One Regional Conference Complete; One Set to
Go
Philadelphia, May 18 - 20, 2017:
Our Global Administrator Laurie Daschuk
prepared the following report on the
regional conference in Philadelphia that
took place May 18 - 20:
As soon as Integra Members began to
arrive for the Philadelphia Conference,
I could tell this would be a fun event.
Being my first Conference, I wondered
how it would feel to finally meet
everyone - much the same experience I
imagine for our newest members as well.
I set up in the Lobby on Wednesday
night, so that people could check in and
get their bags early. My real goal was
to spend more time with everyone I had
emailed and sent messages to. The
smiling faces and handshakes and hugs
told me this is a group that loves to
get together! Attendees commented that
it was easy to pick up friendships where
they left off from the last Conference.
When you only see each other a few times
a year, there is lots of news to
exchange and experiences to share.
We had a very full agenda, from the
opening reception on Thursday Night to
the Tour and Gala Dinner on Saturday
night. Special Guest “Ben Franklin”
appeared in many pictures with guests at
the Opening Reception. Outgoing AAANZ
President Steve Williams did an
exceptional job keeping us to our
schedule through the Friday and Saturday
Conference Agenda. We had good feedback
on the quality of speakers and an
audience of close to 100. Our new
members got well deserved time in front
of the group - and the stories and
videos they shared helped us to get to
know them better.
The dinners and entertainment were
remarkable this year. Beautiful Italian
food and Opera performances for Friday
Night and a Colonial Era historic dinner
and location for Saturday Night.
Everyone will remember the wonderful
string band Don DeGrazia brought in
especially for us on our last evening
together. People stayed late to talk
and visit and spend time together, or
took their group off to a nearby pub to
continue the fun into the wee hours.
This Conference was a welcome break for
such a hard working group of
professionals. Our Members are looking
forward to the three upcoming events
this year: in Sofia, Malta and Tokyo.
Everyone at Philadelphia was already
making plans for the next trip!
Sofia,
June 22 - 24, 2017:
The planning for
the Annual June Conference in Sofia,
Bulgaria has been completed and
invitations have been sent out. The host
firm is K&K Accounting.
Enjoy rich
history while getting updated on
accounting, business, audit, tax and
technology information. The event will
start with the traditional Welcome
Reception at the Sofia Hotel Balkan on
Thursday, June 22 at 6:00pm and will
conclude on Saturday, June 24th with a
folkloric Bulgaria evening dinner. There
will also be spouses tours on Friday to
Rila Monestary with Lunch and a Saturday
morning tour of the famous Boyana
Church. There is a group tour for
everyone to enjoy around the town on
Saturday afternoon. Should you need any
assistance in planning your trip or
require any information about the
conference, please contact your EMEIA
Administrator
Susanne Martius before June 9th.
Business Referrals
Business referrals seem to be
increasing - a tangible benefit of
members' involvement in Integra.
This month several firms reported having sought or
received referrals or advice in
April and May.
View the details here.
If you would like to report any referrals
or assistance, please send an e-mail
to one of Integra's administrators and we will gladly
report on your behalf.
It is your chance to publicly thank
your colleagues.
A referral procedure policy document
has been created and is available to
be viewed and downloaded from our
Google drive by clicking
here.
Member News
This edition reports on several
achievements by members and their
firms such as published articles in
professional magazines, growth
through acquisition, recognition of
outstanding service, presentation of
webinars available to all members
and more.
View the details here.
If you have one or more items of interest that
you want our members to know about,
just drop us a short e-mail.
Other News
New members
The Global Board is pleased to
announce a new member in Lausanne,
Switzerland. INTERMANDAT
is a full service firm with
3 partners and 17 staff. They are
an Accounting, Tax and Audit firm in
the French-speaking part of
Switzerland. All partners are fluent
in English and the firm’s staff
speaks German and Italian as well.
The main contact person is Mr.
Nicolas Perrigault who can be
contacted at
[email protected] For
more information about the firm,
please visit their website at
www.intermandat.ch
AICPA Engage Tradeshow and
Conference
Gerry Herter, New Member Manager for
AAANZ region and Laurie Daschuk will
be attending this annual Symposium
in his ongoing efforts to increase
our membership. Well over a thousand
CPA's attend this event that has
generated several new members in he
past.
If there are any members attending
the AICPA Conference in Las Vegas
from June 12 to 15th please get in
touch with
Laurie or
Gerry. They would love to meet
with you there. Gerry has arranged
for a corner booth at the event and
Laurie will be there helping to
spread the word about Integra and
hopefully recruiting some new
members. Don’t hesitate to let them
know if you have a prospective
member we can contact. There are a
few areas we still need member
coverage in. Gerry will be updating
everyone after the Conference.
Integra Webinar
On June 8, every Integra member is
invited to join a webinar dealing
with business valuation. The
discussions will be led by Don
DeGrazia and Kristen Matkowsky of
Gold Gerstein in Philadelphia. There
is no cost to register. For more
information and to register for the
webinar contact
Laurie Daschuk
Press Release - AAANZ Board
Appointments
Integra International Regional
Chapter Appoints New Board President
and Elects Three New Board Members
Vancouver, BC (June 1, 2017)
Integra International is pleased to
announce the appointment of
Brian Hunter as the Board
President for the AAANZ Regional
Chapter (North and South America,
Asia, Australia and New Zeeland) and
the election of three new members to
the AAANZ Board of Directors. Brian
Hunter, CPA is Partner at Fenner
Melstrom & Dooling, PLC in Detroit,
MI, and will serve a two year term
as Board President.
The election took place in May at
Integra’s Regional Conference in
Philadelphia, PA, USA. New board
members include Les Adler,
CPA, Partner at Kabat, Schertzer, De
La Torre, Taraboulos & Co. in Miami,
FL, Gerard Esposito,
CPA, Partner at Leaf Saltzman in New
York City and Mark Fiato,
CPA, CVA, Principal at Caras and
Shulman, PC in Boston, MA.
Returning Board members are:
Bill Simms, Vice President
(Dallas, TX), Carolina Perez,
Secretary Treasurer (Guadalajara,
Mexico), and Steve Williams
(Past President, Los Angeles, CA)
Integra International is an
interactive Global Association of
local independent accounting,
taxation, auditing, and business
consulting firms dedicated to
advising businesses around the
world. Our member firms contain over
3,000 CPAs, CAs and Business
Advisors who share knowledge openly
and regularly. In a global market
place, Integra helps it's members be
a global firm, able to help their
clients no matter where in the world
business takes them. Members offer a
wide range of professional services
to their clients, meeting their
national and international needs.
The knowledge, education and
resources – both domestic and
international – of the three
thousand professionals involved in
Integra International is available
to member and their clients.
Member Database and
International Directory
Our international directory is intricately linked to our web
site so updating the details of each
firm in the printed directory will
occur concurrently with updates to
our website. The 2017 directories have
been shipped - this
will be the last printed directory.
Next year the directory will be
on-line only - with a PDF file
available for printing.
We continue to ask each member firm to ensure that
all professional staff are included
in
our database so that Integra can
directly send newsletters and
conference information to them. We
want to thank the many firms that
submitted the information. However, there
still remains a gap between the
number of professional staff
according to our membership
statistics and our mailing database.
We realize that not all staff
in your firm speak English but by
them receiving information directly
from Integra, they will feel part of
the organization. They are the
future leaders of your firm and it
will benefit the firm in the long
run.
If you are the main contact person
for your firm, please respond with the
names and
e-mail addresses of all your
professional staff. This can only
help your firm experience the power
of your Integra membership by
engaging your entire staff in what's
happening at Integra.
New Website
Please review your profile on the
new website - it is a good time to
update information or correct
information as we near completion.
The Members Area “Integra
Interactive” will go live mid June.
Upcoming Conference Dates and
Locations:
Summary
- June Conference: June 22-24 2017-
Sofia, Bulgaria
- Cross Border Tax Workshop:
September 16 2017 - St. Julian's, Malta
- October World Wide Conference:
October 19-21 2017 - Tokyo, Japan
- May Conference: May, 2018 - San
Juan, Puerto Rico
- June Conference: June 21-23,
2018 - Tel Aviv, Israel
- Cross Border Tax Workshop:
September, 2018 - New York, USA
- October World Wide Conference:
October 18-20, 2018 - Florence,
Italy
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