Chair: Glenn Freed, CPA/PFS

Vice Chair: Rob Seltzer, CPA/PFS

Secretary: Greg Desmond, CPA/PFS, CFP

Staff liaison: Valerie Ruban

* This is a state committee with corresponding chapter committees.

The committee continues to approach its mission through the use of four sub-committees, each with its own goals.

Communications Sub-committee

Working together to create, communicate and deliver content to CPAs that develops opportunities around the specialization of Personal Financial Planning in California.

• Communicate on a regular basis with CalCPA leadership to promote programs that advance our profession.

• Members to produce articles for the June issue of California CPA magazine each year. Occasional policy pieces.

• Chapter chairs and others on the committee present at chapter meetings, universities, chapter discussion groups. Focus on profession/CPA. Promoting career path, why choose PFS, etc.

• Continue gathering/creating toolkit (templates, tagline, elevator speech, press releases) that everyone can use.

• Produce a series of one-hour webinars that discuss such subjects as retirement planning, investment planning, practice management, economics, and financial planning updates.

• Develop and promote communications to CFO, CEO, and key CalCPA constituencies.

Legislative and Regulatory Sub-committee

• Provide updated information primarily related to California CPA financial planners including:

  • Actual changes in law and regulation that impact CPA financial planners

  • Significant pending changes in law and regulation that might impact CPA financial planners

  • Other compliance issues that might impact CPA financial planners

• Will include information available through CalCPA, SBA and federal resources

• Only the full committee will make formal referrals to CalCPA or other interested parties. Individual committee members are not limited in their use of any provided information.

Professional Growth Sub-committee

• To develop and implement professional growth initiatives to support the mission of the statewide PFP Committee.

• To promote the personal financial planning core service and enable California CPAs to provide outstanding and profitable personal financial planning services

Practice Management Sub-committee

• To research and present cutting-edge practice management ideas for CPA financial planners and to present those ideas to the Personal Financial Planning Committee for dissemination to CALCPA membership.

• Explore and develop best practices for California investment advisory and financial practices, which encompass the areas of tax planning, investment management, estate planning, risk management and charitable giving.