Dallas CPA Society

April 2019 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2019
  • Events
  • Announcements
  • Memberships
  • Sponsor Happenings
  • Classifieds

Chairman’s Message

By Tim Pike, CPA

We are down to the wire on our 15th annual education super-conference, Convergence 2019, and it is impossible not to think about how far this event has come. What began in 2004 as a three-track CPE Day, held in three modest meeting rooms at Cityplace and with an attendance of around 300, has grown into a nationally-recognized symposium featuring some of the country’s foremost business and legal experts offering their wealth of knowledge on the most relevant topics to North Texas accounting, financial services and litigation practitioners. This year we anticipate an attendance of approximately 1,200 at The Star! We will be treated to the same outstanding presentation of information that we’ve come to expect from Convergence, including a keynote address delivered by Ross Perot, Jr. If you have not already registered for this exciting event, there is still time, and you may register here for Convergence 2019. You won’t want to miss it!


Other DCPAS CPE events coming up this month include a Controller/CFO CPE Series course, “Financial Statement Analysis – Key to Solid Decision-Making”, on April 11th, and our four-hour Ethics course, taught by Dr. Richard Mark, on April 18th.


Don’t forget to RSVP for the April Thirsty Thursday on April 18th at the Blue Mesa Grill in Addison. At this month’s event, we’ll be recognizing our Convergence 2019 Sponsors, so register now and join us in thanking the people who help pay the tab for the Dallas CPA Society’s signature event.


If you are – or if you know of – an emerging leader or promising college junior, senior or graduate accounting student, we have two deadlines coming up soon that you’ll want to note. May 6th is the deadline for applications to the 2019-20 Leadership Development Academy (LDA), and May 20th is the cutoff date for Dallas CPA Society Scholarship entries. Both of these programs have become prestigious DCPAS institutions, and we are extremely proud of the part they play in developing the next generation of accounting professionals and leaders. For applications to either of these programs, please contact Laura McFadden atlmcfadden@cpadallas.org.


Remember to register for Convergence 2019, and I hope you have a productive month!


Tim Pike, CPA

Chairman, 2018-19

Controller/CFO CPE Series

Financial Statement Analysis – Key to Solid Decision-Making

Thursday, April 11, 2019

Join us for another installment in the 2018-2019 Controller/CFO CPE Series. These four-hour sessions will investigate various issues experienced in accounting through a functional, rather than industry, lens. This popular series is designed for Controllers, CFOs, Treasurers, Directors of Accounting and those who would aspire to these positions. Our next session is…


Financial Statement Analysis –

Key to Solid Decision-Making

Presented by

Bill Moss

Speaker/Author/Financial Consultant


Course Description

One of the most powerful tools afforded the accounting profession are those associated with the analysis of financial statements. This program will examine those tools that can be immediately put to use.


Learning Objectives 

The course will cover:

•     Identification and use of “effect” ratios·

•     Identification and use of “causal” ratios·

•     Earnings quality, the perceived ability to continue·

•     How to conduct a financial statement analysis

•     Forecasting bankruptcy.


Date:                          Thursday, April 11, 2019

Time:                         1pm-5pm

Location:                  Dallas CPA Society Training Facility

                                    12400 Coit Road, Suite 750

Dallas, TX 75251

Course #:                  19241112

CPE Credit Hours:   4

Category:                  Basic/Technical

Prerequisites:          None

Cost:                          $25 / DCPAS Members

                                   $125 / Non-Members


Click here to register.



And Save the Date for the next course:

Transforming Your Role From

Controller to Business Partner

May 7, 2019

DCPAS – Ethics Course

April 18, 2019

The Dallas CPA Society is pleased to offer the required, State-approved, 4-hour Ethics course, taught by Dr. Richard Mark.


Description: The course examines all of the various components of ethical issues essential to any CPA’s practice in the State of Texas. A main objective of the course is to work with CPAs to identify and reach satisfactory conclusions about ethical issues in all phases of public, corporate and governmental practice. To accomplish this objective, the course examines ethical principles and concepts, ethical reasoning, corporate governance and fraud, the impact of culture and human behavior on ethical conduct and applicable current Texas Rules of Professional Conduct through an interactive class environment.


Objective: To gain a better understanding of how a CPA’s ethical standards impact daily decision-making in practice and business.


Course No.

19601114 – Thursday, April 18, 2019


Time:  8:00am-12:00pm



TXCPA Dallas

12400 Coit Road, Suite 750

Dallas TX 75251


Level:  Basic

Prerequisite: None

Format: Classroom

Credit Hrs. Four (4)

Sponsor No. 441

Cost:  $120 (Member)

$150 (Non Member)


To register for this course, please click here.


Convergence 2019

Save the Date!




The Dallas CPA Society is pleased to announce its

hallmark event of the year



Monday, April 29, 2019

Omni Frisco Hotel at

The Star

Join us on April 29th

at the international headquarters of the

Dallas Cowboys!


Click here

to register for the premier

North Texas accounting education event

featuring 25 informative sessions

plus a luncheon keynote address,

Sustaining Economic Growth

Through 2020 and Beyond 

presented by


Ross Perot, Jr.


business leader and

real estate developer

Take advantage of Early Bird pricing

before March 18, 2019.

Thank You to Our Convergence 2019 Sponsors


April Thirsty Thursday

Thursday, April 18, 2019

Join us

Thursday, April 18, 2019



14866 Montfort Drive

Dallas, TX 75254

(Plenty of parking, including an underground garage!)


This month’s social event will be extra special

as we welcome our Convergence 2019 Sponsors!

Come and enjoy a great time, make new friends

and show some DCPAS hospitality to the

wonderful people who help to make

our Convergence program possible.


There is no cost,

but please click here to let us know you’re coming.


All DCPAS members are welcome!

See you there!


Let the DCPAS Help You Grow Your Business!


As one of its member benefits, the Dallas CPA Society offers a referral service. Members may become a part of this service by paying a small annual fee of $100. Those seeking the assistance of a CPA can call the Dallas CPA Society and receive the name of a CPA with skills matching their needs. Our statistics show that 53% of callers who contact CPAs through the Referral Service become clients.


To learn more about the Referral Service, contact at Bridgette Warner at: (972) 960-8311, or bwarner@cpadallas.org.

DCPAS Rents Meeting Space      


Do you or your organization need a space for meetings, classes, etc.? If you are looking for a place to hold small- to mid-size functions, consider the Dallas CPA Society’s Training Facility. For more information and pricing, contact Bridgette Warner at 972-960-8311, or at bwarner@cpadallas.org.

Congratulations Are in Order!

BKM Sowan Horan LLP recently promoted Aaron MacPhie and Brian Simmons to Partner. Congratulations, Gentlemen!

Welcome, January New Members!

Dayo Michael Adesuyi, CPA

Omar Abedalrahman Akil, CPA

Paige Whitney Allen, CPA

Victoria Kay Alperovich, CPA

Rebecca Elise Ambelang

Jennifer Lauren Archer, CPA

Austin Wilson Barker, CPA

Katherine Maria Bassel, CPA

Heath Hardison Beasley, CPA

Gregory Joseph Belle, CPA

Brandon Michael Blasko, CPA

Ryan Daniel Bosworth, CPA

William Travis Bryan, CPA

Katharine Connor Byard, CPA

Bo Young Cha, CPA

Yunnice Han-Yun Chang, CPA

Ziang Chen, CPA

Jiaynan Chen, Student

Kairu Chen, Student

Christopher Lee Clark, CPA

Geoffrey Charles Coates, CPA

Sarah Cochran, Student

Tony Do, Student

Katharine Elizabeth Dober, CPA

Sam Robert Dorsch, CPA

Shannele Lanea Downs, CPA

Robert F Erwin, CPA

Cesar Enrique Romero Estrada, CPA

Garrett Richard Fairbanks, CPA

Jeffrey Michael Fisher, CPA

Spencer Charles Flora, CPA

Sara Elizabeth Fritz, CPA

Lanxi Gao, CPA

James Henry Graass, CPA

Qing Yue Graves, CPA

David Alejandro Guerrero Jacome, CPA

Ming Yang Han, Student

David Thomas Hanna, CPA

Brandon Mitchell Horne, CPA

Albina Shabab Jahir, Student

Mi Ji, Studdent

Tara Suzanne Johnson, Student

Trent W. Jones, CPA

Alec Jacob Jordan, CPA

Florence Kam, Student

Taylor Nicole Kan, CPA

Douglas Michael Kesel, CPA

Susie Kim, CPA

Kyle Matthew Kita, CPA

Spencer Harlow Knaras, CPA

Elizabeth Konrad, CPA

Lauren Brittney Larson, CPA

Sara Zahir Lavingia, CPA

Zhenqi Liu, CPA

Each month, we will spotlight one of this year’s Dallas CPA Society Scholarship winners. Join us this month in getting to know Southern Methodist University (SMU) graduate accounting student Lisa Suennen and welcoming her to the Dallas CPA Society. 


One look at Lisa Suennen’s curriculum vitae reveals a busy young woman with a clear vision and the focus required to bring it to life. Lisa is paying her own way through school, working both full- and part-time jobs, while maintaining a high GPA and staying involved in a myriad of service organizations. Among those benefitting from her dedication to the community are Paul Quinn College where she volunteers with We Over Me Farm, and at SMU, where she has served as a Site Leader with the school’s Alternative Breaks program, and as an English-as-a-Second-Language “conversation buddy”.


Lisa has received SMU’s Founders and Housing Scholarships for the past four years, as well as the Chi Omega Scholarship in 2016. She is a Young Fellow at the university, working with TEDxSMU; tutors in 3000-level accounting courses for residents of Loyd Commons dormitory; and sings with the SMU Belle Tones. She will graduate with her Masters degree next month.


Lisa interned with PwC in San Diego, California, in the summer of 2017, and has received an offer of full-time employment there upon her graduation. One of her main interests is female empowerment, and part of her vision for the future is to help develop and promote potential female leaders through a program at the firm dedicated to the retention and advancement of women. She also plans to devote her time and talent to establishing a curriculum that teaches financial literacy to underprivileged young adults, creating a precedent where classes are taught to seniors in high school or at no cost through other institutions.


The Dallas CPA Society welcomes and congratulates Lisa Suennen.

Hannah Parisa Mortazavi, CPA  Kuang Hsuan Lui, Student

Yuru Ma, Student

Lindsey Lee Maloy, CPA

Danny A. Martinez, Jr., CPA

Mark Vincent Mentesana, CPA

Ashley Nicole Moore, CPA

Victoria Neff, CPA

Anna Ha-Ae Park, CPA

Pravinbhai Mistry Parthkumar, Student Purvi Mukesh Patel, Student

Summer Renee Peterson, CPA

Lijin Jones Philip, CPA

Daniela Georgieva Popova, CPA

Quinn Qian, Student

Terra S Raine, Student

Tyler Christian Rea, CPA

Daniel Thomas Reader, CPA

Kristin Michaela Reid, CPA

Alyssa Riddle, CPA

Heriberto Rios, Jr, CPA

Jackson Hunter Robason, CPA

Juliette Bonner Roher, CPA

Zachary James Rourke, CPA

Akiyoshi Saito, CPA

Jillian Leigh Salvino, CPA

Jake Scheomburg, Student Maheshchandra A. Shahi, CPA

Megan Lynn Shell, CPA

Austin Michael Singer, CPA

Tarnbir Singh, CPA

Andrew Michael Smith, CPA

Alexandra Addison Smith, CPA

Hnin Nwe Soe, Student

Nathan Boyd Squiers, CPA

Joshua David Stelzer, CPA

Floricel Suarez, CPA

Stephanie Ann Sullivan, CPA

Jason Matthew Tabet, Student

Jamie Lynn Teixeira, CPA

Connor Brooks Thompson, CPA

Scott Matthew Trampe, CPA

Vincent Truong, CPA

Whittney Nicole Van Horn, CPA

Stephen Robert Verhovshek, CPA

Christine Margaux Voisinet, CPA

Cecilia M. Weigman, Student

Brent Theadore Wheelis, CPA

Malcolm Lemanuel Williams, CPA

John David Woodridge, CPA

Timothy Michael Wylie, CPA

Mingzhao Xia, Student

Zhan Yan, Student

Phillip E. Young, CPA

The Dallas Foundation Seeks Controller


The Dallas Foundation, a proud sponsor of Convergence 2019, is looking for a Controller, who will serve as an integral part of the organization’s Finance team. Candidates should be highly organized and detail oriented with an accounting, finance or related professional background. Interested in joining our fast-paced, team-oriented, community-focused environment? Click here to learn more about the position.


Practices For Sale
Practices For Sale in North Texas: gross revenues shown:NE Texas CPA $209K; N. Dallas CPA $640K; Richardson CPA $111K; Denton EA $61.5K; E/SE TX $290K; Carthage $108K; Grayson Co $395K; E. Dallas Suburb CPA $344K; N. of Denton CPA $232K. Also available after 4/15/19 – SW Arlington CPA $475K; Mansfield CPA $533K; N. Dallas CPA $679K. For more information, call us at 1-800-397-0249 or visit us online at www.APS.net and register for free email updates.


THINKING OF SELLING? Accounting Practice Sales is located in North Texas and is the leading marketer of accounting and tax practices here and nationwide. We have a large buyer pool as well as the experience to help you find the right fit for your firm and negotiate the best price and terms. To find out more about our risk-free and confidential services, call Ryan Pannell with The Holmes Group at 1-800-397-0249 or send an email to Ryan@APS.net.

TXCPA Chapter Tip Sheet

TXCPA members can update their information using an online form. Now is the perfect time to check your member profile and be sure we have all of the most accurate contact information on record, as well as your interest areas that help us best serve you. To access the form, go to http://tscpamemberupdate.tscpa.net/. Your login information will be the same username and password as your member login on tscpa.org. If you don’t remember your password, you can use the retrieval link provided on that page or simply call our member services team to have a temporary password set. You can reach us Monday through Friday between 8 a.m. and 5 p.m. (Central Time) by calling 800-428-0272 and selecting option 1.



The news out of Austin flies fast and furiously during legislative session, but you can rely on TXCPA to stay on top of the bills that impact CPAs and the Texas families and businesses they serve. Last Week in the Legislature is published electronically every Friday afternoon, exclusively for TXCPA members who have supported the CPA-PAC at the $100 level or more. Click here to get on the list.



If so, volunteer today to be their TXCPA Key Person! As a Key Person volunteer, you’ll provide your legislator with important information on tax and accounting-related issues, act as a spokesperson for the profession and help TXCPA achieve important legislative objectives.



Do you know of a TXCPA member who has exhibited a strong commitment to the accounting profession? Does someone in your chapter make substantial service contributions to your community? Is the next Young CPA of the Year in your hometown?

Nominate a deserving member for one of TXCPA’s service awards today! Categories include Meritorious Service to the Accounting Profession in Texas, Distinguished Public Service, Distinguished Member, Outstanding TXCPA Committee Chairman, Young CPA of the Year and Honorary Member. Nominations accepted online through May 1.


For more information, contact Holly McCauley (phone 800-428-0272 x 202 / 972-687-8502).



This year, we’re celebrating the Accountants Confidential Assistance Network (ACAN) and the work they do to help CPAs, candidates and students learn how to merge healthier living with a demanding accounting career. The busy-season grind can zap your energy, but there are a few things you can do to improve your vigor and mood. If you’re feeling overwhelmed in your personal or professional life and need a place to turn, don’t hesitate to call ACAN at 866-766-2226.

Tips to Reenergize