Session times, locations and speakers:

• 8 a.m. - 9:20 a.m. Sessions Options

  ESG and the Accountant: Navigating Challenges and Maximizing Opportunities

  Room:  Dallas Ballroom A1-2
  Speaker: Omar Rodriguez, PwC
  

   

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  Nonprofit Industry Accounting and Auditing  Update

  Room: Dallas Ballroom A3
  Speaker: Neely D. Duncan and Maura Jackson,  FORVIS
  No handouts available for this session.
  

   

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  State Income Tax Developments and Traps for the Unwary

  Room: Dallas Ballroom B
  Speakers: Timothy Horan and John Iannotti, Cohn Reznick

   

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  The IRS is Coming. Are You and Your Client Ready?

  Room: Dallas Ballroom C
  Speakers: Mary E. Wood, Joel N. Crouch and R. Damon Rowe, Meadows Collier

   

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  Culture is not Enough: The Future of Employee Engagement in the Evolving Workplace

  Room: Dallas Ballroom D2-3
  Speaker: Adam Tarnow, PeopleWorks International
  No handouts available for this session.

   

   

   

• 9:35 a.m. - 10:25 a.m. Session Options

  A New World in Income Tax Footnote Disclosures – Understanding ASU 2023-09

  Room: Dallas Ballroom A1-2
  Speaker: Kemp Johnson and Alan Sandberg, Deloitte

   

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  BYOB: Build Your Own Budget (and Forecasts!)

  Room: Dallas Ballroom A3
  Speaker: Lucas LaChance, Lane Gorman Trubitt

   

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  North Texas: Opportunities and Challenges for the Future

  Room: Dallas Ballroom B
  Speaker: Dr. Timothy Bray, University of Texas at Dallas
  No handouts available for this session.

   

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  Protecting Confidentiality: The Crucial Intersection of Attorney-Client Privilege and CPA Practice

  Room: Dallas Ballroom C
  Speaker: Joshua D. Smeltzer, Gray Reed

   

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  Professional Issues Update
  

  Room: Dallas Ballroom D2-3
  Speaker: Tim Pike, The Bonadio Group
  

   

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• 10:40 a.m. - Noon Session Options

  Tax Legislation in 2024 and Beyond – What is Likely, What is Possible, and What is Just Plain Silly

  Room: Dallas Ballroom A1-2
  Speaker: Mel Schwarz, Eide Bailly LLP

   

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  Selling Your Brain, NOT Your Time

  Room: Dallas Ballroom A3
  Speaker: Ed Kless, Sage

   

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  Strategic Insights for CPAs: Unlocking Wealth Excellence with Secure Act 2.0 Mastery
  

  Room: Dallas Ballroom B
  Speaker: Christopher D. Cervantes, Valorous Advisors
  

   

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  Audit and Assurance Update

  Room: Dallas Ballroom C
  Speaker:Taylor Caton, The Bonadio Group

   

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  Cybersecurity & Accounting

  Room: Dallas Ballroom D2-3
  Speaker: Moses Varghese, Lumos Technology Services

   

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• 12:15 p.m. - 1:45 p.m. Luncheon

  LUNCHEON KEYNOTE PRESENTATION:
  From Transactions to Transformations: Charting Success with the Subscription Model

  Room: Grand Hall
  Speaker: Ron Baker, VeraSage Institute

• 2 p.m. - 3:20 p.m. Session Options

  Tax Legislation in 2024 and Beyond – What is Likely, What is Possible, and What is Just Plain Silly

  Room: Dallas Ballroom A1-2
  Speaker: Mel Schwarz, Eide Bailly LLP

   

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  Accounting and Tax Issues Around Debt Modifications

  Room: Dallas Ballroom A3
  Speaker: Brady J. Cox, Jackson Walker LLP

   

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  AI In Accounting

  Room: Dallas Ballroom B
  Speaker: Remsen Jennings, Ernst & Young LLP

   

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  The CFO Triage – Investors/Board, CEO, Independence

  Room: Dallas Ballroom C
  Speaker: Rudy Gonzalez, Ansira Partners; Kendall Helfenbein, Vandelay Hospitality; Caroline Stovall, Armanino LLP Mahesh Shetty (Moderator), ILE Homes
  No handouts available for this session.

   

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  How to Attract and Retain Accounting Personnel

  Room: Dallas Ballroom D2-3
  Speaker: Sharon Lukich Adams, Britton Pavlic and Ben Pinto, Thomas Edwards Group

   

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• 3:30 p.m. - 4:50 p.m. Session Options

  Exploring New Frontiers: The Next Generation of Contested Texas Tax Issues

  Room: Dallas Ballroom A1-2
  Speaker: David E. Colmenero, Meadows Collier
  No handouts available for this session.

   

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  Accelerating the Financial Close: Automation Today! AI Tomorrow?

  Room: Dallas Ballroom A3
  Speaker: Brian Terrell, BTerrell Group

   

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  Ethics and Detecting Fraud - A Case Study

  Room: Dallas Ballroom B
  Speaker: Richard Bowen, Ethical Leadership Speaker

   

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  4 W’s of Social Security 2.0 - Maximizing Benefits – Minimizing Contributions

  Room: Dallas Ballroom C
  Speaker: David P. Zander, Back Nine Financial

   

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  Estate Planning for Retirement Benefits

  Room: Dallas Ballroom D2-3
  Speaker: Michael D. Lum, Baker Tilly

   

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