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March 24, 2015
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President's Message

Continuing to Strengthen Our Chapter

April 30, 2015

By Matt Wilson, CPA, MSA, CGMA

 Tax season once again has ended, and we all survived! It’s time to rest before the next deadline—there’s always another deadline right around the corner. With that said, it’s an honor to serve as your chapter president for the 2015-16 year. Derrick DeBruyne, our immediate past president, as well as other past presidents, have laid the groundwork to further strengthen in our chapter. A few of our past year’s achievements: We held 51 events with an average of 19 attendees per event, through our continued outreach to the young and emerging professionals we’ve seen tremendous growth in our student and candidate membership—up 333 members this past year alone—and our overall membership has continued to grow, reaching 2,892 strong.

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Chapter News


Annual Golf Tournament: The CPA Shootout

Enjoy playing golf? Then take part in our annual Golf Tournament, “The CPA Shootout.” The format is a four-person scramble and we have the opportunity to play a prestigious and private course during prime season. Fee includes food, golf cart, practice range, special contests, prizes and more. Additional events include a putting contest, raffle and other activities.

Register online or download a copy of the brochure to register either by mailing or emailing it to program associate Monica Thompson with payment to: P.O. Box 974; Moreno Valley, CA 92556.

Net proceeds from the event will be contributed to the Inland Empire Chapter Scholarship Fund, which benefits local accounting students. In the past, we’ve provided scholarships to students at several different colleges and universities in the Inland Empire. Contributions or gifts to CalCPA are not tax deductible as a charitable contribution.

Sponsorship opportunities are available. Contact program associate Monica Thompson for more information.


‘Eldercare: Options and Issues’

Since 2010, there have been 10,000 Baby Boomers who turn 65 every day and it’s estimated that will continue for the next 19 years. Further, the fastest growing section of the population is those 85 years old and above. Community Senior Services will present an innovate approach that allows seniors to age in peace and discuss warning signs of elder abuse—especially in the financial arena.

Time: 7:30–9 a.m.
Location: Village Grill; 148 Yale Ave.; Claremont
Cost: $15/members; $25/guests (includes breakfast and one hour of CPE)
Learn more and register.


How You Can Help Californians Better Manage Their Finances

Register for the 2015 California Financial Literacy Summit—July 30

Are you a current financial literacy volunteer looking for additional training, resources and networking opportunities with other volunteers and financial literacy stakeholders? Are you considering volunteering your time to promote financial literacy in your community? Do you know of teachers or parents who are interested in bringing financial literacy resources into their schools?

On July 30, California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together with a common goal—to improve financial literacy. The 2015 California Financial Literacy Summit at the San Jose Marriott will provide free educational resources for teachers, volunteer training and opportunities to build connections within the California community to promote financial education and focus on how we can empower the next generation to better manage their finances through education.

The 2015 California Financial Literacy Summit offers a unique chance to connect with leaders in the financial literacy community as well as educators, nonprofit volunteers, community organizers and financial professionals.

Visit www.calcpa.org/flsummit for the latest information about the summit and to register for free. All meals and parking are included. Reception to follow at the conclusion of the event.
3 hours of CPE will be offered.

Our special thanks to the following sponsors for their generous support:

Grant Thornton
CalCPA Education Foundation
California Teachers Association
California Jump$tart Coalition

Mercury Insurance


CalCPA News


CPA-PAC Fundraiser With Lt. Gov. Gavin Newsom

The CPA-PAC is hosting a fundraising breakfast June 26 featuring Lt. Gov. Gavin Newsom. The event will be held 7:15-9 a.m. at the Park Central Hotel in San Francisco. Newsom, the former mayor of San Francisco and a front-runner to be California’s next governor, will be discussing the state’s political climate and his plans for the future of our state.

Bulletin Deadlines

June Bulletin: May 8
July Bulletin: June 8
Aug. Bulletin: July 8

Membership News

Contact Us

Program Associate:
Monica Thompson
(951) 288-4459

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