2021-2022 NORTHWEST BUSINESS ROUNDTABLE DISCUSSION GROUP
If you work or live in the northwest Houston area you will want to join this group. CPAs who are in industry, public practice, and tax-exempt career areas participate in the discussions.
Location: In-person: Los Cucos – 22390 Tomball
Pkwy, Houston, Texas 77070
The link to the event will be sent on the day of the
event for Zoom attendees.
Time: 2:30 – 5:30 PM
CPE Credit: 3 hours
This group has CPAs who are in industry, public practice, and tax-exempt career areas. Join this group and you can earn up to 27 hours of CPE credit (3 hours per session)!
| Annual Fee | |
| $90 – Houston/Other Chapter Member or Non-CPA | $180 – Nonmember CPA |
| Individual Session Fee - In-person session only | |
| $75 – Houston/Other Chapter Member or Non-CPA | $150– Nonmember CPA |
Dates, topics, speakers, and company:
06/17/2021 | ADP | Mary Drake Melhorn, Brittany Ruzicka | ADP
06/17/2021 | Employment Issues Post COVID | Jack Wisdom, JD | Martin, Disiere, Jefferson & Wisdom, LLP Register here
07/22/2021 | Technology needs an accountant | To be determined | Xero
07/22/2021 | Power BI - Excel | Matt Russell | Briggs & Veselka
07/22/2021 | Power BI - Excel Cybersecurity, Dark Web, and IT | Aaron Maier | Briggs & Veselka Register here
08/19/2021 | Security Awareness | Wayne Hunter | AvTek Solutions, Inc. Register here
09/16/2021 | Social Security | Andy Hardwick | Social Security Administration Register here
10/21/2021 | Financial Market Updates | Chris Matlock | Goodman Financial Corporation
10/21/2021 | Investment Planning | Steve Goodman | Goodman Financial Corporation Register here
11/18/2021 | Digital Insights & Analytics | To be determined | KPMG Register here
12/16/2021 | A Visit from Mr. Productivity | Mark Struczewski | Mr. Productivity Register here
01/20/2022 | Tax Updates | Nick Millar, CPA | BKD
01/20/2022 | Tax Updates | Jay White, CPA | BKD Register here
05/19/2022 | Financial Planning Register here
Study Group members are e-mailed notices one (1) working day prior to each meeting with meeting venue, topic, and speaker information. Suggestions for topics and discussion leaders are welcomed!
Contact us for more details and to register for one or more roundtable discussions.