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July-August 2021

Flipbook

In this issue:

Chapters

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2021-2022 TXCPA Chapter Officers

Abilene Chapter

Elijah Anderson, President
Hope Wegrzynowicz, President-elect
Mary Beth Kouba, Vice President
Sharmon Daley, Secretary/Treasurer

Austin Chapter

Paul Matthews, President
Tracie Miller-Nobles, President-elect
Tracy Howard, Manager
Bryan Morgan, Manager
Larry Stephens, Manager
Angie Hardy, Secretary/Treasurer
Mark Franklin, Secretary/Treasurer-elect

Brazos Valley Chapter

Logan Kendrick, President
Alan Dock, President-elect
Jade Engel, Secretary
Kyle Cox, Treasurer

Central Texas Chapter

Scott Wiseman, President
Connie Berry, President-elect
Lindsey Skinner, Vice President
Cheyenne Tanner, Secretary
Shelly Spinks, Treasurer

Corpus Christi Chapter

Jeff Smith, President
Brittin Stange, President-elect
Anne-Marie Lelkes, Vice President
Natalie Klostermann, Secretary/Treasurer

Dallas Chapter

Sharon Lukich, Chair
Kenny Broom, Chair-elect
Max Duplant, Treasurer
Donovan Miller, Treasurer-elect

East Texas Chapter

Tom Seale, President
Misty de Wet, President-elect
Heather Sanders, Vice President
Alana Perdue, Secretary/Treasurer

El Paso Chapter

Abraham Valenzuela, President
Imelda Moreno, President-elect
Myrna Ortiz, Vice President
Omar Rodriguez, Vice President
Sarah Robertson, Vice President
Kerry Lore, Secretary
Daniel Gomez, Treasurer

Fort Worth Chapter

Sandra Bembenek, President
Tram Le, President-elect
Kim Knox-Lewis, Vice President
Stephanie Shaner, Vice President
Katelyn Woods, Vice President
Phillip Hernandez, Secretary
Gary Tonniges, Jr., Treasurer
Josh Willson, Treasurer-elect

Houston Chapter

Kelly Hunter, President
Charlotte Jungen, President-elect
Adam Dimmick, Vice President
Brad Elgin, Secretary
Tim Adler, Treasurer
Katherine Rodriguez, Treasurer-elect

Panhandle Chapter

Jacob Young, President
Russell J. Artho, President-elect
Heath T. Cochran, Vice President
Johnny Terra, Secretary
Preston R. Branch, Treasurer

Permian Basin Chapter

Kate Devey, President
Derby Gallo, President-elect
Catherine Speer, Vice President
John Michael Jaramillo, Secretary/Treasurer

Rio Grande Valley Chapter

Gladys Martinez, President
Deborah Gonzalez, President-elect
Mike Overly, Vice President
Josh Longwell, Secretary
Bill Gonzalez, Treasurer

San Angelo Chapter

Michelle Perkey, President
Adam Hallmark, President-elect
Megan Solsbery, Secretary
Samantha Armstrong, Treasurer

San Antonio Chapter

Bryan Edwards, President
Jeremy Crow, President-elect
Anette Flores, Vice President
Brandon Howard, Vice President
Joshua Wagner, Vice President
Marina Polanco, Secretary/Treasurer

South Plains Chapter 

Greg Mason, President
Jon Anders, President-elect
Will Sanders, Vice President
Staci White, Secretary/Treasurer

Southeast Texas Chapter

Jeremy Triska, President
David Rose, President-elect
Megan Gallien, Vice President
Jane Whitfield, Vice President
Morgan Birdwell, Secretary
Ricardo Colon, Treasurer

Texarkana Chapter

Tara Houck, President
Kelly Birdwell, Vice President
Jay Hoy, Secretary/Treasurer

Victoria Chapter

Adam Baucom, President
Wesley Janecek, President-elect
Elizabeth Bonorden, President-elect Nominee
Teri Ressmann, Secretary/Treasurer

Wichita Falls Chapter

Kathy Kabell, President
Kayla Heuring, President-elect
Miranda Harvey, Vice President
Alex Pappas, Secretary
Mikayla Schreiber, Treasurer

 

 

 

March-April 2025

Flipbook

In This Issue

  • The Future of CPA Licensing: TXCPA Members in Action at the State Capitol

    With the profession facing a talent shortage, legislative efforts are underway to introduce alternative pathways to licensure. Additionally, bills have been introduced to address CPA mobility and practicing accounting across state lines. TXCPA members took action at the Texas Capitol to address and emphasize the importance of these initiatives in strengthening the profession.
    View Article

  • CPE: Corporate Codes of Conduct - Similarities and Differences, and Implementation and Communication Strategies

    Codes of conduct serve as essential guidance for organizations, ensuring ethical behavior, regulatory compliance and corporate integrity. This article examines the significance of codes of conduct, highlighting examples from Fortune 500 companies. Effective implementation involves executive endorsement, ongoing communication and integration, and reinforcing accountability.
    View Article

  • Build on Our Momentum

    During TXCPA's 2025 Advocacy Day at the state Capitol, CPA professionals met with legislators to discuss proposed legislation on alternative CPA pathways and mobility. These efforts strengthened relationships with lawmakers, positioning CPAs as trusted advocates for the profession. The positive feedback from legislators reflects the impact of these advocacy efforts.
    View Article

  • Assessing AI From a Tax Perspective, Part 2

    In part 2 of a series, this article examines the risks and limitations of using AI in tax preparation. While AI tools like ChatGPT, Copilot, Perplexity, and TaxGPT can assist with tax research, their accuracy depends on precise prompts and professional oversight. Responses are often outdated, misleading or incorrect, posing risks to professionals who rely on them without verification.
    View Article

  • Understanding Sustainability Accounting Standards Board Standards

    The Sustainability Accounting Standards Board (SASB) provides industry-specific guidelines for companies to report on ESG factors that impact financial performance. Companies use SASB metrics to enhance investor transparency and manage ESG risks. While SEC regulations on sustainability remain pending, over 3,000 companies worldwide have voluntarily adopted the standards to improve corporate performance.
    View Article

  • What’s Happening Around Texas - March-April 2025

    TXCPA chapters across Texas hosted various events to engage members and support future CPAs. TXCPA Dallas held a Coffee & Connections event, while TXCPA East Texas members inspired students at UT Tyler’s Beta Alpha Psi meeting. TXCPA Fort Worth welcomed new licensees at a luncheon and in San Antonio, members celebrated new iDEAL graduates and elected the 2025-2026 Officers and Directors.
    View Article

  • Navigating Timekeeping Compliance in Government Contracting

    Texas contractors receiving government funding must maintain rigorous accounting practices, particularly in timekeeping and labor distribution, to ensure they are adhering to federal regulations. CPAs and finance professionals play a crucial role in enforcing applicable standards. Mastering timekeeping is essential to help meet federal standards and uphold the integrity of taxpayer-funded projects.
    View Article

  • Spotlight on CPAs: Shilpa Boggram Sathyamurthy, CPA-Houston, CA

    Shilpa Boggram Sathyamurthy is an accounting profession leader with experience in both public and industry accounting. In this Spotlight on CPAs article, she discusses the differences in their focus, workload and learning opportunities. She also actively contributes to TXCPA through committee service, valuing collaboration and professional development.
    View Article

  • Do New SEC Disclosure Requirements for Share Repurchases Dilute Their Benefit?

    The SEC introduced new disclosure requirements for share repurchases, aiming to increase transparency. Under the updated rules, companies must now disclose daily repurchase data in quarterly reports. Companies must also disclose whether insiders traded in the four days before or after announcing a buyback. The rules do not specifically address accelerated share repurchase programs.
    View Article

  • Custom Reporting Solutions for ASC 842 Lease Accounting

    ASC 842 compliance remains challenging as organizations manage complex lease portfolios and multiple accounting systems. While standard software offers reporting features, many require custom solutions to integrate specific accounting attributes and enhance internal controls. Using a structured approach to developing custom reports can help improve efficiency and support the decision-making process.
    View Article

  • 2024-2025 Accounting Education Foundation Scholarship Recipients

    The TXCPA Accounting Education Foundation (AEF) awards scholarships to outstanding students, providing not only financial aid but also connections to a supportive community of experienced professionals. Congratulations to these exceptional students for their dedication and commitment to excellence!
    View Article

  • Take Note

    In this edition of Take Note: How to Get the Latest Updates on BOI Reporting; Safeguard What Matters Most; Accountants Confidential Assistance Network; Advocacy Day and Midyear Leadership Council Meeting; TXCPA Career Center; CGMA® Designation
    View Article

  • Classifieds

    The classified ad section features listings for practice owners looking to sell, professionals seeking firms to purchase and a variety of specialized services. Whether you're looking to expand, sell or explore niche opportunities, these classified ads can connect you to valuable business 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; Holly McCauley; Craig Nauta; Kari Owen; John Ross; Lani Shepherd; Patty Wyatt

 

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