Janessa Stephens Email & Phone Number

California, United States

Manage and oversee the staff, operations, financials, strategic goals, governance and activities for CalCPA’s 14 chapters. Driver of the development, chapter involvement and implementation of chapter-specific strategic goals and statewide initiatives, specifically related to membership growth and engagement.

California, United States

Managing and overseeing the efforts of the Bakersfield, Channel Counties, Central Coast, Fresno, Inland Empire, and Orange County / Long Beach Chapters of CalCPA.

Riverside County, California, United States

• The Inland Empire Program Manager serves a key role of the leadership team of the Inland Empire Chapter of the California Society of CPAs and manages all chapter operations, including volunteers, meetings, events.
• Serves as the liaison between chapter members and CalCPA; fosters two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies, members and others.
• Member of the chapter leadership team, which includes assisting in setting and implementing chapter goals, strategizing with chapter leaders and executing chapter activities and operations.
• Plans and executes chapter networking, social and educational events. Identifies and secures event sponsorship opportunities.
• Manages chapter finances, drives the annual chapter budgeting process with leadership and ensures that monthly financial reports are accurate.
• Responsible for chapter marketing and communications through various methods and social media.

Riverside County, California, United States

• The Inland Empire Program Associate serves a key role of the leadership team of the Inland Empire Chapter of the California Society of CPAs and manages all chapter operations, including volunteers, meetings, events.
• Serves as the liaison between chapter members and CalCPA; fosters two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies, members and others.
• Member of the chapter leadership team, which includes assisting in setting and implementing chapter goals, strategizing with chapter leaders and executing chapter activities and operations.
• Plans and executes chapter networking, social and educational events. Identifies and secures event sponsorship opportunities.
• Manages chapter finances, drives the annual chapter budgeting process with leadership and ensures that monthly financial reports are accurate.
• Responsible for chapter marketing and communications through various methods and social media.

Greater San Diego Area

• The San Diego program associate serves a key role of the leadership team of the San Diego Chapter of the California Society of CPAs and manages all chapter operations, including volunteers, meetings, events, activities.
• Serves as the liaison between chapter members and CalCPA; fosters two-way communication on issues, policies and activities between CalCPA, chapters, governing bodies, members and others.
• Member of the chapter leadership team, which includes assisting in setting and implementing chapter goals, strategizing with chapter leaders and executing chapter activities and operations.
• Plans and executes chapter networking, social and educational events. Identifies and secures event sponsorship opportunities.
• Manages chapter finances, drives the annual chapter budgeting process with leadership and ensures that monthly financial reports are accurate.
• Responsible for chapter marketing and communications through various methods and social media.

Oceanside, CA

• Plan, implement, manage and evaluate trainings nationwide
• Build and maintain relationships with exhibitors, speakers, and volunteers; negotiate and manage more than 100 speaker contacts per year
• Strategize with senior executives to meet organizational goals and objectives through meetings and events; design event specifications to meet organizational needs and objectives
• Monitor and track budget, BEOs, room blocks/pick up lists, registration, and AV needs for 35+ annual meetings and events
• Email marketing using Constant Contact to Sponsors, Speakers and potential clients
• Sought and secured multiyear AV contract with national AV firm, decreasing annual cost by 10-15%