CalCPA Leadership Institute

The CalCPA Leadership Institute Program is back! After a hiatus last year, we are excited to offer this essential leadership program again to our members for the 2021-2022 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 that is responsibility of the individual participant. Travel expenses are also the responsibility of the 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.

2021-2022 Program session dates and times:
Please note that dates and times listed are subject to change. CaCPA is committed to the safety and well-being of its members and staff. Safety 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.)

• 1st Session – November 17 & 18, 2021 in Glendale
  First day: 9:00am to 5:30pm
  Second day: 8:30am to 3:00pm


• 2nd Session - December 7 & 8, 2021 in Burlingame (CalCPA Headquarters)
  First day: 9:00am to 5:30pm
  Second day: 8:30am to 3:00pm


• 3rd Session - January 17 & 18, 2022 in Sacramento
  First day: 8:30am to 3:00 pm – CalCPA Council Meeting* (optional)
  Second day: 8:30am to 5:00pm – CPA Day at the Capitol and final class

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

The application period opens on June 1 through August 31. To review the LDI program summary, please click here. If you have interest in or questions about the 2021-22 Leadership Institute program, please contact Andrea Torres. Thank you.