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March 24, 2015
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Los Angeles Chapter

A blog for and by a community of professionals

President's Message

A Farewell Look Back

March 15, 2015

By Jillian N. Phan, CPA

With mixed emotions, I write this last President’s Message. I cannot believe that my 12-month term is coming to an end. It’s been a whirlwind adventure. I took on this role a year ago with three goals: providing connections, giving back to the community and be an inspiration to our newest members.

Providing Connections
This year, we had more than 200 attendees at our Attorney, Banker and CPA (ABC) Breakfast at the Skirball Cultural Center. This event fostered an environment for making long-lasting connections among different professionals. We also put together several renowned speakers for the Asian Business Forum held at CalState L.A. It was a half-day CPE luncheon where attendees learned, networked and connected with various experts in the field of international business.

We also brought the Personal Financial Planner (PFP) Technical Discussion Group back to the chapter. It was long overdue, but with the help of a determined chairperson, the group conducted its first meeting this year.

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Chapter News

May 9: Chapter 2015-16 Installation

Lights … Camera … Action!

Chapter 2015-16 Installation: May 9

Join us on the red carpet for the chapter’s 2015-2016 Installation of Officers and Directors, where we also will award scholarships to top accounting students, recognize our lifetime members and present a special award to those members who were nominated by their peers for their achievements and dedication to our organization.

Time: 11 a.m.–1 p.m.
Location: Universal Studios, Globe Theater, Hollywood
Cost: $45/members and $45/member guest; $60/nonmembers and $60/nonmember guest; Free for children under age 3 years

For event or sponsorship information, contact program associate Sandy Benitez or call (818) 546-3505.

May 16: Sean Brock Foundation Run/Walk

Sean Brock Foundation Run/Walk: May 16

The Sean Brock Foundation provides resources, educational assistance and scholarship to the families of fallen or wounded service members.  The nonprofit organization is names in honor of U.S. Marine Corps Capt. Sean Lee Brock, who put his education on hold in 2004 when he was deployed to Iraq for a second term.  Brock died on Feb. 2, 2005, from injuries sustained in battle.

Location: Dockweiler State Beach; 12501 Vista Del Mar; Playa Del Rey
Cost: Through March, 20: 5K/$25; 10K/$30; March 20-April 30: 5K/$30; 10K/$35; April 30-May 14: 5K/$35; 10K/$40. Kids run: $20.

Register online.

For more information about the foundation go to www.seanbrockfoundation.org.

For event or sponsorship information, contact program associate Sandy Benitez.


Chapter Sponsorship Opportunities

This fiscal year, our chapter held 11 networking events, which included partnerships with nine professional organizations for a total attendance of over 1200.

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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CalCPA News

April 24: Women’s Leadership Forum

Whether you’re rising through the ranks or already part of the management team, your leadership skills help you navigate successfully and deliver the excellent results your firm expects. Join with other savvy professional women to learn about your own leadership style, the art of negotiating and influencing, networking, and other practical and useful leadership skills.

Our keynote speaker will be Carrie Schwab-Pomerantz, president of Charles Schwab Foundation, and we’ll announce our 2015 Women to Watch Awards recipients during a special luncheon presentation.

Register today. You also can following the discussion on Twitter: #CalCPA_Forum