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. 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
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
August 19, 2025 | Armanino | San Ramon
August 28, 2025 | CalCPA | Sacramento
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
August 19, 2025 | Armanino | San Ramon
August 28, 2025 | CalCPA | Sacramento
November 12, 2025 | Price Paige | Fresno
November 13, 2025 | DPVB | Bakersfield
Coming soon
August 20, 2025 | TBD | San Jose
August 21, 2025 | TBD | Peninsula
September 23, 2025 | TBD | West LA/Century City
September 24, 2025 | TBD | DTLA
September 25, 2025 | TBD | San Bernardino
January 13, 2026 | TBD | Palm Springs
January 14, 2026 | TBD | Channel Counties
January 15, 2026 | TBD | San Francisco
