Dallas CPA Society
November 2018 Newsletter
In This Issue…
- Chairman's Message
- CPE
- Convergence 2019
- Events
- Giving Back
- PAC Notes
- Membership
- Committees
- Classifieds
- TSCPA
Chairman’s Message
By Tim Pike, CPA
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 Party, will 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
Location:
Dallas CPA Society
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
1pm-5pm
in the
Community Room
of the
Communities Foundation of Texas
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
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
Convergence 2019
Save the Date!
!!! SAVE THE DATE !!!
The Dallas CPA Society is pleased to announce its
hallmark event of the year
CONVERGENCE 2019
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
Events
November Thirsty Thursday
Thursday, November 15, 2018
Join us for our monthly networking event on
Thursday, November 15th
6-8pm
at
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
11:30am
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
8:45am
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
1:00pm-3:30pm
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
FALL FEST
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.
MEMBERSHIP
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
Committees
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.
CLASSIFIEDS
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.
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.
TSCPA
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!