CalCPA Insights
Exclusive conversations. Local connections. A unique opportunity to engage in high-impact discussions with CalCPA leadership, firm partners, and colleagues from across the professional community.
Join key leaders in your community for candid conversations about the future of the profession.
☕Morning Session: Partners’ Breakfast (Invite-Only)
Join Denise 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
🥗Afternoon Session: Lunch & Professional Issues Update (Send your team!)
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, including:
Trump Tax plan and the impact on your clients
AI you can actually use
California policy watch
Moving from billable to valuable
Succession planning isn't just for partners
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.
Click on the below dates to reserve your spot - space is limited.
☕Morning Session: Partners’ Breakfast (Invite-Only) | 7:45–10:15 a.m.
August 12, 2025 | Baker Tilly Irvine
August 13, 2025 | WestPAC San Diego
November 12, 2025 | Price Paige- Fresno
November 13, 2025 | DPVB- Bakersfield
🥗 Afternoon Session: Lunch & Professional Issues Update (Send your team!) | Noon-2 p.m.
August 12, 2025 | Baker Tilly Irvine
August 13, 2025 | WestPAC San Diego
November 12, 2025 | Price Paige- Fresno
November 13, 2025 | DPVB- Bakersfield
Coming soon
August 19, 2025 | Armanino- San Ramon
August 20, 2025 | San Jose, CA
August 21, 2025 | Peninsula, TBD
September 23, 2025 | West LA/Century City TBD
September 24, 2025 | DTLA TBD
September 25, 2025 | San Bernardino TBD
January 13, 2026 | Palm Springs TBD
January 14, 2026 | Channel Counties TBD
January 15, 2026 | San Francisco TBD
