MEMBER APPRECIATION DAY 2024

This page will be unpublished on September 1, 2024. 

Event Evaluation

CPE Certificate of Completion

Your CPE certificate is on your transcript on our website: https://www.tx.cpa/fortworth/events/transcript. 

Agenda

8:30    1. Corporate Transparency Act: What Now  Allison M. (Yee) McLeod, LL.M., JD, CPA Attorney-at-Law - Taxation

10:10   Break

10:25   2. Why Organizations Without An Effective Cybersecurity Playbook Will NOT Exist In 2029 | Gary Tonniges Jr., CPA TriQuest Technologies, Inc.

11:15   3. How To Be the Boss of Your Inbox/Email  | Kristie Ondracek, CPA, CGMA, CAE  TXCPA Houston

12:05   Networking Lunch Break

1:05     4. How TXCPA Navigates Political Influence for Business Success and Legislative Update |      Denise Davis, JD, Davis Kaufman PLLC  | Kenneth Besserman, JD. TXCPA  | Josh LeBlanc, CPA,  Edgar, Kiker & Cross, P.C., CPA  | Renee Prince, CPA Renee Prince, CPA, PC

2:20     Break

2:35    5. Mitigating Big Risks for Small Businesses | Neely Duncan, CPA Forvis Mazars

3:25   6. Productivity Edge: Strategies For Excellence Without The Burnout Chris Lee McCarley  Advocate Financial Partners

4:15     Adjourn to Cocktails in the Gallery

Materials

Presentations are posted as they become available from speakers.  Some speakers do not have documents for distribution.

The information posted here is for the use of TXCPA Fort Worth event participants. Reproduction for other purposes is strictly prohibited.

Presenting Sponsors

Members Appreciation Day serves as an opportunity to demonstrate our gratitude for your participation in the profession and a welcome day of fellowship with colleagues. 

Thank you to our 2024 Event Chair, Lara Yates! 

Have ideas for next year's event? Email Jennifer Davis.

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