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Fresno Chapter

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President's Message

Rethinking Busy Season

January 29, 2015

By Sally M. Cook

 “‘Busy season.’ These two words often bring a sense of dread and a belief that what lies ahead will likely suck all the fun out of life for the next few months.”
—Upstream Academy 2015

Is this what busy season does to you? Our firm recently viewed a presentation from Upstream Academy titled “Don’t be a Donkey: Taking a New Approach to Busy Season,” in which this concept was specifically addressed. Now, at first blush, I was a bit insulted by the “don’t be a donkey” comment, but then came to find out that what the presenter was getting at was readjusting our thinking. Rather than putting our head down and working harder (like a donkey or mule) when things get tough, we need to think smarter and come up with a better solution.

The presenter then went on to suggest the following strategies for turning busy season into “opportunity” season:

  • Take the stress out of the season: Most will find that our efficiency and effectiveness drop dramatically after 10 hours of work. This is especially true when you work those 10 hours with few breaks. Some tips to alleviate stress include getting up and walking for a few minutes each hour; taking a real lunch break away from your desk to eat healthy foods (avoiding caffeine and sugar); and going home for dinner with family/friends and then working a couple more hours, if necessary. Some other suggestions are to schedule a long weekend during opportunity season, via effective scheduling and planning of your engagements, and to make sure to take one day of rest each week.

Read the rest of this entry »

Chapter News

April 16: Take Me Out to the Ballgame: Giants vs. Diamondbacks

Join your CalCPA colleagues and friends Thursday, April 16, for peanuts, Cracker Jacks and great baseball. Celebrate the end of tax season in style with unlimited food, beer and wine; indoor and outdoor seating; and your own private entrance into AT&T Park. Step onto the field and take part in a networking grand slam and meet CalCPA members from throughout the state. Don’t miss an inning between the 2014 World Champion Giants and the Arizona Diamondbacks.

Take Me Out to the Ballgame: Giants vs. Diamondbacks at AT&T Park
4:30 p.m./doors open; 7:15 p.m./first pitch
Location: AT&T Park
Cost: By Feb. 28: $100/members and guests
(after Feb. 28: $125/members and guests)

Thanks to our generous sponsors:

CalCPA News

Star Catcher—CalCPA Service Awards Taking Nominations

The nomination period for CalCPA’s annual service awards is open through March 31. You can download forms to nominate an outstanding member or firm for the:

  • Public Service Award, which is given to a CPA who has been especially active in service to the profession and community.
  • Distinguished Service Award, which is granted either on the basis of long and distinguished service or for some singular act resulting in extraordinary contribution to the profession, CalCPA and/or the community.

The AICPA also recognizes our winners, who automatically become eligible for consideration for the AICPA Public Service Award.

April 24: Women’s Leadership Forum

Whether you’re rising through the ranks or already part of the management team, your leadership skills help you navigate successfully and deliver the excellent results your firm expects. Join with other savvy professional women to learn about your own leadership style, the art of negotiating and influencing, networking, and other practical and useful leadership skills.

Our keynote speaker will be Carrie Schwab-Pomerantz, president of Charles Schwab Foundation, and we’ll announce our 2015 Women to Watch Awards recipients during a special luncheon presentation.

Register today.

Items of Interest

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

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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.


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 résumé, please, email Human Resources at jobs@lozanosmith.com.

Controller: Directs the organization's financial planning and accounting practices as well as its relationship with lending institutions, growers and the financial community. Responsible for the overall direction, coordination, management and evaluation of the accounting department and staff. For qualifications and more information, contact Jeff Oliver via email or call (559) 434-8500.


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Program Director:
Kay Coffin
(559) 876-3800

P.O. Box 729
Sanger CA 93657

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