Joseph A. Filice

Operates as bank holding company

Operates as a state-chartered non-member bank

The California Society of Certified Public Accountants (CalCPA) serves current, past, and future CPAs and accounting professionals by offering continuing professional education, networking, career development, health programs, and professional protection. The non-profit company is based in Redwood City, CA. CalCPA supports CPA licensure and education with guidance on exam requirements, licensing steps, renewal processes, regulatory review courses, livestreams, and resources for licensing questions. The organization administers the AICPA peer review program for firms, provides directories and compliance support, and promotes financial empowerment and literacy through community outreach, educational presentations in schools, volunteer resources, and disaster victim counseling. CalCPA publishes the "California CPA Magazine," hosts conferences and virtual events on topics such as estate planning, AI, and crypto asset accounting, and offers advertising and sponsorship opportunities. It operates affiliated nonprofit entities that provide educational resources and professional development, and maintains transparency through published bylaws, financial statements, and policies.

Operates as a national commercial bank