Dallas CPA Society

June 2019 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2019
  • Events
  • Announcements
  • Membership
  • Classifieds
  • Nonprofit News

Chairman’s Message

By Bill Sims, CPA

And so it begins. Another productive year is off to a great start here at the Dallas CPA Society, and I am honored to be the captain of this enterprise for the next 12 months. I would like to thank and commend Tim Pike and the 2018-19 Board of Directors on a successful year, and I look forward to the challenge of maintaining the high standard they set.


Planning for this year is underway. Our CPE Council is in the process of designing a year of opportunities that will provide you with the best in education at the affordable prices you’re accustomed to receiving as a DCPAS member. The Controller/CFO CPE Series continues with its insightful and entertaining programs geared to those in the Business and Industry sector. The Member Appreciation CPE Series will begin its 2019-20 year in the fall, and many more exciting CPE options are being considered as this new year gets off to a great start. We’ll keep you updated as the schedule develops and class registrations open.


The Leadership Development Academy begins its 2019-20 year this month. We are extremely proud of this initiative, now in its 11th year, for its considerable impact not only on the future of the Chapter, but the entire accounting profession. You can read the names of this year’s Academy students elsewhere in this newsletter.


Committees will be meeting soon to discuss their plans for the new year, so I encourage you, if you have not already, to become a committee member and get involved! These groups are such vital components of our organization, and they need your skills and passion. Click here for a listing of our committees, and if you are interested in joining, please email Laura McFadden to be included in the roster.


We invite you to join us on the 27th of this month for our June Thirsty Thursday social hour at Blue Mesa Grill on Montfort Drive. This continues to be one of our most popular member events, and we hope you’ll come and share a fun evening with your friends and fellow DCPAS members. Dr. Richard Mark teaches our monthly Ethics course on June 17th, and you can find out about “Applying Lean Concepts to Your Accounting Program” at the Controller/CFO CPE Seriescourse on June 27th.


This is a wonderful time to get involved in your professional society, when the new year is just beginning. Join a committee, attend a social hour, register for a class. There has never been a better time to be a DCPAS member, and I’m very glad to have you on this journey with me.


Bill Sims, CPA

Chairman, 2019-20


Controller/CFO CPE Series

Thursday, June 27, 2019 & Thursday, July 25, 2019

The Controller/CFO CPE Series was designed for Controllers, CFOs, Treasurers, Directors of Accounting and those who would aspire to these positions. These four-hour sessions investigate various issues experienced in accounting through a functional, rather than industry, lens. This popular series kicks off its 2019-20 year with:


Applying Lean Concepts to

Your Accounting Program

Presented by

Bill Moss

Speaker/Author/Financial Consultant


Course Description

Lean management is not a new idea for manufacturing, but hardly discussed and applied for the management of an accounting function. In this session, you will learn what “lean” principles are and how best to apply them to your work.


Learning Objectives 

Participants will learn about:

·    Lean principles

·    Benefits of Lean Thinking

·    Waste and how to deal with it

·    Lean management styles

·    Case study application


Date:                     Thursday, June 27, 2019

Time:                    1pm-5pm

Location:              Dallas CPA Society Training Facility

                              12400 Coit Road, Suite 750

                              Dallas, TX 75251

Course #:              20240101

CPE Credit

Hours:                    4

Category:              Basic/Non-Technical

Prerequisites:      None

Cost:                     $25 / DCPAS Members

                               $125 / Non-Members


Click here to register.



And coming in July…


Communicating to Your Board

Presented by

Bill Moss

Speaker/Author/Financial Consultant


Course Description

If you have looked into the eyes of your board members as you give you financial report, you might notice a blank stare, a look of wonderment or a mind that has shut down. The fact is that most non-financial individuals have real difficulties comprehending the message. This program delves into the reasons for and methods to improve the understanding of your board and gives practical examples of the right approach.


Learning Objectives 

The course will cover:

·    Barriers to being a communicator

·    Identifying your audience

·    Most misunderstood accounting concepts

·    Presentation techniques

·    Presentations to various audiences

·    Being persuasive


Date:                     Thursday, July 25, 2019

Time:                    1pm-5pm

Location:              Dallas CPA Society Training Facility

                              12400 Coit Road, Suite 750

                              Dallas, TX 75251

Course #:              20240201

CPE Credit

Hours:                   4

Category:              Basic/Non-Technical

Prerequisites:       None

Cost:                     $25 / DCPAS Members

                             $125 / Non-Members


Click here to register.

DCPAS Ethics Course

June – August 2019

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



TXCPA Dallas

12400 Coit Road, Suite 750

Dallas TX 75251



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.

20600114 – Monday, June 17, 2019, 8am-12pm

20600214 – Friday, July 19, 2019, 8am-12pm

20600314 – Wednesday, August 14, 2019, 12-4pm


Level:                Basic

Prerequisite:    None

Format:             Classroom

Credit Hrs.        Four (4)

Sponsor No.     441

Cost:                  $120 (Member)

$150 (Non Member)


To register for these courses, please click here.

Young Professionals Group

CPE Breakfast

Wednesday, July 10, 2019 – Save the Date!

Mark your calendar

and plan to attend the

Dallas CPA Society’s


Young Professionals Group

CPE Breakfast


Wednesday, July 10, 2019


Dallas CPA Society Training Facility

Two (2) hours of CPE will be provided.


Registration will open soon,

so watch for the announcement.


We hope to see you there!


Convergence 2019

Secret Sponsor Drawings

The Convergence 2019 Secret Sponsors

and the Winners of Their Drawings are….

Oasis Outsourcing

Josh Edwards


Frost Bank

David McDonald



Carla McKinney


Each winner receives

a $100 American Express Gift Card.



Lucky Convergence 2019 Winners!!!


June Thirsty Thursday

Thursday, June 13, 2019

Join us

Thursday, June 13, 2019



14866 Montfort Drive

Dallas, TX 75254

(Plenty of parking, including an underground garage!)

There is no cost,

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

All DCPAS members are welcome!

See you there!

Dallas CPA Society

Board of Directors 2019-20



The Dallas CPA Society

is pleased to present its

2019-20 Board of Directors:


Bill Sims


Jason Freeman


Janae Chamblee


Kenny Broom

Immediate Past Treasurer

Jennifer Johnson


Meg Campbell


Steve Aman

Aaron Borden

Max Duplant

Robert Goudge

Donovan Miller

Nancy Waggoner

DCPAS Leadership Development Academy

Class of 2019



The Dallas CPA Society’s Leadership Development Academy was created to assist emerging leaders in the accounting and financial services industries in developing the skills necessary to be an effective leader within their profession and community.


The Academy, now in its 11th year, announces its 2019 class:


Christopher AdamsSalmon Sims Thomas & Assoc.

Matthew EdringtonBeaird Harris & Co. PC

Seth ElkinsSalmon Sims Thomas & Assoc.

Brandi HentgesBKM Sowan Horan LLP

Phillip JamesCapital Senior Living

Maureen KinkopfBKM Sowan Horan LLP

Katie KnottWhitley Penn

Jerry MartinHoward LLP

Tung PhamHoward LLP

Steven VerhovshekBeaird Harris & Co. PC

Christopher WeegMeadows Collier

Jaimie YangRaytheon Company


Welcome, LDA Class of 2019!

D CEO Magazine Announces

2019 Financial Executives Award Winners



D CEO Magazine recently announced the winners of its 2019 Financial Executives Awards. Here is a list of those honorees:


Outstanding CAO, Controller or Treasurer:

Sean Shepard, The Kroger Co.


Outstanding CFO, Large Public Company:

Scott Beasley, Arcosa


Outstanding CFO, Large Private Company:

Craig Storey, Varidesk


Outstanding CFO, Large Nonprofit:

Michael Serber, UT Southwestern Medical Center


Outstanding CFO, Midsized Nonprofit:

James Dworkin, Trinity Basin Preparatory


Outstanding CFO: Midsized Private Company:

Debra Wood, Square 1 Restaurants


Outstanding CFO: Midsized Public Company:

Mark Colby, Goosehead Insurance Agency


Most Innovative Finance Team:

CBRE led by Scott McCombs


Outstanding Internal Auditor:

Sunil Sajnani, Santander Consumer USA


Outstanding Public Service:

Jack Ireland, City of Dallas


Outstanding FP&A:

Kenji Hashimoto, American Airlines 


Congratulations Are in Order!
Three University of North Texas rising stars recently participated in the AICPA Scholars program for top minority accounting students from around the U.S. These outstanding students are: Andrew Craven, Peyton Robins and Francisco Lara. Congratulations, AICPA Scholars!

Welcome, New Members!

Ms. Carmen Adler, Affiliate

Mr. Zakir Afridi, CPA

Mr. Cameron Scott Baghvardani, CPA

Ms. Sandy Bobo, Affiliate

Mr. Derek Glen-Ray Boyles, CPA

Mr. Luke Boylson, Student

Mr. Aaron Nicholas Brown, CPA

Mr. Christopher Carroll, CPA

Mr. Alex E. Castro, CPA

Mr. Brian Lavor Chesnut, CPA

Ms. Jennifer Elise Clark, CPA

Ms. Julie Clark, Affiliate

Mr. Jovany Cossio, CPA

Ms. Debbie Cote, Affiliate

Mr. Bryan Allen Cox, CPA

Mr. Alex Peter Cunningham, CPA

Ms. Emily De Almeida, CPA

Mr. Christian Alexander Dewinter, CPA

Mr. Enrique Jose Diaz, CPA

Mr. Maxwell Donway-Moreno, CPA

Ms. Diane Meyer Emery, CPA

Mr. Michael William English, CPA

Ms. Mary Allison Ethridge, CPA

Ms. Carol Fee, Affiliate

Ms. Sarah Campbell Fiala, CPA

Ms. Allison Carleen Fields, CPA

Ms. Kerry L. Fitzgerald, CPA

Mr. Donald Keith Foster, CPA

Mr. John Ramon Gramstad, CPA

Mr. Suleiman John Haddad, CPA

Ms. Jill J. Hall, CPA

Mr. Ross Michael Hannay, CPA

Ms. Vivian Harper, Affiliate

Ms. Shayla Lynne Hastings, CPA

Ms. Lauren Elizabeth Henley, CPA

Mr. Forrest Mason Holt, CPA

Ms. Katrina LaShae Jackson, Candidate

Mr. Nicholas Benard Jones, CPA

Ms. Monica Joseph, Affiliate

Mr. Jeffrey Austin Jutras, CPA

Ms. Sandy Bawa Kanakis, CPA

Mr. Jacob Stanley Kay, CPA

Ms. Cynthia Gowoon Kim, CPA

Ms. Tana Leigh Knight, CPA

Ms. Revathi Kolagani, Affiliate

Ms. Kanako Fujishima Kondo, CPA

Mr. Alex Kozyrenko, Student

Ms. Ni Li, CPA

Mr. Todd Jackson Lisle, CPA

Mr. Dominik F. Lumare, CPA

Mr. Stanley Ignatius Macora, CPA

Ms. Priscilla Martinez, Affiliate

Mr. john Mathews, Affiliate

Mr. Troy Douglas McCool, CPA

Ms. Raven Mcneal-Noumane, Student

Ms. Barbara Milam, Affiliate

Ms. Mackenzie Kathryn Murray, CPA

Mr. William Lloyd Nicholson, CPA

Ms. Yvonne Marie Nyman, CPA

Mr. Chang Jo Oh, CPA

Ms. Emily Olvera, Candidate

Ms. Caroline Elizabeth Olvera, CPA

Mr. Renee Olvera, CPA

Mr. Austin Michael Owles, CPA

Mr. Michael Joseph Padilla, CPA

Mr. Ankit B. Patel, CPA

Ms. Erin Patterson, Affiliate

Mr. Timmy Vadakumpadan Paul, CPA

Ms. Halie Peitz, Affiliate

Mr. David Michael Polan, CPA

Ms. Faith Wambui Rice, CPA

Mr. Trent Louis Russo, CPA

Mr. Bhavaish Amrit Rattan Sharma, CPA Ms. Jiayi Shen, CPA

Mr. Jake Patrick Simmons, CPA

Ms. Sherrie Smith, CPA

Mr. Ryan Daniel Smith, CPA

Ms. Wanda Smith, Affiliate

Ms. Jennifer Smith, Affiliate

Ms. Chuanhui (Cathy) Tang, Student

Ms. Alexis Marie Thompson, CPA

Ms. Lien Thu Tubb, CPA

Mr. Oscar Ivan Valles, CPA

Mr. Ismael Villalta, Candidate

Ms. Yi Wang, CPA

Ms. Jillian Ward, Affiliate

Mr. Arren Lee Wells, CPA

Ms. Ekkehard Manfred Wende, CPA

Mr. John Clayton Williamson, CPA

Ms. Amy Wilson, Affiliate

Ms. Lai Yee Wong, CPA

Ms. Zhifel Zhai, CPA

Mr. Mark Yeewai Zhu, CPA

Ms. Zhidan Zhu, CPA

Practices For Sale
Practices For Sale in North Texas: gross revenues shown: NE Texas CPA $209K; Richardson CPA $111K; Mansfield CPA $555K; N. Dallas CPA $703K; E. Texas $266K; Hurst CPA $364K; S. Dallas/Oak Cliff Area CPA $240K; Ft. Worth CPA $142K: Southlake Tax & Bkkpg $270K. For additional listings/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.


From the Communities Foundation of Texas


North Texas Giving Day Registration Opens

North Texas Giving Day registration has opened! You can get involved right now by reaching out to your favorite nonprofit to make sure it takes part in the most exciting day in North Texas! (Feel free to use our customizable nonprofit outreach email here). Additionally, your favorite nonprofit staff or volunteers can attend kickoff events happening across North Texas to gain valuable information and resources to make this year’s North Texas Giving Day a success! Check out the kickoffs page to learn more.

TXCPA Chapter Tip Sheet

Be sure you don’t miss a day of the discounts and services available to TXCPA members! Annual dues must be paid in order to receive some of them. If you haven’t yet responded to the dues notice sent in April, please do so right away. If you did not receive an invoice, please contact Member Services. (Email membership@tscpa.net; phone 800-428-0272 option 1 or 972-687-8560 option 1.)



TSCPA would like to thank all of the volunteers who helped out with TXCPA’s Accounting Careers Education (ACE) program for the 2018-2019 year. ACE volunteer members donated their time to travel to schools across the state and deliver presentations to students, host workshops and seminars for teachers and counselors, and provide speakers to university and college business and accounting programs. Thank you again for volunteering and promoting TXCPA and the CPA profession.


It’s never too early to start preparing our ACE program for 2018-2019. School solicitations will begin in the fall.


For more information about the program, please contact Bryan Garza (phone 800-428-0272 x 255 / 972-687-8555).



Between tornadoes and hurricanes (and sometimes both), all parts of Texas are vulnerable to storm damage.


It’s always a good idea to put your financial disaster plan in place before it’s time to batten down the hatches. Follow the link below for more information from AICPA.


Disaster Preparedness Tools from AICPA: