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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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A blog for and by a community of professionals

President's Message

Something for Everyone

September 1, 2015

By Matt Wilson, CPA, MSA, CGMA

 As we continue to focus on member value, we understand that the top three issues all firm sizes are dealing with are the same:

• Hiring and keeping qualified staff;
• Workload compression; and
• Maintaining a profitable client base.

With this in mind, the chapter leadership team has continued to look for ways to assist in training, idea sharing and networking that will help firms find solutions. Each month we have outstanding opportunities for every member of your firm to participate in and gain valuable insight and ideas from others within the profession. See what we have coming up, what we have done and where we’re going in our chapter.

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Chapter News

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.

CPAs licensed since Jan. 1, 2014, are invited to attend this event at Ponte Winery for FREE. You also can bring a guest for a nominal fee of $10 (for the first guest only, $25 for additional guests). CalCPA members are encouraged to participate and celebrate with the new generation of CPA professionals at the low cost of $25 (nonmembers/$60).

Questions, contact program associate Monica Thompson, or call (951) 242-7558.

Learn more and register

A Trustee’s Duty of Care Under the UPIA—or How to Avoid Being a Knucklehead

Trustees can reduce their personal risk by creating a compliance library, which demonstrates they have fulfilled each of their duties of care under the Prudent Investor Act. Developing this library demonstrates the trustee has acted prudently and in good faith, which is a prerequisite to qualify for the exculpation clause of the state statue. Don’t miss out on this informative event.

Learn more and register

Attorneys, Bankers, CPAs and Other Professionals Mixer

Be part of the networking opportunity of the year! Attorneys, Bankers, CPAs and other financial professionals can see old friends and make new ones. An early-bird discount applies if you register by Sept. 14.

All net proceeds from this event will benefit the chapter’s scholarship fund.

Register or learn more

How to Expand Your Practice

When we give more we always get more. Come join us at our breakfast series with special guest Patrick Rixon for a candid conversation and fresh ideas on how to start and expand all types of practices.

Rixon is the vice president of sales and marketing for Norman Shutters, an international manufacturing company. With Rixon’s guidance, Norman Shutters has expanded from having no presence in the United States to having 50 percent of the world’s market share in interior shutters.

Learn more and register

Defined Benefit Plans for Small-Business Owners

Clients trust you, their CPA, to advise them and provide complex strategies to help them achieve their tax-planning goals. This course will show how you can incorporate retirement planning with tax planning and accomplish two goals with one great tax strategy.

Learn more and register

Member & Guest Social Networking Event

Young and emerging professionals, students, CPAs and all other professionals and their guests are invited to attend this networking event. Meet some of the chapter’s leadership team and enjoy light food and billiards. This is a networking opportunity you won’t want to miss!

Learn more and register

Oct. 29: Second Annual Solo Practitioner Roundtable

As a solo practitioner, you face many unique challenges that CPAs with one or more partners do not. This second annual Solo Practitioner Roundtable is designed to bring together local, solo practitioners to ask questions, discuss top issues and best practices, and share resources. We’ll explore strategies for dealing with the complexities that come with practicing solo, and discover resources available to solo practitioners.

Special pricing for this event is $10 for members and $20 for guests (includes breakfast).

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.

A Special Free Webcast for Members

Retirement Plan Fiduciary Update Webcast | Sept. 25

12-1 p.m.
Cost: FREE/members; $47/nonmembers
CPE: 1 hour

Stay current with the seemingly ever changing definition of “fiduciary” for retirement plans. The Supreme Court has weighed in and the litigation of fees for 401(k) plans is heating up. Taught by Carolyn Barbee, J.D., this course provides you with an overview of what retirement plan sponsors and their auditors should expect when reviewing investment options.

Register today.

San Luis Obispo CPE Week

Save the Date

Dec. 9: ABC Networking Event at Omni Resorts, Palm Springs

Bulletin Deadlines

October Bulletin: Sept. 10
November Bulletin: Oct. 9
December Bulletin: Nov. 9

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