Dallas CPA Society

November 2018 Newsletter


In This Issue…

  • Chairman's Message
  • CPE
  • Convergence 2019
  • Events
  • Giving Back
  • PAC Notes
  • Membership
  • Committees
  • Classifieds

Chairman’s Message

By Tim Pike, CPA

tim pike

This month it’s all about giving.


The month of November is traditionally a time set aside for gratitude and giving back. November is also TSCPA’s Month of Giving, and we have some excellent opportunities for you to participate in this charitable initiative while contributing substantively to the community that supports us.


On November 3rd, we’ll be helping in the food pantry of the North Texas Shared Ministries. On November 17th, we’ll be making sandwiches for the homeless at TangoTab’s Feed the City in Frisco, and on November 27th, there’s a chance to help out in the North Texas Food Bank’s Distribution Center in Plano. You can register for any or all of these events by clicking here. On November 15th, our young professionals will once again be co-sponsoring the annual social event Fall Fest, along with several other young professional associations from the Dallas area. This event is always a huge hit and benefits Big Brothers Big Sisters of Greater Dallas. You can find out more about Fall Fest here. There are many chances this month to reach out and give generously to those in need!


Other fun DCPAS happenings through the end of the year include the November Thirsty Thursday gathering, November 15th, at Blue Mesa Grill on Montfort Drive. Another event I know you’ll want to attend, the Annual Holiday Partywill take place again this year at Park City Club on December 13th.


If you’re in need of CPE, we have the second of our 2018-19 Member Appreciation CPE Series events coming up on November 12th, and the third is scheduled for December 18th. Ethics courses are available on November 7th and December 4th, and a Controller CPE Series course, Advanced Excel, will round out the calendar year on December 7th. Be on the lookout for the opening of Convergence 2019 registration, coming soon. Watch your email inbox and our website, as you’ll want to take advantage of Early Bird pricing and secure your spot for this outstanding event.


In this season of gratitude, I’d like to express my appreciation to you for your support of our organization. You perform a great service to your fellow members and together we will drive the profession forward!


Tim Pike, Chair

2018-19 Board of Directors

DCPAS – Ethics Courses

October – December 2018

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.:

  • 19600614 – November 7, 2018
  • 19600714 – December 4, 2018
  • 19600814 – January 23, 2018

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 these courses, please click here.

Member Appreciation CPE Series

Monday, November 12, 2018


Plan to join your fellow DCPAS members for the very popular

Member Appreciation CPE Series

Monday, November 12, 2018


in the

Community Room

of the

Communities Foundation of Texas

5500 Caruth Haven Lane

at North Central Expressway

Dallas, Texas 75225

Don’t miss these outstanding sessions:

The Wayfair Decision

David Colmenero

Partner, Meadows Collier

Looking Back on 31 Years with IRS Chief Counsel

Abbey Garber

Partner, Thompson & Knight

Choice of Entity Post Tax Reform

Dan Baucum

Of Counsel, Freeman Law PLLC

Staying Out of the Line of Fire When Your Client or Employer

is Under Investigation by the Government

Sarah Wirskye

Attorney, Wirskye Law Firm

Course #:  19120615

CPE Credit Hours:  4

Prerequisites:  None

Date: November 12, 2018

Time:  1pm-5pm; Registration begins at noon

Location:  Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas, TX 75225

Cost: $25 / Member

$150 / Non-Member

Use this link to register for this CPE Seminar

and watch your inbox for more details.

Save the date for these upcoming

2018-19 Member Appreciation CPE Series events:

Tuesday, December 18, 2018

Tuesday, January 8, 2019

Controller/CFO CPE Series

December 7, 2018

The Dallas CPA Society is pleased to present 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.


Join us for this upcoming class on December 7th.

Advanced Excel:

Pivot Tables, Data Visualization and Dashboards

Presented by

Jennifer G. Johnson, CPA, CGMA

Senior Lecturer, University of Texas at Dallas

Course Description: This course is focused on the use of advanced features and presentation of data in Excel. We will work with Pivot Tables to maximize their powerful features from sorting, grouping and calculating through to pivot table charts. Additionally, participants will be introduced to the concepts of data visualization and dashboards in Excel. Data visualization is the idea of preparing data and presenting information in ways that are visual and able to be quickly understood. Dashboards are one of the common forms of data visualization. During this course we will learn about and practice preparing dashboards in Excel.


This course is designed for those that have a strong foundation in Excel and are ready to move to advanced features. This course is based on Microsoft Excel 2016 for Windows. Sample files and a manual will be provided and attendees are invited to bring their own laptop to follow along and practice during class.


Learning Objectives:

Pivot Tables: The learning objectives related to Pivot Tables include learning the following features, commands, and presentations:

  • How to work with fields in a pivot table to add more, rename, duplicate, and format the fields
  • How to control totals and subtotals within a pivot table
  • How to group pivot tables numerically and alphabetically, by dates, and in an ad hoc manner
  • How to sort, filter and slice data in a pivot table
  • How to add and modify calculated fields in a pivot table and how to add a calculated item
  • How to refresh and update data within a pivot table
  • How to present polished pivot tables and pivot table charts


Introduction to Data Visualization & Dashboards: The learning objectives for data visualization and dashboards including the following:

  • Gaining an understanding of the basics of data visualization
  • Learn guidelines for presenting data to users
  • Understand ideas and concepts for a dashboard including dashboard parts, linking and use of charts and images
  • Gain insight into preparing a dashboard representing financial information

Date:  Friday, December 7, 2018

Time:  8am-12pm

Location:   Dallas CPA Society Training Facility

                    12400 Coit Road, Suite 750

Dallas, TX 75251


Course #:   19240722

CPE Credit Hours: 4

Category: Advanced/Technical

Prerequisites: Intermediate Understanding of Excel

Cost: $25 / DCPAS Members

          $125 / Non-Members

 Register Now for This Exciting Seminar!


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


You liked it so much, we’re going back!

Join us in April at the international headquarters of the

Dallas Cowboys!


Circle the date on your calendars

and plan to attend the premier

accounting CPE event

in North Texas!


Watch this newsletter and your email inbox

for the opening of registration.

Thank You to Our Convergence 2019 Sponsors


November Thirsty Thursday

Thursday, November 15, 2018


Join us for our monthly networking event on

Thursday, November 15th



14866 Montfort Drive

Addison, TX 75254

This event is sponsored by

There is no cost,

but please use the link below to let us know you’re coming.

All DCPAS members are welcome!

See you there!

To RSVP for the event, please click here.


Becker & Dallas CPA Society

Host Meet the Firms Event for Student Members

Thursday, November 8, 2018

Becker CPA Exam Review and the Dallas CPA Society invite all DCPAS student members to apply for an invitation to attend the annual Meet-the-Firms event, a networking hour with local recruiters. For more information and to apply, click here.


Dallas Chapter Holiday Party

Thursday, December 13, 2018

Come and enjoy some holiday cheer with your fellow DCPAS members at the Dallas CPA Society’s Annual Holiday Party, December 13th, 6pm-8pm at Park City Club. Please RSVP here.


The Brown Bag Lunch Series is Back!

Wednesday, December 19, 2018

Are you a working CPA parent who finds

evening events a challenge due to family responsibilities?

Or just curious about how others balance work, play and family?

Bring your lunch and

join your fellow CPAs for a

White Elephant Party

and an opportunity to share ideas

on how to have stress-free holidays

December 19, 2018


Dallas CPA Society Training Facility

12400 Coit Road, Suite 750

Dallas 75251

You will need to bring your own lunch for this event.

Drinks and dessert will be provided.

There is no charge for this event,

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

See you there!

Giving Back

Community Outreach Opportunities

November 2018


Community outreach is a major part of the mission of the Dallas CPA Society. We offer several occasions throughout the year for those interested in giving back to participate in charitable activities. If you would like to contribute your time and effort to a worthwhile cause, here is a list of upcoming opportunities where you can be of service:


November 3rd

Food Pantry

North Texas Shared Ministries

2875 Merrell Road, Dallas



November 17th

Tango Tab: Feed the City

City Works, Frisco

3680 The Star Boulevard, Frisco

8:30am – 11:00am


November 27th

Distribution Center

North Texas Food Bank

3677 Mapleshade Lane, Plano



To register for these events, click here.


Young Philanthropist Award

Dallas CPA Society & Dallas Foundation

Announce Award

The Dallas CPA Society is proud to announce its collaboration with the Dallas Foundation to recognize the outstanding contributions of CPAs under the age of 40. The inaugural Young Philanthropist Award will be presented at the DCPAS Annual Meeting in January. Nominations will be accepted through November 2nd, so for more information and to make a nomination, click here.


Young Professionals Host


November 15, 2018

On November 15th, Dallas’ premier young professionals groups will come together for the 9th Annual Fall Fest, a night of networking and fundraising for Big Brothers Big Sisters of Greater Dallas. For more information, click here.


Nonprofit RETREET is Looking for a Treasurer

RETREET redefines disaster relief by engaging communities to replant lost trees. We envision a near future in which the need to restore the urban environment is considered part of the standardized response to disaster and is provided for alongside other relief initiatives. RETREET offers a unique hands-on experience for those who wish to volunteer in the wake of disaster. We are the only organization in the world focused on this neglected part of the recovery process.


We foster community, encourage a strong connection to nature, as well as tree planting and care education. Most importantly, we harness the innate spirit of volunteerism that crops up when disaster strikes in order to bolster diminished communities and augment the sense of interpersonal connectivity. Through direct engagement with residents and local partners, RETREET transforms moonscapes back into landscapes, making decimated terrain feel like home again.


RETREET is based in Dallas and we’ve done work in Rowlett as well as in other cities throughout the country. We are looking for a Treasurer to join our board, preferably someone from the Dallas CPA Society. This individual should have experience with nonprofit accounting and a passion for trees! Thank you for reviewing our organization at http://www.retreet.org/. We look forward to hearing from you! Please contact grady@retreet.org with any questions and interest.

PAC Notes

Save your CPA License!


We need your help as the Texas State Board of Public Accountancy is up for review during the next Texas Legislative Session in 2019. This means that your license is being voted on! Committee meetings and testimony are going on now. We are fighting to protect your license! Join the PAC and make a donation today! Text “CPAPAC” to 51555 or click here.


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 University of North Texas (UNT) senior accounting student, Megan Murphy, and welcoming her to the Dallas CPA Society. 

Megan Murphy writes of her motivation to receive her CPA certification: “It will be a sign to employers and clients that I am committed to high standards and professional ethics.” Megan’s level of commitment to her goal of becoming a CPA cannot be overstated. She currently works two jobs, maintains a 4.0 GPA and is on track to finish both her Bachelor’s and Master’s degrees in four years.


Megan received the Aaron Paul Wilford Memorial Scholarship and the UNT Excellence Scholarship. She is the Vice-President of the UNT chapter of Beta Alpha Psi, is a member of the UNT Honor’s College and is on the President’s List at the university. She has served as a supplemental instructor at UNT and is currently a tax intern for Griffith & Company.


Megan plans to work in public accounting for the majority of her career and to become a leader in the profession.


The Dallas CPA Society welcomes and congratulates Megan Murphy.

Congratulations Are in Order


TSCPA Honors Outstanding Accounting Educators


TSCPA’s Accounting Education Foundation presented its 2018 Outstanding Accounting Educator Awards at the annual TSCPA Accounting Education Conference in Dallas. This award recognizes Texans who have demonstrated excellence in teaching and who have distinguished themselves through active service to the accounting profession. Dallas CPA Society member Madhuri Bandla was recognized in the category of “Large Four-Year College or University”. Ms. Bandla is a CPA and serves as Lecturer of Accounting in the College of Business at the University of North Texas.


Congratulations, Madhuri Bandla!

Welcome, September New Members!

Sabeeha Ahmed, CPA

Levi Edward Bagwell, CPA

Michael Lloyd Bailey, CPA

Shiloh Bellinghausen, Student

Brian Keith Blair, CPA

Carson Lawrence Boone, CPA

Sneha Bose, CPA

Alexa Nicole Brennan, CPA

David Wayne Brownhill, CPA

Steven Jacob Cain, CPA

Kathia Beatriz Cano-Ugarte, CPA

Margarita Zinahi Cherri, Student

Brandon Lewis Clark, CPA

John Francis Coughlin, CPA

Lennie Cathern Coward, CPA

Jerry Raphel Dawson, CPA

Toan Thanh Dinh, CPA

Jiahui Du, CPA

Katelyn Fox, Student

Benjamin Guy Frazer, CPA

Gerald Francis Goeden, CPA

Mary Beth Goodrich, CPA

Jona G Goonan, Student

William Reginald Gough, CPA

Sneha Grace Koshy, CPA

Miranda Kay Harry, CPA

Brian Patrick Harsy, CPA

Kang He, CPA

Nathaniel Paul Hein, CPA

Takuya Hoshino, CPA

Phillip L. James, CPA

Angela Nicole Jennings, CPA

Tyler Nicholas Kaschak, CPA

Kan H. Kple, CPA

Siverus Lande, CPA

Stephanie Nicole Lau, CPA

Joan Ann Lee, CPA

Qi Li, CPA

Ronald Ree Long, CPA

Blake Dillon Masterson, CPA

Meagan Elizabeth Mccartt, CPA

Molly Elizabeth Mclendon, CPA

Shivam Mishra, Student

Madeline Moren, Candidate

Maury Alexis Moreno, CPA

Adam Cole Neifach, CPA

Shaun Patrick Nix, CPA

Sarah Virginia Norris, CPA

Samantha Ryan Oberlander, CPA

Yejing Pan, CPA

Corrie Elizabeth Paterson, CPA

Andrew Joseph Patton, CPA

Anthony Jacob Phillips, CPA

Joseph Redden, Student

Rebecca Outten Richardson, CPA

Molly Elizabeth Robben, CPA

Kerry Blake Roddy, CPA

Steven Lawrence Roepke, CPA

Erin C. Santossio, CPA

Terri Schepps, Student

Erin Harabis Schneider, CPA

Christopher Thomas Schultz, CPA

Ashim Shrestha, CPA

Elyssa Ann Snider, CPA

James Andrew Stafford, CPA

Michelle Jean Stewart, CPA

Alexander Michael Stewart, CPA

Kevin Michael Stewart, CPA

Daniel Steven Stotz, CPA

Wudeneh Assibe Tedla, CPA

Avery William Tomek, CPA

Shanna Alicia Trosko, CPA

John Benjamin Vandolah, CPA

Parker Michael Volpe, CPA

Huiyuan Wang, CPA

Kimberlee Ann Welch, CPA

Katelyn Danielle Windham, CPA

Samuel Thomas Wollman, CPA

Guangxu Yang, CPA

Grace Yeh, Student

Shuo Zhang, CPA

Xiaoyue Zhang, CPA

Yixin Zhang, CPA

Weiwei Zhao, CPA

Stephanie Gay Zick, CPA


Partners In Education Committee

Seeks Volunteer Speakers


The Dallas CPA Society’s Partners In Education (PIE) Committee provides CPA speakers to address high school and college classes on the rewards of a career in accounting. If you are passionate about your work and would enjoy sharing your excitement with the next generation of financial professionals, contact Banicia Watts at bwatts@cpadallas.org, to have your name added to the list of DCPAS PIE volunteer speakers.


Practices For Sale

Practices For Sale in North Texas: gross revenues shown: W. of Ft. Worth CPA $400K; Van Zandt Co. Tax & Accounting $200K; E. Dallas Suburb CPA $344K; N. of Denton CPA $232K; E/SE TX $290K; Dallas Area $900K; Carthage $108K; Grayson Co $395K. 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.


Plano CPA wanting to slow down – looking for partner. Gross $525,000. Acctg sv c to niche market. No tax or audit. Reply: PlanoCPA@gmail.com.


Employment Opportunities

Plano CPA wanting to slow down – looking for CPA to become partner within a year. Acctg svcs to niche market. No tax or audit. 10 -20 yrs exper. CPA required.

Job includes meeting attendance and presenting financial reports at various locations in Metroplex. 3-5 meetings per month after 5:00 pm each month. No weekends.


Proficiency with Quickbooks, Excel and Outlook required. Time management, scheduling and planning skills are important. Ability to switch tasks efficiently will be very helpful.

Reply PlanoCPA@gmail.com.


Chapter Tip Sheet

November 2018


Nominations for B&I Award

TSCPA is accepting nominations for the 2018-19 B&I Award. The award recognizes CPAs who have spent their careers in B&I and have made significant contributions through their influence and impact on others in the accounting profession. Login to form.


Advocacy, Learning and Networking

All TSCPA members are encouraged to attend the TSCPA Advocacy Day and Midyear Board of Directors and Members Meeting, where you can be part of our legislative process and earn CPE as you learn about cutting-edge profession issues. You’ll also strengthen your network with Society and chapter leaders from around the state. Make your plans now to join us Jan. 29-30, 2019, at the Sheraton Austin Hotel at the Capitol. Preliminary meeting information.


Financial Literacy

Do you enjoy speaking about personal finance and small business topics? If so, sign up for TSCPA’s speaker’s bureau. TSCPA is looking for CPAs to speak at community and civic programs and to the media. There are talking points, speeches and PowerPoint presentations to make each speaking opportunity as easy as possible. The speaker’s bureau is one way for CPAs to become involved in TSCPA’s ongoing Financial Literacy effort. To volunteer, email Kari Owen; phone Kari at 800-428-0272 ext. 688 or 972-687-8688.


Awards Nominations

It’s not too soon to be thinking about outstanding individuals to nominate for TSCPA awards in the spring. The information provided by the nominator plays the key role in the selection of recipients by the committee, so advance planning is encouraged. Review criteria for available awards categories. The deadline for submissions is in April 2019.


TSCPA Rising Star Nominations

Do you know of a young CPA who is doing great things for their community and profession and deserves to be recognized for their outstanding performance? If so, nominate them as a2019 TSCPA Rising Star.


The recognition of young CPAs sends a message that we value the input of our younger members and respect their contributions and their commitment of time and resources to the profession.


By simply nominating someone, you are honoring them. If one or more of your nominees is selected, your chapter will receive visibility across the state. The nomination criteria for Rising Stars is as follows:

  • Nominee must be a TSCPA CPA member.
  • Nominee must be age 40 and under as of the end of the current fiscal year (born after May 31, 1978).
  • Nominee must be nominated by November 16, 2018, to be considered.
  • Nominee must complete and submit a profile form by February 1, 2019.


Those who have already been recognized as TSCPA Rising Stars are no longer eligible for nomination. You can view a list of previous Rising Stars Award recipients here.


Please consider the members in your chapter who may fit the criteria and submit your nominations today! Nominations may be submitted by anyone, but only members are eligible to be nominated.


You can access the online nomination form here.


If you have questions, please contact Catherine Rafetto at 800/428-0272, ext. 216, or by emailing craffetto@tscpa.net.


Thank you for your support of this program and of our future leaders!