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Inland Empire Chapter

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President's Message

2014’s Passing

October 29, 2014

By Derrick DeBruyne, CPA, CFE

 I hope you were able to join us last week for the Professional Issues Update. Thank you to those at CalCPA who helped put this program together. A special thank you goes out to CalCPA CEO Loretta Doon, Past CalCPA Chair and current IE Chapter Member Johanna Sweaney Salt, and all of the other speakers for participating in this event.

I can’t believe 2014 is nearly finished. We’re quickly entering the holiday season, but before we look ahead into 2015, I want to make sure you know about the rest of this year. The last two months have plenty of events and opportunities for you to stay connected to the profession through CalCPA. We start November off with our chapter’s second strategic leadership meeting for the year to examine how 2014 went, and what we see in store for 2015 and beyond. If you have suggestions for events or ideas for adding value to your membership, please contact Program Associate Monica Thompson, and she will make sure we address it during this meeting.

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Chapter News

Student Leadership & Scholarship Event: ‘Oh, The Places You’ll Go!’

Join your fellow students and young and emerging professionals to learn about important issues impacting the accounting profession and the opportunities for career success in this changing professional landscape. Don’t miss valuable insights from keynote speaker Dr.Victoria Seitz and panelists Ernie Cooper, Kendra Dockham, CPA, Maya Ivanova, CPA and Murdoch Wilson. You will have the opportunity to participate in a drawing for several Uniform CPA Exam review courses and other great prizes. Don’t miss out!

Learn more and register.

Scholarship Fundraising Event: Accounting and Auditing with Excel

Software tools enable us to be more productive and efficient. Learn how to leverage Excel’s powerful features for accounting and auditing. Explore the use of Excel as an audit and analysis tool and learn about selected features that help prepare accurate reports and work papers. Use Excel to satisfy SAS 56 requirements and automate certain FASB pronouncements. Excel can even help run fraud analyses, such as the implementation of Benford’s Law. This course will demonstrate many of the features in Excel 2007 for Windows, and all spreadsheets will be available for download prior to the class.

If you would like to follow along in Excel with the instructor during the presentation, please bring your laptop. Laptops are not required, but optional. All net proceeds from this event will benefit the chapter’s scholarship fund.

Learn more and register.

La Verne DG: SSARS Standards & Interpretation for 101-3 Independence

Don’t miss out on this opportunity to understand the new financial statement preparation standard and its impact on your firm’s financial statement engagements. This standard is effective for all engagements on or after Dec. 15, and can be implemented early. This discussion also will include the changes to Ethics 101-3 regarding preparation of financial statements as a non-attest service. Join in this discussion so your firm will be ready.

Learn more and register.

Temecula Valley DG: Let the Creative Juices Flow

It has been said, “Necessity is the mother of invention, it is true, but its father is creativity, and knowledge is the midwife.” We will continue to take the question-behind-the-question principles with John Miller’s book “Flipping the Switch.” What do we do when our tools don’t perform as they should? How do we creatively get the job done with less than we thought it would take?

Learn more and register.

East Valley DG: Succession Planning and Maximizing Your Potential

Are you preparing for your firm’s future or are you letting the cards fail where they may? Your firm is an asset—an important one that needs constant attention. Whether you’re facing challenges like client erosion, or opportunities that may arise such as a merger or the chance to sell your firm, understanding how your firm creates value is essential. Do you understand how to articulate the value of your firm? Do you know the crucial steps that are involved in the process of working with people to purchase your practice? Do you understand the many variables that can influence your success when transitioning a business? Don’t miss the opportunity to learn now to benefit in the short term and long term from Mark H. Fowler, CMC of Stowe Management Corporation.

Learn more and register.

MAP DG: Hot Issues in HR

The Human Resource arena affects all businesses, and is subject to many claims and litigation. How can you prevent this? Analia Corrales, PHR will present must have tools, policies, trainings, postings and other strategies. Corrales also will cover ACA changes and projected changes, and provide step-by-step solutions. Finally, Corrales will lead a discussion regarding employee life cycle, discipline, terminations, performance management, human capital growth and related topics. You don’t want to miss this event!

We meet for breakfast from 7:30-9 a.m. at the Village Grill (148 Yale Avenue, Claremont). Cost is $15 for members and $25 for guests, and includes breakfast and an 1 hour of CPE.

Learn more and register.

Coachella Valley DG: ‘The Hedgehog Concept’ and ‘A Culture of Discipline’

Jim Collins spent 5 years trying to find out what differentiates good companies from great companies. His conclusions, some of which may surprise you, are the basis of this book. Join the Coachella Valley Discussion Group as we continue our discussion of this book with Chapter 5, “The Hedgehog Concept (Simplicity within the Three Circles)” and Chapter 6, “A Culture of Discipline.”

To get a copy of the book before the meeting, please email Cheryl Uyemura.

Register or learn more.

Riverside DG Book Study: ‘Strategy and the Fat Smoker’

Join the Riverside Discussion Group on Friday, Nov. 21, as we continue our study of David Maister’s book, “Strategy and the Fat Smoker.” Author David Maister, who wrote “Managing the Professional Services Firm,” takes a hard look at doing what’s obvious but not easy. Please read chapters 14 and 15 prior to the meeting.

To get a copy of the book before the meeting, please email Carrie Miller or call (951) 684-7781.

Learn more and register
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CalCPA News

2015 CalCPA Campus Ambassador Program

Help spread the word about CalCPA and the CPA profession—applications are being accepted for the CalCPA Campus Ambassador Program. Campus Ambassadors are students passionate about pursuing a career in accounting and becoming CPAs and will spend approximately 20 hours of work per semester focused on:

  • Building awareness of FREE CalCPA student membership and benefits to students and educators;
  • Increasing visibility of CalCPA on campus; and
  • Strengthening ties between local CalCPA chapters and colleges/universities.

Campus Ambassadors will receive a stipend of $750 each semester and free admittance to CalCPA chapter events.

Eligibility requirements and application are available online.

Become a CalCPA Officer, Education Foundation Trustee

California CPAs are the driving force behind one of the world’s largest economies. Isn’t it time you put your leadership skills to use for the betterment of the CPA profession?

The CalCPA Council/AICPA Council 2015-16 application period is open, as is the application period for CalCPA Education Foundation trustees.

More information, including position descriptions, nomination criteria and nomination form can be found online.

Both CalCPA officer and Foundation trustees nominations are due Dec. 1.


Bulletin Deadlines

Keep these due dates in mind if there is something you’d like to publish in the Bulletin. Send information to chapter program associate Monica Thompson.

December Bulletin: Nov. 10
January Bulletin: Dec. 5
February Bulletin: Jan. 9

Save the Dates

Nov. 20: MAP DG, Hot Issues in HR

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Local Interest Groups

From technical committees to discussion groups, the Inland Empire Chapter offers a variety of opportunities to exchange information and connect with your peers. Lists committees or other information within the chapter.

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Contact Us

Division Director:
Membership and Strategic Programming
Jill Gorman
(650) 522-3204

Program Associate:
Monica Thompson
(951) 242-7558


P.O. Box 974
Moreno Valley CA 92556

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