A blog for and by a community of professionals
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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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.
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.
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.
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!
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.
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!
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:
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.
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:
Visit the CalCPA website for more information.
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:
Eligibility requirements and application are available online.
Applications are due Nov. 18.
Join today and gain access to CalCPA's
full range of professional tools and resources.
Learn more and register.
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LA Estate Planning Committee
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
330 N. Brand Blvd.; Suite 710
Glendale CA 91203