Education Foundation Award Recipients

We know the top-quality education we’re known for begins and ends with our instructors. They’re the ones who spend hours developing lesson plans and staying on top of professional issues and trends—along with simultaneously running their own practices in many cases. In recognition of those efforts, we’d like to congratulate our 2016-17 award recipients, presented annually to instructors and volunteers who have received high marks—and high praise—from attendees.

2016-17 Award for Instructor Excellence

Jeff Lenning
Jeff Lenning, CPA, CITP.

"The instructor is excellent. His technique of showing us each exercise twice is especially valuable. I picked up some tips that I can use right away to be more efficient. I honestly cannot say enough good things."

Jeff Lenning of Click Consulting, Inc., is a CPA and published author.  He has written several articles for the Journal of Accountancy and other publications. His firm specializes in providing computer consulting services to CPA firms and their clients.

2016-17 Award for Outstanding Course Materials

Summer Taylor, CPA
Summer Taylor, CPA

"Her active templates that we were able to work with for completion of each illustration is a much more effective leaning method, i.e. drive it yourself, better than being talked through the worksheet solution."

Summer Taylor is a CPA and business advisor focused on assisting clients to achieve their financial goals. In her role as managing director at Deloitte, she provides auditing, financial reporting, accounting and consulting services to publicly-traded and privately-held companies. She has direct experience assisting clients navigate the complexities in U.S. GAAP, SEC reporting and IPOs, public debt offerings, and private equity transactions. Taylor has dedicated her career to serving the retail, consumer products, agribusiness, and manufacturing industries. In addition, she is a master facilitator for Deloitte’s award-winning Learning Group where she assists professionals learning to present and facilitate, helping them gain confidence and executive presence.

2016-17 Award for Outstanding Conference Speaker

Justin Miller
Justin T. Miller, J.D., LL.M., TEP, CFP

"He is thorough, timely, and animated in his high-quality presentations. His layered-approach to his involvement makes him a dynamic candidate for this award."

As a national wealth strategist at BNY Mellon, Justin Miller works collaboratively with other advisors to provide comprehensive wealth planning advice to clients and their families. He also is an adjunct professor at Golden Gate University School of Law and a sought-after speaker on tax, estate planning and family governance topics for conferences throughout the country, including events hosted by the AAML, the ABA, ACTEC, CalCPA, Golden Gate University, Santa Clara University, Silicon Valley Community Foundation, Stanford University, the State Bar of California, the State Bar of Georgia, STEP, UCLA, the Washington State Bar Association, Vistage International and YPO. In addition, he has published numerous articles in publications such as the California Tax Lawyer, State Tax Notes, Tax Notes, and Trusts & Estates, and he is frequently quoted as an industry expert in a variety of publications.

2016-17 Award for Outstanding Conference Volunteer

Darlene Elmore
Darlene L. Elmore, CPA, ABV, CFF

"Darlene is a great example of how involved a Conference Chair should be and is a role model for how to take ownership of the event—even as a volunteer."

Darlene L. Elmore, CPA, ABV, CFF has over 28 years of experience as an accountant and has worked in public accounting for the last 23. With an office in Santa Rosa, her practice is focused on providing forensic accounting analysis and services and business valuation, with a special emphasis on family law matters. In addition to her certification as a CPA, the American Institute of Certified Public Accountants accredit her in Business Valuation (ABV) and Certified in Financial Forensics (CFF).

2016-17 Award for Meritorious Service

Robert Jones
Robert H. Jones, CPA

Bob was a member of the California CPA Education Foundation Board of Trustees from 2005 through 2011 and President of the Board of Trustees from 2009-2010. Bob is currently a member of the Committee on Taxation (COT) and the Accounting Principles and Auditing Standards (APAS) committee for CalCPA. In addition, he also serves on the state Board of Equalization (BOE) Advisory Council as COT liaison, as well as participating on the Council’s Education/Communication Subcommittee.

"I have known Bob since 1975 and I understand that he has been extensively involved with both the Society and Foundation in many committees and Council." - Tom Bret

View last year's award recipients.