A blog for and by a community of professionals
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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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.
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 email@example.com.
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
Register or learn more
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
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 online. Applications are due Dec. 4.
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 cars, play in a band, devote time to nonprofit causes, have taken on physical endurance challenges, surf, DJ 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.
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:
“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.”
Disaster Recovery: A Guide to Financial Issues
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