NW Business Roundtable


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: Until further notice, meetings will be held on Zoom.  The link to the event will be sent on the day of the event.

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 - Zoom session only 
$40 – Houston/Other Chapter Member or Non-CPA$ 80– Nonmember CPA
Individual Session Fee - In-person session only 
$75 – Houston/Other Chapter Member or Non-CPA                  $150– Nonmember CPA


Dates, topics and speakers:

June 18         Time Management and Productivity – Kristie Ondracek, TXCPA Houston and Dr. Michael Kraten, Houston Baptist University - REGISTER HERE


July 16           New Retirement Regulations – Blaise Bender, MS, MPA, CGMA, CPA, JD - REGISTER HERE


Aug. 20          Microsoft Tools – Dan Krishman, Kerr Consulting - REGISTER HERE


Sept. 17         Medicare – Stevan Delossantos, ABM Insurance & Benefit Services, Inc. - REGISTER HERE


Oct. 22           Financial Markets Update and Tax Efficient Investing – Steve Goodman and Chris Matlock, Goodman Financial
Corporation - REGISTER HERE


Nov. 19          Change the Way You Think of Change – Monica Canales, Tascot Global LLC - REGISTER HERE


Dec. 3            HR and Payroll in Today’s Climate - ADP - REGISTER HERE


Jan. 21          Tax Season Panel - REGISTER HERE


May 20          Cybersecurity – Austin Elwell, Elevated Tech - 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.