FINANCIAL LEADERSHIP FORUM

Serial Number 76681406
Registration 3690735
800

Registration Progress

Application Filed
Aug 31, 2007
Under Examination
Approved for Publication
Published for Opposition
Registered
Sep 29, 2009

Trademark Image

FINANCIAL LEADERSHIP FORUM

Basic Information

Serial Number
76681406
Registration Number
3690735
Filing Date
August 31, 2007
Registration Date
September 29, 2009
Renewal Date
September 29, 2019
Drawing Code
4

Status Summary

Current Status
Active
Status Code
800
Status Date
Oct 16, 2019
Registration
Registered
Classes
035 041

Rights Holder

California Society of Certified Public Accountants

99
Address
500 Capitol Mall, Suite 1760
Sacramento, CA 95814

Ownership History

California Society of Certified Public Accountants

Original Applicant
99
Redwood City, CA

California Society of Certified Public Accountants

Original Registrant
99
Sacramento, CA

Legal Representation

Attorney
Susan Hwang

USPTO Deadlines

Next Deadline
1367 days remaining
Section 8 & 9 Renewal Due (Supplemental Register) (Based on registration date 20090929)
Due Date
September 29, 2029
Grace Period Ends
March 29, 2030

Application History

50 events
Date Code Type Description Documents
Jul 29, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Jul 29, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Jul 29, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Jul 29, 2025 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Jul 29, 2025 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Feb 6, 2025 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Feb 6, 2025 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Feb 6, 2025 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 16, 2019 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Oct 16, 2019 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Oct 16, 2019 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Oct 16, 2019 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Sep 10, 2019 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Sep 10, 2019 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Sep 29, 2018 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Feb 1, 2018 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Feb 1, 2018 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Aug 28, 2015 NAS8 E NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED Loading...
Aug 28, 2015 8.OK O REGISTERED - SEC. 8 (6-YR) ACCEPTED Loading...
Aug 27, 2015 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Jul 30, 2015 ES8R I TEAS SECTION 8 RECEIVED Loading...
Jan 13, 2012 CHAN I APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Loading...
Jan 13, 2012 COAR I TEAS CHANGE OF OWNER ADDRESS RECEIVED Loading...
Sep 29, 2009 R.SR A REGISTERED-SUPPLEMENTAL REGISTER Loading...
Aug 21, 2009 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Aug 20, 2009 ALIE A ASSIGNED TO LIE Loading...
Aug 12, 2009 CNTA O APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER Loading...
Jul 27, 2009 TEME I TEAS/EMAIL CORRESPONDENCE ENTERED Loading...
Jul 27, 2009 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jul 24, 2009 TROA I TEAS RESPONSE TO OFFICE ACTION RECEIVED Loading...
Feb 6, 2009 CNRT O NON-FINAL ACTION MAILED Loading...
Feb 5, 2009 CNRT R NON-FINAL ACTION WRITTEN Loading...
Feb 5, 2009 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Feb 5, 2009 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Feb 5, 2009 IUAA P USE AMENDMENT ACCEPTED Loading...
Jan 14, 2009 ACEC I AMENDMENT FROM APPLICANT ENTERED Loading...
Jan 14, 2009 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jan 14, 2009 AUPC I AMENDMENT TO USE PROCESSING COMPLETE Loading...
Jan 9, 2009 IUAF S USE AMENDMENT FILED Loading...
Jan 9, 2009 MAIL I PAPER RECEIVED Loading...
Jul 17, 2008 CNRT O NON-FINAL ACTION MAILED Loading...
Jul 17, 2008 CNRT R NON-FINAL ACTION WRITTEN Loading...
Jun 19, 2008 ACEC I AMENDMENT FROM APPLICANT ENTERED Loading...
Jun 19, 2008 CRFA I CORRESPONDENCE RECEIVED IN LAW OFFICE Loading...
Jun 19, 2008 ALIE A ASSIGNED TO LIE Loading...
Jun 18, 2008 MAIL I PAPER RECEIVED Loading...
Dec 21, 2007 CNRT F NON-FINAL ACTION MAILED Loading...
Dec 20, 2007 CNRT R NON-FINAL ACTION WRITTEN Loading...
Dec 8, 2007 DOCK D ASSIGNED TO EXAMINER Loading...
Sep 14, 2007 MAFR O APPLICATION FILING RECEIPT MAILED Loading...

Detailed Classifications

Class 035
Association services, namely, promoting the interests of certified public accountants and financial professionals; providing business leadership development, and providing public advocacy services to promote awareness, all in the fields of leadership development, diversity, ethical responsibility, excellence, strategic innovation and best practices in financial and business management; administration of a discount program for enabling members to obtain discounts on goods and services through use of a membership program; [ arranging and conducting business roundtables, ] business discussion forums in the nature of business conferences, business meetings and business leadership conferences for networking purposes; membership directory referral services in the fields of accounting and finance [; and providing information and assistance on recruiting efforts, namely, employment recruiting consultation]
First Use Anywhere: Jan 20, 2008
First Use in Commerce: Jan 20, 2008
Class 041
Educational services, namely, providing training in the form of courses, seminars, symposia, discussion forums and roundtables in the field of leadership development, diversity, ethical responsibility, excellence, strategic innovation and best practices in financial and business management; and providing online [magazines,] newsletters, bulletins and circulars of interest to certified public accountants and financial professionals
First Use Anywhere: Jan 20, 2008
First Use in Commerce: Jan 20, 2008

Classification

International Classes
035 041

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"FORUM" AS TO "ARRANGING AND CONDUCTING BUSINESS ROUNDTABLES, BUSINESS DISCUSSION FORUMS IN THE NATURE OF BUSINESS CONFERENCES, BUSINESS MEETINGS AND BUSINESS LEADERSHIP CONFERENCES FOR NETWORKING PURPOSES" IN CLASS 35 AND AS TO "PROVIDING TRAINING IN THE FORM OF COURSES, SEMINARS, SYMPOSIA, DISCUSSION FORUMS AND ROUNDTABLES IN THE FIELD OF LEADERSHIP DEVELOPMENT, DIVERSITY, ETHICAL RESPONSIBILITY, EXCELLENCE, STRATEGIC INNOVATION AND BEST PRACTICES IN FINANCIAL AND BUSINESS MANAGEMENT" IN CLASS 41