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Orange County/Long Beach Chapter

A blog for and by a community of professionals

President's Message

Happy New Year!

January 1, 2015

By Karen Connair

presI hope everyone had an enjoyable holiday with family and friends!

With the start of 2015, many of us in public accounting are getting ready to start our audit or tax busy seasons. As I think about another tax filing season, I’m taking stock of my office, clearing out 2014 and getting ready for 2015. I’m also looking at my email inbox and thinking of the volumes of email that I’ll be receiving over the next months. I’ll be spending multiple hours every workday reading, processing, filing and deleting emails—only to have a whole new batch the very next day. Of course, I’m not complaining, but it does bring to mind the amount of time involved in this process.

Read the rest of this entry »

Chapter News

16th Annual OC Economic Forecast with Esmael Adibi

We’re happy to announce that Esmael Adibi is back for the OC/LB 16th Annual Economic Forecast. We’ve kept the prices the same as last year, so register now to get in on the early-bird fees. And remember, the sooner you purchase your table of 10, the better location you’ll get in the room. Check out the great price break on tables of 10 for members—a great reason to become a member of CalCPA today! If you wish to purchase a table, email program associate Nancy Wilson for more details.

If you aren’t purchasing a table, you can register online.

Date: Wednesday, Jan. 14
Time: 7:30–10 a.m.
Location: Pacific Club Newport Beach

Apply Now for Chapter Scholarships in Accounting

Did you know the chapter awarded $49,000 in scholarships to deserving accounting majors at Orange County colleges and universities in 2014. 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. The deadline to submit your completed scholarship application packet is April 1.

Learn more online (scroll down to find the OC/LB Scholarships section, and download the registration fliers that apply to you). Email program associate Nancy Wilson with questions or call (714) 545-6717. Good luck!

CalCPA News

Jan. 21: CPA Day at the Capitol

CPA Day at the Capitol is one of the most important events for CalCPA members to attend. During each legislative session, bills are introduced that impact you, your clients or your employer. As the business climate continues to change and new legislators take office, we need to build bipartisan relationships with those who share our commitment to the CPA profession. Take a proactive approach to increasing your voice in the political arena and help policymakers understand the issues facing California CPAs.

Register Today.

And read about recent advocacy success in the December 2014 issue of California CPA.

CalCPA Committees: Connect | Share | Grow

Use your talents at the statewide level—serve on our CalCPA committees for 2015-16.

From estate planning to technology, and from personal financial planning to taxation, there’s a committee meeting your interests and expertise.

Work with your peers on projects that increase members’ technical knowledge, enhance the profession’s image and draw the best and brightest into accounting—all while you build leadership skills and make valuable contacts. The application deadline is Jan. 15. Committee appointments will be made later that month and committee term is May 1-April 30.

And we’ve redesigned the process to make it easier and faster for you.

Please note: If you serve on a state committee and would like to continue, reapplication is necessary.

Apply now.

Chapter Events

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Thank You

Thank you to our Forecast Sponsor, Beacon Pointe Wealth Advisors

Thank you to our Estate Planning Sponsor, First American Trust

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.

Membership News

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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