The California Society of Certified Public Accountants (CalCPA) (www.calcpa.org) is a professional association of CPAs and the nation’s largest state accounting organization. It serves more than 40,000 members in public practice, private industry, education and government. Through CalCPA Institute, a 501(c)3 nonprofit, CalCPA members provide financial literacy programs to high schools and community groups.
Student membership is FREE for any person who is a full-time or part-time undergraduate and has never been licensed as a CPA nor achieved a bachelor’s degree, by going to the express application at www.calcpa.org/studentapp. Graduate students pursing CPA licensure fall under the Candidate membership category and their first year is FREE, candidates can sign up at www.calcpa.org/joinfree.
David Lo, CAE currently serves as the senior strategic relations manager at CalCPA Institute, a 501(c)3 division of the California Society of CPAs (CalCPA). The Institute’s mission includes empowering all Californians through financial literacy, promoting the CPA profession among high school and college students and career outreach to underrepresented minority populations.
David is an active member with the American Society of Association Executives (ASAE) and California Society of Association Executives (CalSAE). He has served on CalSAE’s government relations committee and Southern California regional council as a member at large.
As the global association for investment management professionals, the vision of CFA Institute is to serve all finance professionals seeking investment management-related education, knowledge, professional development, connection, or inspiration. We are pleased to work with Beta Alpha Psi to help students explore and prepare for a career in the investment management industry.