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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Grow Your Leadership Abilities with CalCPA

October 4, 2016

By Maya Ivanova, CPA, MBA

If I had a penny for every time I have heard a professional tell me they know someone who is “such a great technical accountant, but lacks leadership skills.” Well, what better place to polish those skills up than amongst peers at CalCPA? Whether you are a student, young professional or a more seasoned member, CalCPA has the right program for you.

Young and Emerging Professionals Socials
These are designed for those who have been in the profession less than five years and are licensed or working toward licensure. The program is geared toward networking and developing relationships with peers and advanced leaders from public accounting firms and industry. Our local committee has dedicated young professionals who are working hard to make sure there’s a variety of events to keep things interesting. In the past year, events have included networking events at Dave and Busters, the Escape Room or the 66ers baseball game, as well as bowling events and attending an Ontario Reign hockey game. All the events allow our young professionals to practice their soft skills.

Read the rest of this entry »

Chapter News

Annual Solo/Sole Practitioners’ Roundtable: Maximizing Your Potential

Solo and sole practitioners face unique challenges when it comes to succession and exit planning. At our annual Solo/Sole Practitioners’ Roundtable, join the discussion with E. Stowe Management’s Mark Fowler, who will guide us through and interactive journey to help us understand the process and the key transition points along the way. There also will be an opportunity to ask questions.

Date: Oct. 20
Time: 7:30–9 a.m.
Location: Village Grill; 148 Yale Ave.; Claremont
Cost: $15/members; $25/guests (includes breakfast)
CPE: 1 hour

Register or learn more

Federal, State, Local and International Taxation Conference

Interns and Small Firms: Ingredients for Success—or Recipe for Disaster?

Many sole practitioners and small firms feel they are too small for an intern program. Come hear the story of one small firm who implemented an intern program and the lessons they learned along the way. There also will be an opportunity to ask questions.

We meet for breakfast 7:30–9 a.m. at the Village Grill (148 Yale Ave.; Claremont). The cost, which includes breakfast and an hour of CPE, is $15 for members and $25 for guests.

Learn more and register

ABC: Attorneys, Bankers and CPAs Networking

Be part of the networking opportunity of the year! The 2nd annual attorneys, bankers, CPAs and other financial professionals networking event, produced in association with the Education Foundation Palm Springs CE Week, is taking place on Nov. 30. Come see old friends and make new ones while enjoying light hors d’oeuvres, nonalcoholic beverages and one beer/wine ticket, which are all included in the price of admission.

Palm Springs CE week attendees will receive a discounted rate of $25.

Learn more and register

CalCPA News

GIT Trustee Nominations

CalCPA Council annually nominates candidates to serve three-year terms as trustees of CalCPA’s Group Insurance Trust (GIT). Additionally, participating employers in the trust may nominate candidates to be placed on the ballot by submitting supporting petitions by Nov. 1 from at least 20 firms participating in one or more of the GIT’s group health and welfare plans.

For more information, email Genna Armanini or call her at (800) 556-5771, ext. 3257.

Now Serving … A New Membership Type

Do you qualify for the new Financial Professional membership type—priced at only $199.

You do if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:

  • A professional employee at a CPA firm;
  • Anyone working under the direct supervision of a CPA in industry, government or education;
  • A financial professional in industry, government or education, or legal, banking or financial
    consulting services; or
  • An IT professional.

Visit the CalCPA website for more information.

Nov. 16 – The CPA Exam: A New Look

Change is in the air for 2017 with the American Institute of Certified Public Accountants (AICPA) unveiling a new version of the Uniform CPA Exam on April 1, 2017. The new version will emphasize testing of higher order skills and more task-based simulations. The new exam will expand from 14 hours to 16, with each section four hours in length.

Representatives from Roger CPA Review will provide details about the new exam, and you will be able to ask questions.

A special thank you to both Roger CPA Review and California State University, Monterey Bay, for their support of this event!

Register for the live event or webcast today!

2017 CalCPA Campus Ambassador Program

Help spread the word about CalCPA and the CPA profession—applications are being accepted 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.

Eligibility requirements and application are available online.
Applications are due Nov. 18.

Wine Industry Conference 2016

CalCPA Committees: Build Leadership Skills, Share Expertise

Want to use your talents at the statewide level? Your opportunity awaits—the application period will soon open to serve on our CalCPA committees for 2017-18. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

Please note: If you serve on a state committee and would like to continue, reapplication is necessary.

Serving on state committees allows you to work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts.

Keep an eye out for details about the application process. Committee appointments will be made in early 2017 and the committee term is May 1–April 30.

Hot Topics Blog


Save the Dates

Thursday, Oct. 27: Risk Management Best Practices and Cyber Security, 3–7:30 p.m., Pomona Valley Mining Co.
Friday, Nov. 11: Student Scholarship Event, 2-5:30 p.m., California State University, San Bernardino

Bulletin Deadlines

November Bulletin: October 10
December Bulletin: November 7 January 2017 Bulletin: December 8

Membership News


Education Foundation Courses/Conferences

Contact Us

Program Associate:
Monica Thompson
(951) 288-4459

Division Director:
Membership and Strategic Programming
Jill Gorman
(650) 522-3204

Chapter Leadership