SACRAMENTO, CA, July 31, 2025—At its annual Members Club Summit, CalCPA welcomed new leadership, appointing Jillian Phan, partner at Meloni Hribal Tratner LLP, as chair and Scott Donnelly, founder of PDM CPAs, as chair of the CalCPA Education Foundation.
Both leaders bring deep CalCPA roots and a passion for strengthening the future of the CPA profession.
A member of the CalCPA Board of Directors and past president of the CalCPA Los Angeles Chapter, Phan had her eyes set on a medical career while in college, but found herself instead drawn to accounting classes, changed her major and has never looked back.
"Accounting just clicked with me," said Phan, who sees attracting the next generation as the biggest issue facing the profession.
"There is a talent shortage, and we need tech-savvy professionals to lead the CPA profession into the AI-driven future," she said.
Also a past president of the CalCPA Los Angeles Chapter, Donnelly has served as a member of the CalCPA Estate Planning, Communications Advisory and Technology committees.
As someone who enjoys working with numbers, Donnelly also landed on a CPA career while in college.
"When I transferred into the business school at Cal State University, Long Beach I started to hear more about CPAs. I took an audit class and didn’t like it very much," he said. "I met with my counselor, and he suggested I take tax classes. I was hooked after the first day of the individual taxation class."
Donnelly also believes attracting students to pursue an accounting degree and career is paramount for a profession that "has so many avenues to pursue," he said.