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Inside Integra

Issue 1 | February, 2017

In This Issue

Inside Integra Editor Richard Purcell

Welcome to the first issue of our members only newsletter for 2017.

As mentioned in the last edition, change is constant. Read about two more changes recently announced.

Be sure to click on the read more link in Business Referrals. Again you will find some really interesting interaction among members. Let us know about your contact with other Integra member firms so that we can report about it in the next issue of our newsletter. The information is used when we are recruiting new member firms - it shows the true value proposition of an Integra membership. There is also news about a business referral document available to members.

There is always something interesting involving our members around the world. Read about them in the Member News section.

In Other News we are pleased to announce the admittance of 3 new member firms. 

We also enlist your help with increasing the number of individuals that receive our emails. Please let me know of others in your firm that you would like to add to our mailing list for Integra communications.

Your questions, comments, additions or suggestions are welcome and I would like to encourage you to send input for our next Inside Integra newsletter in April, 2017.

Richard Purcell

Newsletter & Website Administrator

Personnel Changes at Integra

On February 13, 2017 all Integra members received an e-Blast dealing with a few important changes dealing with the administration of our association.

Laurie Daschuk was introduced as Integra's new Global Administrator and Conference Planner. She has over 20 years of experience organizing conferences and supporting association executive committees.

Laurie's comment when asked about her job "I was administering 6 different associations. I look forward to only having to look after one."

Gerry Herter was introduced as the new Membership Manager for the AAANZ regional chapter. His role will be exactly the same as that of Joan Lliteras who looks after new members for the AEIME regional chapter.

Gerry remarked in part “I am both honored and humbled by the opportunity to serve Integra with this exciting new challenge. Membership in Integra has been a transforming experience for me and my firm."

We also said goodbye to Renee Dominique and wished her well. She did an excellent job facilitating the 2016 conferences.


Business Referrals

Business referrals continue as a benefit of members' involvement in Integra. One member reported 4 Integra maters in a single day. There were 3 language translations done for other members and a couple of requests on cloud based activities

If you would like to report any referrals or assistance, please send an e-mail to one of us 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.

Read more »

Member News

This edition reports on some name changes, personnel changes and promotions and some marketing initiatives.

If you have one or more items of interest that you want our members to know about, just drop us a short e-mail. 

Read more »


Other News

New members

Effective January 1, 2017 the Atlanta, GA office of GrossDukeNelson merged with Brady Ware & Company. Integra membership will continue under Brady Ware & Company. The merger creates an office of 7 partners; 30 professionals and 6 support  staff. David Duke will be the main contact person reachable at dduke@bradyware.com

Also effective January 1, 2017 in Miami Les Adler, Jorge Aldecoa and several staff from Binstock, Rubin, Adler, Aldecoa and Elsey moved over to join Kabat, Schertzer De La Torre, Taraboulos and Company (KSDT) who will carry on as the Integra member for south Florida. More details can be found on Integra's website

The new firm will consist of 91 people - 8 partners, 62 professional staff, 10 para professional staff, and 11 support people.

Again, effective January 1, 2017 a firm in Dublin, Ireland joined our association. NKC Business and Taxation Consultants Limited brings their 26 people on board. More details have been posted on Integra's website.

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 version of the directory is in progress so if you know of any changes required please contact Carla Sanchez immediately.

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 (4,305) and our mailing database (780).

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.

Upcoming Conference Dates and Locations:

AAANZ Annual Regional Conference

The invitation was recently went out to all members. If you have not received it, please contact Laurie Daschuk laurie.daschuk@integra-international.net The event will start with the welcome reception on Thursday, May 18, 2017, at 6 PM, at the conference hotel, the Sheraton Society Hill Hotel Philadelphia. Besides news and information about the internal development of Integra, the business agenda includes most interesting topics like

  • Corporate Identity/Brand Management of your firm,
  • Cyber Security/Protecting your Firm from Fraud and Hacking,
  • AICPA –New Tools for International Firms,
  • Wealth Management,
  • Lease Accounting,
  • Healthcare, and
  • Accounting Software Solutions.

The Ladies Program will lead them through American History and the colorful streets of Philadelphia of today. Ladies and guests can enjoy an all day tour on Friday and a morning tour on Saturday. To make sure that nobody leaves Philadelphia without historic and cultural background knowledge of the city, a Saturday afternoon Sightseeing Tour is organized for ALL participants. On Friday evening you will enjoy outstanding Italian cuisine while being enchanted by live opera. A remarkable evening you should not miss! And dinner on Saturday will take you out to American History at its best, in a tavern dating back to 1773 where you will experience 18th century American culinary history. INTERESTED? DON’T WAIT – REGISTER NOW!

AEIME Annual Regional Conference

The conference will take place at the Sheraton Sofia Hotel Balkan, a truly historic building, as it was part of the President’s Palace complex and beneath its foundations lies a historical Roman fortress, the remains of which can be seen all around the hotel. The event will start with the traditional Welcome Reception at the hotel, on Thursday, June 22, 2017, at 6:00 PM. Business sessions all Friday and on Saturday morning will include:

  • Integra internal business,
  • Technical sessions on current topics,
  • Local speakers and
  • Our key note speaker: Ambassador Elena Poptodorova, a Bulgarian politician and diplomat who has served two times as the Ambassador Extraordinary and Plenipotentiary of Bulgaria to the United States.

The tours and dinners will reflect the historic and cultural flair of Sofia. The invitation will be sent out soon.

Cross Border Tax Workshop

Our annual workshop will take place at the hotel Westin Dragonara Resort, offering two large outdoor pools and direct access to the Mediterranean Sea. The Tax Group is currently planning the workshop sessions and will come up with the detailed agenda soon.

World Wide Conference

The conference will be held at the beautiful Hilton Tokyo Odaiba hotel. The business agenda is in the planning stage and promises to be very interesting. Two local speakers have already committed to speak at the conference: Mr. Tatsuya Arai is Executive Board Member of the Japanese Institute of CPA’s and will be speaking about Japan GAAP and IFRS Adoption Status. And Mr Hiroshi Fujiwara will be speaking about Global IT Industry. Tours and dinners will soon be finalized. More information will be published in our next issue of Inside Integra, and we can look forward to an amazing conference.

Summary

  • May Conference: May 18-20 2017- Philadelphia, Pennsylvania, USA
  • June Conference: June 22-24 2017- Sofia, Bulgaria
  • Cross Border Tax Workshop: September 16 2017 - Swatar, Malta
  • October World Wide Conference: October 19-21 2017 - Tokyo, Japan
  • May Conference: May 2018 - San Jose, Puerto Rico

Inside Integra is a bi-monthly publication of Integra International intended to keep its worldwide members informed about what’s happening within the association around the globe.

Newsletter Administrator Richard A. Purcell, CPA, CA  •  Vancouver, BC, Canada

Tel: +1-604-817-1500  •  Fax: +1-604-939-1872

  •  Email: purcell@integra-international.net

Integra International is registered in London at 233-237 Old Marylebone Road, London, NW1 5Q, United Kingdom