Get Involved

Networking and Learning with Peers for CPAs in Corporate Accounting and Finance


 Are you a CPA in corporate accounting or finance, looking for a forum for sharing expertise with fellow accounting professionals? Join colleagues at monthly meetings of The Exchange, a discussion and CPE group just for you.

Meets 12:00 noon - 1:00 pm on the third or fourth Wednesday each month, at Fort Worth CPAs' training facility, 550 Bailey Suite 225, Fort Worth 76107. No fee; bring your lunch or register in advance to reserve a lunch.  Want to be added to the email notification list for future meetings? Email Fort Worth Chapter staff and we'll add your name to the list.


The Exchange is sponsored by






The Exchange: Presentation Files Archive

October 18, 2017 | Justin Phipps and Chris Hamilton, Gus Bates Insurance | Strategies for Capping Employee Healthcare Costs

August 16, 2017 | Scott Morikawa, Aloha Managed IT | Security Awareness Training

July 19, 2017 | Linda Green, American Health Underwriters | Medicare: What You Need to Know Now

May 17, 2017 | Kenny Allen, Dunaway | Lease Negotiations

November 16, 2016 | Connie McCarty, CPA, Rainwater Business Advisors LLC | Preparing to Successfully Sell Your Business
 
October 19, 2016 | Dr. Charles R. (Bob) Greer, Neeley School of Business at TCU | Negotiation Essentials for CPAs

September 21, 2016 | Geniece Brunson, MHBT Marsh McLennan |Understanding and Controlling Health Care Utilization and Expenditures | Handout

August 17, 2016 | Ryan Detillier, Paylocity, Optimizing Payroll Efficiency

July 20, 2016 | Bill Worley, 401k Plus, Inc.,Employee Benefit Plan Fiduciary Liability, Issues and Trends

May 18, 2016 | Greg Kubes, Edward Jones, Winning Friends: Book Review

February 17, 2016 | Evan Meade, The Strickland Group, Due Diligence When Outsourcing to the Cloud

January 27, 2016 | Pearl Balsara and Randy Garcia, Huselton Morgan & Maultsby, LLP, Tax Generalists Update

November 18, 2015 | Steve Lewis, Pyxis Analytics, PowerPivot: An Introduction

October 21, 2015: Tim McClendon, CIC, CWCA, Hertel McClendon LLP, Best Practices in Planning for Review of Commercial Insurance Coverages

September 23, 2015 | Mackenzie Wallace and Craig Carpenter, Thompson & Knight, LLP, Cybersecurity: Legal Perspectives

August 19, 2015 | David Colmenero, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, LLP, Significant Recent Developments in Texas Franchise Tax

July 22, 2015 | Ross Carmichael, Higginbotham, Employer Tactics: Employer Reporting for the Affordable Care Act

May 20, 2015 | Brush Creek Partners, Data Breach Prevention & Supply Chain Due Diligence

January 21, 2015 | Michael Fee, Michael Fee, CPA, Tax Update for Generalists

October 15, 2014 | Barry Payne, AICPA, CFO of the Future

September 17, 2014 | Jennifer Jaynes and Lauren Turner, The Balcom Agency, Social Media Strategies

April 23, 2014 | Brent Shellhorse, Whitaker Chalk Swindle & Schwartz, PLLC, Fiduciaries, Trade Secrets and Covenants Not to Compete
 
January 15, 2014 | Michael Fee, Michael Fee, CPA , Tax Update for Generalists

November 13, 2013 | Earl Funches, CMIT Solutions, Computer Security Awareness

October 23, 2013 | Gary Tonniges, TriQuest Technologies Technology Strategy for Smaller Enterprises: Decision to Outsource

September 18, 2013 | William Swoboda, Edward Jones, Social Security

July 17, 2013 | Whit Smith, Whitney Smith Company, Wrongful Termination

May 29, 2013 | Catherine Goodman, Shannon, Gracey, Ratliff & Miller, LLP, End of Life Planning
  
February 27, 2013 | Mike Fee, Mike Fee, CPA, Tax Update for Generalists
 
January 23, 2013 | Lei Testa, US Oncology, Change Management

November 14, 2012 | Shirley Peterson, CMIT Technology, Outlook Optimization

September 26, 2012 | Sara Averett, US Oncology, Principles of Making Connections at Work

July 18, 2012 | Whit Smith, The Whitney Smith Company, Assessing Talent in Prospective Hires
 
* Not every presenter permits posting of materials, so not all events are noted in this archive.