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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

The Beauty of Excess Capacity

August 30, 2016

By Maya Ivanova, CPA, MBA

Public accounting is notorious for high employee turnover, staff burnout and long hours. But what if we staff our firms to have excess capacity at any given time? Our immediate reaction will be that our bottom line will suffer. But what if it doesn’t or, better yet, it improves?

I’m a firm believer that operating below capacity at any given time could improve employee morale, profitability and client relations.

Read the rest of this entry »

Chapter News

Attorneys Bankers and CPAs Networking Mixer: Rancho Cucamonga

Be part of the networking opportunity of the year! Attorneys, bankers, CPAs and other financial professionals can see old friends and make new ones while enjoying hors d’oeuvres, nonalcoholic beverages and a glass of wine, which are all included in the price of admission. An early bird discount applies if you register by Sept. 18.

Don’t miss out on this great networking night!

Contributions or gifts to CalCPA are not tax deductible as charitable contributions for federal income tax purposes. However, they may be deductible under other provisions of the Internal Revenue Code. Please consult your tax adviser.

Register or learn more

Avoiding Hiring Landmines: An Employer’s Guide

There are many potential landmines when you hire new employees, starting with advertising job openings, continuing through the interview process and background check, all the way through to dealing with the paperwork provided to new employees. David Nusz is an experienced attorney who mostly works with employers, small to large, in defending them against employment claims. He will share best practices, dos and don’ts, and a few war stories along the way. There also will be an opportunity to ask questions.

Date: Sept. 29
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

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

CalCPA News

So, You Want to be a CPA? – Webcast

Get the answers you need all in one place, directly from CalCPA and the California Board of Accountancy.

Learn about the pathway to becoming a CPA from experts, who will discuss fulfilling the educational requirements, the CPA exam and corresponding changes coming in April; applying for first-time licensure; and your first renewal.

Hear from a CPA candidate about their exam experiences and a successful, seasoned CPA about what being a CPA is really like.

Date: Sept. 27
Time: 6–8 p.m.

Register today for the webcast!

Register for the California Financial Literacy Roundtable–Los Angeles

The CalCPA Institute is hosting a California Financial Literacy Roundtable Sept. 29 at California State University, Los Angeles, that will build connections within the California financial literacy community, promote financial education and focus on the how we can empower all Californians to better manage their finances through education.

Major subjects addressed:

  • The Student Loan Debt Crisis: A 360-Degree View
  • Getting Californians Retirement Ready
  • Success, Challenges and Progress in Financial Literacy Education in Public Schools

Admission is complimentary and includes three hours of CPE, meals and parking.

Register online—and if you sign up by Sept. 23, you’ll have a chance to win a $50 Amazon gift card.

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.

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

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October Bulletin: September 9
November Bulletin: October 10
December Bulletin: November 7

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Monica Thompson
(951) 288-4459

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

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