About CalCPA
Our story
CalCPA, established in 1903, is the largest state CPA society in the nation, representing and supporting certified public accountants and related professionals in California.
Affiliated with CalCPA, the CalCPA Education Foundation focuses on continuous professional development, providing a variety of educational programs and resources to enhance the skills and knowledge of accounting professionals at all career stages.
Meanwhile, the CalCPA Institute is dedicated to inspiring and empowering individuals to become CPAs, emphasizing core values such as engagement, advocacy, nurturing, and stewardship.
Together, these entities contribute significantly to the ongoing growth, success, and ethical foundation of the accounting profession in California.
Who we are
Our Purpose
CalCPA proactively drives evolution within the accounting profession through promoting business growth and integrity, protecting public interests and positively impacting community—delivering a better future for all.
Our Vision
CalCPA efforts cause CalCPA members to be viewed as leaders in professional competency and integrity by clients, employers, the public and government officials.
Our Mission
To increase the value and promote the integrity of the CPA profession; contribute to the success of our members; and strengthen client, employer, public and government trust in CalCPA member advice, work products and opinions.
Strategic Outcomes
Shift the Identity—Raise awareness, redefine image and showcase the accounting and finance profession
Transform the Career Experience—Lead in the transformation of the career experience of CPAs and accounting/finance professionals
Create Super Fans—Create super fans of everyone who interacts with CalCPA
Operate with Excellence—Operate at the highest level of strategic, business and operational excellence
Our Values
Curiosity: We value learning and exploration. We are always eager to discover new ideas and perspectives and share our knowledge.
Trust: We build trust through respect, fairness, and equity. We are honest and transparent in our dealings with each other, and we support each other in our professional and personal endeavors.
Leadership: We empower people to achieve our purpose and outcomes. We are accountable for our actions and authentic in our relationships. We strive to be role models for other CPAs and to inspire them to reach their full potential.
Community: We are committed to creating a supportive and inclusive community for the profession and each other. We are open to new ideas and perspectives and value kindness and connection. We believe that by working together, we can positively impact the profession and the world.
Fun: We believe that life should be enjoyable. We find joy in our work and relationships and celebrate our successes together. We believe a positive and supportive work environment is essential to our well-being and our ability to serve our clients and communities.
Belonging Statement
CalCPA actively promotes a climate of inclusivity as we build a community of belonging. Join us as advocates of authenticity, acceptance, awareness and action.
Leadership
2023–24 Board of Directors and Council
Meredith A. Johnson, Chair
Matthew Martin, First Vice Chair
Jillian N. Phan, Secretary/Treasurer
Andrea G. Cope, Chair
Ruben A. Davila, First Vice Chair
Scott Donnelly, Treasurer
Taryn Hoffmann-Torres, Vice Chair
View all of our volunteer leaders and leadership opportunities with CalCPA.
Bylaws
CalCPA Bylaws
Chapter Bylaws (Amended June 30, 2017)
Please visit the individual CalCPA Chapter pages for a copy of their bylaws.
Articles of Incorporation
View the Restated Articles of Incorporation (July 22, 2005)
Financial Information
2022-23 Audited Combined Financial Statements
2021-22 Audited Combined Financial Statements
2020-21 Audited Combined Financial Statements
2019-20 Audited Combined Financial Statements
To request a copy of the CalCPA, CalCPA Education Foundation or CalCPA Institute tax returns, contact Natalie Quan, CFO.
CalCPA Institute is a registered 501(c)(3). EIN: 20-0978565
CalCPA Education Foundation is a registered 501(c)(3). EIN: 94-613084
Policies
Affiliate Organizations
CalCPA Health Group Insurance Trust
The Group Insurance Trust of the California Society of Certified Public Accountants, branded as CalCPA Health, was established to provide employee health benefits exclusively to CalCPA member firms, solo practitioners and financial professionals.
CAMICO proactively protects you with products and services designed specifically for CPAs. We take better care of accountants with specialized expertise and a dedicated focus on practice and risk management. We understand CPAs because we are CPAs.
