Blog Details

At Mary Ann Markowitz & Associates, we specialize in recruiting the best candidates for finance and accounting positions. With our extensive network and expertise, we can help you find the perfect frt for your team.

Dallas Fort Worth Area IMA – 2019-20 Speakers and Topics

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

Share this article

Facebook
Twitter
LinkedIn
Pinterest

Stay Informed with Our Newsletter

Subscribe to our newsletter for updates on job market trends and MAM news.

Informed Newsletter

Categories