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California Board of Accountancy adopts 2025–2029 strategic plan with clarified goals and tech objective
Summary
At its May 15 meeting in Sacramento, the California Board of Accountancy approved edits to its 2025–2029 strategic plan that refine outreach and legislative-engagement language and reword an emerging-technology objective to describe a new case-management and online interface system.
The California Board of Accountancy on May 15 adopted a revised 2025–2029 strategic plan that narrows the board’s outreach language, clarifies the board’s posture toward legislative engagement and expands an objective under its emerging technologies goal to describe a new, unified application and case-management system.
Board members said the edits reflect prior discussion and staff work since the March meeting. The board’s information officer walked members through the specific changes and asked for a motion; the board approved the plan by roll call.
Board staff removed the phrase “educate the public” from the definition of the outreach goal and replaced it with “provide outreach to a wide audience, grow audience diversity, and increase consumer protection.” The plan’s revised language on laws and regulations now reads that the board will “maintain an active presence with the legislature through engagement and collaboration regarding legislation that impacts consumer protection and the regulation of the accounting profession.”
Under organizational effectiveness the plan was expanded to read, in part, “develop strategies to maintain an efficient and effective team.” The most substantive change was to objective 6.1 under the emerging technologies goal: staff rewrote the objective to describe developing and implementing “a comprehensive and universal application processing and enforcement case management system that benefits external users by providing an online interface and facilitates secure payment transactions, and for internal users, creates an automated workflow, data transfer, report generation, and integrated communications.” That language frames the project as a modernization to support a paperless environment and regulatory compliance.
Board member Christian Lada asked whether the objective’s phrasing implied entirely new capabilities or enhancements to existing systems. Staff responded that the enforcement case-management system is currently under development and that the items described are expected to be new capabilities.
President Yan Tu called the roll after the motion; the vote was recorded as unanimous and the board carried the motion.
Board staff said the plan, including the clarified language and the new technology objective, will guide the board’s work through 2029 and serve as a basis for subsequent implementation steps and updates.
