CHAPTER EVENTS

As the new fiscal year begins, all fourteen chapters are offering many exciting events for the year. Be sure to check out the CalCPA events page here to see what to participate in. Events range from CPE to community outreach and networking. It is a great way to reconnect with your colleagues and learn new updates in the profession. It is also encouraged for members to stay in touch via our social media platforms to stay in tune with recent chapter events. Please reach out to your chapter Program Manager with any questions.

DIVERSITY, EQUITY & INCLUSION

Bringing Pride to Accounting
This summer and fall, CalCPA will again display the promise to actively promote a climate of inclusivity and build a community of belonging by having a presence at various Pride festivals throughout the state, and members are invited to join in the mission. If you are interested in volunteering at the CalCPA Pride booth in one or more of the cities below, please reach out to Collin Stephens.

• Orange County Pride | June 24

• San Diego Pride | July 14-16

• Oakland Pride | September 10

• Palm Springs Pride | November 4-5

Diversifying the Accountancy Pipeline Program Pilot CalCPA is proud to partner with NABA, IMA, CAQ, AAA and Gleim to help increase the number of Black and African American persons becoming fluent in accounting. The ‘Diversifying the Accountancy Pipeline Program’ pilot is open to Black college students in California interested in a CPA, CMA or leadership track. There is also a faculty development track for Black practitioners who seek to give back to accounting classrooms. Applications for each track closed April 28. We appreciate those members who encouraged students and future faculty to apply.

INSTITUTE

CalCPA Institute Fundraising
Help CalCPA Fund the Future by supporting DE&I, student and pipeline initiatives. Join the cause and support the future of the profession by donating to the CalCPA Institute. The Institute’s mission to Fund the Future is a shared endeavor with every member of CalCPA and success depends on the unified effort of the entire profession.

Scholarships Awarded to Pasadena City College Students
Four exceptional accounting students from Pasadena City College, namely Bryan Hong Thai, Matthew Hui, Gilberto Jauregui and Katie Ngo were granted scholarships by the CalCPA Institute on May 2. Each of these students were awarded $500 to support their educational aspirations. Congratulations!

High School Presentations
On May 12, CalCPA delivered presentations to five groups of students at Alhambra High School focusing on accounting and forensic accounting careers. The presentations successfully reached over 100 students in total. We extend our gratitude to Kendale King, CPA, and Myron de la Paz from the Los Angeles Chapter for generously dedicating their valuable time to invest in these students despite their busy schedules.

MEMBERSHIP

The CalCPA Membership Team continues to find successes with the membership renewal campaign. Renewal efforts will be focused on continual outreach to members prior to the July 31 suspension deadline.

One of CalCPA’s core goals is to create unrivaled experiences that not only meet but exceed expectations. The organization aims to transform valued members into enthusiastic Super Fans by consistently delivering value and exceptional experiences. The membership team is currently embarking on a communications journey to help members fully understand and utilize the suite of benefits that come with their membership, which includes 28+ hours of CPE.

CalCPA strives to deliver an exceptional and valuable experience by recognizing the importance of listening to member feedback. Your insights and experiences are invaluable. In the coming months, focus groups will be conducted to interview members in an effort to learn how CalCPA can better serve their professional needs.

Firm Engagement and Business Development
The CalCPA Business Development Team has been meeting with firms to help review the updated Elite Membership upgrades and the benefits that 100% classic firms receive. For firms that have not had a chance to meet and learn about the new member benefits including more CPE, free Classified Ads, reserved seating at conferences, a free HR Tool Kit, exclusive firm partner events and more, please email denise.bethel@calcpa.org for a connection to your local representative.

ADVERTISING AND SPONSORSHIPS

Sponsored Webcast Updates: In May, CalCPA kicked off the 2023 CalCPA Technology Showcase, a series of hour-long webcasts that give top tech innovators in the CPA and accounting industry an opportunity to demonstrate their breakthrough technologies to our members. Register for the August 1st showcase sponsored by Shield IT, Suralink and Canpoy Tax. Learn more here.

Members have come to love the CalCPA Mental Health Wellness Series sponsored by CalCPA Health! Hosted by Denise Froemming (President and CEO of CalCPA) and Ron Lang (CEO of CalCPA Health), these popular webcasts cover a variety of important and timely topics and offer 1 CPE Credit per hour-long class.

Register below for these upcoming dates:

• June 16 Resiliency Part 1 and 2

• Aug. 18 Promote Family Health

• Oct. 20 Women and Depression

• Dec. 15 Overcoming Burnout

Affinity Partnership Updates:
Please welcome our new affinity partner KBKG. Established in 1999, KBKG provides turn-key tax solutions to CPAs and businesses. KBKG will offer their tax solutions at a discount to our members. Visit the exclusive savings page to find out more details.

Conference Sponsor Updates:
CalCPA is pleased to acknowledge the sponsors for the 2023 Not-for-Profit Organizations Virtual Conference held on May 18. Sponsors include:

• BPM (Silver)

• Frank Rimerman + Co, Grant Thornton, Harrington Group, and Hood & Strong LLC. (Bronze)

• Additional support from the California Association of Non-Profits

MEMBER COMPETENCY & LEARNING

New Ecommerce Experience for CPE and Events!
You may have noticed some changes if you have visited the Find CPE & Events page recently. In February, CalCPA launched the enhanced search tool and product pages to create a better user experience with a more modern look and feel. On May 1, the new shopping cart was launched to improve the entire end-to-end purchase process. The new cart allows you to save items for later, provides clearer session selection for events and conferences, is an easier way to add co-workers/guests and apply prepaid education credits. Of course, the work doesn’t stop here. Improvements will continue to be made to the member online experience. Your feedback is welcomed! Please reach out to Cheryl Callahan, Senior Director, Marketing and Communications with any comments.

Entertainment Industry Conference | June 22
For more than 50 years, CalCPA's Entertainment Industry Conference has allowed business managers to gather and gain insights and practical advice for issues unique to the industry. Here, you'll learn about critical legislative and regulatory developments and get up to speed on other trending topics.

Register here for the in-person conference.
Register here for virtual conference.

STATE COMMITTEES/SECTIONS

Estate Planning
Estate Planning is excited to get rolling in May. The charter has identified areas of interest for sharing content and resources with membership and will be identifying task force leaders to work on the new statewide CPE initiative. The committee is excited to be working with PFP on monthly CPE and looks forward to sharing skills with membership in this innovative new format. An engaging panel will present at Council for the COT, EPC and PFP members in attendance.

Forensic Services Section (FSS)
The Forensic Expert Leadership Program is designed to help forensic accounting professionals expand their practice and prepare for career development as testifying experts through interactive components such as the opportunity to practice testimony on video, get analyzed by a body language specialist and participate in a mock trial with a judicial representative. The program consists of five days across two sessions and is limited to 20 forensic accounting professionals.

2023 Program Dates/Locations:
Session 1: September 14-15 in Irvine
Session 2: October 5-7 in San Diego

The application period is open from now until June 30. For the application and additional information, you can visit https://calcpa.org/fssfelp.

Save the dates for future section meetings:
August 10 – Business Valuation Section at the Oakland Airport Holiday Inn
August 11 – Family Law Section at the Oakland Airport Holiday Inn