SPRING ACCOUNTING EXPO 2021 - MAY 17-21, 2021 | 20+ CPE HOURS VIRTUAL WEBCAST
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2021
SPRING ACCOUNTING
EXPO
MAY 17-21, 2021 | 20+ CPE HOURS
VIRTUAL WEBCAST
REGISTER TODAY:
www.txcpahouston.cpa
Sessions led by dynamic speakers like:
Terri Cooper, Ph.D. Kathy Courtney, CPA Eric Khan, CPA
Deloitte US Grant Thornton BBVA
2021 SPRING ACCOUNTING EXPO
OVERVIEW
Create Your Own Schedule At TXCPA Houston’s New Spring Accounting Expo!
If you’re a busy CPA, accountant, or financial decision-maker, TXCPA Houston’s 2021 Spring Accounting
Expo is the perfect way to stay at the top of your game without compromising your schedule. Choose from
more than 20 virtual webcast sessions you can view 24-hours a day from May 17-21 to obtain the latest
information, tips, and techniques from today’s top accounting professionals. Whether you’re a seasoned
CPA or new to the field, the 2021 Spring Accounting Expo provides an excellent opportunity to learn,
broaden your perspective on accounting developments, and network with fellow CPAs.
What You Need to Know Trending Topics
Date: May 17-21, 2021 • Why Cybercrime Today Can’t Be Ignored
Location: Virtual Webcast • Technology Changes & Working with a Team
Session Times: All sessions are accessible 24 • Negotiation Skills to Get What You Want, Not
hours a day, streamed on-demand. Technical What You Need
support will be available from 8 a.m. to 5 p.m.
• Leadership That Counts
CPE Hours: 20+ hours
• Bootstrapping a Data Monitoring Program in
Prerequisite: None
Your Organization
Level of Instruction: Update/Overview
• Fostering a Diverse & Inclusive Organization
Course Objective: Learn up-to-date information
on technical topics, technology, and management • 5 Steps to Profitability
skills. • 2021 Health & Welfare Legislative Update
Course Materials: TXCPA Houston will send • Mastery Under Pressure: Unlock the Power of
an email that contains the link to all submitted Your Emotional Strength
course materials and login instructions for the
webcast. • Actions Speak Louder Than Words:
Understanding Nonverbal Communication
Pricing: Member/Non-CPA or $450 During Virtual and In-person Settings
other chapter member:
Non Member: $550 • and more!
Virtual Happy Hour + Live Q&A Details
Expo registrants will receive a schedule of speakers for the daily Q&A sessions in advance. Attendees
will be able to coordinate when to watch certain sessions in time to attend that speaker’s Q&A session.
Expo registrants will receive a link for the 4 p.m. Zoom sessions.
REGISTER TODAY: www.txcpahouston.cpa
2021 SPRING ACCOUNTING EXPO
AGENDA
Tax Updates
Steven J. Tillinger, CPA
The discussion will focus on developments in individual and small business federal income taxation including recent federal
income tax legislation, both final and proposed; updates and new developments of earlier tax law; important court cases;
Treasury income tax regulations; IRS revenue rulings and procedures.
5 Steps to Profitability
Stephen King, CPA - GrowthForce, LLC
What separates highly profitable market leaders from the pack? Stephen King, CPA, CGMA, and CEO of GrowthForce, and
a repeat Inc. 500 featured speaker, gets inside the mind of the successful CEO. He will show you how to: use management
accounting to define a business strategy that gets everyone is rowing in the same direction; build a high performing team that
is aligned around that strategy; create written goals that achieve success; show how to keep score against those goals and then
reward the people who contribute the most to profits.
Fostering a Diverse & Inclusive Organization
Terri Cooper, Ph.D. - Deloitte US
The world has changed, and the workforce, the marketplace, and society are demanding organizations to prioritize equity,
inclusion, and diversity as the new normal. A global call to action around social justice and the COVID-19 pandemic has
accelerated companies’ needs to adapt to new concepts of work, workforce, and workplace. At the center of navigating this new
reality are increasing social and business imperatives for diversity, equity, and inclusion. The opportunity for real change is
now and this presentation is designed to assist you on this journey.
Financial Planning 101
Steven Goodman, CPA, CFP® - Goodman Financial
This refresher course will provide insight and tools to navigate through the different areas of financial planning, including bud-
geting, savings, investments, insurance considerations, and estate planning.
Bootstrapping a Data Monitoring Program in Your Organization
Danielle Supkis Cheek, CPA, CFE, CVA - PKF Texas
A data monitoring program is the 2nd best bang-for-your-buck control you can put into an organization to reduce fraud risk.
Further, the last minute and longer term shift to a decentralized workforce may have fundamentally changed your control
environment without the proper planning time. This increases your susceptibility to fraud. This session will cover cost-effective
and practical tips and tricks to starting a data monitoring program either within an internal audit or an accounting function.
The Wonderful World of SBA
Scott Atkinson, CPA - Statesman Business Advisors, LLC
Learn the basics along with what is new in the world of government guaranteed Small Business Administration (SBA)
Financing including both the 7(a) and 504 programs. Special uses of proceeds such as change in ownership (business
acquisition), fee, and policy changes will be covered.
Leadership That Counts!
Chuck Cummings, Jr., CPA, CFF, CFE - Fitts Roberts Kolkhorst & Co PC
Come learn the characteristics of an effective leader; one others trust and who is unique in a tough business world. This is for
you, the leader, when you are tired of your old style and results, especially if your leadership creates stress, turnover, insecurity,
and lack of productivity in those who follow you or don’t. If you are frustrated with your job or the people you lead, this session
will help you.
Microsoft Teams Overview and Tips
Brian Gharala & Teresa Acosta - University of Houston
This session will give you a demonstration of the main features of Microsoft Teams including groups, chat, document
collaboration, and meetings. We will also include tips for online meeting etiquette. This session is good for beginners.
PLEASE NOTE: Current schedule represents approximately 20+ hours of CPE if you attend all the virtual webcast sessions
scheduled on May 17-21, 2021. Hours may be reduced or increased before actual conference date.
2021 SPRING ACCOUNTING EXPO
AGENDA
Mastery Under Pressure: Unlock the Power of Your Emotional Strength
Tina Greenbaum, LCSW - Mastery Under Pressure
As with most professions, we spend years learning our craft and implementing that knowledge into the workplace. Yet, we
frequently neglect training our minds and bodies to flourish in high-stakes, high-pressure environments. In this workshop,
we’ll focus on the skills that world-class athletes use to unlock the power of their emotional strength.
Actions Speak Louder Than Words: Understanding Nonverbal Communication During Virtual and In-person Settings
Jan Hargrave - Jan Hargrave & Associates
Clear, practical, and fun, this seminar offers a wealth of detailed information concerning the “hidden messages” of those around
you as well as yourself. Enable yourself to make in-depth character assessments, as well as increase your ability to develop
ethical nonverbal behaviors in your professional relationships.
2021 Health & Welfare Legislative Update
Ruben Reyes, JD, LLM - Gallagher Benefit Services, Inc.
2021 will bring significant legislative and regulatory developments with a new Biden/Harris administration and the U.S.
Congress under single-party control. This session will discuss post-election expectations affecting employers that sponsor
health & welfare plans including the Affordable Care Act’s reporting requirements and benefit mandates; and COVID-19 relief
for tax-favored plans.
Avoiding a Bank Default: What CPAs Should Know to Help Their Clients Understand Changes by Banks with Regard to the
Next Loan Renewal
Eric Khan, CPA - BBVA
This session will discuss COVID’s impact on lenders and clients, restructuring covenants, why CPAs need to understand the
client’s credit agreement, financial covenants, and negative covenants for consideration in planning.
Negotiation Skills to Get What You Want, Not What You Need
Tim Phillips - Revenade LLC
This presentation will impart practical and immediately usable professional negotiation strategies, tools, and techniques
empowering attendees to start getting what they want now, instead of just settling for what they need in any negotiation.
Participants will learn the 3-Step negotiation stages, the process, and specific steps to maximize their negotiating strength
and success in any situation. Participants will learn not only how to recognize but defeat the tricks and deceptive techniques of
unethical negotiators. This presentation is not theory but delivers easy-to-use time-proven secrets, strategies, tactics and the
specific words and phrases to get what you want.
What’s New in the Not-for-Profit World?
Tonja Rodriguez, CPA - Harper & Pearson Company
This session will provide a look at accounting and reporting updates for not-for-profit organizations, including the latest on
contributions, collections, revenues with customers, in-kind gifts, and PPP loan forgiveness.
The Power of OneNote
Kathy Courtney, CPA - Grant Thornton
In this session, we will review what OneNote is and what it is not. Once a Windows-only note-taking application, it is now a
free cross-platform note-taking service for Windows, Mac, Android, iOS, and the web. We’ll share best practices along with tips,
tricks, and traps in using the tool.
Why Cybercrime Today Can’t Be Ignored
Wayne Hunter - AvTek Solutions, Inc.
Cybercrime today can’t be ignored. In fact, the more educated you are regarding the many facets of cybercrime today and
the cyber security measures you need to implement to keep your network safe, the more confident you’ll be to never face a
nightmare scenario where you risk losing productivity, sales, customers, money and ultimately your business. So, let’s start at
the beginning…
PLEASE NOTE: Current schedule represents approximately 20+ hours of CPE if you attend all the virtual webcast sessions
scheduled on May 17-21, 2021. Hours may be reduced or increased before actual conference date.
2021 SPRING ACCOUNTING EXPO
AGENDA
Market to Attract Customers and Help Your Clients do the Same
Gina Fontenot & Jay Jimelman - Xero
Think marketing is the same as advertising or sales? Think again! In this session, we’ll cover the basics of what marketing is,
having a clear value proposition for your practice, and bringing attention to your brand.
Technology Changes & Working with a Team
Denise Sanders, CPA, CISA, PMP
Many technology trends will reshape Finance and Accounting over the next ten years, include Big Data, RPA (Robotics Process
Automation), Al (artificial intelligence), Blockchain, loT (internet of things), and others. How do these technologies affect Finance
and Accounting? The session will focus on recent developments in Data Analytics, RPA, and Master Data Management, and how
they are important to Finance. Also, we will discuss how to determine what technology is most relevant directly to Finance, for
Finance supporting other teams, and how to prioritize for an Agile Transformation in a constantly changing environment.
Real Estate Market Panel
Moderator: James Schuepbach | Panelists: Jonathan Hicks, Abby Alford - CBRE, John Ginder, and Greg Barra
The last year has shown companies that their real estate footprints and/or portfolios need to be a top priority when evaluating
their overall business strategy. Don’t miss this important discussion by a panel of industry leaders to better understand the
challenges, opportunities, and overall real estate outlook post-pandemic.
Accounting & Auditing Updates
Phillip Jefferis and Jill Ahrens - EY
Join EY for session covering recent and upcoming Accounting Standards Updates and an outlook on the accounting and audit-
ing regulatory environment. Topics include: Leases (ASC 842), convertible instruments (ASU 2020-06), income taxes (ASC 740)
and recent simplification updates (ASU 2019-12), and various other relevant topics for early 2021.
The Impact of 5G Technology on the Finance and Accounting Industry
Rashid Qureshi
5G technology promises much faster speed and advance features for the consumers and businesses. What is 5G, how will it help
accounting and finance businesses, and what are some the relevant use cases?
Accountability Across the Organization
Christine Spray
Accountability in the workplace helps to ensure that every employee will take responsibility for their performance and
behaviors, and continue to manage this responsibility. When we implement goals and communicate with one another, we can
achieve powerful results. Building an accountable workplace requires strong teamwork and collaboration. Every team member
must have a strong understanding of the values of the company and recognize the importance of their dedication, to attain
success. This course will provide you with informative tools and practical strategies that can be used to help empower the team
to work towards achieving the benefits of accountability. Accountable employees will fuel performance and productivity and
generate an enhanced workplace.
How to Excel at Excel
Matt Davis, CPA, CFE - Whitley Penn and Matt Russell - Briggs & Veselka Co.
Yearning to learn how macros work? Want to further sharpen your Excel skills? If so, join Matt Russell and Matt Davis for a
webcast introducing assorted advanced Excel concepts.
Advanced IT Security
Robert Blake
Employment Legal Issues
Bennett Fisher - Fisher & Associates
PLEASE NOTE: Current schedule represents approximately 20+ hours of CPE if you attend all the virtual webcast sessions
scheduled on May 17-21, 2021. Hours may be reduced or increased before actual conference date.
2021 SPRING ACCOUNTING EXPO
SPEAKERS
Teresa Acosta Abby Alford Jill Ahrens Scott Atkinson, CPA Greg Barra
photo
coming
soon
Chuck Cummings, Jr., Terri Cooper, Ph.D. Kathy Courntey, CPA Matt Davis, CPA, CFE
Robert Blake CPA, CFF, CFE
Bennett Fisher Gina Fontenot Brian Gharala John Ginder Steve Goodman, CPA, CFP®
Tina Greenbaum, LCSW Jan Hargrave Jonathan Hicks Wayne Hunter Phillip Jefferis
Jay Kimelman, CPA Eric Khan, CPA Stephen King, CPA, Tim Phillips Ruben Reyes, JD, LLM
GGMA
Tonja Rodriguez, CPA Matt Russell Denise Sanders, James Schuepbach Christine Spray
CPA, CISA, PMP
Danielle Supkis-Cheek, Steven J. Tillinger, CPA
CPA, CFE, CVA
2021 SPRING ACCOUNTING EXPO
SPONSORS
Platinum Sponsor
Goodman Financial Corporation
Wade Egmon – 713.599.1777 | wegmon@goodmanfinancial.com SERVING CLIENTS FOR OVER 30 YEARS
Goodman Financial has been helping clients in Texas and across the U.S. achieve their financial goals for over 30 years. We are
committed to philanthropy and giving back to our community. As fee-only fiduciaries, we actively design and manage investment
portfolios and provide financial advice while avoiding conflicts of interest or unnecessary risk. This client-centric approach allows
for greater flexibility, tax efficiency and lower expenses.
Gold Sponsor
Creative Financial Staffing
Pam Rodriguez – 713.260.5243 | pam@cfstaffing.com
CFS is a leading, employee-owned staffing firm— the largest one founded by CPA firms. With more
than two decades of experience helping companies locate, attract and hire exceptional accounting, finance and IT
professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and
assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean.
Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to
executive level, temporary to direct hire and project support to interim management.
Silver Sponsors
Accounting Practice Sales
Wade Holmes – 281.907.9545 | wade@aps.net
Accounting Practice Sales specializes in the marketing and sale of accounting firms and tax practices. Our brokers have had
unprecedented success in matching practice owners selling a firm with interested buyers.
AppComputing
Jack Yu – 408.829.8600 | jyu@appcomputing.com
BudgetEngine offers complete solutions for corporate performance management. BudgetEngine has comprehensive pre-built
data models, which elimate the needs for old-fashion spreadsheet formula. BudgetEngine empowers team collaboration, multi-
currency consolidation, financial analytics and reporting. BudgetEngine is easy to implement, usually within a day or two.
Briggs & Veselka
Sheila Enriquez – 713.667.9147 | senriquez@bvccpa.com
Briggs & Veselka is a Houston CPA firm in business for more than 40 years. Our mission is to deliver high quality, comprehensive
business and financial services to individuals and middle market companies. We listen, lead and collaborate, striving to establish a
legacy of loyalty.
PKF Texas
Brian Baumler – 713.860.1400 | bbaumler@pkftexas.com
Pannell Kerr Forster of Texas, P.C. (PKF Texas) is the CPA firm with a 33-year history focused on assisting entrepreneurial-
minded businesses in Houston’s energy economy. Public and private companies with sophisticated needs seek us out for audit,
accounting, domestic and international tax, entrepreneurial advisory services, outsource and co-source accountancy services,
profit enhancement, employee benefit plan audits, internal audit and internal controls, and joint venture consulting.
REGISTER TODAY: www.txcpahouston.cpa
2021 SPRING ACCOUNTING EXPO
REGISTRATION
2021 Spring Accounting Expo - Virtual Webcast • May 17-21, 2021 • 20+ CPE Hours
Registration Fees: Member/Non-CPA or other chapter member - $450 | Non Member - $550
Register online at www.txcpahouston.cpa
PAYMENTS BY MAIL - PLEASE RETURN ENTIRE PAGE WITH PAYMENT
NO SHOWS forfeit the entire registration fee. YOU WILL RECEIVE A REGISTRATION CONFIRMATION
(EMAIL ONLY) WITHIN 2 DAYS OF RECEIPT OF PAYMENT.
Attendance confirmations may be obtained following the program. A registration may be transferred to
another individual; an additional registration fee will be charged to a nonmember CPA transferee.
Make checks payable to: Houston TSCPA Foundation 777 Post Oak Blvd., Suite 500 Houston, Texas
77056-3212
For Credit Card Registrations: Call 713.622.7733 or register online at www.txcpahouston.cpa.
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