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More than 40,000 members of the California Society of CPAs provide financial advice to individuals, families, businesses of all sizes and nonprofit organizations. If you are a reporter covering financial topics, you’ll want to speak with one of our experts. They can discuss such subjects as taxes, fraud prevention, estate planning, budgeting, saving for college, retirement planning, managing credit, the financial aspects of marriage, business valuation, succession planning, forensic accounting, auditing and many more. To set up an interview, contact our public relations manager. (Please note that this service only is available to members of the news media. If you are seeking a CPA for personal consultation, please use our Find a CPA service.)
January 9, 2019
BURLINGAME, California—The California Society of CPAs (CalCPA) and the CalCPA Education Foundation announced today that CEO Loretta Doon, CPA, will be retiring in June 2019. After an extensive nationwide search, the CalCPA board of directors and the foundation board of trustees have named Anthony Pugliese, CPA, CGMA, CITP, as the new incoming CEO of both organizations.
Pugliese will begin on May 1, 2019, at the beginning of the membership year and will work closely with Doon on the transition.
“I’m incredibly grateful to have worked with my talented staff, dedicated boards and committee volunteers, our diverse members and our partners over these years to build CalCPA into the largest state CPA society,” said Loretta Doon, CPA, CEO of CalCPA and the Foundation. “Our goal is to continually meet the evolving professional and education needs of our members so that they can protect the public interest. We accomplish this through a collaborative, diverse and inclusive culture that leads us to more innovative solutions for our members.”
Doon is recognized for her many achievements as head of CalCPA and the foundation, including surpassing a record-setting 45,000 in membership and purchasing their headquarters building in Burlingame. She has been named one of Accounting Today’s Top 100 Most Influential People in Accounting numerous times. Doon was also the chief architect for constructing a platform that attracted 53 education partners across the country, including 48 state CPA societies, four associations, and a national CPE vendor. This platform will continue to evolve, expand and provide the highest quality education under Pugliese’s leadership.
Incoming CEO Anthony Pugliese will join the organizations in May in order to work closely with Doon on a seamless transition before the end of her term. Pugliese was most recently the executive vice president of membership, technology and learning for the American Institute of CPAs (AICPA), the world’s largest member association representing the accounting profession. Prior to that, he served as AICPA’s chief operating officer.
Pugliese served for more than 20 years at AICPA and also worked as an audit manager at Deloitte & Touche from 1990-97.
“I am incredibly excited about this new opportunity to work with the members, the boards and the staff to deliver on the strategic priorities of CalCPA and the foundation,” said Pugliese. “I look forward to sharing my experience in all aspects of the profession with our staff and members, and all our partners and being inspired by their diverse perspectives. We will draw upon these collective experiences to lead CalCPA and the foundation into the next era.”
In addition to being a CPA, Pugliese holds the AICPA’s CGMA credential for accountants in business and management accounting as well as its CITP for accountants with technology expertise.
Lewis Sharpstone, CPA, CalCPA chair, added “It was important for us to select an incoming CEO with a strong vision for the future of CalCPA and the foundation. Anthony’s vision not only builds off of Loretta’s accomplishments to date; it will keep us focused on our mission to serve the profession’s needs as it evolves and to protect the public interest.”
Doon hands over leadership to Pugliese at the strongest time in the organization’s history. She added, “I’ve loved everything about my job at CalCPA and the foundation, especially the learning moments that happened every day. I couldn't have wished for a better role. It’s been such a privilege to be working on behalf of my profession and working with my colleagues both at the leadership level and at the staff level.”
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form the current entity. CalCPA has 14 chapters throughout California.
July 16, 2018
BURLINGAME, California—The California Society of CPAs (CalCPA.org) has grown to 45,000 members, Lewis Sharpstone, CalCPA 2018-19 chair, has announced. The milestone cements CalCPA's status as the nation's largest state CPA association.
"We are gratified that so many California certified public accountants, CPA candidates, students and financial professionals have decided that membership in the California Society of CPAs is vital to advancement in their careers," said Sharpstone, speaking on behalf of the society.
"We believe that membership in CalCPA is beneficial both to our members and to the public," he continued. "Through its various programs, CalCPA promotes the highest professional standards, and our members are committed to improving the financial literacy of all Californians."
Sharpstone noted that based on a survey of CalCPA members, they performed more than 1.2 million hours in volunteer services during the past year. These services included participating in or conducting financial literacy programs in communities throughout the state.
CalCPA has several categories of membership, ranging from student to lifetime members, who have been CalCPA members for 40 years. It also offers membership to financial professionals who have never been CPAs.
More than 130 accounting firms in the state have all their CPA staff enrolled in CalCPA.
Among its newest initiatives to serve members is CalCPA Connect. While CalCPA offers numerous in-person professional development opportunities, CalCPA Connect will provide web-based interconnectivity among participating members.
"We envision CalCPA Connect as a way members can easily tap the expertise and knowledge developed through our various committees and sections," Sharpstone said. "Members not only will be able to access best-practice studies and other research through CalCPA Connect, they'll also communicate directly with member experts and colleagues to get their advice."
CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized. In 1909, it merged with two other state CPA associations to form the current entity.
CalCPA has 14 chapters throughout California.
June 22, 2018
LOS ANGELES—Eileen Pastenieks, has been elected president of the California Society of CPAs (CalCPA.org) Education Foundation for 2018-19 by the CalCPA Council at its meeting at the Westin Bonaventure Hotel.
Pastenieks has served on the board since 2012 and most recently held the position of first vice president.
The Foundation, which has 48 state partners, offers more than 1,750 live and webcast continuing professional education (CPE) courses to CPAs and other financial professionals.
In accepting her new position, Pastenieks said that technology has changed the way accountants and finance professionals take their CPE. She noted that the majority of the training is being done on-line and keeps evolving at an accelerated rate.
"The Foundation is tasked with rapidly developing innovative products and services to meet the needs of its customers, which include young and seasoned accounting and financial professionals," Pastenieks said. "Providing education continues to be an extremely competitive environment."
She said that the Foundation strives to provide quality CPE. The newest trend in delivering CPE is called "nano" learning, which consists of 10-minute units. The Foundation plans to launch nano-learning modules within the coming year.
Pastenieks is the managing partner of Pastenieks, Bucheli & Falasco LLP, Modesto, California. She is the litigation services chair for CalCPA's San Joaquin Chapter and is a former state chair of CalCPA's Management of Accounting Practices Committee.
Pastenieks holds a bachelor's degree in business administration (accounting emphasis) from California State University, Stanislaus.
About CalCPA Education Foundation
Headquartered in Burlingame, California, the CalCPA Education Foundation is the nation's largest CPE provider associated with a state CPA society and offers more than 1,750 live courses, conferences, webcasts and on-demand self-study courses annually. Visit calcpa.org/catalog for more information.
June 21, 2018
LOS ANGELES—Lewis Sharpstone, CPA, will focus on the "P" (for "public") in the professional designation "certified public accountant" during his 2018-19 tenure as chair of the California Society of CPAs (CalCPA.org), the nation's largest state CPA society.
During his inauguration at CalCPA's annual members meeting at the Westin Bonaventure Hotel, Sharpstone said that the "P" reminds CPAs that they "have a sacred duty to always act in the public interest and protect the public."
Sharpstone indicated that he will emphasize the "P" in several ways, including
In addition, Sharpstone said he will work on enrolling more Big Four members into CalCPA membership. He noted that Deloitte has signed up 100 percent of its California partners and managers with CalCPA. Other large firms also are encouraging their California staffs to join CalCPA.
Furthermore, Sharpstone will build on the efforts of his predecessors to increase diversity and inclusion, expand CalCPA's professional forums initiative to provide all members with access to knowledge and information developed by committees and sections, and attract more non-licensed financial professionals to CalCPA.
Sharpstone previously served as CalCPA's first vice chair. He is an assurance partner with BDO United States' Los Angeles office. He leads the nonprofit practice in BDO's west region. Over the past 25 years, he has worked with more than 200 nonprofits.
Among those serving with Sharpstone on the CalCPA board of directors are Robert A. Reynolds (first vice chair) of Moss Adams LLP, Jolene N. Fraser (secretary/treasurer) of EisnerAmper LLP, Kathy A. Johnson (past chair) of CPA Forensics Plus, Lynda R. Boman (vice chair) of Boman Accounting Group, Matthew Martin (vice chair) of PDM LLP, Mike A. Ray (vice chair) of California Casualty Management Co., Laura Ross (vice chair) of EisnerAmper LLP, and Eileen M. Pastenieks (CalCPA Education Foundation president) of Pastenieks Bucheli & Falasco LLP.
June 30, 2017
LAS VEGAS—Okorie Ramsey, CPA, CGMA, PMP, has been elected president of the California Society of CPAs (CalCPA.org) Education Foundation for 2017–18 by the CalCPA Council at its meeting at the Encore Hotel.
Ramsey has served on the board since 2010 and most recently held the position of first vice president.
The Foundation, which has 45 state partners, offers more than 1,400 live and webcast continuing professional education (CPE) courses to CPAs and other financial professionals.
In accepting his new position, Ramsey said that educating young and seasoned accounting and finance professionals is undergoing unprecedented change. How and where they take training to keep their clients, companies and firms updated is evolving rapidly, he noted. He said the Foundation is “developing innovative products and services to meet and exceed the needs of our customers in an extremely competitive environment.”
He said that the Foundation continues to devise options and methods to deliver quality and compliant CPE. These include creating products such as 10-minute learning units called nano and exploring additional curriculums to provide more strategic and engaging learning opportunities for finance and accounting professionals.
Ramsey is vice president, finance compliance officer & SOX leader for Kaiser Foundation Health Plan in Oakland, California. He represents California on the American Institute of Certified Public Accountants Council and is a former chair of the Accounting Career Awareness Program for high school students in the San Francisco Bay Area.
Ramsey is a lifetime member of the National Association of Black Accountants and serves as an adjunct professor for the MBA program at San Francisco State University. He holds a bachelor’s degree in business administration (accounting emphasis) from San Francisco State University and a Kaiser Permanente Executive Leadership Program Certificate from Harvard Business School.
Headquartered in Burlingame, California, the CalCPA Education Foundation is the nation’s largest CPE provider associated with a state CPA society and offers more than 1,400 live courses, conferences, webcasts and on-demand self-study courses annually. Visit calcpa.org/catalog for more information.
June 29, 2017
LAS VEGAS—As she becomes chair of the California Society of CPAs (CalCPA.org) for 2017–18, Kathy Johnson, CPA, says she will devote her term to three things:
At her inauguration at a meeting of the CalCPA Council at the Encore Hotel, Johnson noted that as the first black chair of CalCPA, she aspires to be a role model for others of diverse backgrounds. She hopes to work with such organizations as the National Association. of Black Accountants and the Association of Latino Professionals “to inspire young minorities to give them an opportunity to see themselves as a CPA.”
She also emphasized to her fellow CPAs the importance of CalCPA’s efforts to improve the financial literacy of Californians: “I would like to shine a spotlight on these programs that are increasingly needed in all sectors of our economy,” she said. “No one is too young or too old to focus on financial literacy.”
Johnson noted that CalCPA’s Campus Ambassador Program, which currently reaches into 40 California college campuses, has significantly increased student involvement in CalCPA. The society also provides scholarships and mentoring for accounting students. Johnson hopes to extend CalCPA’s outreach to high school students to make them more aware of career opportunities in accounting.
“There are opportunities for everyone in this profession, and I really want to take advantage of this opportunity and platform to communicate that message, as well as be a role model,” she said.
Johnson previously served as CalCPA’s first vice chair. She is a forensic accountant and owner of CPA Forensics Plus, San Bernardino, California.
Headquartered in Burlingame, California, the California Society of Certified Public Accountants (CalCPA.org) is the nation’s largest state accounting organization and the largest CPA association in California. It serves more than 43,000 members in public practice, private industry, education and government. Through CalCPA Institute, a 501(c)(3) nonprofit, CalCPA members provide financial literacy programs to high schools and community groups.