Past Events

Date/Time	Event
03/12/2019 9:00 am - 2:00 pm	Equity Compensation Planning: From Start-up to Liquidity The City Club, San Francisco CA Speaker(s): Alison Wright, Partner, Hanson Bridgett; Landon Loveall, CFP®, KB Advisors; Meredith Johnson, CPA/CFP®, Tax Director, BPM Details/Register
03/08/2019 12:00 pm - 3:30 pm	BAFEF - Empowering Women for the Future The Federal Reserve Bank of SF, San Francisco CA Download flier here Details/Register
02/12/2019 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 Details/Register
01/08/2019 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
12/11/2018 5:30 pm - 7:30 pm	Holiday Reception (Immediately following the chapter meeting) The City Club, San Francisco CA No RSVP Required
12/11/2018 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 Details/Register
11/14/2018 5:00 pm - 8:00 pm	CalCPA - Fall ABC Mixer Google Community Center, San Francisco CA Details/Register
11/13/2018 5:00 pm - 7:00 pm	FWSF - Disruptive Technologies in the Financial Services Industry KPMG, San Francisco CA PANEL: 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 Details/Register
11/13/2018 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
11/03/2018 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
11/01/2018 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 Details/Register
10/30/2018 5:00 pm - 7:30 pm	CalCPA - Technology Committee: Blockchain & The Future of Accounting USF School of Law, San Francisco CA Details/Register
10/27/2018 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
10/09/2018 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 Details/Register
09/11/2018 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

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