Friday, June 28, 2019

TXCPA Fort Worth held the twelfth annual Members CPE Day Tuesday, June 25, 2019, at the Riley Center, Southwestern Baptist Theological Seminary. With over 400 members in attendance, there were many opportunities to make connections, both old and new.  

Thanks to our members who served on the planning committee: Laura Munson Cathedral Capital, Co-Chair; Bob Fox, Co-Chair; Katie Abercrombie Kimbell Art Foundation; Melanie Blakely Barg & Henson PC; Jonathan Cameron Southwest Christian School Inc; Desiree Ford Whitley Penn; Emily Hill Sutton Frost Cary LLP; Chris Lucas Lucas Valuation Group; Alejandro Martinez Southside Bank; Monte Smith Novartis Finance Services Inc; Amy Williams Oak Hill Advisors; and Lara Yates Barg & Henson PC.

Volunteer speakers presented on a variety of topics impacting members:

  • Future of Tarrant County Glen Whitley Tarrant County
  • Cybersecurity in Your Business Bill Bradley Louisiana Tech University
  • Federal Tax Update for Generalists William Greene and Paul Cary Sutton Frost Cary LLP
  • Preparing a Business for Sale: A Tale of Two Businesses Chris Lucas Lucas Valuation Group & Kyle Gabhart Edward Jones
  • CFO Disclosures: Consequences of Failure to Meet Standards Aaron Borden Meadows Collier
  • Employment Law Update Karen Denney Haynes & Boone, LLP 
  • How to Avoid or Alleviate Potential Complications in Probate Administration R. Dyann McCully The Blum Firm
  • Firm Cooperation with Regulators in SEC Enforcement Actions Stephanie Rasmussen UTA
  • Nonverbal Communication in the Workplace and Beyond Steve Peglar Whitney Smith Company
  • Accounting for Leases Jody Allred Weaver
  • Putting Excel to the Test Jennifer JohnsonUT Dallas
  • Preserving a Legacy through Effective Estate Planning Greg Kubes Edward Jones & Michael Sweet Bracket & Ellis
  • Economic Update Daniel Sanabria Comerica Bank 
  • Data Analytics: Incorporating Current Audit/Accounting Trends and Topics Jamie Brickman KPMG 

Members CPE Day is possible due to generous underwriting by our friends at Able Tax and Accounting Practice Sales, Accounting Practice Sales, Financial Additions, Parker and Associates, Robert Half, and TriQuest Technologies.

CPA members who are interested in serving on the planning committee should contact Michelle Barton at