Society Staff

Controller
Bryan Montemayor
(713) 622-7733 x25

Handles accounts payable, budgets, vendor calls, committee budget inquiries, employee benefits, payroll, financial statements, general ledger, maintains personnel files, insurance and banking relationships.

Serves as staff liaison to the following committees:

Accounting Scholarships
Audit
Investments
Scholarship Extravaganza

CPE Director
Judith Butcher
(713) 622-7733 x26

Coordinates continuing education policies, solicits CPE speakers, refers information on potential CPE speakers to corresponding committees, organizations and other chapters, creates vendor speaker agreements, completes continuing professional education credit applications, schedules TSCPA courses, conducts staff meetings, assists in developing staff procedures, creates and updates a database of potential speakers, publicizes rental of the training facility and Chapter CPE programs to outside organizations and companies. CPE evaluation input, updates all seminar registrations and speaker gift entries, creates speaker "Ratings and Comments" sheets, sends all speaker thank you letters, sends future seminar requests to chairmen and vice chairmen, completes TSCPA monthly reports, prepares materials for scanning.

Serves as staff liaison for the following groups and committees:
Bay Area Satellite
CFO/Controller Conference
CPE
CPE by the Sea (TSCPA)
FM 1960 CPA Business Roundtable
Members in Industry (MIGI)
Metro/Uptown MAP Study Group
PAC Steering
Professional Ethics

Membership Marketing Manager
Robin Jarrow
(713) 622-7733 x24

Endeavors to increase overall membership and retention of current members through networking, telemarketing and media marketing; welcomes new members to advise of Society's benefits and encourage active involvement; serves as a liaison with TSCPA Membership Marketing staff; and serves of point of contact for individual members seeking information or assistance.

Serves as staff liaison for the following groups and committees:
Accounting Career Education
Diversity
Membership Development
Public Relations
Student Auxiliary

Communications Manager
Elyse Turla
(713) 622-7733 x29

Serves as IT System Administrator; trains staff on technical computer skills; maintains Society web site; Forum and eForum editor; newsletter, handbook and web site advertising contact; coordinates with newsletter printer; creates publicity fliers; orders office supplies, paper products and forms; coordinates volunteer community service projects; and coordinates Member Information Handbook advertising and production.

Serves as staff liaison for the following groups and committees:
Annual Golf Classic
Community Services
Information Technology
Scholarship Extravaganza

Member Services Coordinator
Carol Spencer
(713) 622-7733 x32

Processes membership dues; maintains member database; produces new member mailing; coordinates New CPA/Candidate mailing with TSCPA; serves as backup for cash receipts and referral service; serves as additional contact for individual members seeking information or assistance.

Serves as staff liaison for the following groups and committees:
CPAs Helping Schools
Health Care
Litigation & Business Valuation Services
Scholarship Extravaganza
Tax Expo

Senior Staff Assistant
Carla Sanders
(713) 622-7733 x31

Serves as Referral Service Administrator; assists with Chapter cash receipts and makes daily deposits to bank; coordinates Diversity Networking Events, Evening Learning Series, Energy Seminar, Personal Financial Planning Conference, and Financial Reporting Symposium.

Serves as staff liaison to the following committees:
Accounting & Auditing
Energy
Personal Financial Planning
Real Estate
Relations with Taxing Authorities

Staff Assistant - Receptionist
Shelly Smallwood
(713) 622-7733 X10

Manages all incoming calls; greets visitors to Society office; processes mail and distributes cash receipts, assists with special projects as needed.

Accounting Assistant
Nancy Glass
(713) 622-7733 x37

Provides administrative services as needed in the day to day operations to the Company Controller.
Provide administrative services as needed to other staff members, including special projects and front desk coverage.