The California Certified Public Accountants Education Foundation (founded in 1966) is a 501(c)(3) organization.

The Education Foundation is overseen by a 15-member Board of Trustees that meets to set policies, strategies, goals and financial parameters. Trustees are elected annually by a nominating committee. They may serve a maximum of three two-year terms. Included on the Board are CalCPA/Education Foundation CEO, current CalCPA chair and the immediate past president of the Foundation.

• Courses and conferences developed to comply with the Statement on Standards for Continuing Professional Education (CPE) Programs jointly issued by NASBA and the AICPA

• CPE credit in required categories: Accounting & Auditing, Ethics, Fraud and Government/Yellow Book

• Courses approved for credit for Enrolled Agents and Certified Tax Preparers, Certified Financial Planners, MCLE for attorneys, and more

• Top instructors: practicing CPAs, business owners, consultants, professors, attorneys and professional presenters

• Onsite training and core staff training options for firms

California Society of CPAs is dedicated to increasing the value and promoting the integrity of the CPA profession while advocating on behalf of its more than 40,000 members in public practice, industry, education and government. CalCPA members benefit from special Education Foundation discounts, including:

• CalCPA member pricing on Education Foundation-produced CPE events and products.

• CalCPA members who are full-time accounting educators receive complimentary admission into Education Foundation-produced courses.

• CalCPA life members receive a 50 percent discount on CPE Select80 prepaid education and all Education Foundation-produced events. The discount does not apply to Coupons or CPE products.

• Licensed members who are current on their membership dues are eligible to receive a FREE 4-hour webcast or self-study Ethics course from the Education Foundation.

The California Board of Accountancy works to protect the public welfare by ensuring that only qualified persons are licensed and that appropriate standards of competency and practice are established and enforced. The Education Foundation follows the CPE Guidelines of the CBA and provides courses that qualify in any required area of CPE as published by the Board.

Vision

The California CPA Education Foundation is the leading provider of continuing professional education for CPAs and financial professionals.

Mission

Through innovation and in partnership with the CPA profession, we deliver quality education and build knowledge to foster excellence and advance individuals and the profession.

Core Values

• Innovation

• Integrity

• Quality and Value

• Customer Service

• Ethics

Strategic Priorities

• Ensure quality and timeliness of educational offerings.

• Promote innovation in education and knowledge delivery.

• Ensure educational offerings support a CPA’s and financial professional’s full professional life cycle.

• Empower stakeholders to thrive in a global marketplace.

• Board of Trustees

• Bylaws

• Articles of Incorporation

Annual Reports

• 2021-22 Audited Combined Financial Statements

• 2020-21 Audited Combined Financial Statements

• 2019-20 Audited Combined Financial Statements

• 2018-19 Audited Combined Financial Statements

• 2017-18 Audited Combined Financial Statements

To request a copy of the CalCPA, CalCPA Education Foundation or CalCPA Institute tax returns, contact Natalie Quan, CFO.