CalCPA Leadership Institute

CalCPA Leadership Institute is back! We are excited to offer this popular and essential leadership program again to our members for the 2022-23 year! We welcome and encourage all ambitious and forward-thinking professionals – like you - to apply and take part in this great professional development opportunity to build and refine your critical leadership skills for yourself and the betterment of the CPA profession.


Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a 5-day program* designed to teach members skills that will make them better leaders and managers. Participants will grow as volunteer and business leaders as they focus on improving leadership behavior, as well as critical thinking and management skills.

*NOTE: An optional 6th day is available to those who wish to participate in the Leadership Institute graduation ceremony conducted at the CalCPA Council Meeting in Sacramento. Participation is encouraged, but not required.

CalCPA and the CalCPA Education Foundation underwrite the costs of the program except for a small administrative fee of $249. This administrative fee and all travel and lodging expenses are the responsibility of the individual attendee.

Eligibility: Qualified candidates who are current CalCPA members (in good standing) and who have the greatest potential for fulfilling future leadership roles at CalCPA will be considered. Participants are selected by application, only. Students are ineligible for this program.

2022-2023 Program session dates and times
CalCPA is committed to the safety and well-being of its members and staff. If and where necessary, measures compliant with the COVID-19 guidelines set by the CDC and state and local authorities will be in place for all in-person meetings.

Please note that all dates and times listed are subject to change:

1st Session – November 7 & 8, 2022 in Glendale
First day (Monday): 9 a.m. to 5:30 p.m.
Second day (Tuesday): 8:30 a.m. to 3 p.m.

2nd Session - December 1 & 2, 2022 in Burlingame (CalCPA Headquarters)
First day (Thursday): 9 a.m. to 5:30 p.m.
Second day (Friday): 8:30 a.m. to 3 p.m.

3rd Session - January 17 & 18, 2023 in Sacramento
First day (Tuesday): 8:30 a.m. to 3 p.m. – LDI Graduation at CalCPA Council Meeting (optional)
Second day (Wednesday): 8:30 a.m. to 5 p.m. – Final Class and CPA Day at the Capitol

CalCPA Leadership Institute participants spend 35 hours discussing, analyzing, reflecting and building their leadership skills. The program is worth 35 hours of non-technical CPE, if fully and successfully completed. Among the key concepts covered are:

Fundamentals of Leadership • Identifying Personal Leadership Styles • Strategic Planning and Goal Setting • Client Management • Managing People

APPLICATION   •   PROGRAM SUMMARY   •   PROGRAM LETTER

Applications will be accepted starting June 15. The deadline to apply is Aug. 31. If you have questions about the 2022-23 Leadership Institute program, please contact:

Andrea Torres
andrea.torres@calcpa.org
(818) 546-3510

David Lo
david.lo@calcpa.org
(818) 546-3559