Accelerated Ideal 4.0 Leadership Poster
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ACCELERATED iDEAL 2026 LEADERSHIP AT THE SPEED OF CHANGE NEW THINKING. NEW TOOLS. NEW OPPORTUNITIES. For 14 years, TXCPA San Antonio's iDEAL program has helped develop and inspire emerging and established leaders. Now, we're taking leadership development to an entirely new level. Introducing Accelerated iDEAL 2026 — a refreshed, fast-paced leadership experience combining timeless leadership principles with practical strategies for navigating today's AI-driven business world. Because technology can automate tasks. But it can't replace leadership, creativity, relationships, or wisdom. WHAT'S NEW? ALMOST EVERYTHING! We'll revisit the leadership essentials that made iDEAL successful, then accelerate into powerful new topics designed to help you lead smarter, work more efficiently, and deliver greater value. EXPLORE THE SKILLS THAT MATTER NOW: • Lead Beyond the Office: Build stronger, more productive remote and hybrid teams. • Think Strategically: Discover proven strategic planning models you can apply within your organization and with clients. • Ignite Innovation: Unlock creativity, drive meaningful change, and uncover untapped opportunities. • Work Smarter, Not Harder: Explore powerful email automation, Excel capabilities, and productivity strategies that save time. • Master the Moving Pieces: Learn practical project management strategies to organize priorities and drive results. • Strengthen Your Leadership Foundation: Sharpen self-awareness, communication, adaptability, and interpersonal effectiveness. WHO SHOULD ATTEND? FIRST-TIME PARTICIPANTS: Your leadership journey starts here! Build a strong foundation while gaining practical tools for today's business environment. iDEAL ALUMNI: We're inviting you back! This is not a repeat of your previous experience. Reconnect with essential leadership principles and discover an entirely new toolkit designed to take your skills further. BUSINESS & INDUSTRY PROFESSIONALS: This program is for you, too! Whether you work in corporate accounting, business, nonprofit leadership, or education, gain the tools and confidence to become a catalyst for change within your organization. THE FUTURE ISN'T WAITING. NEITHER SHOULD YOU. AI is changing how we work. Accelerated iDEAL is designed to help you change how you lead. Don't just keep up with change. LEAD IT. JOIN US FOR ACCELERATED iDEAL 2026! Develop your leadership. Expand your influence. Accelerate your impact.

Register Now Fall Into Tax Season
Register Now!

FALL INTO TAX SEASON: FEDERAL TAX UPDATE | Friday, October 30, 2026 | 8:30 AM – 12:30 PM | Norris Conference Center, San Antonio, Texas | 4 Hours of CPE | Speaker: Blaise C. Bender. Join TXCPA San Antonio for a timely federal tax update covering individuals, businesses, estates, and trusts. Topics will include recent developments since the One Big Beautiful Bill Act (OBBBA), gross income and deductions, Trump Accounts, charitable contributions, qualified small business stock, opportunity zones, retirement plan rollovers, overtime and tip reporting, bonus depreciation, Section 179, R&D credits, qualified business income, S corporations, partnerships and LLCs, employment taxes, estates and trusts, and IRS procedures. This four-hour program will provide valuable updates to help tax professionals prepare for the upcoming tax season. REGISTER NOW!

2026 Save the Date - Golf -Landing Page (1)

TXCPA San Antonio Golf Tournament

Contact us today to sign up! @ 210-828-2722

Upcoming Events

Ethics November 16, 2026

ETHICS - Zoom Webinar November 16, 2026

This course meets Texas State Board of Public Accountancy requirements for 4.0 hours Ethics CPE. This course was originally approved by TSBPA on July 19, 2012. V. 2.0, approved 5/9/2020. Dr. Carolyn Conn is author of this course, 2012, updated 2020. Dr. Carolyn Conn, PhD, CPA, CFE, is a Clinical Associate Professor of accounting at Texas State University who teaches accounting Ethics, fraud examination, and CPE accounting Ethics courses. She has experience in multiple university administrative positions, including payroll and budgeting, controller, & Associate VP of financial services. She was one of two project sponsors for implementation of ERP software for accounting, budgeting, payroll, and human resources. Dr. Conn's teaching & research interests include ethics and ethical decision-making along with fraud prevention and detection. She was honored as the 2021 Association of CFEs Educator of the year. In May 2025, she was recognized as a Piper Professor; each year only 10 are chosen with the state of Texas.

Centre Technologies PopStroke Sunset Invite

Free TXCPA CPA Membership Networking!

Join us for a FREE evening at PopStroke, compliments of Centre Technologies! Enjoy mini golf, drinks and a chance to relax and connect with fellow TXCPA San Antonio Chapter members. No presentation. No agenda. Just come out, have some fun and enjoy the evening! A special thank you to Centre Technologies for helping make this CPA member event possible. Thursday, November 5 | 5:30–7:30 PM Space is limited — register today!

San Antonio News

Nominations for TXCPA-SA 2026-2027 Officers and Board of Directors

  • Published on Nov 7, 2025
  • by Jacqueline Belcher

Nominations for TXCPA-SA 2026-2027 Officers and Board of Directors

In accordance with Article VII of the By-laws of the San Antonio Chapter of the Texas Society of Certified Public Accountants, the Nominating Committee submits the following nominees for officers and directors for the year beginning June 1, 2026.

The election of the Board and TXCPA directors will be held during January 16, 2026, Annual Membership Meeting at Maggiano's at the RIM.  

Members of the Nominations Committee are Brandon Howard (Chair), Lynn Kupper, JR Vogel, Patty Wetz, Gail Guest and Heath Grona – Anette Flores (ex officio), and Bryan Morgan (ex officio).

Respectfully submitted,

Marina Polanco, Secretary/Treasurer

 2026-2027 Texas Society of CPAs-San Antonio Board of Directors

President:  Bryan Morgan

President-elect:  Jennifer Cadena

Secretary/Treasurer:  Marina Polanco

Vice Presidents:

Julie Zamora

Becki Perez-Clark

Nancy Ozuna

Immediate Past President:  Anette Flores

 

Director (2-year term expiring):

Patrick Lee (2028)

Savanna Offutt (2028)

Leo Unzeitig (2028)

 

Previously elected to continuing term (term expiring):

Andrew Nicholas (2028)

Juan Sanchez (2028)

Jane Guenther (2028)

Amy Holmes (2028)

Cameron Vogt (2027)

April Bagley (2027)

Patty Wetz (2027)

Cindy Ruiz (2027)

Carl Reis (2027)

 

Nominees to TXCPA Leadership Council elected by the Chapter (term expiring):

Anette Flores (2029)

Jennifer Cadena (2029)

Juan Sanchez (2029)

Becki Perez-Clark (2027), replacing Sylvester "Sly" Johnson

 

 

Previously elected to continuing term as TXCPA Leadership Council (term expiring):

Amy Holmes (2028)

Joshua Wagner (2027)

Jane Guenther (2028)

Carl Reis (2028)



Chapter member, President automatically serving as TXCPA Leadership Council (term expiring):

Chapter President: Bryan Morgan (2027)

 

Chapter members nominated by TXCPA (term expiring):

TXCPA Leadership Council, 3-year term – Bryan Morgan (2028)

TXCPA Leadership Council, 3-year term – Priscilla Soto (2028)

TXCPA Leadership Council, 3-year term – Cynthia Ruiz (2028)

 

Chapter members previously elected to continue Leadership roles  by TXCPA (term expiring):

TXCPA Leadership Council - Marina Polanco (2027)

TXCPA Board of Directors - Sylvester "Sly" Johnson, 3-year term (2029)

TXCPA Board of Directors – Bryan Edwards, Secretary (2028)

AICPA Council - Melanie Geist (2024-2027)

AICPA Council – Priscilla Soto (2025-2028)

 

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