CAPA Leaders

The CAPA Board of Directors is entrusted with the fiduciary duties of CAPA oversight, implementing the association’s strategic plan, and representing California PAs and the profession. The officers of CAPA serve as the supervising leaders who manage the day-to-day operations and bridge any business of the association when the Board is not in session.

Another way to serve is to run for an elected position on the CAPA Board of Directors. 

If you are interested in running for office, please contact the Nominating Committee Chair at capa@capanet.org to learn more about CAPA leadership and where your experience and skills are most needed. 
 

Board of Directors July 1, 2020- June 30, 2021



Brett Bergman 
President 

 

Roy Guizado 
Vice President 


Saloni Swarup 
President Elect

Sandra Fineman 
Treasurer 


Jaymee Castillo 
Secretary

Mitzi D' Aquila 
Director at Large


Jeremy Meis 
Director at Large

Cherri Penne-Myers 
Director at Large


Beverly Ruppert 
Director at Large

Aaron Hunro 
Student Representative 
 
There are four directors elected each year. Of all the candidates who declare, the candidates with the top three vote totals are elected. Directors are responsible to attend all meetings of the Board and are appointed to other duties at the discretion of the President. 

Members of the CAPA Board of Directors, as a team, are responsible for:
  • Setting the direction of the Academy Ensuring that adequate resources exist to carry out its programs
  • Evaluating results of Academy efforts
  • Organizing itself to efficiently and effectively achieve the mission of the organization
  • Together, board members and staff form a leadership/partnership team, which enables CAPA to accomplish its work.
Responsibilities:
As part of the leadership/partnership team, board members:
  • Fiduciary Duty of Care, Obedience and Loyalty.
  • Stay abreast of issues affecting the profession and CAPA.
  • Actively participate in the debate of issues and vote wisely.
  • Think globally. Big picture view. Your wisdom, experience and vision are the tools of a great Director at Large.
  • Submit articles for publication when assigned to do so by the Editor of the CAPA News.
  • Work as a member of the board to identify direction and necessary actions/steps needed to achieve our goals. Allocate resources (both human and financial), striving always to attract, attain and retain the best individuals to accomplish the work of the Academy.
  • Other tasks as may be assigned by the President or Board of Directors.
Reports to: CAPA Membership
Elected by: CAPA Members
Length of Term: One year
Time Commitment: Attendance of elected officials is required at all board meetings, on all board conference calls, and at all official CAPA board functions. Requests to be excused shall be sent as soon as possible to the President.

The Board of Directors shall hold meetings at such time and at such places as shall be designated by the President, but in no event shall there be fewer than three such meetings in any calendar year. (An absolute majority of the membership of the board shall constitute a quorum for the purposes of transacting business.)

Special meetings may be called by the Secretary at the request of the President.

Meetings/Conference Calls/Travel:
 
MEETING DATE TIME
Board of Directors Retreat  Late June 3 Days
BOD meetings (3 to 5 each year)  Various Months  1 Day
CAPA Annual Conference (attendance strongly encouraged)  October 4 days 
Conference calls as scheduled for the full BOD and BOD committees Various 1-2 hours 


Technology Needs:
  • An e-mail account for initiating or responding to e-mail communications
  • Access to a fax machine
Financial Support:
  • Travel expenses for required meetings
  • Telephone, postage, and other necessary/pre-approved expenses
Qualifications:
  • Commitment to the PA profession, CAPA and its mission, vision and values
  • Understanding of the CAPA organization and its principles, mission, objectives, services, and the responsibilities and relationships of governance and management of paid and volunteer staff
  • Ability to understand concepts and articulate ideas Rapport building and communication skills
  • General knowledge of CAPA functions and processes
Confidentiality Statement: Board members are exposed to sensitive and proprietary information of great importance to the PA profession. Therefore, board members are required to keep this information in the strictest of confidence.

Disclosure Statement: Decisions made by board members on behalf of the CAPA have far-reaching implications. Situations may arise in which an individual representing the Academy may have outside interests, which could be perceived as a conflict of interest. All board members shall sign a statement of disclosure or conflict of interest at the time of election, appointment, or change of position. Notification must be made to CAPA of a change in circumstances leading to a potential conflict during their tenure.
The Secretary of the Board of Directors of the California Academy of PAs ensures that actions of the Board of Directors are documented. The Secretary is responsible for maintaining confidential documentation and must treat all information as proprietary to CAPA. As the position represents the needs of an entire member profession, the Secretary must be able to act with integrity and trust and work toward bringing together all members and constituents toward a common vision through communication.

Responsibilities:
  • Fiduciary Duty of Care, Obedience and Loyalty.
  • Oversee the keeping of the minutes of the meetings of the Board of Directors.
  • Shall attest to the signatures of the officers of the Academy.
  • Shall affix the corporate seal on documents as required.
  • Stay abreast of issues affecting the profession and CAPA.
  • Actively participate in the debate of issues and vote wisely.
  • Think globally. Big picture view. Your wisdom, experience and vision are the tools of a great Secretary.
  • Submit articles for publication when assigned to do so by the Editor of the CAPA News.
  • Work as a member of the board to identify direction and necessary actions/steps needed to achieve our goals. Allocate resources (both human and financial), striving always to attract, attain and retain the best individuals to accomplish the work of the Academy.
  • Other tasks as may be assigned by the President or Board of Directors.
Reports to: CAPA Membership
Elected by: CAPA Members
Length of Term: One year
Time Commitment:
Serving as CAPA Secretary requires hours of volunteer time: attending meetings, participating on conference calls, reading and writing communications, communicating by telephone and e-mail.
 
MEETING DATE TIME
Board of Directors Retreat  Late June 3 days
BOD meetings (3 to 5 each year)  Various months  1 day 
CAPA Annual Conference (attendance strongly encouraged)  October 4 days 
Conference calls as scheduled for the full BOD and BOD committees Various  1- 2 hours 

Technology Needs:
  • Access to a laptop computer for use at board meetings
  • An e-mail account for initiating or responding to e-mail communications
  • Access to a fax machine
Financial Support:
  • Travel expenses for required meetings
  • Telephone, postage, and other necessary/pre-approved expenses
Qualifications:
  • Commitment to the PA profession, CAPA, and its mission, vision and values
  • Understanding of CAPA organization and its principles, mission, objectives, services, and the responsibilities and relationships of governance and management of paid and volunteer staff
  • Computer/word processing skills
  • Active listening skills and attention to detail
  • Excellent written communications skills
  • General knowledge of CAPA functions and processes
  • Excellent understanding of the CAPA Bylaws and the policy and procedure manuals of the Board of Directors
Confidentiality Statement:
Board members are exposed to sensitive and proprietary information of great importance to the PA profession. Therefore, board members are required to keep this information in the strictest of confidence.

Disclosure Statement:
Decisions made by board members on behalf of CAPA have far-reaching implications. Situations may arise in which an individual representing the Academy may have outside interests, which could be perceived as a conflict of interest. All board members shall sign a statement of disclosure or conflict of interest at the time of election, appointment, or change of position. Notification must be made to CAPA of a change in circumstances leading to a potential conflict during their tenure.
 
The Treasurer shall be responsible for adequate and proper accounts of the properties and funds of the Academy. These records will include cash, outstanding advances, investments, accounts receivable and other assets, accounts payable, and fund balances (net assets). As the position represents the needs of an entire member profession, the Treasurer must be able to act with integrity and trust and work toward bringing together all members and constituents toward a common vision.​ 

Responsibilities:
  • Serving as an agent of the board, the Treasurer shall
  • Fiduciary Duty of Care, Obedience and Loyalty.
  • Serves as Chair of the Budget Committee
  • Serves on the Investment Committee
  • Shall provide timely financial reports to the Board of Directors.
  • Stay abreast of issues affecting the profession and CAPA.
  • Actively participate in the debate of issues and vote wisely.
  • Think globally. Big picture view. Your wisdom, experience and vision are the tools of a great Treasurer.
  • Submit articles for publication when assigned to do so by the Editor of the CAPA News.
  • Work as a member of the board to identify direction and necessary actions/steps needed to achieve our goals. Allocate resources (both human and financial), striving always to attract, attain and retain the best individuals to accomplish the work of the Academy.
  • Other tasks as may be assigned by the President or Board of Directors.
Reports to: CAPA Membership
Elected by: CAPA Members
Length of Term: One year

Time Commitment:
Serving as CAPA Treasurer requires hours of volunteer time: attending meetings, participating on conference calls, reading, communicating by telephone and e-mail.

Meetings/Conference Calls/Travel:
MEETING DATE TIME
Board of Directors Retreat  Late June 3 days
BOD meetings (3 to 5 each year)  Various months  1 day 
CAPA Annual Conference (attendance strongly encouraged)  October 4 days 
Conference calls as scheduled for the full BOD and BOD committees Various  1- 2 hours 


Board Committees:
In accordance with existing policy, the Treasurer serves on the following board committees:
  • Budget Committee (Chair)
  • Other committees as assigned by the President
Technology Needs:
  • An e-mail account for initiating or responding to e-mail communications
  • Access to a fax machine
Financial Support:
  • Travel expenses for required meetings
  • Telephone, postage, and other necessary/pre-approved expenses
Staff Support:
  • CAPA’s CPA
  • CAPA’s Financial/Investment Planner
  • CAPA Staff
Qualifications:
  • Commitment to the PA profession, CAPA, and its values
  • Understanding of CAPA organization and its principles, mission, objectives, services, and the responsibilities and relationships of governance and management of paid and volunteer staff
  • Understanding of needs for CAPA services, as well as the financial and human resources
  • Understanding of record-keeping, accounting systems, and financial reports
  • Ability to work with the Chief Operating Officer, accountants, and certified financial planners as necessary
Confidentiality Statement:
Board members are exposed to sensitive and proprietary information of great importance to the PA profession. Therefore, board members are required to keep this information in the strictest of confidence.

Disclosure Statement:
Decisions made by board members on behalf of CAPA have far-reaching implications. Situations may arise in which an individual representing the Academy may have outside interests, which could be perceived as a conflict of interest. All board members shall sign a statement of disclosure or conflict of interest at the time of election, appointment, or change of position. Notification must be made to CAPA of a change in circumstances leading to a potential conflict during their tenure.


 
The Vice President shall preside at the meetings of the Academy in the absence of the President. He or she shall succeed to the office of President should that office become vacant for any reason. As the position represents the needs of an entire member profession, the Vice President must be able to act with integrity and trust and work toward bringing together members and constituents toward a common vision.
 
Responsibilities:
The Vice President works in partnership with the board to:
  • Fiduciary Duty of Care, Obedience and Loyalty.
  • Serve as a member of the Executive Committee. One function of the Executive Committee is to review and monitor legislation and make recommendations to the Board of Directors
  • Serves on the Investment Committee.
  • In the event of temporary absence or incapacity of the President, shall assume the role of President.
  • Stay abreast of issues affecting the profession and CAPA.
  • Actively participate in the debate of issues and vote wisely.
  • Think globally. Big picture view. Your wisdom, experience and vision are the tools of a great Vice President.
  • Submit articles for publication when assigned to do so by the Editor of the CAPA News.
  • Work as a member of the board to identify direction and necessary actions/steps needed to achieve our goals. Allocate resources (both human and financial), striving always to attract, attain and retain the best individuals to accomplish the work of the Academy.
  • Other tasks as may be assigned by the President or Board of Directors.
Reports to: CAPA Membership
Elected By: CAPA Members
Length of Term: One year
 
Time Commitment:
Serving as CAPA Vice President requires many hours of volunteer time: attending meetings, participating on conference calls, reading and writing communications, communicating by telephone and e-mail, traveling, making presentations to constituents within the PA community and to organized medicine as requested by the CAPA President.
 
Meetings/Conference Calls/Travel:
MEETING DATE TIME
Board of Directors Retreat  Late June 3 days
BOD meetings (3 to 5 each year)  Various months  1 day 
CAPA Annual Conference (attendance strongly encouraged)  October 4 days 
Conference calls as scheduled for the full BOD and BOD committees Various  1- 2 hours 
 
Board Committees:
In accordance with existing policy, the Vice President serves on the following board committees:
  • Executive Committee
Technology Needs:
  • An e-mail account for initiating or responding to e-mail communications
  • Access to a fax machine
Financial Support:
  • Travel expenses for required meetings
  • Telephone, postage, and other necessary/pre-approved expenses
Qualifications:
  • A commitment to the PA profession, CAPA, and its values
  • An understanding of the CAPA organization and its principles, mission, objectives, services, and the responsibilities and relationships of governance and management of paid and volunteer staff
  • Knowledge of and influence in the professional community
  • Ability to understand concepts and articulate ideas
  • Ability to represent the broad and diverse interests of the profession
  • Rapport building and communications skills
  • General knowledge of CAPA functions and processes
  • Demonstrated planning and organizing skills
  • Public Speaking and presentation skills
  • Effective delegation skills
Confidentiality Statement:
Board members are exposed to sensitive and proprietary information of great importance to the PA profession. Therefore, board members are required to keep this information in the strictest of confidence.
 
Disclosure Statement:
Decisions made by board members on behalf of CAPA have far-reaching implications. Situations may arise in which an individual representing the Academy may have outside interests, which could be perceived as a conflict of interest. All board members shall sign a statement of disclosure or conflict of interest at the time of election, appointment, or change of position. Notification must be made to CAPA of a change in circumstances leading to a potential conflict during their tenure.
As the position represents the needs of an entire member profession, the President-Elect must be able to act with integrity and trust and work toward bringing together members and constituents toward a common vision.

Responsibilities:
The President-Elect works in partnership with the board to:
  • Fiduciary Duty of Care, Obedience and Loyalty.
  • Serve as a member of the Executive Committee. One function of the Executive Committee is to review and monitor legislation and make recommendations to the Board of Directors.
  • Serves as the Nominating Committee Chair.
  • Serves on the Investment Committee.
  • Serves on the Budget Committee.
  • In the event of temporary absence or incapacity of the President or Vice President, shall assume the role of President.
  • Stay abreast of issues affecting the profession and CAPA.
  • Actively participate in the debate of issues and vote wisely.
  • Think globally. Big picture view. Your wisdom, experience and vision are the tools of a great President-Elect.
  • Submit articles for publication when assigned to do so by the Editor of the CAPA News.
  • Work as a member of the board to identify direction and necessary actions/steps needed to achieve our goals. Allocate resources (both human and financial), striving always to attract, attain and retain the best individuals to accomplish the work of the Academy.
  • Other tasks as may be assigned by the President or Board of Directors.
Reports to: CAPA Membership
Elected By: CAPA Members
Length of Term: One year, with two subsequent years as President and Immediate Past President

Time Commitment:
Serving as CAPA President-Elect requires many hours of volunteer time: attending meetings, participating on conference calls, reading and writing communications, communicating by telephone and e-mail, traveling, making presentations to constituents within the PA community and to organized medicine as requested by the CAPA President.

Meetings/Conference Calls/Travel:
MEETING DATE TIME
Board of Directors Retreat  Late June 3 days
BOD meetings (3 to 5 each year)  Various months  1 day 
CAPA Annual Conference (attendance strongly encouraged)  October 4 days 
Conference calls as scheduled for the full BOD and BOD committees Various  1- 2 hours 

Board Committees:
In accordance with existing policy, the President-Elect serves on the following board committees:
  • Nominating Committee (Chair)
  • Executive Committee
  • Budget Committee
Technology Needs:
  • An e-mail account for initiating or responding to e-mail communications
  • Access to a fax machine
Financial Support:
  • Travel expenses for required meetings
  • Telephone, postage, and other necessary/pre-approved expenses
A process has been developed entitled Guidelines for Disbursement of Funds on Behalf of the CAPA President Elect. Upon election, the President Elect works with the CAPA office and Budget Committee to review reimbursement options, taxation implications, and the preferences and needs of the individual.

Qualifications:
  • A commitment to the PA profession, CAPA, and its mission, vision and values
  • An understanding of the CAPA organization and its principles, mission, objectives, services, and the responsibilities and relationships of governance and management of paid and volunteer staff
  • Knowledge of and influence in the professional community
  • Ability to understand concepts and articulate ideas
  • Ability to represent the broad and diverse interests of the profession
  • Rapport building and communications skills
  • General knowledge of CAPA functions and processes
  • Demonstrated planning and organizing skills
  • Public speaking and presentation skills
  • Effective delegation skills
Confidentiality Statement:
Board members are exposed to sensitive and proprietary information of great importance to the PA profession. Therefore, board members are required to keep this information in the strictest of confidence.
Disclosure Statement:
Decisions made by board members on behalf of CAPA have far-reaching implications. Situations may arise in which an individual representing the Academy may have outside interests, which could be perceived as a conflict of interest. All board members shall sign a statement of disclosure or conflict of interest at the time of election, appointment, or change of position. Notification must be made to CAPA of a change in circumstances leading to a potential conflict during their tenure.
 
The Student Representative has full voting privileges on the CAPA Board of Directors. The Student Representative shall serve as representative of students attending each of the PA programs in the state.

Responsibilities:
  • Fiduciary Duty of Care, Obedience and Loyalty.
  • Represent students from each of the PA programs in California.
  • Shall be a liaison with the Student Academy of the AAPA.
  • Stay abreast of issues affecting the profession and CAPA.
  • Actively participate in the debate of issues and vote wisely.
  • Think globally. Big picture view. Your wisdom, experience and vision are the tools of a great Student Representative.
  • Submit articles for publication when assigned to do so by the Editor of the CAPA News.
  • Work as a member of the board to identify direction and necessary actions/steps needed to achieve our goals. Allocate resources (both human and financial), striving always to attract, attain and retain the best individuals to accomplish the work of the Academy.
  • Other tasks as may be assigned by the President or Board of Directors.
Reports to: CAPA Membership
Elected by: Student Members
Length of Term: One year

Time Commitment:

Serving as CAPA Student Representative requires hours of volunteer time: attending meetings, participating on conference calls, reading and writing communications, communicating by telephone and e-mail.

Meetings/Conference Calls/Travel:
MEETING DATE TIME
Board of Directors Retreat  Late June 3 days
BOD meetings (3 to 5 each year)  Various months  1 day 
CAPA Annual Conference (attendance strongly encouraged)  October 4 days 
Conference calls as scheduled for the full BOD and BOD committees Various  1- 2 hours 

Technology Needs:
  • An e-mail account for initiating or responding to e-mail communications
  • Access to a fax machine

Financial Support:
  • Travel expenses for required meetings
  • Telephone, postage, and other necessary/pre-approved expenses

Qualifications:
  • Commitment to the PA profession, CAPA and its values
  • Understanding of the CAPA organization and its principles, mission, objectives, services, and the responsibilities and relationships of governance and management of paid and volunteer staff
  • Ability to understand concepts and articulate ideas
  • Rapport building and communication skills
  • General knowledge of CAPA functions and processes
Confidentiality Statement:
Board members are exposed to sensitive and proprietary information of great importance to the PA profession. Therefore, board members are required to keep this information in the strictest of confidence.

Disclosure Statement:
Decisions made by board members on behalf of the CAPA have far-reaching implications. Situations may arise in which an individual representing the Academy may have outside interests, which could be perceived as a conflict of interest. All board members shall sign a statement of disclosure or conflict of interest at the time of election, appointment, or change of position. Notification must be made to CAPA of a change in circumstances leading to a potential conflict during their tenure.