*If you plan to participate virtually, there is no cost, DO NOT USE THIS REGISTRATION LINK, please fill out the following form: https://forms.office.com/r/eYzdgUw0Qy

Existing CalCPA account or account creation required to register.

Draft Agenda (all times are PST)

Tuesday, February 25 (arrival day)

6:00 pm– Welcome Dinner (optional)

Wednesday, February 26 (8:30 am–5 pm)

8:30–9:00 am- Registration/Breakfast

9:00–9:30 am- Welcome/Introduction/Ice Breaker

9:30–10:30 am- Accounting Recruiting and Hiring Trends

• Joel Pearson, Senior Campus Recruiting Specialist, Deloitte

10:30-10:45 am- Break

10:45 am-12:00 pm- Successful Collaboration with Accounting Educators

• Jane Medling, Saddleback College
• Walied Keshk, California State University Fullerton
• Patricia Wellmeyer, University of California, Irvine

12:00-1:00 pm- Lunch

1:00-4:15 pm- ACD/Membership Break Outs & Workshops

• ACD
  • 1:00-1:45 pm- Smaller Group Discussions
    • Topics
      • Retaining and Engaging Post Graduates
      • Fundraising Efforts
      • High School Engagement (Building Relationships with Educators and Students)\
  • 1:45-2:30 pm- Smaller Group Discussions
    • Topics
      • College Engagement
      • Licensure Support and Guidance
      • Volunteer Recruitment and Support
  • 2:30-3:30 pm - Larger Group Sharing
    • Each group shares key insights, strategies, or action items with the larger group.
  • 3:30-4:15 pm - Larger Group Discussion 
    • Topic- Shifting DEI Efforts
      • Discussion on evolving diversity, equity, and inclusion strategies
• Membership
  • 1:00-2:00 pm: Roundtables
    • Engagement
    • Membership Growth and Recruitment
    • Corporate Finance CPAs
    • Awareness of Benefits
  • 2:00-2:25 pm: Full Group Discussion
  • 2:25-2:40 pm: Break
  • 2:40-4:00 pm: Sharing Successes
    • Kentucky – Headshots for members and attendance at in-person events
    • Massachusetts – Demo Days, Small Group Peer Circles, and Infoshares
    • British Columbia – Revamping Annual Member Survey and Chapters
    • Michigan – Reaching Members Historically Overlooked
    • Tennessee – Special Interest Group Roundtables and Firm Visits
    • Indiana – Member Sections

4:15-5:00 pm- Optional Discussion on Alternate Pathways to Licensure

6:00-8:00pm- Group Dinner at Shorebird, 2220 Newport Blvd, #101, Newport Beach, CA 92663

Thursday, February 27 (8:30 am–1:00 pm)

8:30-9:00 am- Breakfast

9:00-10:15 am- AICPA Update: Uniform CPA Exam and Resources

10:15-10:30 am- Break

10:30 am-12:00 pm- Student Panel: Enhancing Engagement with the Next Generation of Accountants

12:00-1:00 pm- Lunch/Departure

2:30- 6:00 pm- Optional Activity and Dinner

A hotel room block for a Westin South Coast Plaza is available, please use this link for FOOD group pricing: https://book.passkey.com/go/Feb2025Calcpaacdmembership

If you are attending in person, kindly fill out this survey so we can get a count for our group dinners planned: https://forms.office.com/r/Lpu195YjYg

Any questions about traveling to Southern California can be directed to David Lo at david.lo@calcpa.org.