Featured Event

Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
| Share

A blog for and by a community of professionals

President's Message

30 Years Fly By

August 2, 2016

One of the most unique events that our chapter champions is the Fall Seminar Series. This seven-night event provides our members with 21 hours of CPE for the low price of $400. The proceeds from this event support the scholarships we provide to accounting students. This is also the 30th year that the chapter will be presiding over this event. No other chapter in California puts on this type of event for their members. We’re excited to have speakers who will address the issues that you face on a daily basis, including data security, SSARS 21, business valuation and IRS controversy.

As we work to continue to make this event viable for the next generations, we’re excited to webcast this event in the fall.

So come out, support CalCPA and attend a few of these nights in the fall.

Chapter News


Network with CPAs, Bankers and Attorneys

Our ABC Night is the premier networking event in Orange County where you can connect with attorneys, bankers and CPAs, surrounded by the incomparable ambiance of Pacific Club Newport Beach!

Learn more and register

Platinum sponsor:

Available sponsorship is a great way to get name exposure for your business!
Download the sponsor flier for details or contact Heidi Larkin-Reed for details.

Diamond Level: $2,000
Gold Level: $1,500
Entertainment Sponsor: $750
Specialty Cocktail Sponsor: $750
Dessert Sponsor: $750
Supporting Firm: $750

Upcoming Chapter Interest Group Meetings

OC/LB Financial Planning Grp: Business Retirement Plans | Aug. 9

NEW! OC/LB MAP Interest Group: The Millennial Generation and Your Firm | Aug. 16

Join us for the 2016 Kick Off of the Management of Accounting Practices (MAP) interest group.

Our speaker will be discussing the phenomena of the Millennial generation and the affect they are having on our industry focusing on how to keep them motivated and loyal to our firms.

Speaker:  Katie Sterling, Wertz & Company, LLP

Continental Breakfast included!

15th Annual SEC ‘Hot Topics’ Conference Sept. 16

The conference will cover SEC hot topics, SEC enforcement initiatives, an FASB projects update, a PCAOB update and frequently encountered SEC reporting topics.

CalCPA members will receive a 10 percent discount ($40). To receive the discount, CalCPA members will need to call (657) 278-4414 or fax (657) 278-4518 in your registration.

Learn more and register

Fall Seminar Series: Getting 21 CPE Credits Has Never Been Easier

Our 30th Annual Fall Seminar Series will run Sept. 22–Nov. 11 and present timely info designed to help sole proprietors, associates of small/medium practices, and young and emerging professionals. You won’t find a more comprehensive CPE series anywhere!

Attend all seven nights of the series and earn 21 hours of CPE. Cost is $385 for members and $490 for nonmembers (fees are non-refundable).

Net proceeds from the event will be used to support accounting students in California. Contributions or gifts to CalCPA are not tax deductible as charitable contributions for federal income tax purposes. However, they may be deductible under other provisions of the Internal Revenue Code. Please consult your tax adviser.

Learn more and register

CalCPA News

CalCPA Leadership Institute

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 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. 3-4 (San Diego), Dec. 6-7 (San Jose) and Jan. 30-31 (Sacramento).

Interested? Grab more information and an application online.

Applications are due Aug. 29.

Register for the California Financial Literacy Summit, Los Angeles- Sept. 29

California educators, nonprofits, parents, community volunteers, state and local elected officials, financial literacy advocates and stakeholders and financial professionals will gather together with a common goal—to improve financial literacy.

This year, CalCPA Institute will host the California Financial Literacy Roundtable, a series of regional events throughout the state. The aim of this half day program is to build connections within the California financial literacy community, to promote financial education and will focus on the how we can empower all Californians to better manage their finances through education.

Our final roundtable for this year will be held on Thursday, Sept. 29 on the campus of California State University, Los Angeles.

Major subjects addressed:

  • The Student Loan Debt Crisis: A 360-Degree View
  • Getting Californians Retirement Ready
  • Successes, Progress and Challenges in Financial Literacy Education in Public Schools

For more information and to register, visit www.calcpa.org/roundtable.

Now Serving … A New Membership Type

Do you qualify for the new Financial Professional membership type priced at only $199.
You qualify if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:

  • A professional employee at a CPA firm;
  • Anyone working under the direct supervision of a CPA in industry, government or education;
  • A nancial professional in industry, government or education, or legal, banking or nancial
    consulting services; or
  • An I.T. professional.

Visit www.calcpa.org/join for more information.

2017 CalCPA Campus Ambassador Program

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:

  • 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.

Eligibility requirements and application are available online.
Applications are due Nov. 18.

Hot Topics Blog

Local Interest Groups

The Orange County/Long Beach Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

Membership News

Items of Interest


Contact Us

Program Associate:
Heidi Larkin-Reed
(714) 305-8335
(714) 485-4561, ext. 4561

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

23052 H- Alicia Parkway, #432
Mission Viejo, CA 92692