LA CHAPTER EVENT for CA CPA: OCTOBER 26, 2022 LOS ANGELES MAP COMMITTEE PRESENTATION: END OF TAX SEASON PANEL – “FROM WEATHERING CHANGE TO FUTURE SUCCESS: NEXT STEPS”
Join our Los Angeles MAP Committee as we follow-up on our powerhouse September 2021 and February 2022 5-firm panel discussions on aspects of their being successful during continued COVID-19 challenges for previous and future Tax Seasons, while reaching out to clients for overall Firm success—including Succession & Exit Planning. Our October 2022 5-firm panel of CPA Firms and CA CPA leaders will expand on previous panels to bring creative ways to again adapt, thrive, succeed.
Our focus is on answering the question: “For the future to be more in our control, how do we get ahead of the curve?”
Our focus is on answering the question: “For the future to be more in our control, how do we get ahead of the curve?”As a participatory and interactive group, the Panel:
- Tayiika M. Dennis, CPA, Principal, CliftonLarsonAllan
Current State CA CPA Chair - Jillian Phan, CPA, Partner, Meloni Hribal Tratner LLP
Past LA Chapter Chair - Michael DiBernardo, CPA, Allmon, DiBernardo & Associates CPAs
- Keith Hamasaki, CPA, KROST CPAs & Consultants
Current LA Chapter Chair - Michael Amerio, CPA, Managing Partner, Lucas Horsfall
Led by Mark H. Fowler (LA MAP Chair and LA Chapter Board Member), will explore together these and other topics:
- What operational changes are still needed?
- What succession opportunities are coming into play? Who’s on 1st?
What additional team-building opportunities have yet to be explored? What’s working? What can we tap into?- How can AI and IT continue to add value to needs of firms, individuals?
- What plans are in place to address additional challenges as they arrive? What occurred that made Tax Season as difficult as it has ever been?
- How has remote work production continued to change? What is the future of remote processing?
- What new protocols are in place to help increase tax processing effectiveness? Are you outsourcing services to stay current?
- How have clients changed toward us and toward themselves as we move into future Tax Seasons?
- What can be done to navigate impact of “Quiet Quitting”?
- How are we reaching out and meeting clients’ expanded and expanding needs?
- What impact has new COVID variants had on working together? What new approaches have been considered?
- What new practice areas are evolving? How is CAS evolving in your practice?
- What additional client needs are becoming more prominent?
What additional team-building opportunities have yet to be explored? What’s working? What can we tap into?Tap into the experiences of leaders in the profession as to how they are navigating their firms successfully through one of our planet’s most challenging times.
Learn about what has been taking place during shelter-in-place seasons with client interaction and how many firms re-engineered their practices to go to a higher level of service with clients.
See you soon.
Looking forward to your participation!
Please join us by registering here or at the link below.
Intended for a General Audience: from Senior Managers to Partners and Other Team Members
Time: 12:00pm – 2:00pm Presentation
This event will take place virtually over Zoom. (Zoom link will be emailed the morning of the event.) You MUST pre-register in order to receive the link. The username on Zoom must match the name of the person registered. If at any time you have a question or you are having a challenge with the process, please contact:
- Tricia Galloway: tricia.galloway@calcpa.org
- Shelly Medina: shelly.medina@calcpa.org
NOTE: online registration for all Cal CPA events automatically closes at 11:59 pm the night before the event.
To register the day of the event, please contact:
- Tricia Galloway: tricia.galloway@calcpa.org
- Shelly Medina: shelly.medina@calcpa.org
Zoom link for the event will be emailed 1-2 days prior to our meeting. If you have not yet received the link, on the morning of the presentation, please email Allan Fisher: allan@pfssearch.com
As your LA MAP Chair, Allan Fisher (our Co-Chair) and I are very grateful for your continued support. We wish you all the best in your efforts to create a future for us all in these challenging times.
For Non-Members of CalCPA, please click on Add to Cart. At that point, you will be asked to Login. If you have a membership, input your E-Mail Address and Password. If you do not have a membership, please create one by clicking on the link. It will ask for your email to verify whether you have a membership and. if not, it will help you create one. The event is free for both members and non-members. If you have questions or challenges, please see contact information above.
Our 2022 Calendar of events is coming together.
Please mark your calendars. Meetings begin at Noon PT.
5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors”
– Panel hosted by Mark H. Fowler- 6/22/2022 – Diversity Discussion Panel
– Panel hosted by Allan Fisher - 7/27/2022 – Salary Survey Presentation
– Allan Fisher - 8/24/2022 – Mental Health
– Amber Setter - 9/28/2022 – Client Advisory Services—Helping Clients in New More Effective Ways.
– Mark H. Fowler - 10/26/2022 – End of Tax/Year Panel
– Mark H. Fowler - 12/14/2022 – Inspector Gadget
– David Cieslak
5/25/2022 – “Helping Clients Create, Build or Revise Their Board of Directors”