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Orange County/Long Beach Chapter

A blog for and by a community of professionals


President's Message

Our Economic Past and Present

February 1, 2015

By Karen Connair

presA few weeks ago, our chapter held our 16th annual Economic Forecast with Esmael Adibi at the Pacific Club in Newport Beach. Adibi, director of the A. Gary Anderson Center for Economic Development at Chapman University, reviewed the economic trends of 2014 and what he predicts is in store for us in 2015.

If you have not heard him present before, you don’t know what you’re missing. I don’t know of another economist who can get a room full of accountants and financial advisers laughing during a breakfast meeting while discussing the United States and California economies.

Read the rest of this entry »

Chapter News

Apply for OC/LB Chapter Scholarships Before the April 1 Deadline

We are proud to announce that we awarded $49,000 in scholarships in 2014 to deserving accounting majors at Orange County colleges and universities. We also gave our first master’s in accounting scholarship award, plus two doctoral in accounting scholarships. We hope to do the same in 2015. If you’re an accounting major attending a college or university in Orange County/Long Beach, apply now for scholarship money. Simply go online, scroll down to find the OC/LB Scholarship section and download the registration fliers that apply to you. Remember the deadline to submit your completed scholarship application packet is April 1.

Email program associate Nancy Wilson or call (714) 545-6717 with questions. Good luck!

Two New Chapter CPE Meetings in February

Coming this month:

International Tax Group with Chair Krystle Darby: Foreign Investment in U.S. Real Estate
Date: Tuesday, Feb. 17
Time: 11:30 a.m./registration; noon–1 p.m./program
Location: Regus Spectrum Conference Center; Irvine
For more information, contact Krystle Darby. Go online to register.

Valuation Group with Chair Steve Zamucen: Mergers & Acquisitions—Values Today
Date: Friday, Feb. 20
Time: 11:30 a.m./registration; noon–1 p.m./program
Location: Prego Restorant; Irvine
For more information, contact Steve Zamucen.

CalCPA News

Star Catcher—CalCPA Service Awards Taking Nominations

The nomination period for CalCPA’s annual service awards is open through March 31. You can download forms to nominate an outstanding member or firm for the:

  • Public Service Award, which is given to a CPA who has been especially active in service to the profession and community.
  • Distinguished Service Award, which is granted either on the basis of long and distinguished service or for some singular act resulting in extraordinary contribution to the profession, CalCPA and/or the community.

The AICPA also recognizes our winners, who automatically become eligible for consideration for the AICPA Public Service Award.

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.


Local Interest Groups

From technical committees to discussion 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.

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Contact Us


Program Associate:
Nancy Wilson
(714) 545-6717
(800) 922-5272, ext. 3230

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

330 N. Brand Blvd.; Suite 710
Glendale CA 91203

Chapter Leadership