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.

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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.