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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. CalCPA s 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 President of Marketing and Communications. Not only do Business Professional members benefit from this engagement through expanded networks and access to technical guidance, they also bring greater diversity and inclusion to our membership and a wealth of new experiences and ideas to share with other members. ....
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 opportuni ....