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July-August 2021

Flipbook

In this issue:

Chapters

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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

 

 

 

September-October 2025

Flipbook

In This Issue

  • Building the CPA Pipeline: A Faculty Perspective

    The CPA profession faces a shrinking pipeline, with fewer candidates entering the field even as demand grows. Faculty research highlights strategies to boost Exam success to better equip students, especially first-generation and future candidates under Texas’ new additional licensure pathway. Strengthening these supports is key to preparing the next generation of CPAs and securing the profession’s future.
    View Article

  • CPE: Joint Ventures and Equity Method Accounting

    Joint ventures enable organizations to combine resources under shared control to achieve strategic objectives, yet their accounting treatment has often posed challenges. To address this, FASB issued ASU 2023-05. This article examines the new guidance and its implications for equity method accounting.
    View Article

  • From Pipeline to Mobility: TXCPA Champions Two Major Wins for the Accounting Profession

    TXCPA achieved two landmark victories at the 89th Texas Legislature: an additional CPA licensure pathway for candidates and a modernized mobility law that strengthens practice standards in Texas. These wins not only expand opportunities for future CPAs but also set a precedent for other states, reinforcing TXCPA’s role as a leading advocate for the profession’s future.
    View Article

  • Finding Community and Purpose: Mariella Bosquez’s Journey in Accounting and TXCPA Houston

    Mariella Bosquez’s path to accounting was anything but traditional, but through TXCPA Houston she found both community and purpose. From psychology major to active student leader, her story shows how diverse backgrounds, mentorship and involvement can open doors and inspire the next generation of CPAs.
    View Article

  • Saved by the Byrd Rule: PCAOB Survives the One Big, Beautiful Bill

    Lawmakers looked to eliminate the Public Company Accounting Oversight Board (PCAOB) by folding its duties into the SEC, but the effort was blocked under Senate budget rules. Supporters argued the move would save money, while critics warned it would weaken audit oversight and investor protection. For now, PCAOB remains intact.
    View Article

  • TXCPA’s 2024-2025 Outstanding Chapter Awards Recognize Leadership, Service and Impact

    TXCPA’s Outstanding Chapter Awards celebrate small and medium-sized chapters that go above and beyond in leadership, service and community impact. This year, the San Angelo, East Texas and Rio Grande Valley chapters were recognized. Together, their achievements highlight the dedication and creativity shaping the profession.
    View Article

  • Your Old Plan vs. a Better Plan: How Accounting Firms Can Attract More CAS Clients

    Many firms still rely on outdated, exhausting methods like cold calls, referrals and random networking to win CAS clients - but those days are over. By embracing SEO, accounting firms can attract a steady stream of qualified, high-value clients who are already searching for their services, resulting in more revenue, stronger client relationships and the freedom to focus on delivering value.
    View Article

  • What’s Happening Around Texas - September-October 2025

    From networking luncheons and campus connections to hospital tours and a gathering at the Rusty Axe Brewing Co., members in Brazos Valley, Dallas, East Texas, and El Paso came together in a variety of ways. Professionals and students are finding community, inspiration, camaraderie, and fresh opportunities while chapters are setting bold visions for growth.
    View Article

  • Celebrating Our 2025-2026 TXCPA Faculty and Student Ambassadors!

    Through our Ambassador Program, TXCPA works with Texas educators and students each year to share resources and engage the next generation of CPAs, building connections on campuses across the state. TXCPA Ambassadors help us strengthen our presence and learn more about what we can do to help build and support the CPA pipeline.
    View Article

  • Stronger Together: Empowering the Next Generation

    The September/October issue of TXCPA’s magazine shines a spotlight on building the CPA pipeline and supporting future professionals. The issue is packed with ways to grow and stay connected. Most importantly, it’s a reminder that the future of our profession is built together - with your passion, time and voice.
    View Article

  • TXCPA Pipeline Resources at a Glance

    TXCPA’s Pipeline Resources offer something for everyone in the accounting pipeline — students, candidates, educators, and employers. Whether you’re exploring the field, teaching it or hiring talent, TXCPA connects you to the tools, people and opportunities that make an impact.
    View Article

  • The Statement of GreenHouse Gas Emissions

    Global standards for climate disclosure are rapidly evolving and companies are under pressure to measure and report indirect emissions across their value chains. A proposed Statement of GreenHouse Gas Emissions could give investors and stakeholders clearer, more comparable insights into corporate sustainability performance.
    View Article

  • 110 Years Strong: TXCPA Returns to Its Roots at the Tremont House

    TXCPA marked its 110th anniversary by returning to the historic Tremont House, celebrating a legacy of leadership while setting bold goals for the future. From legislative victories and a new tiered membership model to expanded student outreach and the launch of AcctoFi, the organization is driving transformation across advocacy, education and member engagement.
    View Article

  • Take Note

    In this edition of Take Note: Insurance Benefits Tailored for TXCPA Members; Enhancing Your Social Wellness; Stand Out as a Leader with the CGMA® Designation; TXCPA’s Career Center; Your Next Learning Opportunity
    View Article

  • Classifieds

    The classified ad section features listings for practice sales, firm buyers and specialized services. Whether you're expanding, selling or exploring niche opportunities, these ads connect you to valuable 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; Kristie Estrada; Holly McCauley; Craig Nauta; Kari Owen; John Ross; Lani Shepherd; April Twaddle; Patty Wyatt