CHAPTERS & RENEWAL EFFORTS

With renewal season underway, volunteers and CalCPA staff have begun outreach toward the membership renewal effort. Chapter leaders and volunteers continued to enhance the renewal effort and share with colleagues and potential members what membership means to them. Bring a potential member to an upcoming event or send a quick email showcasing the value of CalCPA membership!

DIVERSITY, EQUITY & INCLUSION

Bringing Pride to Accounting
This summer and fall, CalCPA will display the promise to actively promote a climate of inclusivity and build a community of belonging by having a presence at various Pride festivals throughout the state. Members are invited to join in this mission.

If you are interested in volunteering at the CalCPA Pride booth in one or more of the cities below, please register here.

• San Diego Pride | July 15-16

• Oakland Pride | September 10

• Palm Springs Pride | November 4-5

INSTITUTE

CalCPA Institute Fundraising
Help CalCPA Fund the Future by supporting DE&I, student and pipeline initiatives. Join the cause and support the future of the profession by donating to the CalCPA Institute. The Institute’s mission to Fund the Future is a shared endeavor with every member of CalCPA and success depends on the unified effort of the entire profession.

From Campus to Corporate: Community College Students Paving the Way in Public Accounting Internships
Institute staff recently interviewed a group of Pasadena City College students interning with public accounting firms over the summer. These five students share their experiences on their success in securing an internship as a community college student. View the interview here.

Lifting As We Climb
Charles Osaki, former CalCPA Education Foundation President (2016-17), authored a moving article about his journey with mentoring accounting students. He also shares his new passion project, Pathways, that has been implemented within CalCPA’s Los Angeles Chapter. Read the article Pathways to Success in the June California CPA magazine today!

CalCPA Career Guide
CalCPA is in the process of creating a Career Guide to serve as a valuable resource for all 2,500+ student members. The guide will contain practical advice intended to help students advance their accounting careers and will also feature a list of firms located in California. This list will share various internship and full-time job opportunities available to students upon graduation. All 100% member firms will receive a discounted rate for their listing and the proceeds from the Career Guide will be utilized to support student outreach initiatives organized by CalCPA Institute. If your firm is interested in being included in the Career Guide, please reach out to either Michael Wong or Regine Staufenberg. The deadline for submissions is August 15th.

MEMBERSHIP

CalCPA is committed to enhancing the membership experience, maintaining a stronger dedication than ever. The renewal campaign proceeds with enthusiasm as CalCPA has recently enlisted the support of its chapter staff and volunteer leaders to reach out to members who have not renewed. In the spirit of community and shared benefit, members who appreciate the value of CalCPA are encouraged to recommend the organization to friends and colleagues.

With an understanding that members come from diverse career paths and are at different stages in their professional journeys, CalCPA is initiating contact with members across the spectrum to better grasp their specific needs. This initiative aligns with the mission of tailoring resources and benefits provided to better serve members and make their professional paths more enriching.

CalCPA recognizes the importance of concise and targeted communication and continues to refine the communication strategy. By decreasing the volume of emails to instead focus on the topics most pertinent to members, the hope is that members experience this transition to be a more streamlined and relevant information flow. With every touchpoint, CalCPA aims to showcase the suite of benefits that membership provides.

Firm Engagement and Business Development
The CalCPA Business Development Team has been meeting with firms to help review the updated Elite Membership upgrades and the benefits that 100% classic firms receive.

For firms that have not had a chance to meet and learn about the new member benefits including more CPE, free Classified Ads, reserved seating at conferences, a free HR Tool Kit, exclusive firm partner events and more, please email Denise Bethel for a connection to your local representative.

ADVERTISING AND SPONSORSHIPS

CalCPA Executive Interview Series:
The CalCPA Advertising Partners and Sponsorships Team is excited to launch a new series. The CalCPA Executive Interview Series is a compilation of free on-demand videos created to help members stay up-to-date on the latest trends and gain valuable insight from thought leaders in the accounting profession.

• Watch Ep 2: An interview with Ron Lang, CEO of CalCPA Health:
  More than ever, firms are seeking ways to attract and retain good talent. Employee Benefit Plans have emerged as a critical competitive advantage that employees evaluate for themselves, while being an ever-increasing expenditure for businesses constantly trying to control costs. In this episode, Ron Lang, CEO of CalCPA Health, will discuss trends in health insurance and health regulations as well as share some of the most significant issues firms are facing while offering solutions to better prepare for what’s ahead. Denise LeDuc Froemming, President & CEO of CalCPA, hosts the interview.

  • Watch a short clip.

  • Watch the full interview free on demand

Conference Sponsor Updates:
The CalCPA Conference Sponsorships Team is pleased to acknowledge the lineup of sponsors for the Estate and Trust Planning Conference: BPM, Wolters Kluwer, Mercury Insurance, Paylocity and Hochman, Salkin, Toscher and Perez, P.C. Visit their exhibit booths at the conference to connect and learn more. Email us at advertising@calcpa.org for more details.

Affinity Partnerships Announcements:
The CalCPA Affinity Partners team is excited to welcome our newest savings partners: Expensify, KBKG, and Trek Financial, three top companies committed to helping you save money! To learn more about Affinity Partnerships, please visit here.

Upcoming Sponsored Webinars:
On Monday, July 24, CalCPA Health will present Health Savings Account (HSA) - Implementing and Managing. As part of the FreePE series, this one-hour webinar will offer an overview of the fundamental concepts of HSAs, including their structure, eligibility criteria and key features. Participants will gain a comprehensive understanding of how HSAs work and the advantages they offer and learn about the best practices for implementing and managing HSAs effectively. Learn more and register here.

MEMBER COMPETENCY & LEARNING

Estate and Trust Planning Conference | July 13
As a financial advisor, your clients rely on you to provide perspective and clarity as legislation and regulation evolve. Don't miss this annual conference dedicated to keeping CPAs, attorneys and financial planners on top of recent developments in estate and trust planning. You will gain an in-depth understanding of best practices, effective strategies and connections with expert professionals specializing in this area.

Register here for the in-person conference.
Register here for virtual conference.

2023 Annual Income Tax Seminar | July 28
Join us on July 28, 2023, for the Annual Income Tax Seminar, a virtual conference that will provide comprehensive insights into critical topics shaping the world of taxation. This event is tailored for tax professionals, CPAs, attorneys and financial advisors seeking to stay at the forefront of the industry. Register here.

STATE COMMITTEES/SECTIONS

Estate Planning
During the May meeting, Committee members and the CPE Initiative Task Force identified areas of interest in content and speakers for the upcoming monthly CPE. #WealthWednesday will be a great collaboration with EPC and PFP, and the August California CPA magazine will showcase Estate Planning with two feature articles. The committee looks forward to meeting at Council with a great panel presentation for the COT, EPC and PFP members in attendance.

Forensic Services Section (FSS)
Upcoming meetings include:
Aug. 10 – Business Valuation Section at the Oakland Airport Holiday Inn
August 11 – Family Law Section at the Oakland Airport Holiday Inn

Save the dates:
September 29 – Joint Sections Meeting in LAX

Stay updated on future events by following CalCPA Forensic Services Section on LinkedIn!