 Building a Stronger Profession,
a Better California
Core PurposeTo support the public and CPA profession by advancing financial education and improving the financial literacy of Californians. Goals• Raise awareness about the importance of financial literacy among consumers in California.
• Protect the public interest in California through state-level advocacy and education programs.
• Educate California CPAs about the full spectrum of career opportunities in California.
• Educate, train and provide resources for California college and university educators who work with undergraduate and graduate degree programs that prepare students to become CPAs.
• Help further the education of potential CPA candidates through scholarships for undergraduate and graduate/advanced degree students in California.
• Cultivate and grow leaders within the California CPA profession.
Your tax-deductible contributions to CalCPA Institute go directly to programs that help achieve our objectives and fund activities such as: • Financial literacy initiatives include collaborative work with the National Endowment for Financial Education, California Jump$tart Coalition, California Council on Economic Education, the American Institute of CPAs and the “Feed The Pig” public service campaign.
• CPA career awareness programs are designed to help students and young professionals understand the array of career opportunities for CPA careers in California.
• College and university outreach designed to educate, train and provide resources for educators who help advance the CPA profession in California.
• CalCPA Institute works with professors on key issues and facilitates their ongoing communication.
• CalCPA Institute, with the California CPA Education Foundation, provides doctoral scholarships to Ph.D. students in accounting (recipients receive $30,000 over three years and must agree to teach in California for three years or return funds).
• CalCPA Institute builds relationships with California colleges and universities through partnerships, sponsorships, endowments and other opportunities.
• CalCPA Institute is a leading advocate for educators on issues related to the CPA profession.
• Leadership development trains future leaders of the California CPA profession; central to this effort is Leadership Institute, a five-day intensive training program.
• Academic scholarships totaling more than $300,000 annually are granted to college and university students
pursuing CPA careers through local CalCPA chapters; statewide scholarships are awarded to students who are pursuing 150 hours of education. Give More. Get More.CalCPA’s generous members donate their time and money each year through CalCPA Institute to support vital initiatives of interest to the profession. These initiatives empower generations of CPAs and Californians and inspire their success.
CalCPA members give more of themselves so that their communities receive more—increased knowledge of personal finance matters that empowers them to make better informed financial decisions; greater confidence in their abilities to accomplish things in their lives; stronger sense of self-worth, and so much more. Highlights of Our Accomplishments• Provided education, resources and information to more than 20,000 consumers to-date on financial literacy topics.
• Presented financial literacy and CPA careers information to more than 21,000 high school and college students.
• Developed and hosted inaugural California Summit on Financial Literacy.
• Recruited more than 1,000 CPA volunteers to serve as community educators on financial literacy throughout California.
• Distributed more than 80,000 copies of award-winning Quest magazine to high school and college students to increase awareness of CPA careers.
• In 2006–07 awarded more than $300,000 in scholarships to college and university students pursuing CPA careers.
• Since early 1999, CalCPA has distributed $1.5 million in scholarships to college and university students pursuing
CPA careers.
• CalCPA Institute and the California CPA Education Foundation annually provide two new accounting doctoral
scholarships ($10,000 a year for three years) to recipients who agree to join the faculty at a four-year university in California for at least three years.
• Re-established in 2005, CalCPA’s Leadership Institute has graduated 40 future leaders of the profession in California. Getting InvolvedIf you would like to get involved with one or more of CalCPA Institute’s many programs, please contact Crystil Turner at crystil.turner@calcpa.org or (650) 802-2494.
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