A blog for and by a community of professionals
By David W. Taklender
Thanks to everyone who attended the Padres vs. Giants game. It was a great time—and the Padres even managed to pull one out and win the game!
It was another successful ABC Night last month at Tom Ham’s Lighthouse. If you missed it, you’ll have an opportunity to attend the second one in January.
As chapter president, I’ve had the pleasure of attending different group meetings. When I attended the Firm Administrator Forum, I was impressed with the dedication firm administrators brought to the table. They work tirelessly to find new ways to streamline business practices with new or improved systems that bring more efficiency into the office.
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Mark your calendar and save the date now for the region’s premier conference offering 20 hours of quality CPE (tax/A&A focus) and including meals and parking Nov. 16-18 at the Handlery Hotel San Diego. Questions? Call Kay Coffin at (559) 876-3800 or send an email.
Are you pursuing licensure? Are you new to the profession? Are you transitioning in your career? Need some advice or a safe sounding board? Take advantage of a free mentoring session (15-20 minutes) with an experienced CPA offered through the local chapter to members. Questions? Call Kay Coffin at (559) 876-3800 or send an email.
Mark your calendar for these upcoming events! For specific interest groups and discussion groups, please contact the chair or co-chair for dates. If you have any questions, contact Kay Coffin at (559) 876-3800 or send an email.
Get the answers you need all in one place, directly from CalCPA and the California Board of Accountancy.
Learn about the pathway to becoming a CPA from experts, who will discuss fulfilling the educational requirements, the CPA exam and corresponding changes coming in April; applying for first-time licensure; and your first renewal.
Hear from a CPA candidate about their exam experiences and a successful, seasoned CPA about what being a CPA is really like.
Date: Sept. 27
Time: 6–8 p.m.
Register today for the webcast!
The CalCPA Institute is hosting a California Financial Literacy Roundtable Sept. 29 at California State University, Los Angeles, that will build connections within the California financial literacy community, promote financial education and focus on the how we can empower all Californians to better manage their finances through education.
Major subjects addressed:
Admission is complimentary and includes three hours of CPE, meals and parking.
Register online—and if you sign up by Sept. 23, you’ll have a chance to win a $50 Amazon gift card.
Do you qualify for the new Financial Professional membership type—priced at only $199.
You do if you’ve never been a licensed CPA, have a bachelor’s degree and meet any one of the following criteria:
Visit the CalCPA website for more information.
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:
Eligibility requirements and application are available online.
Applications are due Nov. 18.
Sept. 28: North County Inland DG at The Broken Yolk, 11630 Carmel Mountain Rd.
Sept. 30: Emerging Professionals Speed Mentoring Networking Event at Handlery Hotel San Diego, 950 Hotel Cir. N.
Oct 6: Forensic Services (Sheraton La Jolla Humphrey’s Restaurant – 3299 Holiday Ct)
Nov. 16-18: Tax & Accounting Institute at Handlery Hotel San Diego
Disaster Recovery: A Guide to Financial Issues
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