Sacramento, CA
2025 Winter Council Meeting
Date: Feb. 4, 2025
Time: 10 a.m. – 5 p.m. PT
CPE: 0
Member
$0.00
Nonmember
N/A
Members, log in to access your discount.
Overview
Greetings, 2024-25 Members of Council!
We’re excited to welcome you to Sacramento for CalCPA's Council Meeting and CPA Day at the Capitol on Tuesday and Wednesday, February 4-5, 2025! Members attending CPA Day are also invited to attend this meeting.
Product Code
99-CCALC0225
Format
In-Person
Intended Audience
Members of CalCPA Council and invited guests
Level of Difficulty
Overview
Prerequisites
None
Advance Preparation
None
Agenda
9 – 10 a.m. PT
Breakfast
10 – 10:20 a.m. PT
10:20 – 11:20 a.m. PT
11:20 – 11:40 a.m. PT
11:40 a.m. – 12 p.m. PT
12 – 12:25 p.m. PT
Volunteer Engagement Table Discussions
12:25 – 12:30 p.m. PT
Nominations Committee Elections
12:30 – 1:30 p.m. PT
Lunch
1:30 – 2:20 p.m. PT
2:20 – 3:10 p.m. PT
Multiple Sessions to Select from
Crafting a Winning HR Advisory Firm Strategy
Speaker(s)
Julie JonesMastering Expense Management: Automate Workflows for Better Control and Efficiency
Speaker(s)
Logan WongsuwanThe Limits of AI: What AI Can and Cannot Do in Accounting
Speaker(s)
Alex Lee
3:10 – 3:20 p.m. PT
Break
3:30 – 4:30 p.m. PT
Membership Table Discussions
4:30 – 5 p.m. PT
5 – 5:05 p.m. PT
Nominations Committee Election Results
5:05 – 5:10 p.m. PT
Open Forum
5:10 – 5:10 p.m. PT
Faculty
Adam Blitz
Adam Blitz is a seasoned CPA and Business Advisor with a proven track record in Fresno, California. As the founder of Streamline CPAs since 2015, he specializes in developing and managing accounting systems as an outsourced controller and tax advisor for clients worldwide. Adam's unique approach to leveraging technology enables high-level financial discussions and decision-making in a timely manner.Within CALCPA, Adam has been active at the lo...
More about Adam Blitz
Jason R Fox
Jason Fox has been with CalCPA since 2011 and is CalCPA’s Vice President of Advocacy and Public Affairs. Based out of CalCPA’s Sacramento office, he works with the rest of the CalCPA Government Relations team to advocate on behalf of the CPA profession on public policy issues before the Legislature, California Board of Accountancy and other regulatory entities. Jason also helps ensure that CalCPA members are informed of emerging and ongoing pu...
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Denise LeDuc Froemming
Denise LeDuc Froemming is CalCPA’s President & CEO. She is an innovative, inspirational executive with a demonstrated record that includes exceeding profitability goals, turning around underachieving business units and driving increased revenues and market share. At the center of her leadership, is establishing cultures and environments that foster authenticity, celebrate differences and stimulate honesty among people from different background...
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Taryn Hoffmann-Torres
Taryn is a licensed CPA and a manager in her firm’s Audit & Assurance Services Department. Her practice focus includes financial statement reporting, audit and review services, evaluation of internal controls, business consulting services for privately held companies, and employee benefit plan audits. She works with a wide variety of clients in the manufacturing and distribution, mortgage banking, transportation and maritime, construction, pro...
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Julie Jones
Alex Lee
Matthew Martin
Matthew Martin has over 15 years of professional tax and accounting experience in various specialties, including tax planning and compliance, financial management, and technology. Over the past seven years, Matt has been focused on consulting with clients in the cannabis industry, from seed to sale, assisting them with navigating the maze of regulations and taxes.Matt has helped closely held, inventory-based businesses and high-net-worth indiv...
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Carla McCall, CPA, CGMA
Carla McCall, CPA, CGMA, is the 2024-2025 is the Chair of the American Institute of CPAs (AICPA) and Co-Chair of the Association of International Certified Professional Accountants (Association).Throughout her career, McCall has served in several volunteer roles with the AICPA: AICPA Board of Directors, AICPA Investments Committee, AICPA Audit and Finance Committee, AICPA Political Action Committee, PCPS Executive Committee, and as a member an...
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Natalie M. Quan
Natalie is the Chief Financial Officer of the California Society of CPA’s and CalCPA Education Foundation, the nation's largest state CPA society. Prior to CalCPA she was the Controller of the San Francisco Ballet Association and a non-profit audit manager in a regional CPA firm. Natalie holds a bachelor’s degree in accounting from San Jose State University, is a Certified Public Accountant, graduate of Stanford University’s Emerging CFO Finan...
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Miklos Ringbauer
Miklos Ringbauer is the founder of MiklosCPA, an accounting and tax strategy firm based in Southern California. With a focus on supporting the success of small businesses, Miklos and his firm bring expertise and value to clients through customized accounting solutions. His experience has been built on working in diverse business environments, which has provided him with a unique and distinctive advantage when developing solutions as a business...
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Christie Simons
As the Audit & Assurance Technology, Media & Telecommunications (TMT) industry leader with Deloitte & Touche LLP, Christie has almost 30 years of experience serving global technology clients. She is a specialist in serving fast-growing, dynamic venture-backed companies and large complex publicly-listed technology clients with external audit, IPO, M&A and SOX services. She also leads several cross-functional global teams delivering Deloitte’s b...
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Logan Wongsuwan
Venue
Sponsors
CalCPA would like to thank our sponsors for their generous support in helping make this event a success. Learn more about them by clicking on their logo below.
Our Gold Partners
Additional Details
CalCPA will cover sleeping room reservation for one night for Council members at the Kimpton Sawyer. Our room block expires on Jan 23, 2025. You can make your reservation here.