Page Title

2019 CFO Controllers Conference - Houston | HOZCCC0926

Date & TimeLocationCE Credit(s) Cost Instructor(s)
Register September 26, 2019
7:00am - 6:00pm
Sugar Land Marriott Town Square
16090 City Walk
Sugar Land, TX 77479-6539
9.00 Member: $300
Non Member: $400

The CFO/Controllers Conference is an exciting event that attracts financial decision-makers (CPAs and non-CPAs) from a broad range of companies and organizations throughout the Houston area. The conference is organized in two tracks to cover topics in fast-paced, 50-minute presentations. It is one of the most highly rated conferenced by participants every year.

This year's CFO/Controllers Conference will be held on Thursday, September 26, 2019 at the Sugar Land Marriott Town Square and will offer a variety of topics for eleven hours of interesting and relevant continuing education.

Designed For:

Accounting professionals in the public and industry who are CFOs, controllers and management positions.

Conference Times:

September 26, 2019: 7:00 a.m. – 6:00 p.m. (11 CPE hours)

Please note: The current scheduled represents approximately 11 hours of CPE if you attend all sessions. Hours may be reduced or increased before the actual conference date. Refer to the program at the event for the correct number of hours. 

Conference Hotel:

Sugar Land Marriott Town Square | Make Hotel Reservations Here
16090 City Walk, Sugar Land, Texas 77479-6539 | 713-654-1777

Agenda

Time Track 1 Track 2
6:45 a.m. - 7:55 a.m. Registration, breakfast and visit sponsors
7:00 a.m. - 7:50 a.m
Time Management: Winning Strategies fro Business Performance and Your Approach to Work-Life Balance
Scott Paulsen and Mack Lytle
7:55 a.m. - 8:00 a.m. Welcome and Introductions
8:00 a.m. - 8:50 a.m Leadership- To Boldly Grow Where You Have Not Grown Before
Mike Goodfriend
8:50 a.m. - 9:00 a.m. BREAK
9:00 a.m. - 9:50 a.m. Leveraging Banking Relationships for Effective Treasury Management
Alan Villanueva
Visualization is Just a Fancy Word for Graph:
How to DIY Your Own Data Visualizations
Danielle Supkis Cheek
9:50 a.m. - 10:10 a.m. BREAK - Sponsor Exhibition
10:10 a.m. - 11:00 a.m.

General Business Tax Updates R&D Tax & Tariffs, Federal Tax Updates
Todd Sutherland
Rolling Financial Forecasting Tools/Turning Budgeting & Planning into Competitive Advantage 
Steve Player
11:00 a.m. - 11:10 a.m. BREAK - Sponsor Exhibition
11:10 a.m. - 12:00 p.m. 

Sales Tax- Wayfair Supreme Court Decision on Nexus
John Cooney

How Accountants Help Ensure the Success of Digital Transformation
Donny Shimamoto

12:00 p.m. - 1:10 p.m. Keynote Speaker - Bill Gardiner - Business of King Ranch
1:10 p.m. -  2:25 p.m. Lease Accounting & Revenue Recognition - Private Company Perspective
Kevin Stewart & Adam
Data Driven Decisions (Dashboards and Financial Analytics)
Stephen King
2:25 p.m. - 2:45 p.m. BREAK - Sponsor Exhibition
2:45 p.m. - 4:00 p.m. 

Business Transitions Strategies (ESOPs, M&A, & Succession Planning)
Thomas McNutty

Constructive Conversations
Jamie Belinne

4:00 p.m. - 4:10 p.m.  BREAK - Sponsor Exhibition
4:10 p.m. - 5:00 p.m. Report to the Nation & How Financial Leaders Can Influence Ethical Corporate Cultures 
Chrysti Ziegler
5:00 p.m. - 5:10 p.m. BREAK - Sponsor Exhibition
5:10 p.m. - 6:00 p.m.
Attracting, Aligning, Motivating, Rewarding and Retaining the Leadership Team with the Proper Incentives 
David Tolson

For more information, contact TXCPA Houston at cpe@houstoncpa.org.

                                                                                                                                                                                                                             
2019 CFO/Controllers Conference - TXCPA Houston             
Platinum Sponsors: 
Creative Financial Staffing

Kerr Consulting

Gold Sponsors:
Blackline
Goodman Financial Corporation
Hancock Whitney Bank
LaSalle Solutions
Silver Sponsors:
LBMC Tech
PFK Texas
Bronze Sponsors:
Briggs & Veselka Co
Colliers International
Beverage Sponsor:
Grant Thornton
Afternoon Break Sponsor:
Wortham Insurance & Risk Management

2019 CFO Controllers Conference - Houston | HOZCCC0926

Date & Time: September 26, 2019  7:00am - 6:00pm
Location: Sugar Land Marriott Town Square
Credit: 9.00
Cost: Member: $300   Non Member: $400

The CFO/Controllers Conference is an exciting event that attracts financial decision-makers (CPAs and non-CPAs) from a broad range of companies and organizations throughout the Houston area. The conference is organized in two tracks to cover topics in fast-paced, 50-minute presentations. It is one of the most highly rated conferenced by participants every year.

This year's CFO/Controllers Conference will be held on Thursday, September 26, 2019 at the Sugar Land Marriott Town Square and will offer a variety of topics for eleven hours of interesting and relevant continuing education.

Designed For:

Accounting professionals in the public and industry who are CFOs, controllers and management positions.

Conference Times:

September 26, 2019: 7:00 a.m. – 6:00 p.m. (11 CPE hours)

Please note: The current scheduled represents approximately 11 hours of CPE if you attend all sessions. Hours may be reduced or increased before the actual conference date. Refer to the program at the event for the correct number of hours. 

Conference Hotel:

Sugar Land Marriott Town Square | Make Hotel Reservations Here
16090 City Walk, Sugar Land, Texas 77479-6539 | 713-654-1777

Agenda

Time Track 1 Track 2
6:45 a.m. - 7:55 a.m. Registration, breakfast and visit sponsors
7:00 a.m. - 7:50 a.m
Time Management: Winning Strategies fro Business Performance and Your Approach to Work-Life Balance
Scott Paulsen and Mack Lytle
7:55 a.m. - 8:00 a.m. Welcome and Introductions
8:00 a.m. - 8:50 a.m Leadership- To Boldly Grow Where You Have Not Grown Before
Mike Goodfriend
8:50 a.m. - 9:00 a.m. BREAK
9:00 a.m. - 9:50 a.m. Leveraging Banking Relationships for Effective Treasury Management
Alan Villanueva
Visualization is Just a Fancy Word for Graph:
How to DIY Your Own Data Visualizations
Danielle Supkis Cheek
9:50 a.m. - 10:10 a.m. BREAK - Sponsor Exhibition
10:10 a.m. - 11:00 a.m.

General Business Tax Updates R&D Tax & Tariffs, Federal Tax Updates
Todd Sutherland
Rolling Financial Forecasting Tools/Turning Budgeting & Planning into Competitive Advantage 
Steve Player
11:00 a.m. - 11:10 a.m. BREAK - Sponsor Exhibition
11:10 a.m. - 12:00 p.m. 

Sales Tax- Wayfair Supreme Court Decision on Nexus
John Cooney

How Accountants Help Ensure the Success of Digital Transformation
Donny Shimamoto

12:00 p.m. - 1:10 p.m. Keynote Speaker - Bill Gardiner - Business of King Ranch
1:10 p.m. -  2:25 p.m. Lease Accounting & Revenue Recognition - Private Company Perspective
Kevin Stewart & Adam
Data Driven Decisions (Dashboards and Financial Analytics)
Stephen King
2:25 p.m. - 2:45 p.m. BREAK - Sponsor Exhibition
2:45 p.m. - 4:00 p.m. 

Business Transitions Strategies (ESOPs, M&A, & Succession Planning)
Thomas McNutty

Constructive Conversations
Jamie Belinne

4:00 p.m. - 4:10 p.m.  BREAK - Sponsor Exhibition
4:10 p.m. - 5:00 p.m. Report to the Nation & How Financial Leaders Can Influence Ethical Corporate Cultures 
Chrysti Ziegler
5:00 p.m. - 5:10 p.m. BREAK - Sponsor Exhibition
5:10 p.m. - 6:00 p.m.
Attracting, Aligning, Motivating, Rewarding and Retaining the Leadership Team with the Proper Incentives 
David Tolson

For more information, contact TXCPA Houston at cpe@houstoncpa.org.

                                                                                                                                                                                                                             
2019 CFO/Controllers Conference - TXCPA Houston             
Platinum Sponsors: 
Creative Financial Staffing

Kerr Consulting

Gold Sponsors:
Blackline
Goodman Financial Corporation
Hancock Whitney Bank
LaSalle Solutions
Silver Sponsors:
LBMC Tech
PFK Texas
Bronze Sponsors:
Briggs & Veselka Co
Colliers International
Beverage Sponsor:
Grant Thornton
Afternoon Break Sponsor:
Wortham Insurance & Risk Management