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Other Comprehensive Basis of Accounting Fundamentals Webcast | 4142308F

March 24, 2015
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Orange County/Long Beach Chapter

A blog for and by a community of professionals


President's Message

Relationship Building During Busy Season

March 15, 2015

By Karen Connair

presMost of us are in the midst of our busy season, working long hours to meet our clients’ tax or audit deadlines. And, in doing so, we’re spending time with our clients to perfect our deliverables. These personal meetings are a great way to strengthen our client relationships.

Strong client relationships contribute to client satisfaction, which in turn leads to client retention and opportunities for referrals. Building relationships with clients can be done using some of the same behaviors that we use when building personal friendships. An email was recently circulated within our office as a reminder of the tips to use when building client relationships. I thought I would share some of these tips for developing longer-lasting, significant client relationships.

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Chapter News

In Memoriam: Hal Schultz

We are saddened to report the passing of former CalCPA President Harold S. Schultz, a longtime member of the chapter.

Hal passed away Saturday, March 7, due to complications from influenza/pneumonia. He was 67.

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Apply for 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!

A Message from New OC/LB Campus Ambassador

By Greg Bucilla

presBenjamin Franklin once wrote, “An investment in knowledge pays the best interest.” At the time, he was referring to two types of knowledge: knowledge in education and knowledge in experience. Franklin credited knowledge in education as being the cornerstone in an individual’s freedom, along with knowledge in experience as the ability to exercise that freedom. As I journey through college and beyond, it’s with great passion that I strive to engage in both forms of knowledge.

My path to knowledge in education was interrupted early in my childhood. At the age of 3, I suffered two strokes and battled through physical and neurological damage that challenges all learning areas in my life. Despite this hardship, I worked harder and treated education as an opportunity to overcome deficits that the strokes had caused. The drive I developed through elementary and high school led me to pursue a higher education at Chapman University, where I am studying accounting and business finance.

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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. You also can following the discussion on Twitter: #CalCPA_Forum