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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

Looking forward

May 1, 2016

By Scott Donnelly

Another busy season gone by … soon to be a distant memory. I never really liked the term “tax season.” After all, attest departments, controllers and CFOs have busy times of the year, too. I think we should all celebrate our accomplishments together. Each year my firm, PDM, has a celebration on the dreaded date in April. We try to make it unique every year. It reminds me of the diversity among our chapter members. We are all ages, ethnic backgrounds, education and careers. The core commonality we have is our devotion to maintaining the integrity of the CPA profession.

Growing up in Connecticut, I thought I would have a career in agriculture. It only seemed logical to me, as I lived in the country, surrounded by farmland, dairies and fruit orchards. We had great universities to study all fields of agriculture. I was even a member of the Future Farmers of America in high school. Spreading my wings a little bit, I ended up in California attending Cerritos College. I took an accounting class and it clicked instantly. After I graduated from CSULB I worked for a few of large firms and earned my master’s degree in business taxation at USC. Each firm I worked at had unique qualities, but they always had the core CPA integrity. One of the greatest benefits of being a CPA is the ability to work in so many different environments, constantly learn new tax laws or GAAP rules and meeting many interesting people.

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YEP Corner

February 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.

Questions: Contact program associate Melissa Czepaniewski via email or call (818) 546-3505 for any questions.

June 7: Young and Emerging Professionals Committee: Dodger Night

Step up to the plate and join us for our Young & Emerging Professionals Dodger Night! We’ll have food, drinks and the opportunity to network before watching the Dodgers take on the Colorado Rockies.

Note: Tickets will be on sale until June 2 and will be emailed prior to the event. No registration at the door.

Time: 5:10–7:10 p.m./networking (Loge Terrace); 7:10 p.m./first pitch.
Location: Dodger Stadium (Loge Terrace), 1000 Elysian Park Ave.
Cost: $25/members; $35/nonmembers (includes food, one drink ticket and one game ticket).
Parking: $10/reserve parking online (www.dodgers.com/parking); $20/at the gate.

Learn more and register

Questions? Contact program associate Tracey Zink via email or call her at (818) 546-3554.

February 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

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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In Memoriam

CalCPA member Sandra Smith died March 12. We offer our condolences and thoughts to her family. The family kindly suggests memorial contributions may be made to the Sisters of St. Joseph, Director of Development Sister Karen Stoila, CSJ, 1020 W. State St., Baden, PA 15005.

Read a full obituary online.

CalCPA member Steven Laurance Huls died Feb. 24. We offer our condolences and thoughts to his family. The family suggests memorial contributions can be made in Steve’s memory to Boys and Girls Clubs of East County, 8820 Tamberly Way, Santee, CA; or El Cajon Valley Lions Foundation Inc., P. O. Box 1087, El Cajon, CA.

Read a full obituary online.

LA Chapter Networking Mixer: Meet your 2016-17 Leadership

Date: Thursday, June 9
Time: 6:30 – 9 p.m.
Location: The Mixing Room, J.W. Marriott at LA Live
Cost: $30/members; $40/nonmembers (add $5 at the door; includes appetizers and drink ticket).

Meet some of your colleagues from firms across the Los Angeles area and join us for great conversation. Make quality business connections and mingle with top professionals. Start building sustainable and meaningful business relationships.

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LA Chapter and The Sean Brock Foundation 5/10K Run/Walk

Date: Saturday, June 25
Time: 9 a.m./5K Run & Walk, 10K Run; 10:15 a.m./1K (ish) Kids Fun
Location: Dockweiler State Beach Address, 12501 Vista Del Mar, Playa Del Rey, CA 90293
Cost: 10K/$30 ($35 after May 18; $40 after June 18); 5K/$25 ($30 after May 18; $35 after June 18); 1K (ish) Kids Fun Run: $20

The Sean Brock Foundation provides resources, educational assistance and scholarship to the families of fallen or wounded service members. The nonprofit organization is named 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.

Go online for more information about the foundation.

CalCPA is proud to be a co-host of this event.

Event proceeds will be split between the Sean Brock Foundation, which awards scholarships to the families of fallen or wounded service members, and the CalCPA Los Angeles Chapter, which awards scholarship to local college/university students studying accounting. Last year the chapter awarded $30,000 in scholarships.

Get your teams ready for some friendly competition and help raise scholarships funds!

LA Chapter Presents: An Evening with Diana Ross at the Hollywood Bowl

Date: Friday, July 15
Time: 6 p.m./networking & picnic; 8 p.m./show
Location: Hollywood Bowl, 2301 N. Highland Ave., Los Angeles
Cost: $45/members & guests; $55/nonmembers (parking not included; seats located in Section F3; tickets available until sold out or until noon on July 1; map of the bowl/picnic area online).

Don’t miss this opportunity to see the Queen of Motown perform on Friday, July 15, at the Hollywood Bowl. With her soulful voice and nonstop glamour, magnetic Motown legend Diana Ross returns to the Bowl, performing hits like “Stop! In the Name of Love,” “Ain’t No Mountain High Enough” and “I’m Coming Out.” As an actress, singer and producer, this superstar shines and defines what it means to be an icon.

Come early and join other CalCPA members at the Camrose picnic area (area No. 15, south of Odin parking lot) to network before the show. Bring your own food and drinks. Beer and wine allowed. We look forward to seeing you there!

Questions? Email Program Associate Tracey Zink or call her at (818) 546-3554.

Register or learn more

Thank You to Our Scholarship Contributors

We would like to thank the following for their generous contributions to our LA Chapter Scholarship Fund! The LA Chapter recently awarded $25,000 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


CalCPA News

Free Member Webcast – June 7

Helping Your Clients Understand (and Optimize) Their Equity Compensation Packages Webcast

At this workshop you have the opportunity to learn the complex “ins and outs” of Equity Compensation Plans, including ISO, NQSO, ESPP, RSO, etc., in order to position yourself as a knowledgeable professional. Gain the understanding of tax treatments and rules that would enable you to help your clients avoid any unintended consequences when it comes to their equity compensations.

Register today

June 23: CalCPA Education Foundation 50th Anniversary Gala


Reception, Silent Auction, Dinner & Dancing
The Langham Huntington Hotel | Pasadena
5:30–11 p.m.


Entertainment Industry Conference
Estate and Trust Conference
CalCPA 50th Anniversary
Hot Topics Blog
Renew Today

Save the Dates

Board of Directors Meeting
Join us as we plan and discuss issues related to our chapter and CalCPA. Date: Thursday, May 12
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.

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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