Delve into how you can effectively implement AI in the workplace, drawing insights from firms already utilizing these technologies. From navigating the development and implementation process to leveraging AI to reduce workloads and enhance client focus, discover how professionals are spearheading the transformation of the CPA profession.

This enlightening session and panel discussion will help organizations understand the nuances of human behaviors and the implications that can be addressed through improved experiences and technologies.

In our fireside chat on transformational leadership, we will explore the multifaceted nature of leadership, emphasizing adaptability, continuous learning, and personal transformation. The discussion covers strategies for successful organizational transformation, empowering team members, and maintaining vision during times of change and uncertainty. Speakers will highlight the importance of diversity, equity, and inclusion (DEI) in creating a thriving workplace and shared practical insights from real-life experiences. The session will conclude with a Q&A, providing valuable, actionable advice for leaders to navigate the evolving landscape of leadership with confidence and resilience.

In our workshop on leadership and transformation, we will delve into the process of initiating and leading organizational change through a series of incremental shifts aimed at achieving well-defined, aspirational outcomes. The session emphasizes the importance of setting milestones as lead indicators to guide the transformation. Participants will engage in scenario planning and innovation lab exercises, focusing on filtering and defining ideas, establishing a clear vision of success, and prioritizing goals. Through visioning exercises, both individual and group activities, attendees will learn to write clear outcome statements and ideate actionable steps that align with their long-term goals, ultimately picturing success and refining their ideation process.

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth.

In the last few years, Californians have weathered a lot economically. The tumult of the pandemic on businesses, the instability of rapidly rising prices, and the anxiety caused by international turmoil and a potential recession have made for chaotic and uncertain times. With accumulated challenges underfoot and more on the horizon, now is the time to ensure California and all its people can thrive. Sarah Bohn, the Public Policy Institute of California’s Economic Policy Center’s (PPIC) director, will present the latest research on California’s economy, where it might be headed, and how we can prepare more Californians to thrive amidst the economic transformations ahead. 

The PPIC's Economic Policy Center provides accessible, nonpartisan data and research to further understanding of California's complex economy. With an emphasis on labor market issues impacting workers and businesses, the Center serves as a forum for a non-ideological, evidence-based discussion of real-world strategies and solutions.

Dive into one of the most important issues impacting the CPA profession today, our talent pipeline.

Now let's celebrate CalCPA's 2024-25 Chairs!

• CalCPA Board of Directors Chair, Matt Martin
• Education Foundation Board of Trustees Chair, Ruben Davila

In today's rapidly evolving accounting landscape, the ability to effectively manage people, processes, and change is crucial for success. This 60-minute session is designed to provide attendees with actionable insights and practical strategies to enhance their management skills in these critical areas. Participants will learn how to create a culture of continuous improvement, foster a positive workplace culture, and navigate the complexities of organizational change. Join us for this engaging and informative session to enhance your leadership capabilities and drive success in your accounting practice.

Ready to elevate your practice? This session is designed for professionals who are involved in or are exploring global talent solutions to support their audit, tax, or CAS practice. This session delves into how firms of all sizes are accessing top-tier talent and enhancing their bottom line. It will also address how you can mitigate the common challenges firms face when launching a global talent initiative. Regardless of where your firm is in the process, this course will provide you with the insights needed to effectively leverage global talent solutions.

Continuing the firm transformation theme, these three key areas - mental health and wellness, offshoring talent, and strategy and growth - impacting firms today are top of mind for CPAs and firm leaders. Let's ideate, create and problem-solve together.

While there are many ways to look at capacity, most firm leaders agree they don’t have enough people to properly serve the number of clients they have. How about, instead of talking about getting rid of clients to solve our capacity problems, perhaps we need to talk about revenue replacement. In this session, we will discuss how to:

• Identify Your Target Client(s)
• Create 3 Core Packages of Services
• Develop a Business Development Process to Support
• Message Your Offering in a Compelling Way
• Create a Marketing Strategy to Attract Leads
• Manage the Client Intake Process

There's no better way to learn about trends in the profession, CalCPA programs, and national issues than from CalCPA's newest Board Chair and the CEO.