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Education Foundation Facts

Who We Are

The California Certified Public Accountants Education Foundation(founded in 1966) is a 501(c)(3) organization.

The Education Foundation is overseen by a 15-member Board of Trustees that meets quarterly to set policies, strategies, goals and financial parameters. Trustees are elected annually by a nominating committee.They may serve a maximum of three two-year terms. Included on the Board are the Education Foundation Executive Director, CalCPA CEO, current CalCPA chair or vice chair and the immediate past president of the Foundation

Mission: We provide quality continuing education and information to CPAs, other accounting professionals, and professionals in related fields. We are in partnership with these professionals to help them achieve their goals.

Vision: We succeed because we provide continuing value to each of our customers. We identify and understand their needs,and we change to meet them. We are a self-sustaining operation that develops and maintains high quality programs. In addition, we enter into and maintain strategic alliances that further benefit our customers. Overall, we create and support a variety of learning environments. We promote and maintain a work environment that is openand trusting, and that allows our team members to learn, change andadapt, solve problems and earn recognition.

Education Foundation Bylaws  [PDF]
2007–08 Audited Financial Statements [PDF]
Articles of Incorporation  [DOC]


What We Offer

  • Courses and conferences developed to comply with the Statement on Standards for Continuing Professional Education (CPE) Programs jointly issued by NASBA and the AICPA
  • CPE credit in required categories: Accounting & Auditing, Ethics, Fraud and Government/Yellow Book
  • Courses approved for credit for Enrolled Agents and Certified Tax Preparers; Certified Financial Planners; MCLE for attorneys and more
  • Top instructors: practicing CPAs, business owners, consultants, professors, attorneys and professional presenters
  • More than 700 events each year throughout California
  • CE Weeks scheduled in resort locations
  • Discount CPE programs: Value-Priced (VP) Program, Coupons and Online Learning Pass
  • Self-Study and online courses
  • On-site education and training
  • Discounts for CalCPA members

Our Partners

California Society of CPAs is dedicated to increasing the value and promoting the integrity of the CPA profession, while advocating on behalf of its more than 31,000 members in public practice, industry,education and government. CalCPA members benefit from special Education Foundation discounts, including:

  • CalCPA member pricing on Education Foundation-produced CPE events and products.
  • CalCPA members who are full-time accounting educators receive complimentary admission into Education Foundation-produced events.
  • CalCPA members who are full-time college accounting students receive complimentary admission into Education Foundation-produced events on a space-available basis.
  • CalCPA Life members receive a 50 percent discount on all Education Foundation-produced events. The discount applies to VP membership but does not include discount coupons or CPE products.
  • First-time CalCPA members receive a voucher for one complimentary admission into an Education Foundation-produced event, valid for a one-year period.

The California Board of Accountancy works to protect the public welfare by ensuring that only qualified persons are licensed and that appropriate standards of competency and practice are established and enforced. The Education Foundation follows the CPE Guidelines of the CBA and provides courses which qualify in any required area of CPE as published by the Board.