2026 Summer CPE Expo

Date: July 28, 2026

Time: 8:30 AM-4:30 PM

Location: Lubbock Christian University - Christa Dobbs Center for Business Lecture Hall - Room 104, 5601 19th St.,
Lubbock, TX 79407
***This year we will be in the lecture hall which we are excited to share will provide you with plugs at your table for your electronic devices!***

CPE Credits: Up to 8 hours

Registration Cost:

South Plains TXCPA Chapter Members:
Morning Session Only - $120
Afternoon Session Only - $120
Both Sessions (Full Day) - $210

Non-Members:
Morning Session Only - $145
Afternoon Session Only - $145
Both Sessions (Full Day) - $260

2026 Summer CPE Expo Agenda

Session 1 (Morning) 8:30 AM-10:10 AM | Internal Fraud Prevention and Detection: Incorporating AI into the Internal Control Process
Speaker: Steve Dawson, CPA, CFE - Forensic Accounting Services
CPE Credits: 2.0
Course Description & Learning Objectives:
Artificial Intelligence (AI) can be an ominous and misunderstood term. Rather than the threat of job replacement, AI should be viewed as a useful set of tools to augment the human function within sound internal controls processes. This session introduces ways that AI can be incorporated now to not only prevent, but detect internal fraud, and thus strengthen the organization’s overall anti-fraud structure.
Field of Study: Auditing - Technical
Session 2 (Morning) 10:20 AM-12 PM | Tax and Estate Planning Strategies for High-Net-Worth Investors
Speaker: Brent Shankle, Financial Planner & Financial Advisor - Morgan Stanley
CPE Credit: 2.0
Course Description and Learning Objectives:
- Exchange Funds: What an Exchange Fund Is, Who are Exchange Funds For, How Exchange Funds are Managed, & The Long-Term Nature and Impact of their Use
- Private Placement Insurance: What is Private Placement Insurance, How it differs from traditional insurance, The requirements for utilizing private placement insurance, The benefits of private placement insurance, The investment side of PPI, & How it integrates into an estate plan
- Charitable Remainder Trusts: What is a Charitable Remainder Trust, How do they function in reality, Who are they useful for, & How it integrates into a family legacy and estate plan
Field of Study: Taxes - Technical
Session 3 (Afternoon) 12:30 PM-2:10 PM | How to Sell Your CPA Practice – Maximizing Value, Protecting Clients and Planning Your Exit
Speakers: Tanner Noble, CBI, CM&AP, Senior Business Advisor – Transworld Business Advisors of South and West Texas AND Kellen Ketchersid, Fractional COO & Business Coach – Stag Business Coaching
CPE Credits: 2.0
Course Description and Learning Objectives:
This is a 2-part course. During Part 1 Tanner will explain how to sell the firm. During Part 2 Kellen will explain how to prepare and best position your firm for the exit.
Field of Study: Business Management and Operations - Non-Technical
Session 4 (Afternoon) 2:20 PM-4:00 PM | Securing Your Retirement – Transforming Social Security into a Winning Retirement Strategy AND Tax Planning is the Future of Financial Planning – It’s Not How Much You Earn. It’s What You Keep
Speaker: Chad Dziedzic, Director, Market Leader - Blackrock
CPE Credit: 2.0
Course Description and Learning Objectives:
This is a 2-part course. During Part 1 Chad will explain how transform social security into a winning retirement strategy. During Part 2 Chad will explain how tax planning is the future of financial planning.
Field of Study: Taxes - Technical