ADVERTISE VIEW PDF

July-August 2021

Flipbook

In this issue:

Chapters

VIEW AS PDF

2021-2022 TXCPA Chapter Officers

Abilene Chapter

Elijah Anderson, President
Hope Wegrzynowicz, President-elect
Mary Beth Kouba, Vice President
Sharmon Daley, Secretary/Treasurer

Austin Chapter

Paul Matthews, President
Tracie Miller-Nobles, President-elect
Tracy Howard, Manager
Bryan Morgan, Manager
Larry Stephens, Manager
Angie Hardy, Secretary/Treasurer
Mark Franklin, Secretary/Treasurer-elect

Brazos Valley Chapter

Logan Kendrick, President
Alan Dock, President-elect
Jade Engel, Secretary
Kyle Cox, Treasurer

Central Texas Chapter

Scott Wiseman, President
Connie Berry, President-elect
Lindsey Skinner, Vice President
Cheyenne Tanner, Secretary
Shelly Spinks, Treasurer

Corpus Christi Chapter

Jeff Smith, President
Brittin Stange, President-elect
Anne-Marie Lelkes, Vice President
Natalie Klostermann, Secretary/Treasurer

Dallas Chapter

Sharon Lukich, Chair
Kenny Broom, Chair-elect
Max Duplant, Treasurer
Donovan Miller, Treasurer-elect

East Texas Chapter

Tom Seale, President
Misty de Wet, President-elect
Heather Sanders, Vice President
Alana Perdue, Secretary/Treasurer

El Paso Chapter

Abraham Valenzuela, President
Imelda Moreno, President-elect
Myrna Ortiz, Vice President
Omar Rodriguez, Vice President
Sarah Robertson, Vice President
Kerry Lore, Secretary
Daniel Gomez, Treasurer

Fort Worth Chapter

Sandra Bembenek, President
Tram Le, President-elect
Kim Knox-Lewis, Vice President
Stephanie Shaner, Vice President
Katelyn Woods, Vice President
Phillip Hernandez, Secretary
Gary Tonniges, Jr., Treasurer
Josh Willson, Treasurer-elect

Houston Chapter

Kelly Hunter, President
Charlotte Jungen, President-elect
Adam Dimmick, Vice President
Brad Elgin, Secretary
Tim Adler, Treasurer
Katherine Rodriguez, Treasurer-elect

Panhandle Chapter

Jacob Young, President
Russell J. Artho, President-elect
Heath T. Cochran, Vice President
Johnny Terra, Secretary
Preston R. Branch, Treasurer

Permian Basin Chapter

Kate Devey, President
Derby Gallo, President-elect
Catherine Speer, Vice President
John Michael Jaramillo, Secretary/Treasurer

Rio Grande Valley Chapter

Gladys Martinez, President
Deborah Gonzalez, President-elect
Mike Overly, Vice President
Josh Longwell, Secretary
Bill Gonzalez, Treasurer

San Angelo Chapter

Michelle Perkey, President
Adam Hallmark, President-elect
Megan Solsbery, Secretary
Samantha Armstrong, Treasurer

San Antonio Chapter

Bryan Edwards, President
Jeremy Crow, President-elect
Anette Flores, Vice President
Brandon Howard, Vice President
Joshua Wagner, Vice President
Marina Polanco, Secretary/Treasurer

South Plains Chapter 

Greg Mason, President
Jon Anders, President-elect
Will Sanders, Vice President
Staci White, Secretary/Treasurer

Southeast Texas Chapter

Jeremy Triska, President
David Rose, President-elect
Megan Gallien, Vice President
Jane Whitfield, Vice President
Morgan Birdwell, Secretary
Ricardo Colon, Treasurer

Texarkana Chapter

Tara Houck, President
Kelly Birdwell, Vice President
Jay Hoy, Secretary/Treasurer

Victoria Chapter

Adam Baucom, President
Wesley Janecek, President-elect
Elizabeth Bonorden, President-elect Nominee
Teri Ressmann, Secretary/Treasurer

Wichita Falls Chapter

Kathy Kabell, President
Kayla Heuring, President-elect
Miranda Harvey, Vice President
Alex Pappas, Secretary
Mikayla Schreiber, Treasurer

 

 

 

May-June 2025

Flipbook

In This Issue

  • TXCPA’s 2024-2025 Year in Review

    TXCPA addressed key challenges in the accounting profession through strategic initiatives focused on the CPA talent shortage, advocating for licensure flexibility, expanding student outreach, and enhancing member services. Key achievements included support for legislation introducing additional CPA pathways, strong participation in advocacy efforts and impressive engagement in CPE programs.
    View Article

  • CPE: The Significance of Codes of Conduct in Professional Organizations - Standards for Ethical Practice

    This article examines the ethical codes of four major professional organizations - AICPA, ACFE, CFA Institute, and IIA - highlighting their shared values of integrity, objectivity, confidentiality, and competence. While all emphasize ethical behavior and professional standards, each code is tailored to the unique responsibilities of its field.
    View Article

  • 89th Legislative Session Review: New House Leader, Rule Changes and a Productive Session for TXCPA

    The 89th session of the Texas Legislature began on January 14, 2025. TXCPA has been hard at work advocating its legislative agenda and has had a very productive session. Texas is one of the state leaders in addressing CPA pipeline issues.
    View Article

  • Special Report: The Digital Transformation of Accounting

    Digital transformation is reshaping accounting, making technology adoption essential for firms to stay competitive. Automation streamlines reporting, while document management systems improve organization and compliance. Embracing innovation allows firms to boost efficiency, deliver deeper client value and lead in a rapidly evolving profession.
    View Article

  • Key Considerations for Financial Statement Auditors Before Leveraging Artificial Intelligence in Their Audits

    There is a growing role for generative AI tools to be used in financial statement audits. The tools offer numerous advantages, including enhanced data analysis, continuous learning, predictive insights, audit automation, and cost savings. However, challenges remain, such as data privacy risks, bias in training data and the inability to verify source data. Learn more in this article.
    View Article

  • How Accountants Can Embrace an Entrepreneurial Spirit

    The use of AI-driven technologies has resulted in numerous tools that threaten the existence of many professionals. Accountants are not immune to the threat since many of their tasks can be automated. To stay relevant, accountants can upskill or start their own business. Despite low risk tolerance, their financial expertise makes them strong entrepreneurial candidates.
    View Article

  • Maximizing Audits: Key Elements for Efficient and Successful Financial Assessments

    Audits provide stakeholders with reliable financial insights, but the process can be daunting for companies. To prepare effectively, businesses should focus on strong internal controls, accurate transaction records and clear, compliant financial statements. Internal controls help prevent fraud and ensure accurate reporting, while well-organized documentation streamlines auditor reviews.
    View Article

  • Spotlight on the Accounting Profession: Jessica Rodriguez Reyes

    Jessica Rodriguez Reyes, an outstanding undergraduate in the BS/MS accounting program at the University of North Texas, shares her journey as a first-generation college student. With internship experiences in small and large firms, Jessica emphasizes the value of hands-on learning and her dedication to mentoring other students is making a noticeable impact.
    View Article

  • A Year of Progress and Impact

    As the 2024–2025 membership year ends, we reflect on a year of progress driven by the dedication of leadership, volunteers and, most importantly, our members. Together, we advanced initiatives, strengthened our community and expanded our reach. Looking forward, even greater opportunities lie ahead to build on this success.
    View Article

  • What’s Happening Around Texas - May-June 2025

    Members in Austin, Dallas and San Antonio participated in community service activities and professional networking events. Fort Worth hosted a successful masquerade ball to fund scholarships, while TXCPA South Plains introduced its new board. Southeast Texas engaged students at a career expo, Victoria hosted a student-CPA coffee meet-up, and Wichita Falls organized an educational event at Midwestern State University.
    View Article

  • Accounting Firms Continue to Innovate in Response to Rapidly Changing Market Conditions

    There is a growing trend of private equity investments in CPA firms amid declining CPA Exam participation, talent shortages and rising reliance on AI. While offering growth opportunities, the deals raise concerns about maintaining professional independence in a profit-driven model.
    View Article

  • Take Note

    In this edition of Take Note: Renew Your TXCPA Membership Today; TXCPA Passport is On-Demand CPE at Your Fingertips; Tips to Reduce Digital Overload; Get Published in Today’s CPA Magazine
    View Article

  • Classifieds

    The classified ad section features listings for practice owners looking to sell, professionals seeking firms to purchase and a variety of specialized services. Whether you're looking to expand, sell or explore niche opportunities, these classified ads can connect you to valuable business prospects and resources.
    View Article

CHAIR
Mohan Kuruvilla, Ph.D., CPA

PRESIDENT/CEO
Jodi Ann Ray, CAE, CCE, IOM

CHIEF OPERATING OFFICER
Melinda Bentley, CAE

EDITORIAL BOARD CHAIR
Jennifer Johnson, CPA

MANAGER, MARKETING AND COMMUNICATIONS
Peggy Foley
pfoley@tx.cpa

MANAGING EDITOR
DeLynn Deakins
ddeakins@tx.cpa

COLUMN EDITOR
Don Carpenter, MSAcc/CPA

DIGITAL MARKETING SPECIALIST
Wayne Hardin, CDMP, PCM®

CLASSIFIEDS
DeLynn Deakins

Texas Society of CPAs
14131 Midway Rd., Suite 850
Addison, TX 75001
972-687-8550
ddeakins@tx.cpa

 

Editorial Board
Derrick Bonyuet-Lee, CPA-Austin;
Aaron Borden, CPA-Dallas;
Don Carpenter, CPA-Central Texas;
Rhonda Fronk, CPA-Houston;
Aaron Harris, CPA-Dallas;
Baria Jaroudi, CPA-Houston;
Elle Kathryn Johnson, CPA-Houston;
Jennifer Johnson, CPA-Dallas;
Lucas LaChance, CPA-Dallas, CIA;
Nicholas Larson, CPA-Fort Worth;
Anne-Marie Lelkes, CPA-Corpus Christi;
Bryan Morgan, Jr, CPA-Austin;
Stephanie Morgan, CPA-East Texas;
Kamala Raghavan, CPA-Houston;
Amber Louise Rourke, CPA-Brazos Valley;
Shilpa Boggram Sathyamurthy, CPA-Houston, CA
Nikki Lee Shoemaker, CPA-East Texas, CGMA;
Natasha Winn, CPA-Houston.

CONTRIBUTORS
Melinda Bentley; Kenneth Besserman; Barry Kaplan; Holly McCauley; Shicoyia Morgan; Craig Nauta; Kari Owen; Dipesh Patel, CPA, CGMA; John Ross; Lani Shepherd; Patty Wyatt

 

© 2024

TXCPA. All rights reserved.

Privacy Policy Disclaimer
Facebook Twitter Linkedin Instagram

Your TXCPA membership has not been renewed for 2025 -2026. Renew now.