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Other Comprehensive Basis of Accounting Fundamentals | 4152308D

July 1, 2015
Sacramento Area
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President's Message

I Challenge You to Enjoy Yourself at this Year’s Hornblower Holiday Party

November 10, 2017

By Bryan Carpenter, The “Craft Beer CPA”

 I hope everyone survived the fall busy season and that you’ve had some time to relax!

I’d like to start off this month’s message by congratulating CalCPA program associate Janessa Stephens and her husband, Colin, who recently became proud parents of a beautiful and healthy baby boy named Grayson Stephens. Janessa has been crucial to our chapter’s successful year! I’d also like to thank Monica Thompson for all her help during Janessa’s maternity leave, as well as for her recent promotion to program manager.

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Chapter News

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In Memoriam: Jane Lorenz, CPA

Jane Lorenz, CPA and California Licensed Professional Fiduciary, passed away in September at her home after a battle with cancer. Jane was a leader in the estate planning community and served in many organizations. She was a CalCPA life member and our deepest condolences go out to her family and friends.

Nominations Committee Looking for Leaders

The 2018-19 Nominations Committee has been formed and will be led by Past President David Taklender. If you, or someone you know, is interested in being part of San Diego Chapter leadership, please contact David at david@dtakcpa.com.

Chapter Holiday Party Boat Cruise

All aboard! Join chapter members and their guests, as well as CalCPA Chair Kathy Johnson, for a festive evening as we honor the 2017 scholarship recipients and celebrate the holidays. Upon boarding, prepare to be greeted with a glass of champagne, followed by dinner, live music and drinks as you mix and mingle aboard a Hornblower yacht cruising around the San Diego Bay.

Time: 6:30–10 p.m.
Location: Hornblower Yacht

  • By Dec. 1: $50/member; $70/nonmember;
  • By Dec. 6: $60/member; $80/nonmember;
  • On Dec. 7: $65/member; $85/nonmember; $60/member guest

Register or learn more

ABC Networking Night—Attorneys, Bankers, CPAs

Don’t miss of the most popular events of the year. Join us for networking with the top attorneys, bankers and CPAs in San Diego. All net proceeds from this event will benefit the chapter’s scholarship fund for aspiring CPAs and financial professionals. Bring your business cards to expand your professional network and be ready for a great evening!

Date: Thursday, Jan. 11
Time: 5:30–7:30 p.m.
Location: 57 Degrees

  • By Jan. 5: $35/members; $50/nonmembers;
  • By Jan. 10: $45/members; $60/nonmembers;
  • On Jan. 11: $50/members; $65/nonmembers

Register or learn more

CalCPA News

Lead On: CalCPA/AICPA Leadership Positions Open

The application period for the 2018-19 CalCPA Board and Council, AICPA Council and CalCPA Education Foundation trustee and officer positions is open.

California CPAs are the driving force behind one of the world’s largest economies—and CalCPA provides the opportunities to help you develop critical leadership skills, and a platform to showcase them, at the local and state level.

Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?

More information and application are available onlineApplications are due Dec. 4.

Behind the License

We know there’s more to your life than the tax forms, deadlines and rules and regulations that you spend time with at the office. And we want to tell your story—or the story of a member you may know.

Our monthly Final Entry feature in California CPA takes a look at the person behind the license. Over the years we’ve featured members who race carsplay in a banddevote time to nonprofit causeshave taken on physical endurance challengessurfDJ and make wine.

So, what’s your story?

If you’d like to participate or want to recommend a colleague, contact managing editor Damien English with details and we’ll set up a short interview.

CPA Day 2018

Diversity and Inclusion: California Dreamin’ or California Reality

By Soco Davenport

Much has been written about the benefits of a diverse workforce. For example, a survey of 300 senior executives of large corporations by Forbes Insight concluded that a “diverse and inclusive workforce is necessary to drive innovation, foster creativity and guide business strategies.” The report further states how a diverse workforce is “crucial for companies who want to attract and retain top talent.”

And accounting firms and other workplaces in California don’t need to look far to see that diversity. Consider these facts from the Census Bureau:

  • California has more whites, Latinos, Asians and American Indians than any other state.
  • The state’s estimated population of 39.2 million in 2016 was comprised of Latinos (38.9 percent); single-race whites (37.7 percent); Asians (14.8 percent); African American (6.5 percent); and American Indian (1.7 percent).
  • Los Angeles County led the nation in the number of Hispanic, Asian, American Indian and Alaska native owned businesses in 2012. The estimates for the same year indicated that 55 percent of businesses in the county were minority owned.

“Diversity is a business reality and necessary to be effective and competitive in this new global economy,” says Kathy Johnson, 2018-19 CalCPA chair. As CalCPA’s first African American chair, Johnson is embracing her unique position to “inspire young minorities to give them an opportunity to see themselves as a CPA and a leader in the largest state society of CPAs.”

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