8/15/19 Dinner Meeting*
Session 1 (5:30 PM)
The U.S. and Texas Economic Outlook by F. Daniel Sanabria (Vice President and Senior Economist, Comerica Bank)
Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)
Preparing for Robotic Process Automation (RPA): What You Need to Know by Jeffrey Butler (Central Region Practice Director of Risk Advisory Services, Experis)
9/19/19 Dinner Meeting*
Session 1 (5:30 PM)
Blockchain Explained by Philip Diekhoff, CISSP, CISA (Managing Consultant, BKD Cyber, BKD, LLP)
Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)
State and Local Tax Update by Dallas Packer, CPA (Director of State and Local Tax, Whitney Penn) and Josh Graham, CPA (Tax Manager, Whitney Penn)
9/27/19 DFW Student Extravaganza (Texas Wesleyan University)
10/17/19 Half Day Mini Conference – Business Planning and Analytics: Learning and Growing to Live Future Ready (4 CPEs)*
Session 1
Why Budgeting Processes Fail…And How Your Company Can Use Forecasting and Other Techniques to Become Future Ready by Steve Player (Program Director, Live Future Ready)
Session 2
Using Analytics to Drive Higher Returns by Jim Rushton (Author and Co-Founder of Armeta Analytics)
Session 3
Growing through Mergers and Acquisitions by Adrien Dubourg, CMA, CPA (Operational Transaction Services – Manager, EY)
Session 4
Panel Discussion with Steve Player, Jim Rushton, and Adrien Dubourg
11/21/19 Dinner Meeting*
Session 1 (Networking 5:30 PM, Dinner 6:00 PM, Presentation 6:30 PM)
CMA Ethics – A Case Study by Ronald P. Fory, CMA, CPA, CFE, & CFM
Schedule of Events (continued)
12/06/19 Joint Meeting with IIA (tentative)
1/16/20 Dinner Meeting*
Session 1 (5:30 PM)
Business Continuity by Jeffrey Butler (Central Region Practice Director of Risk Advisory Services, Experis)
Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)
Cybersecurity by TBD
2/20/20 Dinner Meeting*
Session 1 (5:30 PM)
Federal Income Tax Update by Jason Lunte, CPA (Senior Manager, Tax Services, RSM US LLP)
Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)
International Tax Update by Kevin Kao (Manager – International Tax Services at RSM US LLP) and Jacob Booth, CPA (Manager – International Tax Services at RSM US LLP)
3/19/20 Half Day Mini Conference – Small Business
The Unique Accounting Needs of Family Businesses by Tom Pryor (President of ICMS, Inc. & Mentor)
SEC/FASB Updates for Small Businesses
Technology Updates for Small Businesses
(Possibly include Insperity presentation)
4/23/20 Dinner Meeting*
Session 1 (5:30 PM)
Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)
Acquisition Integration: Factors to Consider Beyond Corporate Development by Sammy Haddad (Director Financial Management at Grant Thornton LLP)
4/16 – 4/1/20 IMA Texas Annual Conference (Houston)
5/21/20 Dinner Meeting
Session 1 (4:30 PM)
Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)
Accounting Update by TBD
* Unless otherwise indicated all meetings are at DoubleTree by Hilton Dallas Near the Galleria (4099 Valley View Lane, Dallas, 75244) ** Topics and speakers are subject to change
