FINANCIAL LEADERSHIP FORUM Trademark

Trademark Overview


On Friday, August 31, 2007, a trademark application was filed for FINANCIAL LEADERSHIP FORUM with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL LEADERSHIP FORUM trademark a serial number of 76681406. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, October 16, 2019. This trademark is owned by California Society of Certified Public Accountants. The FINANCIAL LEADERSHIP FORUM trademark is filed in the Advertising, Business and Retail Services and Education & Entertainment Services categories with the following description:

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

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]
financial leadership forum

General Information


Serial Number76681406
Word MarkFINANCIAL LEADERSHIP FORUM
Filing DateFriday, August 31, 2007
Status800 - REGISTERED AND RENEWED
Status DateWednesday, October 16, 2019
Registration Number3690735
Registration DateTuesday, September 29, 2009
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesEducational 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
Goods and ServicesAssociation 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]
NOT AVAILABLE"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

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, September 10, 2007
Primary Code035
First Use Anywhere DateSunday, January 20, 2008
First Use In Commerce DateSunday, January 20, 2008

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, December 20, 2007
Primary Code041
First Use Anywhere DateSunday, January 20, 2008
First Use In Commerce DateSunday, January 20, 2008

Trademark Owner History


Party NameCalifornia Society of Certified Public Accountants
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressSacramento, CA 95814

Party NameCalifornia Society of Certified Public Accountants
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressRedwood City, CA 94065

Trademark Events


Event DateEvent Description
Thursday, December 20, 2007NON-FINAL ACTION WRITTEN
Monday, September 10, 2007NEW APPLICATION ENTERED
Friday, September 14, 2007APPLICATION FILING RECEIPT MAILED
Saturday, December 8, 2007ASSIGNED TO EXAMINER
Friday, December 21, 2007NON-FINAL ACTION MAILED
Wednesday, June 18, 2008PAPER RECEIVED
Thursday, June 19, 2008ASSIGNED TO LIE
Thursday, June 19, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, June 19, 2008AMENDMENT FROM APPLICANT ENTERED
Thursday, July 17, 2008NON-FINAL ACTION WRITTEN
Thursday, July 17, 2008NON-FINAL ACTION MAILED
Friday, January 9, 2009PAPER RECEIVED
Friday, January 9, 2009USE AMENDMENT FILED
Wednesday, January 14, 2009AMENDMENT FROM APPLICANT ENTERED
Wednesday, January 14, 2009AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, January 14, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, February 5, 2009USE AMENDMENT ACCEPTED
Thursday, February 5, 2009EXAMINERS AMENDMENT -WRITTEN
Thursday, February 5, 2009EXAMINER'S AMENDMENT ENTERED
Thursday, February 5, 2009NON-FINAL ACTION WRITTEN
Friday, February 6, 2009NON-FINAL ACTION MAILED
Friday, July 24, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 27, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 27, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 12, 2009APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, August 20, 2009ASSIGNED TO LIE
Friday, August 21, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, September 29, 2009REGISTERED-SUPPLEMENTAL REGISTER
Friday, January 13, 2012TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, January 13, 2012APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, July 30, 2015TEAS SECTION 8 RECEIVED
Thursday, August 27, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 28, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, August 28, 2015NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, February 1, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, February 1, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 10, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 6, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, February 6, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, February 6, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, September 29, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, September 10, 2019TEAS SECTION 8 & 9 RECEIVED
Wednesday, October 16, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 16, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, October 16, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, October 16, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, July 29, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, July 29, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, July 29, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 29, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, July 29, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED