12 The ABCs of ESG

ESG , or environmental , social and governance , has moved from a niche investment management tool into the mainstream . Still , despite its rapid growth , it is widely misunderstood by investors , the media and even practitioners in financial services .

14 Financial Planning

CPAs across America likely perform elements of financial planning services without giving themselves credit . With little additional effort , CPAs can transform their clients ’ lives . LEONARD WRIGHT , CPA / PFS , AIF , CFP , CGMA , CLU , CHFC

16 Organizational Success

Organizations are realizing the crucial role of leadership development and career advancement opportunities in fostering employee engagement and growth . Here are some strategies to explore . JISE AHN

17 Generative AI Solutions

While generative AI solutions can benefit CPA firms , there are critical risks associated with the technology that should be vetted by firms and mitigation strategies implemented to minimize potential exposures . SUZANNE M . HOLL , CPA

18 Creating Value

Via client advisory services , CPAs are in a position to help their clients reach their next level of success . Here are 10 questions to ask clients to determine the best services to offer . MARK H . FOWLER , CPA ( INACTIVE )

magazine . calcpa . org Volume 93 , No . 1 , July 2024

California Society of Certified Public Accountants

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2 CALIFORNIA CPA JULY 2024 www . calcpa . org