| Share

Inland Empire Chapter

A blog for and by a community of professionals


Archive for the ‘Chapter News’ Category

Member and Guest Networking Social

January 23rd, 2012

Need relief from tax season or just want to get out of the house? Then this social is for you. Don’t miss out on this great networking opportunity.

Date: Wednesday, March 21

Register online.

2012–13 Chapter Nominations

January 23rd, 2012

Download and complete your ballot for chapter officers and directors. Ballots are due by March 23.

La Verne Discussion Group: Factors that Banks Evaluate in Marketing Small-Business Loans

September 28th, 2011

Come learn about the factors that banks look at when conducting a comprehensive review of a small-business loan applicant.

Date: Tuesday, Oct. 18

Register online.

Riverside Discussion Group: The Hedgehog Concept

September 28th, 2011

We’ll be continuing our discussion of Jim Collins’ book Good to Great. Please read Chapter 5, “The Hedgehog Concept,” prior to the meeting.

Date: Friday, Oct. 21

Time: Noon–1:30 p.m.

Location: Killarney’s Restaurant & Irish Pub; 3639 Riverside Plaza Drive, Ste. 532; Riverside

Register online.

Info. or to get a copy of the book before the meeting: Carrie Miller

Temecula Valley Discussion Group: The Hedgehog Concept

September 28th, 2011

It’s not too late to join us as we continue our discussion of Jim Collins’ book Good to Great. Please read Chapter 5, “The Hedgehog Concept,” prior to the meeting.

Date: Monday, Oct. 10
Time: 7:30–9:30 a.m.
Location: Carrow’s Restaurant; 24640 Madison Ave.; Murrieta
Register online.

Info. or to get a copy of the book before the meeting: Grace Clark

MAP Interest Group: Undisciplined Pursuit of More

September 28th, 2011

Join us as we continue our study of Jim Collins’ book How the Mighty Fall—And Why Some Companies Never Give In. Please read “Stage 2: Undisciplined Pursuit of More” prior to the meeting.

Date: Thursday, Oct. 20
Time: 7:30–9 a.m.
Location: Village Grill; 148 Yale Ave.; Claremont
Cost: $15/members; $20/guests (includes breakfast and one free copy of the book)
Register online.

Info. or for a copy of the book before the meeting: Johanna Sweaney Salt

State of the Profession Breakfast Meeting

September 28th, 2011

Join us for a legislative and grassroots effort update, as well as current issues being addressed by the California Board of Accountancy. The discussion will be centered on recently passed legislation and future issues regarding the profession, such as reapportionment and election reform, CalCPA’s advocacy program, 150-hour rule and future direction of the CBA.

 

Date: Tuesday, Oct. 25

Register online.

FASB Update; Big GAAP vs. Little GAAP

August 30th, 2011

Join the chapter’s AP&AS Committee and guest speaker Ron Bossio, one of the Financial Accounting Standards Board senior project managers, when they discuss current standards, including FASB, AICPA and Blue Ribbon Panel views of how the profession should proceed regarding standard setting for private companies. Gain a better understanding of how potential changes might impact the standards that will affect your firm’s financial statement practice.

Date: Thursday, Sept. 22

Register online.

La Verne Discussion Group: Special Needs Trusts

August 30th, 2011

Join us as we explore the two types of special needs trusts: trusts set up through medical malpractice settlements and trusts set up through estate planning. Explore the options of funding, investing and how to select the appropriate trustee. This presentation is not about asset protection, but is for planning for disabled individuals under age 65.

Date: Tuesday, Sept. 20

Register online.

Riverside Discussion Group: ‘Confront the Brutal Facts’

August 30th, 2011

Join the Riverside Discussion Group as we continue our discussion of Jim Collins’ book, Good to Great. Prior to the meeting, please read Chapter 4, “Confront the Brutal Facts.”

Date: Friday, Sept. 23
Time: Noon–1:30 p.m.
Location: Killarney’s Restaurant & Irish Pub; 3639 Riverside Plaza Drive, Ste. 532; Riverside
Info
: To get a copy of the book before the meeting, contact Carrie Miller.

Temecula Valley Discussion Group: ‘Confront the Brutal Facts’

August 30th, 2011

It’s not too late to join the Temecula Valley Discussion Group as we continue our discussion of Jim Collins’ book, Good to Great. Prior to the meeting, please read Chapter 4, “Confront the Brutal Facts.”

Date: Monday, Sept. 19
Time: 7:30–9 a.m.
Location: Carrow’s Restaurant; 24640 Madison Ave.; Murrieta
Info: To get a copy of the book before the meeting, contact Grace Clark.

Register online.

Fraud: Focusing on Identity Theft and the ‘Alter Ego Theory’

August 30th, 2011

Ever wonder why people commit fraud or what character traits cause them to commit fraud? Join us for lunch and two hours discussing fraud: the “Alter Ego Theory” and identity theft.

Date: Thursday, Sept. 8
Guest speaker: David Wall, director of forensics, EP Forensic & Valuation Services LLP

Register online.

‘Hubris Born of Success’

August 30th, 2011

Join the Management of an Accounting Practice Interest Group as we continue our study of Jim Collins’ book, How the Mighty Fall: And Why Some Companies Never Give In. Prior to the meeting, please read “Stage 1: Hubris Born of Success.”

Date: Thursday, Sept. 22
Time: 7:30–9 a.m.
Location: Village Grill; 148 Yale Ave.; Claremont
Cost: $15/members; $20/guests (includes breakfast and one free copy of the book)
Info: To get a copy of the book before the meeting, please contact Johanna Sweaney Salt.

Register online.

Big 5 Discount Program

August 30th, 2011

Pre-register for five chapter events and get 13 hours of CPE at a discounted rate.

Another Boring Book Study? Not Quite.

August 30th, 2011

That’s what some chapter members might think about our three monthly book discussion groups located in Claremont, Riverside and Temecula. And they would be wrong. According to Bill Smith, who recently attended the Temecula Valley group, “My first thought was that this would be another boring book about business success stories, but it is not. I look forward to the next chapters and find the information relevant to any size organization.”

And here’s what Miguel Mazzilli had to say after attending the Riverside group: “Participating in the book group is a nice break from the daily activities, and it has given me the opportunity to exchange ideas and learn from different viewpoints. The group is an interesting blend of people from public accounting, industry and academia.”

And from the Claremont group, Dave Marion said, “This meeting is the highlight of my month.”

Make plans now to attend one of these three groups and see for yourself what all the enthusiasm is about. Besides, where else can you get a book, breakfast or lunch and an hour of CPE for $15? For more information, visit the chapter homepage and look under Chapter Events.



Save The Dates

April 24: Past Presidents’ Breakfast
April 27: Student Scholarship Networking Event
May 21: CPA Shootout Golf Tournament

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.

March issue: Feb. 10
April issue: March 9
May issue: April 9

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.

Education Foundation Courses/Conferences

View More...

Visit our Education Foundation page to learn more about our products and services.

Subscribe

Subscribe to Inland Empire Chapter Bulletin by Email

Subscribe in a reader

What's a reader?
Watch the video tutorial on CalCPA's website. (CalCPA members only)

Contact Us

Program Associate:
Monica Thompson
(951) 242-7558

Program Director:
Geoff Wilson
(818) 546-3501

P.O. Box 974
Moreno Valley CA 92556

Chapter Leadership