A blog for and by a community of professionals
By Maya Ivanova, CPA, MBA
Summer is here and we’re in full vacation mode. Many times we let our workload get in the way of taking a real vacation, where we put down the cell phone and disconnect from the email. We are becoming a 365-day-a-year profession, and we can’t seem to have downtime. But by giving in to the 365 mentality, we’re becoming less effective in our daily jobs. So what are some of the benefits of vacation? What follows is a small list of suggestions.
Vacations help us to become in tune with ourselves and evaluate what’s important in our lives. Creativity allows us to clear our minds, which lead to new ideas and processes to improve how we operate and function at both home and work.
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By Kathy A. Johnson, CPA, CFF, CGMA, MBA
The chapter was up front and center again as Lynette Atchley was elected as a CalCPA Council representative to the board of directors and I was installed as CalCPA first vice chair.
Andy Mintzer was sworn in as CalCPA chair and part of his platform is to work on inclusivity of non-CPA professionals. Council voted to approve of the expansion of the Associate membership category to include non-CPAs who work with CPAs and provide accounting services. This measure will allow the CalCPA Membership Committee to work on an appropriate rate for this expanded level of membership and for CalCPA leadership to work on providing membership value to this category of new, targeted members.
In addition to the two new installations, we learned that the chapter gained another seat on council as a result of reaching more than 1,000 paid CalCPA members.
It was a memorable council meeting with lots of valuable information.
Join our chapter’s young and emerging professionals (YEPs) as we watch San Bernardino’s 66ers take on the Lancaster JetHawks! We welcome you to a night full of excitement where we will discuss current events, network with other YEPs and catch a great ballgame! There will be food, beverages and an opportunity drawing for a prize during the event. Be sure to sign up quickly since there are a limited number of seats available. Don’t miss this fun evening!
Learn more and register.
Research and development tax credits are often only associated with large companies that are conducting major research projects. While qualifying for these credits can seem like a monumental task, it may be more painless than you think. Join the Business & Industry Group as we discuss how your finance and leadership team can take advantage of these valuable tax credits.
Learn more and register.
What kind of leader are you? To find out, we have just the opportunity: CalCPA Leadership Institute.
Discuss, analyze, reflect and build your leadership skills through this program, during which you’ll learn leadership fundamentals and identify personal leadership styles, as well as gain insight on strategic planning, goal setting and client management, among other topics.
The program will be held Nov. 3-4 (San Diego), Dec. 6-7 (San Jose) and Jan. 30-31 (Sacramento).
Interested? Grab more information and an application online.
Applications are due Aug. 29.
California educators, nonprofits, parents, community volunteers, state and local elected officials, financial literacy advocates and stakeholders and financial professionals will gather together with a common goal—to improve financial literacy.
This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.
Our final roundtable for this year will be held on Thursday, Sept. 29 on the campus of California State University, Los Angeles.
Major subjects addressed:
For more information and to register, visit www.calcpa.org/roundtable.
Do you qualify for the new Financial Professional membership type priced at only $199.
You qualify if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:
Visit www.calcpa.org/join for more information.
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:
Eligibility requirements and application are available online.
Applications are due Nov. 18.