Dallas CPA Society

May 2019 Newsletter


In This Issue…

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

Chairman’s Message

By Tim Pike, CPA

How great was Convergence 2019?? The conference is over now, but it will surely be remembered as one of our best! Approximately 1,100 of you came together on Monday, April 29th for the tops in accounting and financial education. Ross Perot, Jr. entertained the lunch crowd on the Cowboys practice field with an insightful talk about future economic growth, and we were very fortunate to attract a stellar slate of session speakers. I encourage all DCPAS members to review the list of sponsors in this newsletter edition and on our website and be sure to consider them when you’re in the market for the services they provide.


We have some excellent educational and social events coming up this month. On May 7th, Bill Moss will present the next in our Controller/CFO CPE Series events with the presentation, “Transforming Your Role from Controller to Business Partner”, and on May 31st, Jennifer Johnson will help us further our computer skills with her “Intermediate Excel” course. Our monthly social event, Thirsty Thursday, will take place on May 16th at Coal Vines. I hope to see you there!


The end of this month will mark the end of my term as DCPAS Board Chairman, which has been an amazing and rewarding experience. The Dallas CPA Society has a rich history serving its members! My sincere gratitude goes to the eleven individuals who served on the Board of Directors with me this year. Your skill, wisdom and dedication inspire me and make me proud to be a member of this association. Thank you to the committee chairs and members, and all of the volunteers who worked so hard this year to further the mission of the DCPAS. It is your ideas and effort that fuel the high performance of this institution. To the Dallas CPA Society staff – Meg, Laura and Bridgette – you make the wheels turn and the greatness happen! And to you as well, DCPAS members. I have thoroughly enjoyed having your company, hearing your thoughts and receiving your help and encouragement on this journey. Bill Sims, a dedicated and long-time member of the Chapter, will take the Chairman’s gavel for 2019-20, and I am confident that we can all expect a great year under his leadership.


Again, thanks to all of you, and I wish you the very best!


Tim Pike, CPA

2018-19 Chairman

Controller/CFO CPE Series

May Sessions

Tuesday, May 7, 2019 & Friday, May 31, 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. These sessions are coming this month…


Transforming Your Role from

Controller to Business Partner

Presented by

Bill Moss

Speaker/Author/Financial Consultant


Course Description

The role of Controller has been largely associated with record-keeping and hence the reputation of “bean counter”. This program deals with the various roles and image the Controller must deal with and will include discussions on ways to transform that role into a business partner.


Learning Objectives 

The course will cover:

·    The traditional role of Controller

·    The Controller’s toolkit

·    Business partners’ attributes

·    Turning data into knowledge

·    Financial communications

·    Financial planning


Date:                     Tuesday, May 7, 2019

Time:                    1pm-5pm

Location:              Dallas CPA Society Training Facility

                              12400 Coit Road, Suite 750

Dallas, TX 75251

Course #:              19241211

CPE Credit Hours: 4

Category:              Basic/Technical

Prerequisites:      None

Cost:                     $25 / DCPAS Members

                               $125 / Non-Members


Click here to register.


Intermediate Excel

Presented by

Jennifer Johnson

Senior Lecturer, UTD


Course Description

The Intermediate Excel Course is designed for those that have a good grasp of basic Excel and are ready to move to more advanced features.  This course will focus on ways to work with data to help improve your analysis and presentation of the data and well perform advanced function and formatting of data. This course is based on Microsoft Excel 2016 for Windows.


Learning Objectives 

As a result of the Intermediate Excel course, participants will be able to:

·    Import Data from a variety of files and convert TEXT TO COLUMNS.

·    Use the Go To Special feature for fill blanks.

·    Organize data through the use of Filter, Transpose, Group, Sort and Subtotal

·    Work with data through the use of data validation, conditional formatting.

·    Locate duplicates within data and consolidate data.

·    Work with advanced formulas such as IF THEN, VLOOKUP, LOOKUP, INDEX MATCH, SUMIF(S) and IFERROR.

·    Utilize the What If Analysis to run difference scenarios within Excel.

·    Audit formulas for errors.

·    Record Macros to save time and perform repetitive tasks.

·    Prepare simple Pivot Tables.

·    Develop and edit charts and learn about new charts such as treemap and waterfall.


Date:                     Friday, May 31, 2019

Time:                    8am-12pm

Location:              Dallas CPA Society Training Facility

                              12400 Coit Road, Suite 750

                               Dallas, TX 75251

Course #:              19241212

CPE Credit Hours: 4

Category:              Intermediate/Technical

Prerequisites:      Basic Understanding of Excel

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

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


$120 (Member)

$150 (Non Member)


To register for these courses, please click here.


Thank You to Our Convergence 2019 Sponsors



May Thirsty Thursday

Thursday, May 16, 2019

Join us

Thursday, May 16, 2019



5407 Belt Line Road

Dallas, TX 75254


There is no cost,

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


All DCPAS members are welcome!

See you there!


DCPAS Leadership Development Academy

2019-20 Class


The Dallas CPA Society is now accepting applications for entry into its 11th annual Leadership Development Academy.  For the past 10 years, the LDA has groomed the next generation of future leaders for success both within the Dallas CPA Society and beyond. Its curriculum and course activities are designed to help participants develop the skills needed to be effective leaders within their organizations, professions and community. To apply, please contact Laura McFadden atlmcfadden@cpadallas.org. Application deadline is May 6th.

2019 DCPAS Scholarship Awards


The Dallas CPA Society promotes accounting as career choice. An important component of this mission is to provide financial support to junior, senior and graduate accounting students at local universities who plan to become CPAs.

We are accepting applications for our 2019 Dallas CPA Society Scholarship program. If you or someone you know would like to apply, please contact the DCPAS office at 972-960-8311 for an application. Materials must be submitted by May 20th.


Congratulations Are in Order!
Meadows Collier attorneys David Colmenero, Charles Meadows, Jr., Charles Pulman and Josh Ungerman were recently named “2019 Best Lawyers in Dallas” by D Magazine. Congratulations, Gentlemen!

Scholarship Winner Spotlight

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 Jordan Vallee and welcoming her to the Dallas CPA Society. 


Jordan Vallee is excited about becoming a CPA, largely because of the respect she knows is synonymous with the profession. She writes: “Being a CPA is an indication to others that you are are knowledgeable and hard-working….CPAs are the accountants that become partners, CFOs and CEOs. They are held to a higher standard of ethics and intellect that I want to be regarded as having.”


Jordan has been a super-achiever during her college career. She received both the Cox School of Business’ Merit Scholarship and SMU’s Founders Scholarship and has been on the SMU Honor Roll with High Distinction from 2014-2018. Other accolades include: Outstanding Accounting Major, Delta Sigma Pi Scholarship Key, Hilltop New Century Scholar and membership in Mortar Board. She has shown her leadership abilities as Alpha Chi Omega’s Vice-President of Finance and its Junior Panhellenic Delegate in 2015; Director of Logistics on the founding board of Reading for a Reason, a nonprofit business that promotes literacy and goals for higher education; and Co-Chair of the Morale Committee for SMU’s Dance Marathon benefitting the Children’s Miracle Network.


Jordan graduated summa cum laude with her Accounting BBA in May of 2018, and will receive her Masters in Accounting this month. She anticipates passing her CPA exam on the first try following graduation and will start her full-time job at PwC in July.


The Dallas CPA Society welcomes and congratulates Jordan Vallee.

Welcome, New Members!

Mr. Achiaw Achiaw, Student                         Ms. Yaneth Lopez, Student

Mr. Robert Ahlander, Affiliate                      Mr. Anthony Lovio, CPA

Ms. Suravi Ahsan, Student                             Mr. Prabhjot Manchanda, CPA

Mr. Patrick Gene Andal, CPA                          Mr. Marcelo Osvaldo Maril, CPA

Mr. Shawn Patrick Barry, CPA                       Mr. Sen Samuel Mathai, Student

Ms. Claire Winfree Bing, Student                  Mr. Luke James McCann, CPA

Mr. Rusell Chowdhury, Student                   Mr. James Fredrick Morgan, CPA

Ms. Lauren Miller Collinsworth, CPA            Ms. Madeline Rose Nauyokas, CPA

Mr. Brady Cox, Affiliate                                  Mr. Martin C. Nelson, CPA

Ms. Minya Dai, CPA                                         Mr. Jacob Patrick Nolte, CPA

Mr. Mohammad Danishmund, CPA              Mr. Yougeun June Park, Student

Mr. David Wayne Dowdle, CPA                    Mr. Preston Clark Pownell, CPA

Ms. Olajumoke Enabulele, CPA                    Mr. Jan Stephen Quiocho, Student

Mr. Frank Fitgerald Fairbanks, CPA              Ms. Allison Justine Ravenelle, CPA

Mr. Charles Wayne Fox, CPA                        Mr. Syed Ali-Abbas Raza, Student

Ms. Whitney Ann Fox, CPA                            Ms. Stephanie Sanchez, Candidate

Mr. Michael Connor Friedrichsen, CPA       Ms. Prabhjot Kaur Sangha, Student

Ms. Kalgi Shailesh Ganatra, CPA                   Mr. Jack Ryan Schelfhout, CPA

Mr. Alexander Fabian Garcia, CPA                Mr. Douglas William Schneider, CPA

Mr. Michael Scott Garner, Student              Mr. Tristan Sedita, Student

Ms. Chelsea Nicole Gould, CPA                     Mr. Syed Saad Shahabuddin, Student

Ms. Jackie Guszcza, Student                          Ms. Yusra Khalid Soomro, Student

Ms. Katherine Renee Guttery, CPA               Ms. Jiani Sun, CPA

Mr. Sohail Shaukat Hamirani, CPA                Ms. Yvonne Toh, CPA

Ms. Helleen B. Hanangala, Student             Mr. Gabriel Anthony Veasley, CPA

Mr. Jarvis Hale Histed, CPA                            Ms. Shantel Brianne Walker, Student

Ms. Marissa Alyson Kilpatrick, CPA               Ms. Ruijuan Wang, CPA

Ms. Seung Hee Kim, CPA                                 Mr. Robert Ryan White, CPA

Ms. Saori Kimura, CPA                                     Ms. Elizabeth Wynne Williams, CPA

Mr. Kevin Luis Leib, CPA                                  Mr. Kimberly Nicole Williams, CPA

Mr. Frank Vincent Lionetti, CPA                     Ms. Yu-Chieh Wu, CPA

Ms. Yiwen Liu, CPA                                           Ms. Jingshu Yu, CPA

Mr. Aaron Lohman, CPA

Practices For Sale
Practices For Sale in North Texas: gross revenues shown: NE Texas CPA $209K; N. Dallas CPA $640K; Richardson CPA $111K; Hurst CPA $364K; Denton EA $61.5K; E/SE TX $290K; Carthage $108K; Grayson Co $395K; E. Dallas Suburb CPA $344K; N. of Denton CPA $232K; 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

Thank you for your membership! We’re grateful for the trust you’ve put in us as the leading advocate for your profession. Members turn to TXCPA for a wide array of professional resources and to stay up-to-date on critical issues. We are committed to serving you and to connecting, protecting and advancing CPAs in Texas.


Your 2019-2020 dues invoice to continue your membership in TXCPA was delivered in late April.


Renew before June 1 to continue receiving valuable benefits and services, as well as NEW benefits added in 2019-2020, including:

·    An on-demand ethics course offered FREE to TXCPA members. This program can be accessed between your renewal and May 31, 2020.

·    Savings on the NEW TXCPA Passport. This one-year subscription to on-demand CPE programs offers courses on a variety of topics, including tax, accounting, assurance, not-for-profit, fraud and more!

·    More ways to connect on TXCPA Exchange, our exclusive members-only online community. New discussion forums for Practice Management, Tax Issues and Nonprofit Accounting have been added.

·    Six hours of FREE CPE on professional issues. These offerings give you the latest updates in convenient two-hour broadcasts three times each year.


Questions about your membership can be directed to our member services team at 800-428-0272 (option 1) or at membership@tscpa.net.


TXCPA’s auto renewal program makes your annual membership process easier than ever before. Check the box on the reverse side of your renewal form or on the online payment screen to enroll in the program. You will receive a confirmation email when your enrollment is complete.



We’ve launched a NEW Nonprofit Accounting community on TXCPA Exchange specifically for questions and discussions related to working for, or with, nonprofit organizations. All members are welcome to join this new community to network, interact and converse with fellow TXCPA members working in nonprofit accounting. If nonprofit isn’t your interest area, we also have communities for discussing Tax Issues and CPA Practice Management. While you’re there, don’t forget to update your bio and add a photo to complete your profile!