September Newsletter

President's Message

CPE

Events

Save the Dates

Convergence 2024

Announcements

Membership

A Word from Our Sponsors

Classifieds

TXCPA

September marks the end of summer, the start of football season and the beginning of cooler temperatures (we hope!). As we eagerly await that first nip in the air, TXCPA Dallas is announcing some pretty cool events as well.

If you’re interested in getting CPE this month, we have two great options. On September 18, AMSYS Group will present an in-person lunch and learn course titled Cyber Security for Business from AMSYS. This informative course will use case studies and interactive discussion to give an overview of the topics and strategies key to protecting the cyber security of your business. On September 28, the Business & Industry Committee presents the first event in its Accounting Professionals CPE Series. Sharon Lukich, Thomas Edwards Group partner, will lead a session titled How to Win the War for Talent, and Bill Moss, author/speaker/consultant, will teach you about Communicating Accounting to Your Board. This is a brown-bag event, and TXCPA Dallas will provide beverages and dessert. Bring your lunch and join us for an occasion that is sure to be educational and entertaining.

As always, we invite you to meet us at Blue Mesa Grill for our monthly networking event. This month’s Thirsty Thursday Social Hour is on September 21, and is open to all TXCPA Dallas members. It’s a super opportunity to build relationships – old and new – and enjoy great food and beverages in a relaxed atmosphere. Come be a part!

If community outreach is important to you, our CPA Involvement Committee is hard at work organizing some exciting opportunities for you to give back to the community this year. In November, TXCPA’s Month of Service, we have two excellent options: the Autism Speaks Walk on November 4, and a TangoTab Feed the City event on November 11.

We are accepting nominations for 2024-25 TXCPA Dallas leadership. If you know someone you believe would be a great addition to our leadership team, submit your nominee(s) for President-elect, Treasurer-elect, Executive Board Directors and Nominations Committee members to Laura McFadden by October 6. Let your voice be heard in the future direction of your professional association.

I'd like to give a shout-out to NexPoint Advisors LP for the wonderful lunch and learn event they hosted on August 22, at The Capital Grille. We had an excellent chance to network with members of the Chartered Financial Analysts Institute and learn about real estate investments, 1031 Exchanges and Captive Insurance. Thanks again to our friends at NexPoint!

Just a reminder, it’s always a good time to donate to your association’s Political Action Committee and Scholarship fund. These two programs are vital to the present and future of the Society and the accounting profession. Please give.



Until next month, I hope you have a prosperous and productive September.

Max Duplant, CPA

Executive Board President, 2023-24

For more information and to register for these events,

click on the event title.

Cyber Security for Business from AMSYS

Presented by

AMSYS Innovative Solutions

Monday, September 18, 2023, 11:30 a.m. - 1:30 p.m.

Accounting Professionals Series Event

Thursday, September 28, 2023, 11:00 a.m. - 1:00 p.m.

For more information and to register for this event,

click on the event title.

September Thirsty Thursday Social Hour

Thursday, September 21, 2023, 5:30 - 7:30 p.m.

Sponsored by

Behind the Scenes Event: Scottish Rite for Children

Tuesday, October 17, 2023

Member Appreciation CPE Series

Wednesday, October 18, 2023

October Thirsty Thursday Social Hour

Thursday, October 19, 2023

Young Professionals Group Leadership Breakfast

Tuesday, October 24, 2023

Brown Bag Lunch Event

Tuesday, October 31, 2023

!!! SAVE THE DATE !!!

TXCPA Dallas is pleased to announce its

hallmark event

CONVERGENCE 2024

Friday, May 10, 2024

Sheraton Dallas Hotel

Circle the date on your calendars

and plan to attend the premier

accounting CPE event

in North Texas!

Watch this newsletter and your email inbox

for the opening of registration.

Thank You to Our Convergence 2024 Sponsors!

TXCPA Dallas Seeks

2024-25 Leadership Nominees

TXCPA Dallas is requesting nominations for 2024-25 leadership roles. If you know of someone you believe would be a great addition to our leadership team, submit their names for these positions:

• President-elect
• Treasurer-elect
• Executive Board Directors
• Nominations Committee

Email your suggestions to Laura McFadden by October 6.

PAC Notes...

Let’s keep our Legislative Successes going! Click here to donate to the TXCPA PAC today. No donation is too big or too small.  

Get Social with TXCPA Dallas

TXCPA Dallas invites you to join our Facebook Social and LinkedIn Groups. Keep up with current Chapter events and make new friends. Join us!

Congratulations Are in Order!

Lane Gorman Trubitt recently promoted the following TXCPA Dallas members:

Assurance Department

Ryan Meineke - promoted to Principal

Austin Stevens - promoted to Sr. Manager

Victor Carranza and Sanica Huang - promoted to Senior I

Tax Department

Rebecca Ray and Cecilia Suchil - promoted to Supervisor

Kayla Vise - promoted to Senior I

Accounting & Consulting Department

Shaymaa Novick - promoted to Manager

Congratulations, Dallas Members!

An Opportunity to Give Back

Rebuilding Together North Texas (RTNTX.org) Seeks Nonprofit Board Director

This is a great opportunity for someone who wishes to gain Board experience while helping others. 

The person selected for this volunteer opportunity will serve on the Finance Committee as well. The entire Board gets together on the 4th Tuesday of the month at Freddie Mac in Plano. In addition to this 1.5 hour meeting, you must attend the meetings of the group you serve. These meetings are about 45 minutes long and are held virtually. 

This is an especially meaningful volunteer position, and the selected candidate will get wide exposure with our sponsors, clients and other Board members. 

A few MUSTS: CPA; has a servant heart; attention to details; and must love helping others.  

Contact Sandy Sweeney.

TXCPA Issues White Paper on Tax Season Survival

Click here for this publication.