Friday, November 15, 2019
9:00 AM - 4:00 PM

A full day of panel discussions and presentations on issues affecting accounting professionals. Presentations in the McDavid Studio at Bass Performance Hall, with networking lunch and post-conference cocktails and guided tour of Bass Performance Hall. 


Fee $150  includes parking, wifi, lunch, and post-conference networking tour and cocktail hour.



Learning Objectives Experienced professionals' perspectives on accounting challenges in public practice or industry.

Delivery Method Group live

CPE Credits 6 

Level Basic

Prerequisites/advance preparation No prerequisites and no advance preparation required.



Underwriting sponsor: Capital One



Andy Hall


Event Chairman


Christy Bessert



Tiffany Carter



Sarah DeVore

Sutton Frost Cary LLP


Ashley Early



Richard Goeke

Sproles Woodard LLP


Phillip Hernandez



Su Huynh

City of Fort Worth


Charlie Kennimer

Whitley Penn LLP


Lindsey Kennimer

Snow Garrett Williams


Kyle Littleton

Whitley Penn LLP


Drew Madsen

Sutton Frost Cary LLP


Stephanie Shaner

Averett Financial


Trifena Sutanto

Ulterra Drilling Technologies


Shristi Sharma Upreti



Josh Willson

ML Walton Group LLC

Topics and Speakers



How to Go PaperlessGary T

Gary Tonniges Jr., CPA, CGMA, TriQuest Technologies Inc

Course Description

You want a greener office.  You want higher productivity and efficiency.  You want to reduce expenses. You want to go paperless!  In this session, Gary Tonniges Jr gives tools and strategies to go paperless, as well as tips and strategies to get your colleagues and clients onboard.

Learning Objectives

As a result of this course, participants should be able to:

  • Identify tools necessary for a paperless office
  • Identify steps to maintain compliance


Unleash the BestTim Pike

Tim Pike, CPA, CFE, Howard LLP

Course Description

From feedback to professionalism, some common myths are killing our workplace.  This session will focus on how to better ensure your team is wildly successful.  

Learning Objectives

As a result of this course, participants should be able to:

  • Understand the physiological effects of different types of feedback, and 
  • Identify methods to provide better feedback to result in more productive work cultures


How to Create Culture If You're Not the BossLindsey KennimerPhillip HernandezSarah DeVoreJosh Willson

Josh Willson, CPA, ML Walton Group LLC

Sarah Devore, CPA, Sutton Frost Cary LLP

Phillip Hernandez, CPA, BKD LLP

Lindsey Kennimer, CPA, Snow Garrett Williams

Course Description

Does your office have a good vibe, healthy ecosystem, and project positive employee experiences?  This panel discussion will explore how influencing culture is a task that everyone in the organization participates in.  

Learning Objectives

As a result of this course, participants should be able to:

  • Define different types of influence
  • Recognize areas to improve teamwork and efficiencies
  • Identify areas that can lead to innovation


How Emerging Technologies are Enhancing the Accounting ProfessionDonny Shimamoto

Donny Shimamoto, CPA, CITP, CGMA, IntrapriseTechKnowlogies LLC

Course Description

Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!

Learning Objectives

Participants will:

  • Understand how emerging technologies are going to impact the accounting profession
  • Identify the key considerations for enhancing your firm’s service offerings
  • Identify the training that your staff need to be ready to use emerging technologies and deliver enhanced services


Culture of ComplianceShamoil Shipchandler

Shamoil Shipchandler, Jones Day

Course Description

This session will include observations about wrongful conduct committed by companies and individuals from the vantage point of a former senior officer at the U.S. Securities and Exchange Commission, and lessons learned specifically related to corporate culture and compliance.

Learning Objectives

Participants will:

  • Understand the limits and challenges associated with the term “culture of compliance”
  • Review instances of individual and company wrongful conduct
  • Understand how misalignment of incentives can affect conduct
  • Consider elements to improve the compliance structure


Managing ExpectationsVictoria HarmsJonathan CameronSandra BembenekChristy Bessert

Christy Bessert, CPA, BKD LLP

Sandra Bembenek, CPA, The Strickland Group

Jonathan Cameron, CPA, Southwest Christian School Inc

Victoria Harms, CPA, KPMG LLP

Course Description

Have you ever looked at what’s left on your to-do list and realized there is more work than there are hours in the day? Do you have projects for more than one partner in your firm?  How do you prioritize? 

This panel discussion will help define and manage expectations from multiple bosses, clients, and junior staff.

Learning Objectives

As a result of this course, participants should be able to:

  • Understand how to prioritize multiple projects with multiple managers
  • Organize client expectations to meet scope of engagement
  • Formulate productivity plans for non-busy season