May 2015 CPA Forum

Page 1

www.houstonCPA.org

CPA President's Farewell Letter

AT A GLANCE

Annual Awards

2

Classified Ads

11

Community Service

19

CPA Aces

12

CPAs Helping Schools

19

CPE News Flash

4

In Remembrance

8

Roundtable Study Groups 4, 7 Member Benefits

14

Member News

8

New Members

9

Nonprofit Assistance

19

Student Auxiliary Advocate

18

TSCPA: Explore ROI

8

MAY 2015, NO. 5 HOUSTON CPA SOCIETY HOUSTON TSCPA FOUNDATION Telephone No. 713.622.7733 Admin. Fax No. 713.622.0522 CPE/Order Fax No. 713.622.3327 Email Address: cpamail@HoustonCPA.org Web Site: www.HoustonCPA.org

Greetings Fellow Members, It has been an honor and a privilege to serve as President of the Houston CPA Society this year. My theme this year has been Pay it Forward. We all have the obligation and privilege to give back to our profession, to the public who relies Carol G. Warley on us, to our community, and to the students and new CPAs who are the future of our profession. I truly believe that the Houston CPA Society makes a difference, and have enjoyed working with the members of this great organization this past year. I want to thank Executive Director Nancy Rutledge for her guidance and leadership this last year. We will soon begin our search for her replacement as she nears retirement. Many of us know though that we will never be able to replace her, and the wealth of knowledge she has from being at the helm of our organization for over three decades as our Executive Director. I also want to thank the staff and our great volunteers. Without their hard work and devotion we would not be able to accomplish our goals. It has been a joy to serve with our dedicated leadership of board members, committee chairs, committee vice chairs and committee members. I am confident that our organization is in good hands and that incoming President Gerrad Heep and his team will continue as stewards of this great organization. This has been a year of many accomplishments. We continue to provide high quality CPE and have had many very successful conferences, while increasing sponsor support for these conferences. The Energy Conference had over 300 attendees with 20 sponsors (many thanks to the committee and Chair Brian Baumler). The CFO/Controllers Conference had 150 attendees with 16 sponsors; this committee partnered with TSCPA to produce a webcast which drew 24 participants (many thanks to the committee and Chair Barry Wilken). Continued (See President on page 13)

Society Issues Paperless Monthly Newsletter: Multiple Formats Available With the elimination of print newsletters, multiple formats are now available! All formats are produced monthly. • DIGITAL FORMAT is available via a link on the Home Page, and in the Resources>Forum Newsletter page of www.HoustonCPA.org. This format is searchable, shareable and features hotlinks to outside references and resources. • Printable PDF – a full paged version of the newsletter you can print all or a portion of to take with you on your travels, to the gym, or to keep in your briefbag for easy reference. • Online eForum – is distributed the first Tuesday of each month. Each section has a "Printer Friendly Version" tag at the bottom of the page. Provide the Society with a valid email address so you can plan for your CPE hours, and keep your calendar up to date with committee meetings and other activities and special events. There are also links to the printable and digital versions in the left menu.

TSCPA/HCPAS Joint Dues Statements: Due June 1 The initial 2015-2016 Joint Dues Billing has been issued with a Due Date of June 2, 2015. All members with a valid email address should have received an electronic dues statement by the end of April. Members without an email address will receive a paper statement via USPS mail this month. There will be subsequent electronic and mailed statements issued until August when delinquent members will forfeit their membership. You don't miss a thing…pay your dues in a timely manner to avoid any interruption in services and support provided by your State and local CPA Societies. If you have not received a dues statement, would like to reinstate your dues, or have any other questions regarding membership, contact TSCPA Member Services (membership@tscpa.net; 800.428.0272 option 1).

May/June CPE Now Available For Registration… go to the CPE News Flash pages to find out more.


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May 2015 CPA Forum by Houston CPA Forum - Issuu