June 11, 2025

A Year of Progress and Impact

CEO’s Message

By TXCPA President and CEO Jodi Ann Ray, CAE

As we close out our 2024-2025 membership year, I want to take a moment to reflect on the journey we’ve taken together over the past year. It has been a year of progress and meaningful impact - all made possible by the dedication of our leadership, volunteers, and, most importantly, you, our valued members.

  • You welcomed 3,590 new members to our community as of April 18.
  • You reached nearly 13,500 students with messages about careers in accounting as of April 18.
  • You received new benefits from TXCPA Member Insurance and learning programs from the TXCPA Accounting Education Foundation.
  • You are helping us move important legislation through the legislature that will expand the pathways to CPA licensure and protect practice mobility.
  • Your TXCPA leadership has been developing and making recommendations to evolve our membership model and organizational structure.

You can learn more in this issue’s cover story, which highlights all the significant milestones we’ve achieved together. From advancing key initiatives to strengthening our community and expanding our reach, we have much to celebrate. These accomplishments are a testament to the power of collaboration and the unwavering commitment of those who step up to make a difference.

Looking ahead, we have even greater opportunities to build upon our success. I encourage you to get involved in the coming year - whether by joining a committee, attending events or sharing your insights with us. Your engagement is what fuels our progress and together, we can shape an even stronger future.

Another great opportunity to connect is our Annual Meeting of Members June 26-27 in Galveston, the site of a 1911 meeting of the Texas Society of Public Accountants. This gathering is an important time to reflect on our progress, discuss the path ahead and celebrate the collective achievements of our community. I hope to see you there and hear your thoughts on how we can continue to grow and evolve.

Thank you for being an integral part of TXCPA! Your support and participation are what make all of this possible.

How can TXCPA help you in 2025-2026?

Drop me a note at jray@tx.cpa.


Thanks to the Sponsors of Today's CPA Magazine

This content was made possible by the sponsors of this issue of Today's CPA Magazine:

Accounting Biz Brokers

Accounting Practice Sales

CPA Charge

Goodman Financial

Poe Group Advisors

SafeSend

 

 

 

 


 

  • Meet TXCPA’s 2025-2026 Chair Billy Kelley

    Billy Kelley, CPA and managing partner at Dutton, Harris & Co, is the 2025-2026 Chair of TXCPA. With a background in public accounting, industry and entrepreneurship, he is passionate about leadership, mentorship and strengthening the CPA pipeline.
    View Article
  • CPE: What to Know About Profits Interest

    Profits interest is a form of partnership ownership that offers recipients a share of future profits without a capital contribution. While offering strategic advantages, profits-interest contracts involve complex tax and accounting considerations and remain subject to potential regulatory changes.
    View Article
    CPE Creditable
  • What’s Happening Around Texas - July-August 2025

    Members in Austin held a happy hour to wrap up tax season and Houston members volunteered at the Botanic Gardens. Permian Basin members teamed up with UTPB students for a city cleanup. Southeast Texas gathered for a Spring Meeting and Victoria enjoyed a festive Member Appreciation Event.
    View Article
  • 2025-2026 TXCPA Chapter Officers

    Introducing TXCPA’s 2025-2026 chapter leaders – a dynamic group of professionals ready to elevate the accounting profession. With passion, purpose and a bold vision, they’ll guide our chapters forward and help shape the future of TXCPA across the state.
    View Article
  • Optimizing Auditor Precision: Addressing Biases in Large Language Model Technologies

    Large Language Models (LLMs) are transforming accounting and auditing by improving efficiency, uncovering financial trends and analyzing unstructured data, but using them also introduces risks, especially biases from training data and algorithms. Professionals are encouraged to stay educated on AI trends to use LLMs effectively.
    View Article
  • Meet the Chair

    In his first message as TXCPA Chair, Billy Kelley discusses his passion for TXCPA and goals for the year. He also reflects on the recent Annual Meeting in Galveston and encourages member engagement.
    View Article
  • TXCPA’s Successes and Key Issues from the 89th Texas Legislative Session

    TXCPA had a highly successful 89th Legislative Session, securing two major wins. Senate Bill 262 creates an additional pathway to CPA licensure and Senate Bill 522 modernizes CPA practice mobility. These achievements strengthen the CPA pipeline and protect the public.
    View Article
  • How ESG Can Create Value for Your Business

    The SEC has introduced climate-related disclosure rules to improve transparency for investors, sparking both support and criticism. This article highlights how businesses can view Environmental, Social and Governance (ESG) not just as a compliance issue but as a value-creating strategy.
    View Article
  • Increasing Your Marketing Prowess: How CPAs Can Market with Confidence

    This article discusses common misconceptions that CPAs have about marketing and how even the most successful innovators have marketed their ideas effectively. It offers practical tips for CPAs to market themselves authentically by focusing on excellent client service, continuously improving their skills and committing to execution.
    View Article
  • Take Note

    In this edition of Take Note: Accounting Opportunities Month; TXCPA Leadership Nominations; Accountants Confidential Assistance Network (ACAN); CGMA® Designation for Management Accountants; TXCPA’s 2025 CPE Programs; Accounting Excellence Awards Presented
    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