At CalCPA’s members-only Insights tour, we’re not just talking shop—we’re tackling the real-world trends reshaping the profession. From the trusted advisor mandate and AI disruption to California’s regulatory shifts and talent strategy, you’ll walk away with ideas you can use tomorrow. Join the conversations that sharpen your edge, strengthen your network, and help you drive value—for your firm, your clients, and your career.

Morning Session: Partner Breakfast (Invite-Only)

7:45–10:15 a.m.
Join Denise LeDuc Froemming, CalCPA President & CEO, and firm leaders for a private, off-the-record conversation on the most pressing issues impacting firms today, including:

• Macro trends and economic signals

• The trusted advisor mandate

• Talent pipeline and licensure update

• Market insights

Click on a date below to reserve your spot—space is limited.

• Aug. 12, 2025 | Baker Tilly | Irvine

• Aug. 13, 2025 | WestPAC | San Diego

• Aug. 19, 2025 | Armanino | San Ramon

• Aug. 20, 2025 | TBD | San Jose

• Aug. 21, 2025 | Frank, Rimerman | Peninsula

• Aug. 26, 2025 | Bowman | Stockton

• Aug. 28, 2025 | CalCPA | Sacramento

• Sept. 23, 2025 | TBD | West LA/Century City

• Sept. 24, 2025 | TBD | DTLA

• Sept. 25, 2025 | TBD | San Bernardino

• Nov. 12, 2025 | Price Paige | Fresno

• Nov. 13, 2025 | DPVB | Bakersfield

• Jan. 13, 2026 | TBD | Palm Springs

• Jan. 14, 2026 | TBD | Channel Counties

• Jan. 15, 2026 | TBD | San Francisco

Afternoon Session: Lunch & Professional Issues Update—Send your team!

Noon–2 p.m.
Following the morning session, we’re opening the doors to the CalCPA community for an interactive, open-air lunch where we’ll explore key topics affecting CPAs. While every session is unique, you can count on:

• Timely updates on key developments impacting the profession

• Practical ideas you can bring back to your team today

• Tools, trends, and leadership insights to help you stay ahead

• Open Q&A and direct access to CalCPA leadership

• A pulse check on what your peers are thinking and doing

Click on a date below to reserve your spot—space is limited.

• Aug. 12, 2025 | Baker Tilly | Irvine

• Aug. 13, 2025 | WestPAC | San Diego

• Aug. 19, 2025 | Armanino | San Ramon

• Aug. 20, 2025 | TBD | San Jose

• Aug. 21, 2025 | Frank, Rimerman | Peninsula

• Aug. 26, 2025 | Bowman | Stockton

• Aug. 28, 2025 | CalCPA | Sacramento

• Sept. 23, 2025 | TBD | West LA/Century City

• Sept. 24, 2025 | TBD | DTLA

• Sept. 25, 2025 | TBD | San Bernardino

• Nov. 12, 2025 | Price Paige | Fresno

• Nov. 13, 2025 | DPVB | Bakersfield

• Jan. 13, 2026 | TBD | Palm Springs

• Jan. 14, 2026 | TBD | Channel Counties

• Jan. 15, 2026 | TBD | San Francisco