TXCPA Dallas
March 2020 Newsletter
In This Issue…
- Chairman's Message
- CPE
- Other CPE Opportunities
- Events
- Convergence 2020
- Giving Back
- Membership
- Classifieds
- Marketplace
- TXCPA
Chairman’s Message
By Bill Sims, CPA
The winter days are winding down and at TXCPA Dallas, we are “March”-ing toward an exciting Spring!
Convergence 2020, to be held on Monday, May 4, at the Omni Frisco Hotel at The Star, is only a couple of months away. If you haven’t registered yet, we encourage you to do that right away as space will be limited and Early Bird pricing runs out on the 17th of this month. The full Member price of $75 is a bargain for an event of this caliber; the Early Bird price of $50 for a full day of quality education is a steal you don’t want to miss out on. This year’s conference offers 26 sessions, including a luncheon keynote presentation by Joseph Daniels, CEO of Arlington’s new National Medal of Honor Museum. Leading edge information. Excellent networking opportunity. State-of-the-art venue. Lunch on the Cowboys’ practice field. Price: $50. Register now.
And speaking of Convergence, don’t miss our April 23rd Thirsty Thursday Networking Hour where we will recognize our Convergence 2020 sponsors. This event is scheduled for 6:00 – 8:00 p.m. at the Blue Mesa Grill on Montfort Drive. We always have a large turnout for this gathering, so it’s an excellent chance to visit with old friends, meet plenty of new ones and give a big thank-you to the good people who make our signature event possible year after year. There is no charge to attend, but we do ask that you let us know you’ll be there, which you can do by clicking here. And if you’re interested, there is still time to become a Convergence 2020 sponsor. Read all about it here.
Besides Convergence, we have several other CPE opportunities in the upcoming months. In addition to our monthly Ethics class, the Business & Industry Committee has organized a Behind the Scenes lunch and CPE event on March 25, at the new Dallas Holocaust Museum. On April 9, Sarah Grenier of BKD, Bill Moss and I will present a four-hour CPE event, Nonprofit Accounting Topics, in TXCPA Dallas training facility, and save the date – April 20 – when our friend Dave Zander will present a session on Social Security, also in the training facility. On May 13, Tim Pike and Taylor Franta of Howard LLP will discuss Employee Benefit Plan Audits. Our schedule is packed with educational opportunities, and we invite you to make the most of all of them.
Have you made your CPA-PAC donation for the year? CPA-PAC is TXCPA’s grassroots political action committee. Our financial donations to the committee contribute much needed funds to political candidates as well as incumbents who understand the importance of a sound Texas economy and the critical role of the CPA in preserving the state’s business climate. Just as other professions have recognized the critical importance of political action committees, CPAs also have too much at stake to commit anything less than 100% to our political efforts. No CPA in Texas can afford not to give to the CPA-PAC, so I encourage you to click here and support the association’s tireless efforts on our behalf.
Have a happy and productive month and remember to sign up for Convergence 2020 before March 17. We look forward to sharing the day with you.
Bill Sims, CPA
Chairman, 2019-20
CPE
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CPE Event: Nonprofit Accounting Topics
Thursday, April 9, 2020
TXCPA Dallas
invites you to a
CPE Event
Nonprofit Accounting Topics
presented by
Sarah Grenier
Director, BKD LLP
Bill Moss
William R. Moss, CPA
Bill Sims
Partner, Salmon Sims Thomas & Associates PLLC
Thursday, April 9, 2020
1:00 p.m. – 5:00 p.m.
in the
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
Course Description: Learn about key areas unique to Nonprofits from an accounting and auditing perspective. Learn about key areas such as donated goods and services, bargain purchases, joint costs and the two new revenue recognition standards for contributions, grants and earned income.
Learning Objectives: Attendees will learn high level topics as noted above in the nonprofit sector.
Course Level: Basic/Technical
Prerequisites: General understanding of nonprofits structure and accounting
Course #: 20121115
CPE Credit Hours: 4
Date: Thursday, April 9, 2020
Time: 1:00 p.m. – 5:00 p.m.
Location: TXCPA Dallas Training Facility
12400 Coit Road, Suite 750, Dallas, TX 75251
Cost: $35/Members; $135/Non-Members
To register, click here.
SAVE THE DATE!
CPE Event: Social Security & Financial Planning
Monday, April 20, 2020
Mark your calendars for
Monday, April 20
when
Dave Zander
Steward
Back Nine Financial
Will bring his wit and wisdom on the subject of
Social Security and Financial Planning
for the “back nine” years to TXCPA Dallas.
Monday, April 20, 2020
1:00 p.m. – 5:00 p.m.
in the
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
Registration will open soon,
so watch your inbox for an announcement.
CPE Event: Employee Benefit Plan Audits
Wednesday, May 13, 2020
TXCPA Dallas
invites you to a
CPE Event
Employee Benefit Plan Audits
presented by
Tim Pike
Partner, Howard LLP
Taylor Franta
Audit Manager, Howard LLP
Wednesday, May 13, 2020
1:00 p.m. – 5:00 p.m.
in the
TXCPA Dallas Training Facility
12400 Coit Road, Suite 750
Dallas, TX 75251
Course Description: Audits of employee benefit plans are highly specialized, and significant emphasis has been placed in recent years to improve audit quality. This session focuses on the knowledge and tests and considerations specific to these audits. Whether you are an auditor in public accounting or a plan administrator, you will benefit from the updated information on standards, as well as common deficiencies found in plans and how to, report on them for auditors, and how to avoid them for plan administrators.
Learning Objectives: Attendee will learn information surrounding benefit plan considerations and best practices.
Course Level: Intermediate/Technical
Prerequisites: None
Course #: 20541213
CPE Credit Hours: 4
Date: Wednesday, May 13, 2020
Time: 1:00 p.m. – 5:00 p.m.
Location: TXCPA Dallas Training Facility
12400 Coit Road, Suite 750, Dallas, TX 75251
Cost: $35/Members; $135/Non-Members
To register, click here.
OTHER CPE OPPORTUNITIES
TXCPA Fort Worth Presents
CFO Controllers Conference
Wednesday, March 25, 2020
You’re invited to attend
TXCPA Fort Worth’s
CFO Controllers Conference
Wednesday, March 25, 2020
8:30 a.m. – 4:15 p.m.
The Riley Center
Southwestern Baptist Theological Seminary
1701 W. Boyce Avenue
Fort Worth, TX 76115
For more information and to register, click here.
EVENTS
April Thirsty Thursday
Thursday, April 23, 2020
Thirsty Thursday takes a break in March,
but join us
Thursday, April 23, 2020
6:00 p.m. – 8:00 p.m.
at
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 2020 Sponsors!
Come and enjoy a great time, make new friends
and show some TXCPA Dallas hospitality
to the wonderful people who make
our Convergence program
possible.
There is no cost,
but please click here to let us know you’re coming.
All TXCPA Dallas members are welcome!
See you there!
Convergence 2020
Convergence 2020
REGISTER NOW
Early Bird Pricing Ends March 17
TXCPA Dallas presents its
hallmark event of the year
CONVERGENCE 2020
Monday, May 4, 2020
Omni Frisco Hotel at
The Star
Featuring Luncheon Keynote Speaker
Joseph Daniels
Chief Executive Officer
National Medal of Honor Museum
Register now for the premier
accounting CPE event
in North Texas!
Take advantage of special
Early Bird Pricing through March 17.
Click here to register.
Convergence 2020
Convergence 2020
Thank You to Our Sponsors
Convergence 2020 Sponsorships are available!
Click here for details on how your company can participate.
GIVING BACK
Bonton Farms – Service Saturday Event
Saturday, May 9, 2020
We have a fun community outreach opportunity
available to you in May.
Swing down to Bonton Farms for a morning of farm restoration
and to-dos like goat milking, plant harvesting and chicken cooping.
It’s family-friendly!
Bring breathable clothing, comfortable shoes and water as needed.
Sign up now, as space is limited.
Saturday, May 9
9:30 a.m. – 12:00 p.m.
Bonton Farms
6915 Bexar Street, Dallas 75215
To register, click here.
MEMBERSHIP
Welcome, New Members!
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TXCPA Dallas
Scholarship Winner Spotlight
Each month, we will spotlight one of this year’s TXCPA Dallas Scholarship winners. Join us this month in getting to know Southern Methodist University (SMU) graduate accounting student, Andrew Ramsey, and welcoming him to TXCPA Dallas.
At SMU, Andrew Ramsey has excelled at – pretty much – everything he’s done. In December of 2018, he received a Bachelors of Business Administration in Accounting with minors in Spanish and Religious Studies. He received the Dean’s List Award for academic excellence in all semesters. He was awarded the Distinguished BBA Scholar and Second Century Scholarships from the university, as well as the Merit Scholarship from the MSA Program. He has been a member of the University Honors Program, Alpha Chi and Beta Gamma Sigma academic honor societies, the National Society of Collegiate Scholars, and the Spanish National Honor Society.
Andrew served as President of The Hill, a church college ministry at SMU. He was also a volunteer with 1960 Hope Center, a member of the Student Athlete Advisory Committee and played on the NCAA D1 SMU Men’s Soccer Team.
Andrew has interned at Outlook Financial Group in The Woodlands and with PwC, where he has accepted an offer of full-time employment upon receipt of his Masters in May.
TXCPA Dallas welcomes and congratulates Andrew Ramsey.
CLASSIFIEDS
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MARKETPLACE
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TXCPA
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