Barbara Rosenbaum Named Education Foundation President

June 21, 2013

Barbara Rosenbaum

MONTEREY, Calif. (June 21, 2013) — Barbara Rosenbaum, CPA, CVA, has been elected president of the California Society of CPAs (CalCPA) Education Foundation for 2013-14 at the annual meeting of the CalCPA Council.

Addressing CalCPA’s leaders, Rosenbaum, a shareholder and senior vice president at Gumbiner Savett Inc., Santa Monica, said that the foundation will look for “new ways of delivering value” to CPAs, including incorporating more online classes into its offerings.

Rosenbaum noted that the foundation’s vision is to be “the leading provider of continuing professional education (CPE) for CPAs and financial professionals.”

She indicated that during the coming year the foundation will focus on

•           Increasing outreach to members and other financial professionals,

•           Improving and expanding the quality of products and services,

•           Collaborating more closely with CalCPA on cross-marketing and cross-selling, and

•           Creating more partnerships with other CPE providers and with other state CPA societies.

Rosenbaum has more than 30 years of experience as a tax expert. In addition to being a certified public accountant, she is a certified valuation analyst.

“Barbara has been dedicated to serving the Education Foundation for many years,” said Loretta Doon, Education Foundation CEO. “We look forward to working with her to further the Foundation’s growth and increasing our professional education offerings.”

About the Education Foundation

Headquartered in San Mateo, Calif., the CalCPA Education Foundation is a 501(c)(3) organization legally separate from CalCPA. The Education Foundation provides information and continuing education programs to CPAs, other accounting professionals and professionals in related fields. The California Society of Certified Public Accountants (CalCPA) ( is the nation’s largest state accounting organization and the largest CPA association in California. It serves 40,000 members in public practice, private industry, education and government.

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