Young Professionals Conference Presentations

Registration: 7:15 a.m.  

 

Conference: 8 a.m. - 4 p.m. 

November 29, 2018 

Federal Reserve

 

Learn the skills that will help you advance your career. 

(includes a free 30 minute tour of the Federal Reserve)  

 

Agenda:

 

8 a.m. - 8:50 a.m.

Creating an Evolving Financial Plan

Jessica Banitt, CPA, CFP

Harold Williams, CPA, CFP, PFS

Linscomb & Williams

 

Presentation

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9 a.m. – 9:50 a.m.

Blockchain/Cryptocurrency Taxation

Shehan Chandrasekera, CPA

JAG CPAs & Co

 

Presentation

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10 a.m. - 10:50 a.m.

Financial Planning 101 and Building a Retirement

Income Plan

Kyle Campbell, MBA

Northwestern Mutual

 

Presentation Part 1

 

Presentation Part 2

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11 a.m. - 11:50 a.m.

Culture of Engagement:

Why/How to Build Passionate, Engaged Teams

Joshua Evans

Culture Consulting Associates

 

Presentation

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12 p.m. - 1 p.m. LUNCH

The Modern Practice:

Four Software Mistakes to Avoid

Jackeline Velez

Xero

 

Presentation Part 1

 

Presentation Part 2

 

Presentation Part 3

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1:15 p.m. - 1:45 p.m.

Tour of the Federal Reserve (optional)

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2 p.m. - 2:50 p.m.

Intentional Influence

Brian Kush, PCC, CLC, CPA

Intend2Lead, LLC

Presentation

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3 p.m. - 3:50 p.m.

Closing the Expectations Gap:

Tips for Connecting at Various Levels

Jessica Webb, CPA

Worry Less With Jess

Presentation

CPE Credits: 6 hours 

 

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 Lauren Fowlkes at lfowlkes@houstoncpa.org or 832.831.9220.

 

Course Materials: A link to access the course materials will be sent to conference registrants November 19th. 

 

Parking: Complimentary on-site. Main visitor’s parking lot can be accessed through Taft street or through the Allen Parkway eastbound entrance gates.

 

Social Media: Use our conference hashtag on your social media: #HCPASYoungProfessionals

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