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President's Message
Events
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Announcements
Membership
A Word from Our Sponsors
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President's Message
by Max Duplant, CPA
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It’s definitely summer in Dallas! Temperatures are rising, swimming pools are filling, and TXCPA Dallas is hot at work planning and kicking off a year of fun and educational events you’ll want to be involved in.
The summer months are a time of intense preparation for the Dallas chapter’s “busy season” that will begin in the fall. Our CPE Council and other committees are designing a full curriculum of entertaining and informative activities that we will be sharing with you in the upcoming months.
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In the meantime, we hope you’ll take advantage of some great networking opportunities coming up. Our July Thirsty Thursday will be in a different venue for this month only. Join us for our monthly happy hour at TXCPA’s new headquarters on Midway Road on Thursday, July 20. Enjoy drinks, hors d’oeuvres and time to visit as usual, hosted by our state society. (Just remember we’ll be back at Blue Mesa in August.)
We’ll be getting together on Saturday, July 15, for another of our Feed the City events for TangoTab. For those who have not participated before, TangoTab presents regular volunteer events supporting our communities by making sandwiches for the area’s underprivileged. We hope you’ll join us on the July 15 at Rockfish Grill in Richardson.
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Speaking of organizations supporting the community, our Business & Industry Committee along with the Financial Planning Association of D/FW recently co-sponsored the latest in our Behind-the-Scenes events, a tour of Envision Dallas (formerly Dallas Lighthouse for the Blind). This impressive organization is a vital resource for education, lifestyle management training and employment for the area’s blind and visually impaired. A big thanks to Envision’s excellent staff for their help in creating this transformative and inspiring experience.
The 2023 Leadership Development Academy (LDA) term begins in August, and we invite you, or someone you know, to apply and become a part of this year's class. We are very big on our LDA. In its 14 years of existence, it has produced many exceptional young leaders, both for their firms and for the Dallas chapter. If you would like to be a part of this prestigious group, or you know someone who would make a great candidate, please submit an application by Saturday, July 15.
Just a reminder… The Dallas chapter’s training room is available for rental. If your organization, team, club or other group needs a space to accommodate around 45 for meetings, classes, etc., contact the TXCPA Dallas office at 972-960-8311 for more details.
There is no better time than now to get involved in TXCPA Dallas. Committees are forming and holding their first meetings of the year, so now’s the time to get
in on the ground floor of 2023-24 planning. We invite you to review our list of
committees here and contact Laura McFadden if you’d like to serve on any of
them.
Stay cool, everyone, and enjoy your July!
Max Duplant, CPA
Board President, 2023-24
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For more information and to register for these events,
click on the event title.
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and SAVE THE DATE for...
Young Professionals Happy Hour
Thursday, August 24, 2023
Location TBD
September Thirsty Thursday Social Hour
Thursday, September 21, 2023, 5:30 - 7:30 p.m.
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Apply Now for the
2023 Leadership Development Academy
TXCPA Dallas is now accepting applications for entry into its 14th annual Leadership Development Academy.
This program is designed for professionals at the staff, senior or manager level with approximately two to five years’ experience. Candidates must be members of TXCPA Dallas. Over the course of the program, participants will learn and practice the skills needed to become effective leaders in the profession, in their communities and in their firms.
This year we are pleased to announce that we’ve partnered with Adam Tarnow, former CPA and co-author of The Edge: How to Stand Out by Showing You’re All In. Adam will be teaching all five sessions of this year’s Academy, and his book will serve as the foundation of the curriculum.
For more information including class dates and the application, click here or contact Laura McFadden.
Note: Applications are due by July 15.
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Rent Our Training Room
If you’re needing a room for a class or company meeting, TXCPA Dallas has a great space you can rent. Our training room can seat 44-46 in an area of approximately 1,300 square feet. We provide tables, chairs, a lounge/break room for refreshments, and access to audiovisual equipment for an extra charge. Please call 972-960-8311 for more information and to reserve the room.
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Join the TXCPA Dallas Referral Service
Let Us Help You Grow Your Business!
Did you know that TXCPA Dallas offers a referral service to the public? Members may become a part of this service by paying a small annual fee of $100. Those seeking the assistance of a CPA can call the Dallas chapter office and be referred to one with the skills matching their needs.
Our statistics show that 53% of callers who contact CPAs through the TXCPA Dallas Referral Service become clients.
To learn more about this program, contact Dana Barnes at (972) 960-8311, or by email at dbarnes@txcpadallas.cpa.
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Allyson Monchin Atkins, CPA
Allie Aycock, CPA
Karson Lane Bartley, CPA
John Andrew Batson, Jr., Student
Chase Michael Broussard, CPA
Sarah Mckinley Buchanan, CPA
Vicson Robredillo Caliguiran, CPA
Ashley Marie Clary, Student
Maya Cornish, Candidate
Grant Gordon Deaver, CPA
Alec Glenn Deutsch, CPA
Mary Reid Dixon, Candidate
William Michael Douglas, CPA
William Michael Douglass, CPA
Mark Paul Drenka, CPA
Alexis Haley Dyndul, CPA
Kaitlyn Emery, Student
Monica Estrada, Student
Marvin Anthony Frederick, CPA
Louis Paul Gerhardy, CPA
Pavani Sri Harsha Gurram, Student
Lane Robert Guthmann, CPA
Megan Elizabeth Hasle, CPA
Timothy Michael Hayes, CPA
Sean Christian Hendrickson, CPA
Sam A. Hills, A&FP
Tyler Bryan Hunt, CPA
Kevin Jerome Jackson, CPA CGMA
Cole C. Jacobs, Candidate
Stephen Eugene Kahlke, CPA
Tyler James Keegan, CPA
Allison Marie Kennedy, CPA
Ryan Kinnear, Candidate
Stephanie Michelle Knapp, CPA
David John Kvinta, CPA
Brett Michael Long, CPA
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Jeffrey Allan McFarren, CPA
Madison Kelly Miller, CPA
Morgan Jean Miller, CPA
Evan Richard Nielsen, CPA
Samantha Oaks, Student
Mackenzie Andrea Piazza, Student
Carson Platt, Candidate
Katie Pleasant, CPA
Evan Poag, Candidate
Jessica Marie Poole, Student
Diani Popoca, A&FP
Meredith Renea Prado, CPA
Ayham Rached, Student
Kashan Karim Rajani, CPA
Heidi Lynn Raymond, CPA
Corryn Isabel Roberts, CPA
Ali Saqib, CPA
Nicholas Anthony Sclafani, CPA
Kim S. Scott, Candidate
Alexandra Anne Seekely, CPA
Ethan James Smith, CPA
Royce Thomas Snethen, CPA
Madison Nicolle Stinnett, CPA
Nicholas Donald Sudbeck, CPA
Taylor Windham Tarr, CPA
Madeline M. Thomalla, CPA
Ty Zachary Thomas, CPA
Gary Wayne Vancuren, CPA
Faryal Virk, CPA
Kelsey Coates Vu, CPA
Erin Elizabeth Wallis, CPA
Madeleine Elizabeth Weiner, CPA
Tania Elizabeth Wen, CPA
Derrick M. Williams, CPA
Mallory Camille Wright, CPA
Ziwei Zhou, CPA
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Congratulations are in Order!
TXCPA Announces 2022-23 Awards
These Dallas chapter members were recently honored with TXCPA's annual awards:
50-Year Member
Jim Smith
Special Recognition
John Baines
Lisa Ong
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Rising Stars
Melanie Bledsoe
Miranda Curtis
Dmyrian Frederick
Chris Hes
Kayla Marsh
Bimpe McMillon
Kyle Pacheco
Kyle Ratliff
Austin Waugh
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CPA - PAC
TXCPA Dallas came closest to its PAC fundraising goal
of all the TXCPA large chapters.
Terri Hornberger, Chair of the Legislative Affairs Committee, accepted the award on behalf of the Dallas chapter.
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Congratulations to Our Outstanding Members! | |
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Continue Enjoying Member Discounts and Services
Be sure you don’t miss a day of the discounts and services available to TXCPA members! If you haven’t yet responded to your renewal statement, please do so right away. If you did not receive an invoice, please check your member profile on www.tx.cpa or contact Member Services. (Email membership@tx.cpa; phone 800-428-0272 option 1)
Leadership Nominations
TXCPA leadership nominations for 2024-2025 are currently being accepted for the following positions: Chair-elect, Treasurer-elect, Secretary, Board of Directors, Leadership Council Members-at-Large, Nominations and Board Development Committee Members-at-Large, Nominations Council Members-at-Large and AICPA Council. A full overview of leadership nominations including timeline, processes and qualifications can be found online here. The deadline for nominations is August 15. Please keep in mind that TXCPA continues to strive to have our leadership reflect the diverse makeup of our members on all levels including gender, age, ethnicity, location and industry type. Nominate a member today!
Congratulations to Our 2023 Rising Stars
TXCPA’s annual Rising Stars Program recognizes CPA members 40 years old and under who have shown innovative leadership qualities within the accounting profession and their communities. The 2023 Rising Stars were honored at an awards luncheon on June 23 during our Annual Meeting of Members and will be featured in a cover story for the November/December issue of Today’s CPA. Congratulations to these 30 outstanding members! See the list of honorees.
Big TXCPA Wins in the 2023 Legislative Session – Support the PAC and Show Your Gratitude
TXCPA accomplished two enormous legislative wins in the recently concluded 2023 legislative session. Accounting students will now be able to begin taking the CPA exam after completing 120 semester hours (SB 159) and more accounting scholarships will be available to students before their 5th year of accounting (HB 2217). Both bills were significant steps in addressing the CPA pipeline. It could only happen with the CPA-PAC and our advocates. The CPA-PAC led the way during the election season and our advocates showed up to talk to legislators. If we want to continue our success at the Capitol and address the CPA pipeline and other important issues, your contribution to PAC is vital! Let’s continue to improve and enhance our influence at the Capitol. Donate here.
TXCPA’s Employer Guide is a Valuable Recruitment Tool for Members
Showcase your organization in TXCPA’s Employer Guide! This valuable recruitment tool can help firms and companies attract quality, top-tier talent in today’s tight job market. Stand out from the crowd and find your next super hire by sharing your organization’s benefits and accolades with future CPAs throughout Texas. The guide will be promoted to all Texas college accounting educators and university career centers, future CPAs, and others! Let future CPAs know why they should choose a career at your organization by purchasing an Employer Guide listing by July 25, 2023.
LEARN MORE
Looking for Opportunities to Support Others?
Accountants Confidential Assistance Network (ACAN) members, interested accountants and Friends of Bill Wilson meet regularly for mutual support and opportunities to assist others. Call 866-765-2226 or visit us online to learn more.
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