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President's Message

College Scholarship Fund

May 15, 2015

By Kathleen Bates

 As the incoming chapter president, I want to emphasize that I believe one of our most important responsibilities is the continued focus on raising money for the scholarship fund for the accounting students of our local universities. The net proceeds from the events the chapter hosts each year are used to help accounting students fulfill their goals. Our chapter offers numerous CPE classes (and social events) that members can use to help schedule their education requirements and, at the same time, contribute to the scholarship fund. Please look for the fundraising e-blasts and sign up to attend as many chapter events as you can, remembering where the money goes!

On behalf of the membership of the chapter, I would like to thank Sally Cook, immediate past president, for her hard work and commitment to CalCPA and our chapter.

I would also like to personally acknowledge the partners of Torosian & Walter LLP for their continuous belief in the importance of involvement with the chapter. Not only do they allow me and my firm colleagues to participate, but also they encourage us to take the time to really get involved with the board of directors and the committees in order to make meaningful contributions to the organization and profession. I have been on the chapter board for five years, and the upcoming chapter board planning retreat in May will be my sixth such event. The board members, committee chairs and co-chairs attend this retreat to plan the upcoming year’s events. I will give the members an update in the next message.

At times like this I often wish I could tell a joke or a story, but those of you that know me know that I do not allow much time for humor. The truth is I just love the accounting profession and the work we all do—that’s why I’m involved. Our time is valuable and I’ll try to keep these updates brief and to the point.

I look forward to seeing you at future events.

Chapter News


How You Can Help Californians Better Manage Their Finances

Register for the 2015 California Financial Literacy Summit—July 30

Are you a current financial literacy volunteer looking for additional training, resources and networking opportunities with other volunteers and financial literacy stakeholders? 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?

On July 30, California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together with a common goal—to improve financial literacy. The 2015 California Financial Literacy Summit at the San Jose 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.

The 2015 California Financial Literacy Summit offers a unique chance to connect with leaders in the financial literacy community as well as educators, nonprofit volunteers, community organizers and financial professionals.

Visit www.calcpa.org/flsummit for the latest information about the summit and to register for free. All meals and parking are included. Reception to follow at the conclusion of the event.
3 hours of CPE will be offered.

Our special thanks to the following sponsors for their generous support:

Grant Thornton
CalCPA Education Foundation
California Teachers Association
California Jump$tart Coalition

Mercury Insurance


CalCPA News


CPA-PAC Fundraiser With Lt. Gov. Gavin Newsom

The CPA-PAC is hosting a fundraising breakfast June 26 featuring Lt. Gov. Gavin Newsom. The event will be held 7:15-9 a.m. at the Park Central Hotel in San Francisco. Newsom, the former mayor of San Francisco and a front-runner to be California’s next governor, will be discussing the state’s political climate and his plans for the future of our state.

Items of Interest

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

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


Membership News


Office to Rent

Build your practice in an 176 sq ft, Class A office on Fruit, at Shaw, with access to current technology, equipment, conference rooms, library, sanity checks and kitchen. Everything a CPA needs to advance their practice and impression, room for staff or secretary if you need your own. Our furniture or yours. Call JD Heberger, CPA at 227-9772 or JD@hebergercpa.com to inspect your new quarters. Rent will vary depending on your need for support.


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.


Contact Us

Program Director:
Kay Coffin
(559) 876-3800

P.O. Box 729
Sanger CA 93657