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Fresno Chapter

A blog for and by a community of professionals

President's Message

Time Flies

August 1, 2014

By Sally M. Cook

 August. We are in the eighth month of the year! Where did the past seven months go? When I was younger, I can remember complaining to my Mom that time was moving too slow. My mother, in all her wisdom told me then to enjoy life because when I got older, it was going to feel like it was flying by. Silly girl that I was, I just rolled my eyes and, in not so many words, told my Mom that she didn’t know what she was talking about and that she was just exaggerating! As with many other things my Mom told me when I was young, she was right!

Time is flying by for CalCPA as well! Did you know that we are more than 100 years old? And that we installed our newest chair, Tim Good, June 19? Another year and another exciting new chair to keep our organization ever moving forward in the right direction! With our strategic priorities as guide, Tim’s theme will be “increasing member value.”

Read the rest of this entry »

Chapter News

Register for the 2014 California Financial Literacy Summit—Aug. 6

Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? Are you considering volunteering your time to promote financial literacy in your community? Do you know of teachers or parents who are interested in bringing financial literacy resources into their schools?

California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.

The 2014 California Financial Literacy Summit
at the Burbank Airport Marriott will provide free educational resources for teachers, volunteer training and opportunities to build connections within the California community to promote financial education and focus on how we can empower the next generation to better manage their finances through education.

More information and registration details to this free event are available online. And stick around for the reception following the event.

Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!

CalCPA News

Free Webcast for Members: Understand the Affordable Care Act

At this Aug. 19 event, learn which ACA provisions are set to go into effect January 2015 and beyond, get an understanding of the primary regulatory changes affecting businesses and review the effects of implementing the ACA’s main provisions.

Register here.

Leadership Institute Applications Accepted

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—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online.
Applications are due Aug. 29.

Professional Issues Update—Coming to a Chapter Near You

Join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act (ACA) and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE.

Cost: Free for members and guests. Invite your colleagues to use discount code PIUGuest at checkout.

Learn more and register today.

2015 CalCPA Campus Ambassador Program

Want to help spread the word about CalCPA and the CPA profession? Applications will be accepted starting Oct. 1 for the CalCPA Campus Ambassador Program. Campus Ambassadors are students passionate about pursuing a career in accounting and becoming CPAs and will spend approximately 20 hours of work per semester focused on:

  • Building awareness of FREE CalCPA student membership and benefits to students and educators;
  • Increasing visibility of CalCPA on campus; and
  • Strengthening ties between local CalCPA chapters and colleges/universities.

Applicants must be a:

  • Sophomore or junior attending a four-year college or university with a graduation date of December 2015 or later;
  • Declared business, economics or finance major or minor, with an intention of pursuing a CPA license; and
  • U.S. citizen or permanent resident of the United States.

Campus Ambassadors receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

For more information, contact David Lo via email or call (818) 546-3559.

Download the Flier.

Items of Interest

Facebook Photo Album: CalCPA-CPAs Care (Fresno Community Food Bank)

Chapter News and Information

Archives (Pre-July 2008)

Military Outreach Program
Contact Kay Coffin to offer pro bono services to spouses of area military assigned to active duty.

Save the Dates

Sept. 17:
Student Night

Oct. 20:
Golf Tournament

So, You Want to be a CPA?

Learn about the pathway to becoming a CPA from experts at CalCPA and the California Board of Accountancy, who will discuss:

  • Fulfilling educational requirements;
  • The CPA Exam;
  • Applying for first-time licensure; and
  • Your first renewal

You’ll also hear from a newly licensed CPA and a seasoned CPA about what being a CPA is really like.

Join us live at the University of San Diego, SOLES Auditorium or tune in via webcast.

Date: Wednesday, Sept. 17
Time: 5-7 p.m.
Cost: FREE

Monthly Archives

Membership News

Local Interest Groups

From technical committees to discussion groups, the Fresno Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.


The Fresno Teachers Assoc. is seeking a new part time accountant to handle their budget reporting, financial compliance, processing of checks and general financial oversight. 20 hours a week, a benefited position that includes a pension and health, sick leave and vacation time.

For more information contact Louis Jamerson at Louis@fresnoteachers.org

Lozano Smith is seeking an innovative and team-oriented finance manager/controller. Qualified candidates must have approximately five or more years of progressively responsible work experience in the accounting/finance field with recent practice in a professional service organization, preferably in a multi-office setting, and be comfortable in an open, collaborative environment. Must possess excellent communication, interpersonal and organizational skills. A four year college degree in accounting, finance, or related field is required.

For more information or to submit your resume, please, email Human Resources at jobs@lozanosmith.com.


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Contact Us

Program Director:
Kay Coffin
(559) 876-3800

P.O. Box 729
Sanger CA 93657

Chapter Leadership