A blog for and by a community of professionals
By Maya Ivanova, CPA, MBA
Throughout the year, chapter leadership works extremely hard to raise funds to provide scholarships to our local accounting students. On Nov. 11 our chapter held a successful student event at California State University, San Bernardino, and awarded $10,000 to nine extremely deserving accounting students from local universities and community colleges. The event was attended by 350 students, professionals, educators and families of scholarship recipients. We had the honor of having CalCPA Chair Andy Mintzer open the event and share his career path and the history of his involvement with CalCPA.
We had an excellent panel discussion. Some of the topics discussed included how obtaining a CPA license helps advance your career, the importance of networking and leadership development through participation in CalCPA and the different career paths that are out there.
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Congratulations to Dalton Sweaney for his statewide and chapter YEP of the Year honors. Sweaney earned a bachelor’s degree in accounting from Chapman University, where he also was a four-year starter for its soccer team and served as a resident adviser for two years.
After graduating, Sweaney immediately began working as a staff accountant at an Encino-based CPA firm. He earned his CPA license in July 2013 and moved to Gray, Salt & Associates, LLP as a staff accountant, where his now a manager and building and expanding his practice with small businesses, entertainment industry clients and individual tax clients.
By Kathy Johnson, CPA, CFF, CGMA, MBA
Political consultants for CalCPA, Jim Gross and Missy Johnson of Nielsen Merksamer, are part of CalCPA’s advocacy efforts as consultants for legislative advocacy and strategic advice services. Both have represented CalCPA for a number of years and provided Council members with detailed insight into the history behind election ballot initiatives and California politics in the near future.
This month we will review chapters 9 through 11, “Why Should the Client Choose You and Using the Value Ladder,” as we continue down the path of discovering that we are the value.
Learn more and register.
A life settlement can be a great alternative to accepting the insurance company’s surrender value, if any, for a policy that’s about to be lapsed or surrendered. While there are many reasons a policy may be terminated, certain scenarios are the most common. Keeping an eye out for these situations is one more way for you to help your clients.
We meet for breakfast from 7:30 to 9 a.m. at the Village Grill (148 Yale Avenue, Claremont). Cost is $15 for members and $25 for guests, which includes breakfast and an hour of CPE.
Learn more and register.
This month we will review chapters 12 through 14, “Acting on Your Value,” as we continue down the path of discovering that we are the value.
CalCPA Discounts on Wolters Kluwer CCH Publications…Get your tax guides today!
The application period
for the 2017-18 CalCPA Board and Council, AICPA Council and CalCPA Education Foundation trustee and officer positions is open.
For information and to apply, please visit the following all-new online application links:
All applications must be submitted electronically through one of the above links by Dec. 5. Learn
Registration is open for the next CPA Day at the Capitol—Jan. 31—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.
Make sure your voice—and that of the profession’s—is heard.
CalCPA is looking for women who have made significant contributions to the accounting profession or who demonstrate characteristics that enable them to become leaders in the profession.
Our Women to Watch awards will be given in two categories: Experienced Leaders and Emerging Leaders. Winners will be selected by members of the Women’s Leadership Forum Planning Committee and announced at our Women’s Leadership Forum April 28.
Nomination information and applications are available online. Nomination forms are due Feb. 17.
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.
We know there’s more to your life than the tax forms, deadlines and rules and regulations that you spend time with at the office. And we want to tell your story—or the story of a member you may know.
Our monthly Final Entry feature in California CPA takes a look at the person behind the license. Over the years we’ve featured members who race cars, play in a band, devote time to nonprofit causes, have taken on physical endurance challenges, surf, DJ and make wine.
So, what’s your story?
If you’d like to participate or want to recommend a colleague, contact managing editor Damien English with details and we’ll set up a short interview.