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April is Financial Literacy Month

By Marleen Thudium, CPA

12_pres_sm.jpgSince most CPAs are either too busy at the start of the month or too tired at the end of the month to consider having a financial literacy event, it’s hard to imagine why we celebrate Financial Literacy in April. However, April is a great time to take stock of the happenings of the past year. Taxes can tell us so much about an individual. Have you found that you are passionate about a financial literacy topic right after taxes and then lose momentum over the next few months? I suggest you make a note of the topic and share your passion with the chapter’s board. Let’s make financial literacy an integral part of our contribution to the community.

I challenge CPAs to learn about CalCPA’s financial literacy offerings, as well as those of other organizations, such as the California Jump$tart Coalition, Junior Achievement and Operation HOPE. Let CalCPA, including the chapter board and Crystil Turner in the Redwood City office know of any outstanding programs being offered by schools or government organizations. We would like to recognize your hard work and partner with you in your efforts.

This upcoming year is a special one as we celebrate CalCPA’s centennial—100 years as an organization is quite an achievement! Locally, we will celebrate the centennial at the May 20 Chapter Installation at the San Diego Art Institute in Balboa Park. On the state level, we will celebrate the centennial at a gala June 19 at the Fairmont in San Francisco. I encourage you to mark your calendar now for these special events—and register today.

For all of you working hard through busy season, we look forward to seeing you soon at a CalCPA event.

— Marleen Thudium, CPA

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Sept. 1: PFP Committee Meeting
Sept. 2: LaJolla/Life’s a Beach Discussion Group
Sept. 2: YEP Networking Event at Sheraton Suites SD
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Sept. 16: Taxation Committee Meeting
Sept. 17: North County Coastal Discussion Group
Sept. 17: La Mesa Discussion Group
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Sept. 22: PFP Committee Meeting
Sept. 22: MAP Committee Meeting
Sept. 23: Litigation Committee Meeting

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