Reopening with Confidence

July 23, 2020

By Anthony Pugliese, CPA, CGMA, CITP

As California looks forward to continued recovery and fully reopening, CalCPA is committed to providing members with helpful resources and essential support as we return to our places of business. 
In early July, CalCPA produced and shared “Reopening With Confidence,” which provides members with guidance on how to thoughtfully plan for reopening, while ensuring the safety of employees and clients. Its purpose is to inform safety decisions that need to be considered about the physical, procedural and human aspects of your workplace as you prepare to reopen. That publication, available on our website, is just one example of multiple efforts that we are undertaking to provide members with a robust support system for navigating these times together. 

As you may recall from my recent communication to all members, CalCPA surveyed our membership to understand how we can best provide value and service during this unique time. In addition to my email, our social media channels and our COVID-19 resource pages, you can find some survey results in our News and Trends section of this issue. 

One theme is especially clear: Members want opportunities for meaningful connections and engagement, not only to gain new content knowledge, but also to learn from each other. 

In the months ahead, CalCPA is committed to providing multiple and varied opportunities that bring members together for meaningful connections. This includes expanding our catalog of on-demand webinars on current topics, as well as live webinars with real-time Q&A. And as always, CalCPA’s Government Relations team will ensure you remain up-to-date on the latest guidance from Sacramento, such as advice on compliance issues related to new government relief programs. 

CalCPA’s 14 chapters are at the core of who we are and are central to our mission of facilitating growth and resiliency among members. CalCPA and our chapters have been working to create virtual connections designed to foster and enhance relationships among members and content experts. Some of these opportunities include Lunch & Learn series with speakers and round table discussions that promote peer-to-peer learning; committee and content-specific discussion groups; virtual workshops on current topics; and new and innovative ways to acquire competency and learning (CPE). 

As many of us remain isolated at home or in largely shuttered offices, the ability to maintain a healthy work-life balance can be especially challenging. CalCPA is helping on this front, too, by sponsoring fun and engaging activities that are hosted by local chapters with CalCPA staff support. 

These include coffee meetups and happy hours where new members are welcomed, and where experienced CPAs have opportunities to chat or provide mentoring and advice to new CPAs in a casual environment. Other activities include virtual escape rooms, e-sports and virtual cooking classes. Chapter-sponsored trivia and game nights are also underway, where participants compete for prizes like gift cards and CalCPA swag that can be mailed directly to your home. 

We are excited to share details about these opportunities with you soon. While these remain uncertain times, please know that you can count on CalCPA to provide continuous support throughout so that members can thrive and grow in an era where flexibility, agility and opportunities to stay connected are needed most.

Be well.
Anthony Pugliese, CPA, CGMA, CITP is president and CEO of CalCPA.

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