USPTO serial 76681406
FINANCIAL LEADERSHIP FORUM
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Sep 29, 2009
- Examiner
- LOTT, MAUREEN DALL
- Law office
- GENERIC WEB UPDATE
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
Need help with FINANCIAL LEADERSHIP FORUM?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Monitor this mark, or talk with CopyMark about this registration.
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michelle D. Kahn
Michelle D. Kahn SHEPPARD, MULLIN, RICHTER & HAMPTON LLPFour Embarcadero Center, 17th FloorSan Francisco, CA 94111United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 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] | ACTIVE | Jan 20, 2008 |
| 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 | ACTIVE | Jan 20, 2008 |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by California Society of Certified Public Accountants
- Other trademarks owned by California Society of Certified Public Accountants
- Other trademarks in Class 035
- Other trademarks in Class 041
- Similar marks named FINANCIAL LEADERSHIP FORUM
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 23, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 23, 2026 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jun 23, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 29, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 29, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Jul 29, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 29, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 29, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 6, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 6, 2025 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 6, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Oct 16, 2019 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Oct 16, 2019 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Oct 16, 2019 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Oct 16, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 10, 2019 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 10, 2019 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Sep 29, 2018 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Feb 1, 2018 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Feb 1, 2018 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 28, 2015 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Aug 28, 2015 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Aug 27, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 30, 2015 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jan 13, 2012 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 13, 2012 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Sep 29, 2009 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Aug 21, 2009 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 20, 2009 | ALIE | ASSIGNED TO LIE | — |
| Aug 12, 2009 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Jul 27, 2009 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 27, 2009 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 24, 2009 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Feb 6, 2009 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 5, 2009 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Feb 5, 2009 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Feb 5, 2009 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 5, 2009 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jan 14, 2009 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Jan 14, 2009 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 14, 2009 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jan 9, 2009 | IUAF | USE AMENDMENT FILED | — |
| Jan 9, 2009 | PAPER RECEIVED | — | |
| Jul 17, 2008 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jul 17, 2008 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Jun 19, 2008 | ACEC | AMENDMENT FROM APPLICANT ENTERED | — |
| Jun 19, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 19, 2008 | ALIE | ASSIGNED TO LIE | — |
| Jun 18, 2008 | PAPER RECEIVED | — | |
| Dec 21, 2007 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 20, 2007 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 8, 2007 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 14, 2007 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Sep 10, 2007 | NWAP | NEW APPLICATION ENTERED | — |