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Votes at a glance: key actions and roll-call outcomes from the May 15 California Board of Accountancy meeting
Summary
This roundup lists formal motions and roll-call results recorded during the CBA’s May 15 meeting, including retirements, committee appointments, the strategic plan and CPC recommendations tied to assembly bill 11 75.
The California Board of Accountancy recorded the following formal actions and roll-call results during its May 15, 2025 meeting in Sacramento. Votes below list the formal motion text (as provided on the agenda or spoken at the meeting when available), mover and second when recorded, the roll-call outcome and the transcript evidence spans for each item.
1) Resolution to retire qualification committee member Jeffrey Baginski, CPA (resolution): motion to accept resolution presented; roll-call result: unanimous yes (motion carries). Transcript evidence: discussion and vote recorded beginning at the agenda presentation and the roll call at 05/15 roll call (refer to transcript segments).
2) Resolution to retire qualification committee member Hansu Ming, CPA (resolution): presented alongside other retirements; roll-call result: unanimous yes (motion carries).
3) Item tabled: Resolution concerning volunteer group list (item 2c) — board action: tabled/ deferred to July meeting because AICPA had not released the updated volunteer group list.
4) Approval of the California Board of Accountancy 2025–2029 strategic plan (action): Motion to approve edits; mover: Joe Rosenbaum; second: Nancy Corrigan; roll-call result: unanimous yes (motion carries). See strategic-plan discussion and roll-call.
5) Reappointment of Alan M. Giddleston, CPA, to the Enforcement Advisory Committee through 05/31/2027 (appointment): motion to reappoint presented; roll-call result: unanimous yes (motion carries).
6) Approval of 2026 Enforcement Advisory Committee meeting dates (administrative action): motion moved and seconded; roll-call result: unanimous yes (motion carries).
7) Approval of minutes from the March 20, 2025 board meeting and related committee minutes (administrative): roll-call result: unanimous yes (motion carries).
8) Committee on Professional Conduct motions related to assembly bill 11 75 (policy directions): The board approved multiple staff-recommended policy positions from the CPC (degree recognition policies; certificate recognition to substitute for experience; advanced-degree substitution rules; and experience requirement policy elements). Each CPC recommendation was presented as a fully formed motion and adopted by unanimous roll call.
9) Enforcement Program Oversight Committee recommended petition-form revisions (administrative): EPOC recommended removing a question about attending in person and approved a revised petition overview and a fillable petition form; the board adopted the recommendation by unanimous roll call.
Vote tallies for roll calls recorded during the meeting show the following members voting 'Yes' on the motions above: Yan Tu, Theresa Thompson, Joe Rosenbaum, Bruce Raefel, Tony Lin, Christian Lada (Latta/Lada as recorded), Carrie Ann Ferrell Hines, Nancy Dong, Nancy Corrigan, Patricia Bachelor, Doug Aguilera. In all recorded roll calls for these agenda items the motion carried with unanimous 'Yes' votes.
