NW Business Roundtable

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

DOWNLOAD FLYER HERE

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.