| Share

Annual CalCPA MAP Committee Meeting

By Johanna Sweaney Salt, CPA

The CalCPA Management of an Accounting Practice Committee had a very full agenda at its annual resort meeting May 14–15 at Tenaya Lodge in Yosemite. Here are some highlights:

Several themes emerged during a post-busy season roundtable. First, although numerous firms have made the transition to the paperless office (or less paper office) there is still tremendous interest in the process and the logistics of doing so. In a similar vein, technology and compliance with new regulations concerning encryption, etc., are always hot topics. The committee will be working on some how-to articles over the next few months to be made available to all CalCPA members.

The concept of dashboards was another area of technology that generated great interest. The committee participated in a web presentation from Thomson on its Practice CS software, which includes dashboard technology.

With many of us being concerned about environmental issues, going green is another timely issue. To that end, C. J. Aberin, electrical engineer and senior manager at KBKG Inc., discussed the tax benefits of going green. C. J. talked about recent legislation, focusing on the Energy Efficient Commercial Building Deduction. There are many opportunities for tax benefits, especially for owners, builders and developers of 50,000-square-foot and larger commercial properties.

Eileen Pastenieks and I also made a presentation based on Bill Reeb’s book, “Securing the Future: Building a Succession Plan for Your Firm.” Succession planning continues to be a critical area for many, if not most, firms, and this book is a step-by-step guide on how to begin the succession planning process.

Bookmark and Share

blog comments powered by Disqus

Save The Dates

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.

September issue: Aug. 11
October issue: Sept. 10
November issue: Oct. 11

Local 8-hour CE Fundraiser

Accounting and Auditing with Excel
Software tools enable us to be more productive and efficient. Learn how to leverage the powerful features of Excel for accounting and auditing. Explore the use of Excel as an audit and analysis tool, as well as selected features that help prepare accurate reports and workpapers. Review SAS 56 requirements and how to satisfy them with Excel, as well as certain FASB pronouncements that Excel can automate. Explore how certain fraud analysis may be accomplished with Excel, including the implementation of Benford's law.
     Support our chapter scholarship fund by attending this complimentary event.

Register today!

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.

Classifieds

View More...

Visit our Classifieds page to place an ad or to conduct a more thorough search.

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:
Maria Nazario
(800) 922-5272, ext. 3506

P.O. Box 974
Moreno Valley CA 92556

Chapter Leadership