Gate University, San Francisco CA

Speaker(s): Susan Jordan, CPA, CFP®, Partner, Mowat Mackie & Anderson

11:30 am - 1:30 pm
Global Market Outlook with T. Rowe Price's Asset Allocation Group, the Team Responsible for Managing Approximately 300B of the Firm's Multi-Asset Strategies
The City Club, San Francisco CA

Speaker(s): Darrell Riley, Vice President of T. Rowe Price Group, Inc., Member of the Asset Allocation Group
THE CITY CLUB registration
WEBINAR registration

5:30 pm - 7:30 pm
Holiday Reception (Immediately following the chapter meeting)
The City Club, San Francisco CA

No RSVP Required

4:00 pm - 5:30 pm
Integrating Millennials and Career Changers Into Your Practice
The City Club, San Francisco CA

Panelists: Daniel Lee, CFA, CFP®, Portfolio Manager, B|O|S, LLC; Bryan Hasling, CFP®, EA, Senior Financial Planner, JW Harrison; Lauren Stansell, CFP®, Yeske Buie; Sabrina Lowell, CFP®, CPCC, Partner, Private Ocean; Brett Gookin, Director, Wealth Management, Principal, Aspiriant


5:00 pm - 8:00 pm
CalCPA - Fall ABC Mixer
Google Community Center, San Francisco CA


5:00 pm - 7:00 pm
FWSF - Disruptive Technologies in the Financial Services Industry
KPMG, San Francisco CA

JESS CHENG, Counsel, International Monetary Fund (formerly Deputy General Counsel, Ripple)
ALAINA GIMBERT, Senior Vice President and Associate General Counsel, The Clearing House
MARINA GRACIAS, General Counsel and Corporate Secretary, Varo Money
SHAFI YUSUF, Head of Enterprise PI Management, Enterprise Reengineering & Robotics,
Senior Vice President, Bank of the West

Moderated by:
MAUREEN A. YOUNG, Senior Regulatory Counsel, Senior Vice President, Bank of the West

11:30 am - 1:30 pm
Sophisticated Qualified Retirement Plan Design
The City Club, San Francisco CA

Speaker(s): Cristina Collazo, US Department of Labor, Employee Benefits Security Administration; Eric J. Sharp, QPFC, CRPS, AIF, VP Marketing, PenSys, Inc. (A Division of Ascensus); Lori Reay, CPA, CPC, QPA, QKA, Partner, DWC
Robert Gower J.D., ERISA Retirement and Fiduciary Attorney, Director, Trucker Huss

The City Club registration
Webinar registration


10:00 am - 3:00 pm
3rd Annual Marin Financial Planning Day
Marin Center Exhibit Hall, San Rafael CA

For more information and to register, click here

6:00 pm - 7:30 pm
Emerging Advisors Forum - Charitable Gifting: Donating Complex Assets to Charity for Maximum Impact
Golden Gate University, San Francisco CA

Speaker(s): Amy Grossman, J.D., Vice President, Complex Assets Group, Fidelity Charitable

5:00 pm - 7:30 pm
CalCPA - Technology Committee: Blockchain & The Future of Accounting
USF School of Law, San Francisco CA




9:00 am - 3:00 pm
9th Annual San Francisco Financial Planning Day
San Francisco Public Library Main Branch, San Francisco CA

For additional information, visit the website

To register, click here

8:30 am - 1:30 pm
Serving Aging Clients and Their Families
The City Club, San Francisco CA

Speaker(s): Dr. Carolyn McClanahan, M.D., CFP®, Life Planning Partners, Inc.
Adriana Alex, MAG, CAC, Sage Eldercare
Elizabeth Krivatsy, Esq., Law Offices of Elizabeth Krivatsy, APC


6:00 pm - 8:00 pm
Member Appreciation Event
San Francisco Italian Athletic Club, San Francisco CA

Immediately following the chapter meeting

No RSVP required


4:00 pm - 5:45 pm
Succession Planning
San Francisco Italian Athletic Club, San Francisco CA

Speaker(s): Tim Kochis, JD, MBA, CFP®, Founder, and Former CEO, and Chair of Aspiriant; Special Advisor, DeVoe & Co.



11:30 am - 1:30 pm
Ethics Course
Golden Gate University, San Francisco CA

Speaker(s): Curt Weil, CFP®, Weil Capital Management
WEBINAR registration

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