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Inside Swenson • Issue 23

August 6, 2024
Welcome to the Summer 2024 edition of our Inside Swenson newsletter. We are pleased to provide you with the latest news and update you on some of the exciting happenings at Swenson. In the issue we look at AccountLease 2.0, CalCPA Accepts Swenson’s Peer Review, Swenson Advisors Supports Santa Fe Christian Schools, Integra International’s AAANZ 2024 Regional Conference, and more!

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Inside Swenson • Issue 22

November 30, 2023
Welcome to the Fall 2023 edition of our Inside Swenson newsletter. We are pleased to provide you with the latest news and update you on some of the exciting happenings at Swenson. In the issue we look back at our 25th Anniversary Celebration, we reflect on Integra International's 2023 Global Conference, we announce AccountLease 2.0, and more!

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Inside Swenson • Issue 21

March 21, 2023
Welcome to the Winter edition of our Inside Swenson newsletter. We are pleased to provide you with the latest news and update you on some of the exciting happenings at Swenson. In the issue we celebrate 25 years, we look back at 2022, Steve presents a webinar for Integra International, and more!

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Inside Swenson • Issue 20

November 21, 2022
Welcome to the Fall edition of our Inside Swenson newsletter. We are pleased to provide you with the latest news and update you on some of the exciting happenings at Swenson. In the issue you will learn about the 2022 Integra Global Conference, read about Swenson's community involvement, welcome our new clients, and more!

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Inside Swenson • Issue 19

August 16, 2022
Welcome to the Summer edition of our Inside Swenson newsletter. We are pleased to provide you with the latest news and update you on some of the exciting happenings at Swenson. In the issue you will, Learn about our lease accounting global reach, Welcome our new clients, Learn more about Jim LoPresti, and more!

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Inside Swenson • Issue 18

May 17, 2022
Welcome to the Spring 2022 edition of our Inside Swenson newsletter. We are pleased to provide you with the latest news and update you on some of the exciting happenings at Swenson.

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We Stand with the Patriots of Ukraine

March 30, 2022
Swenson Advisors, LLP and the Swenson Children’s Foundation have been strong advocates for the freedom loving citizens of Ukraine. We have supported them through contributions to Samaritan’s Purse and other faith based organizations. They have also been raised up in our prayers for their protection and victory over evil forces.

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Swenson and KSDT Sponsor Cars at Fontana, CA and Las Vegas, NV

March 3, 2022
Raul Gonzalez and his son Raul Gonzalez, Jr. represented Swenson in the pit and grandstands, and got to spend time with Raul’s friend and driver Ryan Vargus in the No 6 car.

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Inside Swenson • Issue 17

January 20, 2022
In the Winter 2022 issue, we celebrate the holiday season with our closes friends, famil and colleagues, highlight our Top 25 Account Firms in San Diego award, look back on 2021, and much more.

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Inside Swenson • Issue 16

October 20, 2021
In the Fall 2021 issue, we announce our Silver Sponsorship of Accounting Day 2021, discuss AccountLease's globe reach, showcase Integra International's JoA article, and much more.

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Lease Accounting Reform Takes Hold

September 28, 2021 | Originally posted in Integra International's Audit & Accounting Alert
Back in 2006, in response to increasing criticism at the inadequacy of lease accounting and reporting, the FASB and IASB launched a joint project to rectify the situation. The United States Securities and Exchange Commission had estimated in 2005 that $1.25 trillion in off-balance sheet lease obligations were held by public companies alone. (Today, lease liabilities are approaching $3 trillion).

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Lease accounting: Private companies on the clock after delay

September 9, 2021
Read the latest Journal of Accountancy lease accounting article written by Swenson Advisors' Joel C. Colbourn, CPA, Stephen G. Austin, CPA, and and Jim LoPresti

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SwenDay 2021

August 28, 2021
Read more about Swenson Advisors annual SwenDay 2021 with Canine Companions.

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Inside Swenson • Issue 15

July 29, 2021
In this issue, we welcome our new non-profit clients, share Steve and Joel's GASB 87 presentation, and a roadtrip journal that took 7,000 miles in 15 days. Click the button to read more.

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Inside Swenson • Issue 14

April 23, 2021
BREAKING NEWS: Swenson Children’s Foundation teamed up with Faith Community Church of Carlsbad (FCC) to deliver 2000 Spanish Bibles to the 1500+ migrant children at the San Diego Convention Center who recently crossed the US/Mexican border.

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Press Release: Swenson Advisors Remain Thought Leaders as Integra International Continues to Grow

April 7, 2021
An article in the February 2021 issue of International Accounting Bulletin, titled “Reimagining the Accounting Industry’s Global Future” featured interviews with some of the industry’s global executives to get a feel for how they have coped with and assessed pandemic challenges.

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Press Release: Swenson Sponsorships Support Happy And Healthy Communities

March 23, 2021
Swenson Advisors and Swenson’s Children Foundation were pleased to be among the sponsors of the Carrillo Elementary School's Read-a-Thon.

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Swenson Advisors Competes at NASCAR'S Homestead-Miami Raceway - What a Race it Was!

March 4, 2021
Landon Cassill drove hard and powered the Swenson Advisors No. 4 car at Homestead-Miami Raceway in Florida.

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Press Release: Let's Get Fiscal! - KSDT CPA and Swenson Advisors Will Compete as Nascar Contenders at Homestead-Miami Speedway

February 23, 2021
Swenson Advisors will be competing with fellow Integra International® firm KSDT CPA in this exciting race in Miami this Saturday, February 27 to raise funds for the Swenson Children's Foundation...

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Inside Swenson • Issue 13

February 18, 2021
In this issue, we discuss Swenson earning a TOP 25 Accounting Firm designation from San Diego Business Journal, an update for the Paycheck Protection Program, Swenson Children's Foundation, our new client spotlights for this quarter and more...

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Steve Austin Featured in the San Diego Business Journal

January 29, 2021
Steve Austin and other industry professionals share details of their experiences adapting to the ever-changing accounting landscape in the San Diego Business Journal’s recent article Technology Lessons from Coronavirus Pandemic.

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SwenAssurePPP Update

January 25, 2021
Read more for updated information about the Paycheck Protection Program (PPP) with SwenAssurePPP.

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SwenAssurePPP Update

January 11, 2021
Read more for updated information about the Paycheck Protection Program (PPP) with SwenAssurePPP.

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Steve Austin Named Alumnus of the Year at Bob Jones University

December 16, 2020   •   Press Release
Congratulations to Steve Austin, Firm Managing Partner at Swenson Advisors ashe was recently named Alumnus of the Year for 2020 at Bob Jones University.

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SwenAssurePPP Update

December 15, 2020
Read more for updated information about the Paycheck Protection Program (PPP) and PPP Flexibility Act with SwenAssurePPP.

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Inside Swenson • Issue 12

Fall 2020
In this issue, we discuss our first annual SwenDay, an update for the Paycheck Protection Program, Swenson Children's Foundation, our new client spotlights for this quarter and more...

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KSDT CPA and Swenson Advisors Partner With Jeffrey Earnhardt and JD Motorsports With Gary Keller at Talladega

October 1, 2020   •   Press Release

JD Motorsports with Gary Keller is pleased to welcome familiar partner KSDT CPA as a primary sponsor on Jeffrey Earnhardt's No. 0 Chevrolet this weekend at Talladega Superspeedway. Swenson Advisors, an accounting firm out of San Diego, will also share the car with the aforementioned KSDT.

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Inside Swenson • Issue 11

Summer 2020
The health and well-being of our employees are of primary concern to us at Swenson. With the goal of helping our employees stay healthy, we have begun CPR/AED certification training and a Health & Wellness Program.

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Inside Swenson • Issue 10

Spring 2020
Swenson Advisors offices are closed in compliance with the current California mandate. All members of the Swenson Team are working remotely and can be reached by email or phone calls to their respective office number and phone extension.

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Inside Swenson • Issue 9

Winter 2020
Integra International held its tenth annual World Wide Conference in Washington, DC, October 31 – November 2, 2019. At the Conference, Swenson Advisors, LLP received the honor of being named Integra’s “Firm of the Year.” Swenson was selected out of a group of more than 125 firms in the United States and globally based on overall participation and contribution to the Integra organization.

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Inside Swenson • Issue 8

Fall 2019
Our 12th Annual Hot Topics Seminar took place at The LOT at Liberty Station on October 4th. Attendance was at capacity, and we were pleased to present an excellent roster of speakers – fourteen in all.

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Swenson Advisors Welcomes Jim LoPresti

June 13, 2019   •   Press Release

Swenson Advisors is pleased to announce that Jim LoPresti has joined the firm as the Business Development Executive.

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Inside Swenson • Issue 7

Spring 2019
We Made the News! Swenson Advisors, LLP and Cresa San Diego developed and introduced AccountLease™ as a comprehensive solution to address the new lease accounting standards requiring companies to report substantially all real estate, equipment leases, and leases embedded in service agreements as assets and liabilities on their balance sheets.

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AccountLease™ Selects LeaseCrunch® as Software Platform for Healthcare Engagements

February 28, 2019   •   Press Release

LeaseCrunch, the only lease accounting software made by former CPA firm auditors for CPA firm auditors, today announced that AccountLease will use their software platform to serve clients.

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Integra International Re-Elects Steve Austin to the Global Board at Integra International 2018 AGM

November 5, 2018   •   Press Release

Integra International is pleased to announce an additional two year term for Steve Austin, CPA at its recent election during the Global Conference in Florence, Italy.

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Inside Swenson • Issue 6

Fall 2018
Our 11th annual Hot Topics Seminar this year received great reviews! The venue, THE LOT Theater, was a great setting with its big screen and super comfortable seats. The audience was thrilled, and the feedback was the best we’ve had in the last 10 years.

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Inside Swenson • Issue 5

Spring 2018
Swenson Celebrates 20 Years of Exceptional Service to Our Clients, Our Communities, and Our Employees
Our firm was founded in 1998 (formally a legacy Price Waterhouse office) and we are celebrating our 20th anniversary. We will celebrate our past but focus on creating a future of innovative leading edge client service initiatives.

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Swenson Advisors, LLP and Cresa San Diego Launch AccountLease™, a Comprehensive Solution to the New Lease Accounting Standards

October 7, 2017   •   Press Release

Swenson Advisors, LLP and Cresa San Diego announce AccountLease™, a comprehensive solution designed to address the new lease accounting standards. Issued earlier this year, the new standards, FASB ASU 2016-02 (or Topic 842) for US GAAP and IFRS 16 (International Financial Reporting Standards), will require companies to record substantially all real estate, equipment leases, and leases embedded in service agreements...

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Inside Swenson • Issue 2

Summer 2016
Inaugural Swenson Children's Foundation Event a Success
The Swenson Children's Foundation was officially launched in May and last week the Foundation held their kick start event. Sarah Austin, Executive Director of the Foundation, with the assistance of Karen Keith from the San Diego Rescue Mission made the dream of flying a reality for ten children from the San Diego Rescue Mission.

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Inside Swenson • Issue 1

Spring 2016
The Association of Certified Fraud Examiners (ACFE), the world's largest anti-fraud organization and leading provider of anti-fraud training and education, recently awarded Brian Mendez, Audit Manager at Swenson, the globally recognized Certified Fraud Examiner (CFE) credential. Brian met a stringent set of criteria and passed a rigorous exam administered by the ACFE.

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Steve Austin and Integra CEO Meet With European Commission International Accounting Officials in Brussels

June 1, 2015   •   Press Release

In conjunction with the Integra International June 2015 meeting in Brussels Belgium, Integra CEO Maria Nazario and Integra Global Board member Steve Austin met with Zbigniew Zach, IFRS Policy Officer, and Christelle Fontbonne Proniewski, Policy Officer, for the Accounting and Financial Reporting Office of the Directorate-General for Financial Stability, Financial Services and Capital Markets Union (DG FISMA) of the European Commission (EC).

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Swenson Advisors Hosts World Trade Center San Diego Signing of Joint Agreement with World Trade Center Chinese Delegates

December 16, 2013   •   Press Release

San Diego’s reputation as a hub of innovation has been growing in recent years, with the Organization for Economic Cooperation and Development naming it the second most innovative city in the world in 2013 for patent intensity.

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Swenson Advisors Hosts World Trade Center San Diego Signing of Joint Agreement with World Trade Center Chinese Delegates

September 25, 2013   •   Press Release

Swenson recently hosted the historical signing of a Memo of Understanding (MOU) between the World Trade Center San Diego (WTCSD) and World Trade Centers Shanghai and Jiaxing. The MOU encourages future business delegations between the three WTCs.

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Steve Austin Speaks in Hanoi at Inaugural Asia Pacific Meeting

August 13, 2013   •   Press Release

Steve Austin, Managing Partner at Swenson Advisors, spoke at Integra International’s inaugural Asia Pacific conference in Hanoi on August 1-3, 2013 on how Integra International members can work together toperform work for multinational clients.

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