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Developing Tomorrow’s Leaders

By Susan Jacobson, CPA

4_pres_sm_0.jpgEach year, CalCPA Leadership Institute teaches potential member leaders the specific skills necessary to grow into future leadership positions at CalCPA and in the profession. The 2009-10 Leadership Institute will be its fifth year and the series dates and locations are projected to be:

Oct. 28–29: San Jose Doubletree Hotel
Nov. 18–19: Los Angeles Airport Westin Hotel
Jan. 21: San Francisco Airport Marriott Hotel
Jan. 22: San Francisco Airport Marriott Hotel (graduation)

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers. Participants grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills.

The California CPA Education Foundation and CalCPA underwrite the costs except for a small administrative fee that is the responsibility of the individual participant. Qualified candidates will be members who have the greatest potential for fulfilling future leadership roles at CalCPA.

Fundamentals of leadership, identifying personal leadership styles, strategic planning and goal setting, client management and managing people are among the topic participants will discuss.
CalCPA has identified the following characteristics as the most important qualities in a potential CalCPA leader:

  • Be able to speak well in public
  • Have charisma
  • Feel passion for CalCPA and the profession
  • Be aware of the issues
  • Be a team player
  • Exemplify the ethical values of the profession
  • Be able to turn conflict into consensus
  • Make the appropriate time commitment and manage time accordingly
  • Enjoy the support of your family, firm or company
  • Have prior leadership experience (or equivalent firm experience)
  • Be empathetic and a good listener
  • Be able to generate enthusiasm in others about CalCPA and to recruit others into leadership positions

If you’re interested, download an application.

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Discussion Groups

AP&AS (Santa Barbara)
Info: Gail Anikouchine or chapter program associate Rita Williams.

AP&AS (Ventura)
Info: Raj Acharya

Conejo Valley Discussion Group
Info: Chapter program associate Rita Williams

Santa Barbara CPA Discussion Group
There will be no meetings until after tax season. If you know someone who would be interested in being chair of this committee, contact program associate Rita Williams.

Ventura CPA Discussion Group: Loss Prevention
Date: Thursday, Feb. 23
Speaker: Jeff Hohman, CAMICO
Info: Interest group chair Garry Jones,
(805) 778-1858, or chapter program associate
Rita Williams

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