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Inland Empire Chapter

A blog for and by a community of professionals

President's Message

Summer Activities

July 1, 2014

By Derrick DeBruyne, CPA, CFE

 As a child I can remember anticipating the arrival of summer vacation with a level of excitement that was unparalleled to any other part of the year—except Christmas. I would count down the days of school remaining and look forward to the full days of free time that awaited me. As an adult, the excitement is not quite at the level it was when I was a child, but I still look forward to catching a week or two of family vacation and some time away from the daily stresses of the office. I hope that you’re able to enjoy some time this summer to rest, relax and refresh as well.

As a CalCPA member, the beginning of summer also marks the CalCPA Council and CalCPA Education Foundation’s Annual business meetings, as well as the installation of a new CalCPA chair. It was great to welcome new chair Tim Good (LA Chapter) this year, and I look forward to a great year under his leadership. Our chapter was represented well at this statewide meeting, with six total Inland Empire Chapter members in attendance as voting Council members. In addition to our two chapter appointed representatives, we have two chapter members that are statewide committee chairs and two chapter members sitting on the CalCPA Board.

Read the rest of this entry »

Chapter News

How To Buddy-up with Your Bank

Many small businesses are struggling in securing the additional financing they need for their businesses to thrive. Maintaining a good banking relationship is key when seeking additional credit. Join the business and industry group Tuesday, July 8, as we discuss various tips and suggestions to make the most of your banking relationship.

Learn more and register.

Temecula Valley DG: Creating an Environment Where Personal Accountability Can Flourish

There are four easy steps to develop personal accountability in yourself and those you lead. Join the Temecula Valley discussion group on Monday, July 14, as we continue our book study on, “The Question Behind the Question” by John G Miller. We will be discussing chapters 21-33, “Creating an Environment Where Personal Accountability Can Flourish.”

For more information or a copy of the book, please contact Grace Clark.

Learn more and register.

Riverside DG Book Study: Strategy and the Fat Smoker

What kind of client relationship do you want? Join the Riverside Discussion Group on Friday, July 18, 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 chapter six through eight prior to the meeting.

For more information and a free copy of the book contact Carrie Miller.

Learn more and register.

Register for the 2014 California Financial Literacy Summit—Aug. 6

Are you a financial literacy volunteer looking for additional training, resources and networking opportunities? 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?

California CPAs, educators, nonprofits, community volunteers, legislators and financial professionals will come together Aug. 6 with a common goal—to fight financial illiteracy.

The 2014 California Financial Literacy Summit
at the Burbank Airport 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.

More information and registration details to this free event are available online. And stick around for the reception following the event.

Our special thanks to Deloitte, PwC, KPMG, EY, Grant Thornton and the California Teachers Association for their generous support!

CalCPA News

Leadership Institute Applications Accepted

Strong leaders in strategic positions are key to CalCPA’s continued success. CalCPA Leadership Institute is a five-day program designed to teach members skills that will make them better leaders and managers—from identifying personal leadership styles to client management to managing people.

Find more information, including an application, online. Applications are due Aug. 29.

The 2014-15 Emerging Leaders Certificate Program is Here

Details for the 2014-15 Emerging Leaders Certificate Program are being finalized—new speakers, new format, new topics. Participants will earn 16 hours of CPE and enjoy two full days of leadership development training and networking with peers, both regionally and within their CalCPA chapter. More information and registration details are available online.

  • Wednesday, Aug. 20:
    Locations vary by chapter

How Can You Help Californians Better Manage Their Finances?

Attend the 2014 California Financial
Literacy Summit

Aug. 6:
Burbank Airport Marriott & Convention Center

Register Today!

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.

August Bulletin: July 7
September Bulletin: Aug. 11
October Bulletin: Sept. 11

Save the Dates

Wednesday, Sept. 17: Attorneys Bankers and CPAs Networking at Joseph Filippi Winery, Rancho Cucamonga
Wednesday, Oct. 29: Professional Issues Update at Mission Inn Riverside
Friday, Nov. 7: Student Event

Monthly Archives

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