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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

The Future Is Looking Bright

July 31, 2015

By Matt Wilson, CPA, MSA, CGMA

 I can’t believe we’re already past the halfway point for 2015. I’ve been spending lots of time talking to CPAs from across the nation, and 2015 is turning into the best year many firms have experienced in years. This is due, in part, to the returning strength of the economy. But what I hear from the firms that are seeing the most profitable growth is that they have learned to better manage their practices. This includes mentoring and training staff, valuing the work we provide by charging fair and reasonable fees, and increasing networking. Although this all sounds easy to achieve, for many of us, we don’t know where to start. The chapter has worked hard to provide value to our membership by providing opportunities for you and your staff to grow.

Emerging Executives Roundtable
Mentoring and training staff has always been a commitment of CalCPA. Our chapter has had a very active Young and Emerging Professionals (YEP) group catering to the less-than-five-year professional. That has left a void for professionals that have five-plus years in the profession (supervisors, managers and senior managers) wondering how to make it to the next level of their career. Whether they choose to become a partner, or enter private or government industry, there’s a need for guidance. Our chapter is excited to announce the first Emerging Executives Roundtable discussion Aug. 19 at Mimi’s Café in Fontana, starting at 7:30 a.m. We’re honored to have guest speaker Linda Saddlemire, managing partner and CEO of Vicenti Lloyd Stutzman, LLP, at the event. This group will meet quarterly throughout the year. This is an excellent opportunity to meet peers, and discuss issues and ideas affecting firms throughout the Inland Empire, as well as discuss what firm leaders are doing to guide and mentor their successors.

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Chapter News


Scams and Identity Theft: What to Look for and How to Protect Yourself and Your Clients

There’s been a proliferation of various scams designed to separate our clients and us from our hard earned money and compromise our identity. Come hear about some of the latest scams and how you can protect yourself and your clients from this growing crime.

Learn more and register


Emerging Executives Roundtable Discussion

I’m ready to be a partner, so why am I not getting admitted? As emerging leaders, we feel we’re ready for the challenge of becoming a partner, yet we’re often met with uncertainty from our firm leadership. Join this discussion with some of the chapter’s seasoned executives as they talk about what they look for and what anxiety they face when considering a new candidate for partner.

Learn more and register


California’s Principal and Income Act Presentation: Fiduciaries Can’t Count … Can Their CPAs Count?

Take the challenge and boost your fiduciary accounting knowledge with the dynamic Howard L. Sanger, Esq., certified tax specialist. Considering the increase in divorces and blended families, the CPA’s role has become critical in preparing subtrust asset accountings to fund typical A-B-C estate plans; and principal and income accountings determining the fiduciary income to distribute from a trust to second spouses, stepchildren and remaining beneficiaries. Yearning for a dynamic presentation that delivers practical and useful takeaways on this subject? We scoured the valley and found the expert on fiduciary accounting in Sanger to help you. Sanger will illustrate answers using real-life situations CPA’s typically encounter. You will leave with illuminating tools to sharpen your CPA skills. Come prepared with questions for the Q&A session.

Learn more and register


Batter Up! Young and Emerging Professionals Baseball Game Networking Social

Join our young and emerging professionals and watch the San Bernardino’s 66ers take on the San Jose Giants. We welcome you to a night full of excitement, discuss current events and network with other young and emerging professionals. There will be food, beverages and an opportunity drawing for a prize during the event. Be sure to sign up quickly—there are a limited number of seats available.

Learn more and register

CalCPA News


CalCPA Leadership Institute

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 five-day 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. 16-17 (San Diego), Dec. 8-9 (San Jose) and Jan. 19 (Sacramento).

Interested? Grab more information and an application online.

Applications are due Aug. 28.

San Luis Obispo CPE Week

Save the Date

Sept. 17: ABC Networking Event at Joseph Filippi Winery, Rancho Cucamonga.

Bulletin Deadlines

September Bulletin: Aug. 10
October Bulletin: Sept. 10

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