Get Informed

Members CPE Day 2017

Tuesday, June 20, 2017
8:00 am - 4:30 pm

The Riley Center Southwestern Baptist Theological Seminary
Digital materials | Free wifi at the Seminary 

If you're a Fort Worth CPA, you belong here!

Eight hours' quality CPE, snacks drinks, lunch, free parking and wifi: all for a non-refundable $25 registration fee. Kathy DuBose, chair, and Robert Fernandez, vice chair.

Registration opens April 28, 2017.

Two great general sessions:

  • Mid-Year Market and Economic Update, with Jim LaCamp, UBS
  • Cyber Security, with SEC Regional Director Shamoil T. Shipchandler

And fifteen breakouts:

  • HR Risk Management, with Danyelle Ackall, Neeley School of Business, TCU
  • FLSA Compliance to Prevent DOL Audits, with Stephanie Buduhan, PSK
  • Fraud Prevention and Detection for Small Business, with Steve Dawson, Dawson Forensic Analytics PLLC
  • Social Media in the Workplace, with Karen Denney, Haynes & Boone, LLP
  • Five Tax Topics for 2017, with Pearl Balsara and Randy Garcia, Huselton, Morgan & Maultsby, LLP
  • Lease Accounting Standards, with Rayford High, KPMG
  • Implementation Tips for Revenue Recognition Standards , with Jason Larkin, Ernst & Young
  • Equity Crowdfunding for Texas Entrepreneurs and Small Businesses, with Steve Litke, Blaies & Hightower, LLP
  • Managing Change During Merger or Acquisition Transition, with Connie McCarty, Rainwater Business Advisors LLC, and Kristin Robertson, Brio Leadership
  • How to Review a Will, with Amy Ott, The Blum Firm, P.C. 
  • From Insight to Impact - Unlocking Opportunities in Big Data, with Paul Parks, AICPA
  • Texas Demographics, with Lloyd Potter, Texas State Demographer
  • Social Security Planning, with Julie Rosenthal, Julie Rosenthal Wealth Management
  • Using Tableau Software for Financial Analysis, with Robert Rouse, InterWorks, Inc.
  • So You Want to be a Critical Thinker? with Richard Selcer, PhD, Author and Historian

Learning Objectives:  After attending this event, you will be able to:

  • Summarize the investment outlook.
  • Describe threats to cyber security.
  • Apply techniques to manage HR risk.
  • Adapt compliance techniques to lessen the risk of a DOL Audit.
  • Describe steps for fraud detection and prevention.
  • Recognize the risks of social media in the workplace.
  • Discuss federal income tax developments in a general conversation.
  • Understand the latest developments in Lease Accounting Standards.
  • Summarize implementation of Revenue Recognition Standards.
  • Advise clients on equity crowd funding.
  • Model a response to manage change during a merger or acquisition transition.
  • Identify necessary steps to review a will.
  • Describe opportunities using big data.
  • Discuss the changing Texas demographics and how this may affect business opportunities.
  • Recommend steps for clients with a business to pass on to the younger generation.
  • Summarize a path to a successful Social Security planning.
  • Adapt Tableau Software for use at your entity.
  • Apply techniques for critical thinking to your everyday life.



Registration available to all Fort Worth Chapter TSCPA members in good standing for the 2017-2018 year. Membership renewal  for the year beginning June 1, 2017 requires payment of dues. Nonmembers may attend upon application for membership, payment of dues, and registration.