Spring Accounting Expo Materials

Registration: 7:15 a.m.  

 

Conference: 8 a.m. - 5 p.m.

May 22-23, 2019

NRG Center

 

Print out your parking pass before you enter NRG each day. The parking pass was sent in an email to you prior to the conference.

 

Materials will be uploaded once received from the speaker. While we do our best to ensure that the presentations are uploaded prior to the conference, speakers may continue to update their materials until the day of or may not submit their materials in advance. We will continue to post materials as they become available and will make every effort to obtain the documents prior to the conference start date.

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Day 1 Agenda and Materials:

 

6:50 - 7:40 a.m. Early Bird Presentation: Taking Your Business to the Next Level
Christine Spray

 

Presentation

 

 

8 - 8:50 a.m. - General Session Presentation - Imperatives for the Finance Function 2020
Ash Noah, CPA, CGMA, FCMA

 

Presentation

 

9 - 9:50 a.m. Breakout Sessions

 

Hot Topics in the Not for Profit World
Cheryl O'Brien, CPA, CGMA

 

Presentation

 

Current Audit Innovation Tools
Stephanie McCasland, CPA

Presentation

 

Getting What You Want: Negotiation Skills
Tim Phillips

 

Presentation

 

10:10 - 11 a.m. Breakout Sessions

Making Sense of Today's Economy and Investing
Kate Warne, PhD, CFA

 

Handout

 

Excel 2016
Kate Skol, MCT

 

Presentation

 

Leadership Leverage
Warren Barhorst

Presentation

 

11:10 - 12 p.m. Breakout Sessions


Making Sense of Today's Economy and Investing
Kate Warne, PhD, CFA 
(session continues)

 

Power BI Desktop
Kate Skol, MCT

 

Presentation

 

Leadership Leverage

Warren Barhorst
(session continues)

 

12 - 1:10 p.m. Lunch Session - Employee Engagement
Bruce Saxton

 

Presentation Outline

 

 

1:10 - 2:50 p.m. Breakout Sessions


Healthcare Does Not Have to be a Four Letter Word!

Richard Nevins, CPA


Presentation
Presentation Outline

 

 

Battle of the Cloud Titans - Microsoft Dynamics 365 Business Central v. Sage Intacct
Dave Kerr, CPA

 

Presentation

 

Increasing Performance Through Communication
Carol Cooper, PC

 

Presentation

 

3 - 3:50 p.m. Breakout Sessions


Are you a Victim of Fraud? Probably. So What Can You Do About It?

Danielle Supkis Cheek, CPA, CFE, CVA

 

Presentation

 

How to Enable Remote Work On Your Accounting Team
Blake Oliver, CPA

 

Presentation

 

Man's Continuing Inhumanity to Man: Employment Law Updated
Jack Wisdom

 

Presentation

4 - 4:50 p.m. - Breakout Sessions

 

Digital Forensics: Finding the Digital Needle in the Haystack
Rick Garcia, EnCE

 

Presentation

 

How Emerging Technologies are Enhancing the Accounting Profession
Donny Shimamoto, CPA.CITP, CGMA

Presentation

 

Women in the Profession
Danielle Supkis Cheek, CPA, CFE, CVA

 

 

Presentation

 

5 - 5:50 p.m. Sips and CPE Presentation: Conquering the Chaos of the Close
Blake Oliver, CPA

 

Presentation

 

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Day 2 Agenda:

 

6:50 - 7:40 a.m. Early Bird Session: Are You Tolerating Zombies? Enhancing Engagement in Your Organization

Deanna Sullivan, CPA, CIA, CFE, CGMA, CRMA

 

Presentation

 

8 - 9:40 a.m. Breakout Sessions

 

Individual Tax Update
Steven J. Tillinger, CPA

 

Presentation will be distributed in the classroom.

 

Inspector Gadget

David Cieslak, CPA.CITP, CGMA

 

Presentation

 

The Core Four Decisions to Increase Profits
Stephen King, CPA, CGMA

 

Presentation

 

 

10 - 11:40 a.m. - Breakout Sessions

 

Small Business Tax Update
Steven J. Tillinger, CPA

 

Presentation will be distributed in classroom.

 

Security and Privacy
David Cieslak, CPA.CITP, CGMA

 

Presentation

 

Incorporating Non-Financial Metrics Into Budgeting and Planning
Donny Shimamoto, CPA.CITP, CGMA

 

Presentation

 

11:40 a.m. - 1:10 p.m. Lunch Session: Accounting in Extraordinary Times
Bill Reeb, CPA.CITP, CGMA

 

Presentation

 

1:10 - 2:50 p.m. Breakout Sessions

 

Tax Efficiency in Investing
Steven R. Goodman, CPA, CFP

 

Presentation

 

Office 365: Software Applications Lightening Round Review
Bryan Smith, CPA.CITP, CISA, Virtual CIO

 

Presentation

 

Ethics: Its A Matter of Choice
Deanna Sullivan, CPA, CIA, CFE, CGMA, CRMA

 

Presentation

 

3 - 3:50 p.m. Breakout Sessions

 

Blockchain and Cryptocurrencies: What CPAs Need to Know to Service Clients

Shehan Chandrasekera, CPA

 

Presentation

 

Do You Practice Safe Cyber?
Andrew Brorsen, CPA

 

Presentation

4 - 4:50 p.m. Breakout Sessions

Your Accounting Practice is a Business Too
Jackeline Velez

 

Presentation

 

Cybersecurity Panel

Halen Phan, GCFA, GASF
Madhu Maganti, CPA, CISA

Andrew Brorsen
Frank Barbella

Presentation

 

5 - 5:50 p.m. - Sips and CPE Session: Turning Budgeting and Planning Into Competitive Advantage

Donny Shimamoto, CPA.CITP, CGMA

 

Presentation


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CPE Credits: Up to 22 hours (including early bird and sips and CPE)

 

TSBPA rules states: the total CPE credits for a continuous program cannot exceed the actual time spent in the program. Continuous conferences and conventions, when individual segments are less than 50 minutes, should be combined and counted as one total program. For example, five 30-minute presentations would equal 150 minutes and should be counted as three CPE credits.

 

For every 50 minutes, you will receive 1 credit hour of CPE. For every 30 minutes, you can receive a half hour of credit. CPAs are responsible for reporting the correct amount of hours. 

 

CPE Certificate: CPE Certificates will be emailed out at the end of the day with electronic evaluations. Please take a few minutes to fill this evaluation out; these surveys allow us to plan better conferences year after year. If you did not receive any confirmation emails leading up to this conference or if you did not receive an email with the evaluation and CPE certificate, please contact TXCPA Houston at chapter@houstoncpa.org or 713-622-7733.

 

 

Social Media: Follow us on LinkedIn, Twitter, Facebook and Instagram. Use our conference hashtag on your social media: #SAE2019