A blog for and by a community of professionals
The chapter board of directors is excited to have Marty McNamara at the helm for the 2015-16 year. Marty is creative and forward thinking, as illustrated by his entrepreneurial business skills. Marty co-founded Newport Beach-based Marrick Wealth in 2012. Prior to establishing his boutique financial services firm, he was with Deloitte and Northern Trust. Originally from Cleveland, Marty moved to Orange County in 2007. When he’s not overseeing the multitude of chapter activities, Marty enjoys spending time with his wife, Michelle, and their two sons, as well as traveling, surfing and running. Welcome Marty!
Leave A Comment » | Link/Bookmark/Share
Our Fourth Annual ABC Night is coming up on Wednesday, Aug. 12, at the Pacific Club in Newport Beach. Be sure to mark your calendars, and consider taking a larger role this year: become a sponsor! All net proceeds benefit the chapter’s scholarship fund, and the spotlight on your firm that sponsorship provides doesn’t hurt either. Take a look at ABC Night sponsorship levels and see what fits for you. In you’re interested, contact Sponsorship Chair Karen Connair.
Read the rest of this entry »
The chapter is excited to announce that we’ll be awarding $47,600 this year to deserving Orange County accounting majors. Two of the winners are recipients of our $3,500 Masters in Accounting Scholarships.
• Jordan Alsop (Saddleback College)
• Charmaine Chiang (Fullerton College)
• Benjamin Choi (*Masters Scholarship, Cal State University Fullerton)
• Joseluis Covarrubias (Santiago Canyon College)
• Anh Thi Van Dinh (Santa Ana College)
• Breanna Giangrande (Chapman University)
• Wynter Rose Hart (Concordia University)
• Nebal Jebarah (Cerritos College)
California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together July 30 with a common goal—to improve financial literacy. The 2015 California Financial Literacy Summit at the San Jose Marriott will provide free educational resources for teachers, volunteer training and opportunities to build connections within the California community to promote financial education and focus on how we can empower the next generation to better manage their finances through education.
Register today for this free event, which provides three hours of CPE.
What kind of leader are you? To find out, we have just the opportunity: CalCPA Leadership Institute.
Discuss, analyze, reflect and build your leadership skills through this five-day program, during which you’ll learn leadership fundamentals and identify personal leadership styles, as well as gain insight on strategic planning, goal setting and client management, among other topics.
The program will be held Nov. 16-17 (San Diego), Dec. 8-9 (San Jose) and Jan. 19 (Sacramento).
Interested? Grab more information and an application online.
Applications are due Aug. 28.
Subscribe to Orange County/Long Beach Chapter Bulletin by Email
Subscribe in a reader
330 N. Brand Blvd.; Suite 710
Glendale CA 91203