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September-October 2023

Flipbook

In this issue:

September 25, 2023

Help Wanted

TXCPA President and CEO Jodi Ann Ray, CAE

By TXCPA President and CEO Jodi Ann Ray, CAE

If you’re looking for new hires, you are not alone. We hear from members across the state that staffing continues to be their top challenge. And while staffing has long been near the top of the list of challenges for members, demographic changes and a declining student population make the race for new talent even tighter.

TXCPA is committed to helping our members lead and succeed. We are focused on growing the CPA pipeline and equipping you with the resources and support you need for the staffing challenges today and in the years to come. Here are just a few related programs that I want to be sure you know are available to you.

CPA Pipeline Strategy: In June 2022, TXCPA launched our statewide pipeline strategy aimed at attracting more Texas students to the profession, providing support to CPA candidates, and strengthening relationships with educators from middle school to college levels. You can learn more about the strategy and how you can get involved in building a legacy for your profession here.

TXCPA Career Center: Use the TXCPA Career Center to publicize your open positions – from internships and part-time roles to full-time jobs with experience requirements. Not only do you receive a discount on your posts (internships are FREE), but you also receive access to hundreds of job seeker profiles once you add a post.

Get Involved: Volunteers are at the heart of our work at TXCPA. Participating in a committee, signing up for local community service events, and attending state and chapter meetings and programs are great ways to meet new people. You never know if your next new hire will be someone you get to know through your member experience at TXCPA!

Sometimes just knowing you aren’t alone helps make a challenge a little less daunting. That’s what membership is all about – leveraging the strength and influence of your professional community. If you need personal assistance accessing the programs above or any of your membership benefits, please reach out to us (800-428-0272 or membership@tx.cpa). We’d love to hear from you!

Let’s Connect

I’d love to hear your feedback and answer your questions. Drop me a note at jray@tx.cpa or connect with me on LinkedIn at https://www.linkedin.com/in/jodiannlafreniereray/.

 

July-August 2025

Flipbook

In This Issue

  • 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