Los Angeles, CA
CalCPA Members Club Summit — July/August 2025
Date: July 30 - Aug. 1, 2025
Time: 12 – 2 p.m. PT
This event begins in:
Overview
Join us July 30–Aug. 1 for a summit where ambition meets innovation. Experience the energy of Hollywood with interactive CPE sessions led by industry leaders and rising stars. Network like a pro at lively evening receptions infused with LA’s signature style, flavors, and entertainment. And don’t forget to bring your best West Coast-chic look—because in this city, professionalism comes with a touch of flair.
What’s Included in Your Registration?
Your registration fee grants you full access to an incredible lineup of events and experiences designed to inspire, connect, and elevate your expertise! Here’s what’s included:
⭐ All Education Sessions (July 30 – August 1) – Gain valuable insights from industry leaders.
⭐ New Attendee Mix & Mingle – Kick-start your networking with fellow first-timers.
⭐ Swing into the Summit Welcome Reception (Wednesday evening) – A fun and engaging way to meet peers and sponsors.
⭐ Thursday Morning Breakfast with the Stars – Fuel up and connect with top professionals.
⭐Opening Keynote Speaker – Be inspired by a thought-provoking keynote to start your day.
⭐ Lunch – Enjoy a delicious meal while networking with attendees.
⭐Concurrent Sessions – Choose from a variety of dynamic sessions tailored to your interests.
⭐ Access to Elite Sponsors – Connect with top-tier sponsors and discover innovative solutions.
⭐ Refreshment Breaks – Stay energized throughout the event.
⭐Closing Keynote Speaker – Wrap up the summit with a powerful and memorable keynote.
Register now and experience three days of learning, networking, and inspiration!
Bring a guest to share the experience! Your guest will enjoy:
⭐Welcome Reception (Wednesday Evening) - A lively kickoff to the Summit with great company, networking and refreshments.
⭐Thursday and Friday Social Breakfasts - Start the day together with great food and even better conversations.
Product Code
99-CCALC0725
Credit Type
CPE: 8.5Format
In-Person
Agenda
1 – 5 p.m. PT
CalCPA Council Meeting (Council Members Only)
6:30 – 8:30 p.m. PT
Welcome Bash
8 – 8:45 a.m. PT
Social Breakfast
8:55 – 9 a.m. PT
Welcome and Opening Remarks
9 – 10 a.m. PT
Keynote Session: 7 Non-Obvious Trends Shaping the Future Normal
What are the world-changing trends that will actually shape the future? From biophilic skyscrapers to generative AI to haptic interfaces, this keynote will offer a clear-eyed overview of not only the technology changing our world, but also explore the deeply human questions all this advancement will raise. This is not a boring academic talk or “futurist theater.” Instead, it's a highly actionable (and deeply non-obvious!) glimpse into how you can anticipate and lead the future.
Field of Study: Personal Development
CPE: 1.0 (Non-Technical)
Speaker(s)
Rohit Bhargava
10:15 – 11:05 a.m. PT
Multiple Sessions to Select from
Concurrent 1: The New Standard - Meeting Taxpayer Expectations in 2025
In today’s evolving accounting landscape, client expectations have shifted dramatically, driven by advancements in technology and the demand for seamless, personalized services. "The New Standard: Meeting Taxpayer Expectations in 2025" delves into the groundbreaking insights from a survey of 1,000 taxpayers, revealing what clients truly want from their accounting and tax professionals. Discover how technology, communication, and trust-building are transforming the industry and learn actionable strategies to adapt and thrive in this new era. This session will equip you with a clear understanding of the trends shaping client satisfaction and practical steps to enhance your firm’s competitiveness in 2025 and beyond. Whether you’re a seasoned expert or new to the field, this discussion will empower you to elevate the client experience and future-proof your practice.
Field of Study: Business Management & Organization
CPE: 1.0 (Non-Technical)
Concurrent 2: Transforming Accounting into a Strategic Function
A common misconception in finance is that accounting work is tactical in nature and focused on past performance. Ramp’s Senior Controller Edwine Alphonse has built multiple high-performing accounting functions that debunk this stereotype. In this session, they will share how accounting leaders can educate, hire, and leverage technology to help their teams drive more impact.
Field of Study: Business Management & Organization
CPE: 1.0 (Non-Technical)
Concurrent 3: AI-Powered Pricing - Using Technology to Set the Right Prices
As accounting firms evolve, technology is no longer just a tool - it’s an extension of expertise. AI is reshaping how firms price their services by bringing in data-driven analysis, efficiency, and consistency. In this live session, Omry Man will explore how AI can support firms in pricing their work, helping them analyze trends, adapt to market shifts, and ensure alignment between value and fees.
Attendees will discover how AI can automate pricing insights, reduce manual guesswork, and provide structured recommendations for services like monthly accounting, tax returns, cleanup work, and advisory engagements. This session will move beyond AI as a concept and demonstrate its practical application in firm operations.
Field of Study: Information Technology
CPE: 1.0 (Technical)
11:15 a.m. – 12:15 p.m. PT
Lunch
12:30 – 1:30 p.m. PT
General Session: Alternative Practice Structure Panel
Field of Study: TBD
CPE: TBD
1:45 – 2:35 p.m. PT
Multiple Sessions to Select from
Concurrent 1: Private Equity
Field of Study: TBD
CPE: TBD
Concurrent 2: Offshoring is Broken - What Small CPA Firms Need to Know Before Offshoring
Offshoring is not working for small and midsize firms. While large CPA firms rave about their offshore teams, smaller firms often complain about subpar results and experience. Why is that? This is because larger firms hire employees and smaller firms hire outsourcing agencies. This session educates smaller firms on why they too should hire employees with direct ownership instead and how they can do it within the budget of a small firm.
Field of Study: Management Services
CPE: 1.0 (Technical)
Concurrent 3: The Autistic Executive - Achieving Your Best Professional Life with Autism Spectrum Disorder and OCD
Nancy Yuen shares the lessons she’s learned on becoming a successful Audit and Accounting Executive while navigating the communication and emotional challenges that come with being medically diagnosed as autistic (high functioning) and having OCD. Naturally an extreme introvert, Nancy opens up about her personal journey — from struggling to professionally communicate audit results and connect with peers and managers, to learning how to embrace her authenticity and reframe her neurodivergent traits as strengths, such as her attention to detail and abstract thinking. Now the Global Director of SOX and Audit Compliance at a prominent FinTech company, Nancy credits her growth to directly addressing her mental health challenges, seeking professional support, and learning how to harness her abilities while building her “social muscles".
Field of Study: Personal Development
CPE: 1.0 (Non-Technical)
Speaker(s)
Nancy Yuen
2:35 – 3:05 p.m. PT
Break
3:15 – 4:45 p.m. PT
General: Fraud Scheme Hunt Investigative Workshop
Money is missing at Montague Fellowship Church. Everyone in leadership is a suspect. Uncover the perpetrator and schemes behind fraud in this immersive learning experience. First, take on the role of an investigator to find the perpetrator using the Ethics Dash. Then work on the accounting team to uncover schemes behind the deceit. A whodunnit financial mystery that will advance basic skills and provide fraud awareness tools.
Presented by Red Flag Mania
Field of Study: Fraud
CPE: 1.5 (Technical)
Speaker(s)
Roni JacksonKelly Richmond Pope
4:45 – 4:50 p.m. PT
Closing Remarks and Adjourn
8 – 9 a.m. PT
Social Breakfast
9:15 – 10:15 a.m. PT
General Session: AI
10:15 – 11:15 a.m. PT
11:15 – 11:35 a.m. PT
Break
11:40 a.m. – 12:30 p.m. PT
Closing Keynote
Field of Study: TBD
CPE: TBD
12:30 – 12:35 p.m. PT
Closing Remarks
Faculty
Venue
Fairmont Century Plaza
2025 Avenue of the Stars, Los Angeles, CA, 90067
Get DirectionsYou won't want to sleep any place else.
We hope to see you at the beautifully renovated, fresh and glittering Fairmont Century Plaza, where iconic Hollywood meets CalCPA community and comfort.
Make your hotel reservation here by July 7.
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 Platinum Partners
Our Gold Partners
With Additional Sponsorship Support From
- June15 Consulting Inc.
Additional Details
Cancellation requests must be made at least ten (10) business days prior to the event date. Cancellations made less than ten (10) business days prior to an event will incur a Cancellation Fee.