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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Recognizing Those That Give Back

September 30, 2015

By Matt Wilson, CPA, MSA, CGMA

 September was another amazing month for our chapter, the highlight being the Attorney’s, Bankers and CPAs Networking event held Sept. 17. Not only was this a great networking event with other professionals, but also a time to honor those who do so much for our profession. We awarded the Community Service Award (CSA) and the Distinguished Service Award (DSA) to two very deserving CPAs who have spent their entire career serving their profession.

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Chapter News

Council Meeting Recap

By Maya Ivanova, CPA, MBA
The June CalCPA Council meeting was a great success. The best and brightest in our profession came together in San Francisco to discuss current events and how to make our profession more desirable for the upcoming generations.

Some topics discussed during a new-member orientation included CalCPA’s mission, bylaws and corporate structure. In addition, we discussed member recruitment and how to continue strengthening our society. Subsequently, all chapter presidents and vice presidents had a round table discussion to share thoughts and ideas with other chapter leaders regarding events and membership services. Chapter presidents and vice presidents provided insights as to what successful events they have held in the past year and how they have benefited members.

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New-Licensee Celebration: A Toast to Your Success

You represent the brightest talent and the future of the CPA profession. As a newly licensed CPA, you’ll help shape how we practice accountancy in California. But first, CalCPA would like to toast your hard-earned efforts and celebrate with other recently licensed CPAs, while networking with various CPA leaders.

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When Your Employees Don’t Want to Play Nice

Learn some guidelines on how employees should treat other employees, gain knowledge about when an employees actions can become a liability to the company and understand the threat to the company if employees do not “play nice” with each other.

Learn more and register

Second Annual Solo/Sole Practitioner Roundtable

As a solo/sole practitioner, you face many unique challenges that CPAs with one or more partners do not. This second annual Solo/Sole Practitioner Roundtable is designed to ask questions, discuss top issues and best practices, and share resources. We also will explore strategies with the complexities that come with practicing as a solo/sole, and discover resources available to solo/sole practitioners.

Time: 7:30–9 a.m.
Location: Village Grill; 148 Yale Ave.; Claremont
Cost: $10/members; $20/guests (includes breakfast)

Learn more and register

Size Matters! Dream Bigger!

Dreaming small to avoid risk and stay safe is a myth! Dreaming small is dangerous because it damages the heart and soul. It’s time to give yourself permission to dream bigger, step into your personal power and start creating your dream life. Join us as speaker Audrey Reille will inspire you to listen to that little voice inside of you that wants more out of life. Do you want to make changes in your business, get your dream job or have more free time and a better quality of life? Her presentation will show you how to do it successfully and with enthusiasm.

Learn more and register

CalCPA News

2016 CalCPA Campus Ambassador Program Accepting Applications

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 due Nov. 20.

CalCPA Committees: Build Your Leadership Skills, Share Your Expertise

Want to use your talents at the statewide level? Your opportunity awaits—the application period will open in November to serve on our CalCPA committees for 2016-17. From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

And 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 2016 and the committee term is May 1–April 30.

CalCPA Gears Up for Next CPA Day in Sacramento

Registration is open for the next CPA Day at the Capitol—Jan. 19—in Sacramento.

CPA Day is CalCPA’s kickoff event of the legislative session, where members set the groundwork for CalCPA’s advocacy efforts for the upcoming session by discussing important issues facing the CPA profession and businesses.

This event allows CalCPA and its members to be at the forefront of several key issues, such as taxes on professional service proposals. The Legislature will reconvene in January, and CalCPA plans to once again maintain an active presence in the Capitol.

It’s Time to Lead

Want to hone your leadership skills and become a more effective leader in your workplace or the profession? Have ideas about CalCPA and the profession you want to share? Then step up at apply today for CalCPA/AICPA officer and Education Foundation trustee positions.

Applications for 2016-17 positions are available online:

The application deadline is Dec. 1.

San Luis Obispo CPE Week

UCLA Extension's 31st Annual Tax Controversy Institute - Oct. 27

Save the Dates

Nov. 6: Student Scholarship Event, Chaffey College Chino Community Center, Chino
Dec. 9: ABC Networking Event at Omni Resorts, Palm Springs

Items of Interest

Bulletin Deadlines

November Bulletin: Oct. 9
December Bulletin: Nov. 9
January Bulletin: Dec. 4

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