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Inside Integra

Issue 3 | June, 2017

In This Issue

Inside Integra Editor Richard Purcell

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

We have more details for you on the next two upcoming conferences - one regional, one world wide.

If you click on the read more link in Business Referrals 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 always something interesting involving our members around the world. This includes published articles and recognitions of growth and outstanding service. Read about them in the Member News section.

Be sure to read about our new member efforts and results in Other News.

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 August, 2017.

Richard Purcell

Newsletter Administrator

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

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:


  • 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

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: [email protected]

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