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CalCPA Education Foundation Appoints Scott Hoppe, CPA, As New President

Pressure mounts for EEOC's disclosures on LGBTQ+ employees' status

5 minute read A man waves an LGBT equality rainbow flag at a celebration rally in West Hollywood, California, June 26, 2015. REUTERS/Lucy Nicholson As financial storytellers of companies’ performance and operations, accountants are critical in reporting mandatory annual data via the Employment Information Report (EEO-1), which requires private sector employers with 100 or more employees, and federal contractors with 50 or more employees meeting certain criteria, to submit demographic workforce data, including data by race, ethnicity, sex, and job categories. This form, which is submitted to the U.S. Equal Employment Opportunity Commission (EEOC), serves as the foundation for the government’s understanding of pay gaps and representation of underrepresented communities among U.S. employers.

LGBTQIA employees leaving accounting profession

Diverse talent leaving accounting jobs due to 'lack of inclusion'

ADVI$OR, CalCPA'S New Financial Planning Conference, Features Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management

Share this article Share this article BURLINGAME, Calif., Jan. 20, 2021 /PRNewswire/  CalCPA announced today that Dr. David Kelly, Chief Global Strategist and world-renowned expert from J.P. Morgan Asset Management, will deliver the keynote at its upcoming ADVI$OR online conference focused on personal financial planning (PFP) and wealth management.  Newly created, ADVI$OR is designed for more advanced and expert CPA financial planners, wealth managers and investment advisors advising high net worth individuals and family offices on current issues impacting their wealth.  Recent challenges due to the pandemic and overall economic uncertainty have added multiple layers of complexity to the markets and have a direct impact on wealth preservation, said Brad Monterio, Chief Learning Officer for CalCPA. CPA financial planners will benefit from our ADVI$OR program because it tackles timely issues such as ESG Investing, the latest regulatory changes, and opportunity zone investm