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Jim Stern Legislative Day

What to Expect

CSEA Members met with Senator Nielson

CSEA Members meet with Senator Nielson.

Jim Stern Legislative Day has been developed to arm you with the information, training and confidence you need to effectively meet with Legislators or their staff and talk on the issues important to you, your clients, and your business.

The day starts with check-in and breakfast at the Holiday Inn Capitol Plaza, Sacramento, where you will pick up your event packet. CSEA coordinates appointments with representatives from both Senate and Assembly offices for each participant who registers to attend. It’s very important to register in advance so we can try to get you an appointment with your legislator. Your packets will include legislator details, appointment times, and other Members in your region that will be attending your meetings.

Then we will gather at the State Capitol for presentations from various CSEA leaders and experts. This program will include insight from M. David Ruff , Chief Consultant to the Assembly’s Committee on Revenue and Taxation, and Colin Grinnell, Consultant to the Committee on Senate Governance and Finance. CSEA leaders will also cover CSEA Advocacy Issues and Talking Points EAs can use during their visit with legislative offices later that day. We will also take you through a practice visit to prepare you for your meetings. Whether you have participated in Jim Stern Legislative Day in the past or this is your first time we will ensure you are prepared to promote the Enrolled Agent profession.

Once the morning presentation ends you will assemble in groups by region to the legislative offices. These visits give Members the opportunity to introduce themselves, explain what EAs do, discuss any legislative concerns, lobby for CSEA’s positions, and offer themselves as a resource to policymakers as tax experts.

The day will conclude with a debriefing and reception where participants will share what they learned during their legislative visits and plan any follow-up that needs to occur. This is a prestigious and interesting event you will not want to miss.

100% of last year’s participants stated that they would encourage all Members to join them at Jim Stern Legislative Day. 


Networking Reception: 
4:30 pm – Sunday, January 8, 2017 – Come enjoy a beverage and hors d’oeuvres with your colleagues! This reception is sponsored by Burnett & Associates. (Holiday Inn Sacramento Downtown – Arena)

Jim Stern Legislative Program:
7:00 am – 4:15 pm – Monday, January 9, 2017

Schedule of Events: (tentative)
7:00 am – 7:45 am – Registration and continental breakfast (Holiday Inn Sacramento Downtown – Arena)
8:15 am – 10:45 am – Welcome/Program (State Capitol, Room 126)
11:00 am – 3:00 pm – Meeting with Legislative Offices (State Capitol)
3:15 pm – 4:15 pm – Debriefing and Reception (Holiday Inn Sacramento Downtown – Arena)

Who:     CSEA Members Only

Cost:     $80.00

There is no continuing education offered for this event. If you will be flying to Sacramento, please be sure to book a flight that departs after 6:00pm that day so you can fully participate in the program.


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It’s very important to register in advance so we can try to get you an appointment with your legislator.

Hotel Reservations

CSEA has negotiated a special group hotel room rate at the Holiday Inn Sacramento Downtown – Arena.
300 J Street, Sacramento, CA 95814. 

Group room rate: $109 per night, standard guestroom, single/double occupancy (hotel room rates are subject to applicable state and local taxes and assessments).
Room rate cut-off: The hotel expects to sell out during our stay so please make your hotel reservations as soon as possible! The cut-off date is Friday, December 23 at 11:59pm or until the block is full. Reservation requests received after the cut-off date and/or sell-out will be based on availability at the hotel’s prevailing rates.
Reservations: Online or by phone: 1-800-465-4329
Group Name: California Society of Enrolled Agents
Group code: ALA
Cancellation Policy: 24 hours prior to arrival date

Networking Reception – Sunday, January 8 

burnett-and-assoc-logoAll Members and guests are cordially invited to attend a “new” Networking Reception generously sponsored by Burnett & Associates on Sunday, January 8 at 4:30 pm following the Board of Directors meeting at the Holiday Inn. Come enjoy a beverage and hors d’oeuvres with your colleagues!

Click here to view all pictures from 2016. 

Registration & Cancellation Policy

Registrations must be received by December 18, 2016. Cancellations must be received in writing at by December 18, 2016 to qualify for a refund. No refunds will be issued after this date.