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Inland Empire Chapter

A blog for and by a community of professionals


President's Message

Financial Literacy

August 27, 2014

By Derrick DeBruyne, CPA, CFE

 One of the most rewarding opportunities for me as a CalCPA member is presenting at one of our financial literacy events. These presentations are part of our outreach efforts to provide financial literacy education in our communities. CalCPA provides all of the materials and works to find volunteers to present them. In the past, our chapter has done presentations at several high schools in Pomona, at a community center in Moreno Valley, at Leroy Boys Home, at the ULV REACH Summer Business Camp and many other places. We have many volunteers who are standing ready to step in and give a presentation, we just need the forum. Our Financial Literacy Committee works hard to find these presentation opportunities, but we can certainly use your help.

If you know an organization that might benefit from a CalCPA financial literacy presentation—or would like to see a financial literacy presentation at your local church, school, or community group—please contact our Financial Literacy Committee Chair Alexis Hundley or chapter program associate Monica Thompson. Materials are available on a wide variety of topics; you can visit the financial literacy page on the CalCPA website to see what is available.

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Chapter News

FREE Professional Issues Updates Coming to You

Please join us for an overview on topics impacting the CPA profession and CPAs in your local community. CPA professionals, including CalCPA leadership, will present on the latest tax issues, legislative and political activities, risk and liability trends impacting CPAs, as well as the Affordable Healthcare Act and the new provisions going into effect. Full breakfast will be included. Attendees will earn 3 hours of free CPE. This event is FREE for members and guests. Invite your colleagues to use discount code “PIUGuest” at checkout.

Learn more and register today.

Attorneys, Bankers, CPAs and Other Professionals Networking Mixer

Be part of the networking opportunity of the year! Attorneys, bankers, CPAs and other financial professionals can see old friends and make new ones while enjoying hors d’oeuvres, non-alcoholic beverages and one beer/wine ticket, which are all included in the price of admission. A discount applies if you register by Sept. 12.

All net proceeds benefit the chapter’s scholarship fund. CalCPA is a non-charitable organization no portion of your registration fee is tax deductible as a charitable contribution.

Learn more and register.

Member/Guest Social Networking Event

Young and emerging professionals, students, CPAs and other professionals and their guests are invited to attend this networking event. Meet some of the chapter’s leadership team and enjoy light food and billiards. This is a networking opportunity you won’t want to miss!

Learn more and register.

Temecula Valley DG: Why You Have to ‘Relearn’ How You Think About Learning

Now it’s time to take the QBQ principles and develop trust through personal accountability in the next book of the series, “Flipping the Switch.” We’ve all been part of the “blame game.” Come join us as we discuss how to change our thinking from blaming others to accepting and acting on what we can change: ourselves.

For more information, contact Grace Clark, or go online for registration information.

Coachella Valley DG Book Study: ‘Good to Great: Level 5 Leadership’

Jim Collins spent five 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 2, “Level 5 Leadership,” which should be read prior to the meeting. To get a copy of the book before the meeting, please contact Cheryl Uyemura.

Learn more and register.

MAP DG: Taking the Mystery Out of HSA Participation and Contribution

Health Savings Accounts are probably one of the most under-utilized health care benefits out there. Truth be told, most of us don’t know very much about them, so we tend to shy away from them. Join us as Tom Kowalski, sales manager at Group Insurance Trust of CalCPA, discusses the down and dirty on the potentially immense benefits of HSAs. Time permitting, he will also give us a quick update on the Affordable Care Act.

Register or learn more.

East Valley DG: Peer Review

Learn how to make peer review simple and relevant to our everyday practice in this one-hour presentation. Don’t stress—a little advanced planning will improve your practice and will reduce the time and cost of your peer review.

Learn more and register.

CalCPA News


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.

October Bulletin: Sept. 11
November Bulletin: Oct. 9
December Bulletin: Nov. 10

Save the Dates

Friday, Nov. 7: Student Event, Chaffey College Chino Community Center

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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

Chapter Leadership