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Los Angeles Chapter

A blog for and by a community of professionals

President's Message

Professional Etiquette

September 1, 2014

By Jillian N. Phan, CPA

A new staff member goes out to his first inventory observation. He tours the facility with the client. He is then left alone to begin his test count. He takes a selfie in front of the inventory at the client’s warehouse and then immediately posts that picture on his Facebook page, stating that he’s doing inventory observation at XYZ Company. He thinks nothing of this posting. His manager later sees this picture. The staff person was reprimanded. However, he was bothered by the consequences and thought he did nothing wrong. He was neither conflicted that he disclosed client information without authorization, nor was he conflicted that he was posting during work hours.

A potential candidate submits her résumé for a staff position. Before bringing in the candidate for an interview, the firm conducts a quick Google search. Her public Facebook page has certain spring break pictures that the firm deems inappropriate. Although the candidate has a good résumé, she doesn’t receive an interview invitation. On the other hand, a potential candidate with a professional looking LinkedIn page and a Facebook page with no visible public postings is definitely invited for an interview.

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YEP Corner

August 28, 2014

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.


August 28, 2014


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.

Emerging Executives Committee Networking Mixer 
Thurday, Sept. 18
Location: Casa Nostra Ristorante & Bar
Cost: $20/members; $30/nonmembers (add $5 at door).

CalCPA would like to thank our sponsor, Provisors, for its continuing and generous support!

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Chapter News

Step Up and Lead

We’re looking for a few good leaders. Got some ideas? Interested in contributing to the profession? Here’s your opportunity to make a difference! We’re now accepting applications for chapter leadership positions.

If you, or someone you know, are qualified to serve as an officer, director or CalCPA Council representative, please contact program associate Sandy Benitez for more information. All responses will be reviewed by the chapter’s Nominations Committee.

Download the nominations application.

Chapter Sponsorship Opportunities

This year, our chapter held 11 networking events, which included partnerships with nine professional organizations for a total attendance of more than 1,200 participants.

As a sponsor, you will have the unique opportunity to promote yourself and your company to reach 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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Accounting Firms Fighting Hunger

In its inaugural year, the Los Angeles accounting community joined efforts in the fight against hunger in a Closing the Hunger GAAP campaign benefitting the Los Angeles Regional Food Bank. During the campaign, 15 accounting firms raised more than $103,000, collected more than 7,600 pounds of food and accumulated more than 2,200 volunteer hours.

Closing the Hunger GAAP invited the Los Angeles accounting community to partake in a friendly competition to see who could raise the most food and funds and donate the highest number of volunteer hours to the Los Angeles Regional Food Bank, which provides food to more than 1 million children, seniors and families experiencing hunger throughout Los Angeles County. For every $1 contributed the Food Bank provides four meals, and 97 percent of all contributions to the Food Bank go directly toward program services.

The participating firms and award winners in 2013 included:
CohnRenick LLP
Crowe Horwath LLP (winner of 3 awards)
EY LLP (winner of one award)
Green Hasson Janks LLP (winner of 3 awards)
Gursey Schneider LLP
Marcum LLP
Nigro Karlin Segal & Feldstein
PricewaterhouseCoopers LLP (winner of one award)
SingerLewak LLP

The 2014 Closing the Hunger GAAP Campaign began June 1, and all firms—as well as accounting student groups—are invited to participate. More information and a registration form can be obtained by contacting Catalina Salazar at the Los Angeles Regional Food Bank; (323) 234-3030, ext. 174.

Networking Mixer

Join us at one of the premier networking events for the Los Angeles financial community. We’ve created a dynamic place to meet attorneys, bankers and CPAs who want to do business together. At this event you can establish quality relationships and referral sources to help your clients get the help they need.

Date: Sept. 4
Location: The Villa; Woodland Hills
Time: 6-9 p.m.

Register or learn more.

Professional Issues Updates

Join us for a professional issues update that will provide an overview on topics impacting the CPA profession. CPA professionals, including CalCPA leadership, will discuss an overview of tax issues, an update on the legislative and political activities relating to the profession, trends related to risks and liabilities for CPAs, and a review of the Affordable Healthcare Act and its impact on employers and employees. Breakfast and parking is included at all of the following events:

Professional Issues Update and Webcast

Sept. 23
Location: The LA Hotel Downtown
Time: 8:30–11:30 a.m.
Cost: FREE
CPE: 3 hours

Professional Issues Update
Oct. 28
Location: Warner Center Marriott
Time: 8:30–11:30 a.m.
Cost: FREE
CPE: 3 hours

Oct. 16: Comedy Club Event

LA Chapter Comedy Night Scholarship Fundraising Event

Time: Doors open at 6:30 p.m. Show is 8:00 – 9:30 p.m.  To ensure a seat please arrive no later than 7:30 p.m.
Location: The Comedy and Magic Club

For more information, contact program associate Jackie Quinn-Piper.

Nov. 19: Attorney, Banker and CPA Networking Breakfast

This is a dynamic place to meet attorneys, bankers and CPAs who want to do business together, as well as establish quality relationships and referral sources to help your clients get the help they need.

Be sure to bring 100 business cards to the event! Registration fees and sponsorships are not tax deductible as charitable contributions.

CalCPA members are invited to join us for this free ABC networking event, co-hosted with the San Fernando Valley Business Journal.

For more information, please contact Program Associate Sandy Benitez, 818-546-3505.

Time: 7-9:30 a.m.
Cost: $35/members; $45/nonmembers (after Nov. 8, add $10).


PFP Committee

If you are interested in participating on the PFP Committee contact Committee Chair, Robert Ades.

CalCPA News

2015 CalCPA Campus Ambassador Program

Want to help spread the word about CalCPA and the CPA profession? Applications will be accepted starting Oct. 1 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.

Applicants must be a:

  • Sophomore or junior attending a four-year college or university with a graduation date of December 2015 or later;
  • Declared business, economics or finance major or minor, with an intention of pursuing a CPA license; and
  • U.S. citizen or permanent resident of the United States.

Campus Ambassadors receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

For more information, contact David Lo via email or call (818) 546-3559.

Download the Flier.

Save the Dates

Board of Directors Meeting
Join us as we plan and discuss issues related to our chapter and CalCPA.

Date: Thursday, Sept. 11
Time: 8–10 a.m.
Location: Skirball Cultural Center
Info: Contact CalCPA Program Associate
Sandy Benitez

Free Student and Educator Membership

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

Items of Interest

MSA Field Study Experience

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Chapter Mentoring

Chapter News and Information

New Master of Tax Program

Loyola Law School, Los Angeles is launching a Master of Tax Law program designed to equip non-lawyers with the skills necessary to excel in the practice of tax planning and consulting and satisfy the “fifth year” requirements of California CPA licensure. Courses will be taught by many of the faculty of Loyola’s Tax LLM program, the No. 1 tax law program in the West as ranked by U.S. News & World Report. The highly selective program seeks applicants with strong accounting, finance or economics backgrounds with GMAT scores of 710 or higher. All students entering in the 2014-2015 inaugural academic year will receive full scholarships. More information.

Monthly Archives

Local Interest Groups

From technical committees to discussion groups, the Los Angeles Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.


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Contact Us

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

Program Associate:
Sandy Benitez
(818) 546-3505
Cell: (818) 235-7765

Program Associate:
Emily Ku
(818) 546-3502
Cell: (818) 235-8577

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

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

Chapter Leadership