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CalCPA Announces Partnership with Anchor to Bring Autonomous Billing & Collections to the Entire Accounting Industry

/PRNewswire/ -- The California Society of Certified Public Accountants (CALCPA) announces a new partnership with Anchor, an autonomous B2B billing &...
United States Denise Leduc Froemming David Colgren California Society Of Certified Public Accountants California State Society Of Certified Public Accountants California Society

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CalCPA Women To Watch Award Winners Announced During Its Elevate: Women's Leadership Forum

Share this article Share this article BURLINGAME, Calif., April 23, 2021 /PRNewswire/ -- The California Society of CPAs (CalCPA) honored eight top women in the accounting profession during its 2021 Women to Watch Awards hosted during its long-running Womens Leadership Forum called Elevate on April 23, 2021. The annual Women to Watch Awards recognize female CPAs and financial professionals across all stages of their careers for their leadership, community and public service, advocacy, mentori...
South Lake United States Redwood City San Francisco Julia Kniesche David Colgren

CalCPA Expands Opportunities for Formerly Licensed CPAs to Engage with its Statewide Accounting Communities

CalCPA Expands Opportunities for Formerly Licensed CPAs to Engage with its Statewide Accounting Communities News provided by Share this article Business Professional membership category designed for California residents who formerly held a CPA license. "CalCPAs Business Professional membership is intended to broaden opportunities for formerly licensed CPAs to engage with our statewide accounting and finance communities in a more targeted and meaningful way," said Matthew Koontz, CalCPA Vice Pr...
United States David Colgren Matthew Koontz Bret Johnsen Cpas Cal California State Society Of Certified Public Accountants

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 ...
United States Mitchell Freedman Michael Fitzpatrick Jonathanc Lurie Kirsten Boer Brad Monterio

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