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July 1, 2015
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President's Message

Managing Your Expectations and New Licensees

August 31, 2016

By Scott Donnelly

Fall is here and those working at CPA firms are completing extended returns, fiscal year audited financial statements and other quarterly commitments. Our friends in industry are working on determining if this year’s budget will be met or exceeded, and will start working on next year’s budget.

There are times we feel overwhelmed, sometimes to the point we don’t think we will meet a deadline. Other obstacles are thrown in, such as a team member leaving the company, illness, vacations and many more.

I’m starting to hear the term “managing their expectations” more often. We often need to prioritize these expectations. The key is making sure we communicate with those impacted. We cannot assume all parties have the same prioritization. It’s easier to avoid these discussions since, more than likely, someone will be disappointed. However, I’ve found the alternative can be disastrous. All parties involved typically have their own list of expectations. Discuss the obstacles; see if they can be adjusted.

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YEP Corner

August 27, 2016

Connect with other CalCPA young and emerging professionals and join our chapter’s YEP Committee. All you need to do is update your member profile and you will receive notifications of upcoming YEP events.

Please email Program Associate Tracey Zink or call (818) 546-3554 for any questions.


August 28, 2016

This committee is for public or private professionals with five-10 years of experience who are in manager, director, vice president or similar roles—or are looking to take their careers to the next level. Our committee offers events where you can learn, network and see what distinguishes an average leader from a great one. Share leadership stories, learn from others’ challenges and successes, and get a plan together that will help you advance your career.

Sponsorship Opportunities

Sponsoring an Emerging Executives event is a great way to connect with public or private professionals. As a sponsor, you will have a great opportunity to meet these professionals and promote yourself and your company. Do you have a conference room that seats at least 20-30? Inquire about in-kind sponsorship!

If you’d like to be a sponsor, contact program associate Jackie Quinn-Piper.

Chapter News

Thank You to Our Scholarship Contributors

We would like to thank the following for their generous contributions to our scholarship fund! We recently awarded $20,000 to Los Angeles area students. Your support goes a long way in shaping the pathway to future CPA careers!

  • Justin Gugajew (CohnReznik)
  • Scott Donnelly (PDM)
  • Tayiika Dennis (NSBN, LLP)
  • Martin Sniewski (Crowe Horwath, LLP)
  • Ani Galyan (MillarLaw)
  • Joseph Broyles (The Law Offices of Joseph A. Broyles, Inc.)
  • Richard Giedlin (Deloitte)
  • Jillian Phan (Meloni Hribal Tratner LLP)
  • Carrie Hidding (TeamCFO)
  • Raven Davis (Kirsch Kohn & Bridge LLP)
  • Neil Patel (Insignia Mortgage)
  • Christine Hermawan
  • Connie Chang-Scotti
  • Robert Seltzer
  • Patricia Batchelor
  • Miklos Ringbauer
  • Dina Britten
  • Bill Liang (Merrill Lynch)

Chapter Sponsorship Opportunities

This year the chapter held 11 networking events, which included partnerships with nine professional organizations for a total attendance of more than 1,200. As a sponsor, you will have the unique opportunity to promote yourself and your company to our chapter’s 11,000 members, plus hundreds of other financial professionals who attend our events. This is a great way to start your involvement with the CPA community.

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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

Hot Topics Blog


Save the Dates

Board of Directors Meeting
Join us as we plan and discuss issues related to our chapter and CalCPA. Date: Thursday, Sept. 8
Location: The Olympic Collection, West Los Angeles
Info: Contact Program Associate Melissa Czepaniewski for more information.

Free Student and Educator Membership

Join today and gain access to CalCPA's full range of professional tools and resources.


Items of Interest

 The College of Business Administration and the College of the Extended University are offering an accelerated master of science in accountancy, designed for working professionals who wish to advance their careers, either as a CPA or in another area of accounting.

Learn more and register.

2016 CFO of the Year Awards
Sept. 20

The Los Angeles Business Journal is holding its 10th Annual CFO of the Year Awards. CalCPA is a sponsor of this event, which honors finance professionals in the Los Angeles region for their ongoing efforts as outstanding financial stewards.

For more information, please contact the events team at (323) 549-5225.

Facebook Photo Galleries

Chapter Mentoring

LA Estate Planning Committee

Loyola Master of Tax Law Program Scholarships for 2015-16

Looking for a program on how to structure business operations and transactions to achieve the best tax results? The Loyola Master of Tax Law program is offering full-tuition scholarships for all 2015-16 regularly admitted full-time students.

Find more information contact program director Jennifer Kowal.


Contact Us

Program Associate:
Melissa Czepaniewski
(818) 546-3505

Program Associate:
Tracey Zink
(818) 546-3554

Program Associate:
Jackie Quinn-Piper
(818) 546-3509
Cell: (818) 219-2538

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

330 N. Brand Blvd.; Suite 710
Glendale CA 91203

Chapter Leadership