Annual Meeting of Members Summary

July 1-2, 2022

More than 240 members attended TXCPA’s Annual Meeting of Members. The program, sponsored by Goodman Financial, featured valuable updates on TXCPA business, a discussion on the CPA pipeline and a conversation about talent acquisition and retention.

Your September/October digital issue of Today’s CPA will include a full summary of the meeting. Below are a few highlights.

The meeting began with presentation of the 2021-2022 awards, honoring contributions made by volunteers during the past year.

Honorees included the following:

• Meritorious Service to the Accounting Profession: Jim Oliver, CPA – San Antonio
•  Distinguished Public Service
  • Larry Edgerton, CPA – Permian Basin
  • Larry P. Begnaud, CPA – Southeast Texas
• Outstanding Committee Chairman: Ben Simiskey, CPA – Houston, CFP, PFS, Strategic Planning Committee
• Young CPA of the Year
  • Jeremy Myers, CPA – Austin
  • Abraham Valenzuela, CPA – El Paso
• Distinguished Member:
  • Rene D. Pena, CPA – El Paso
  • Stephen R. Phillips, CPA – East Texas, CGMA
  • Fred J. Timmons, CPA – San Antonio
  • Donna Wesling, CPA – Austin
• Kenneth W. Hurst Fellows:
  • Jason Freeman, JD, CPA – Dallas
  • Kathy Kapka, CPA, CGMA – East Texas
  • Lily Ang, CPA
• Special Recognition: Christi A. Mondrik, JD, CPA – Austin; Mohan Kuruvilla, Ph.D., CPA – Houston; Tim Pike, CPA – Dallas, CFE; Gary D. McIntosh, CPA – Austin, CFF; Willie Hornberger, JD, CPA – Dallas; and Stephen G. Parker, CPA – Houston

Following the awards presentation, the meeting was called to order by Chairman Sheila Enriquez, JD, CPA – Houston, CFF, CVA. Chairman Enriquez invited Immediate Past Chairman Jason Freeman, JD, CPA – Dallas, to share a look back at the 2021-2022 year. Following Freeman’s review of the Society’s accomplishments, Enriquez asked the board to commit to be BOLD in the coming year and outlined the goals and objectives to be accomplished in 2022-2023.

The financial report and budget were presented by Treasurer Melanie Geist, CPA – San Antonio, and TXCPA CFO Edie Cogdell, CPA – Dallas, CGMA. The board approved the Society budget for 2022-2023.

Attendees received updates from Terri Hornberger, CPA – Dallas, chair of the CPA-PAC; Gary McIntosh, CPA – Austin, chair of the Accounting Education Foundation; Christi Mondrik, JD, CPA – Austin, chair of the Bylaws Task Force; Stephen Parker, CPA – Houston, chair of the Governance Committee; and Tim Pike, CPA – Dallas, CFE, chair of the Membership Task Force.

A member vote on proposed bylaws changes will occur in August 2022. Notice was sent to voting members on July 5.

The Governance Committee requested feedback on potential updates to the Society’s governance model to assist in their work on the strategic plan objective focused on clarifying the roles and responsibilities between the Executive Board and Board of Directors to enable the Society’s governance to be adaptive and proactive.

The Membership Task Force asked for input on potential changes to the membership model to assist in their work on the strategic plan objective focused on building a membership model based on individual preferences and choice.

Day two began with Mohan Kuruvilla, Ph.D., CPA – Houston’s review of the statewide pipeline strategy that was developed by the Pipeline Task Force, for which he serves as chair. Task force members moderated roundtable discussions to learn the board’s preferences for areas of focus as the strategy is implemented this year.

Participants then heard valuable insights on talent acquisition and retention from a panel moderated by Enriquez, featuring Omar Choucair, CPA, and CFO of Trintech, and Mallory Herrin, SPHR, SHRM-CP, CPLC, with HerrinHR. The panel provided various insights into the talent market and how employers can maintain their greatest asset, their staff.

During the meeting, the Accounting Education Foundation hosted a silent auction that included a virtual participation option for those not able to attend in person. We’re delighted to share that this year’s auction and meeting contributions collected more than $27,000 to support Texas students! Thank you for your support of this very worthy cause!

TXCPA also thanks our generous sponsors and engaged attendees for their participation in this Annual Meeting of Members! We look forward to seeing you in person in Austin for Advocacy Day and the Midyear Board of Directors and Members Meeting in January 2023.

THANK YOU TO OUR SPONSORS

Title Sponsor

Awards Luncheon Sponsor              Badge and Lanyard Sponsor          Leadership Dinner Sponsor