www.houstonCPA.org
CPA AT A GLANCE
Annual Awards
2
Classified Ads
11
Community Service 19-21 CPA Aces
9
CPAs Helping Schools 19 CPE News Flash
4-6
Roundtable Discussion Groups
4
Member Benefits
16
Member News
7
New Members
7
Nonprofit Assistance 19 Social Media – Get Connected
11
Student Auxiliary Advocate
18
TSCPA: Explore ROI
8
President's Farewell Letter
38 Good Years
Greetings Houston Society Members,
By Nancy A. Rutledge Emeritus Executive Director
What a year! It seems like yesterday that I was writing to you about how thankful and excited I was to start my tenure as your president. A year later and I am still thankful and excited. Thankful I have had the privilege of working with so many supportive, energetic and dedicated individuals. Excited about not just what we have accomplished, but how we have built an even stronger foundation for future accomplishments.
Gerrad Heep
I am particularly thankful for working with our Executive Director, Nancy Rutledge. After 38 years of service to the Houston Society, Nancy is retiring on June 1st. I feel lucky and have been honored to serve my year as president side by side Nancy in her last year as the executive director. Her tenure will continue to be a positive impact on the Society. Nancy's dedication, passion and stewardship are unparalleled and we should all be thankful for the legacy she has helped build. We have accomplished great things under Nancy's watch and will continue to accomplish great things because of it. Thank you, Nancy. Continued (See President on page 3)
MAY 2016, 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
TSCPA/HCPAS Joint Dues Statements: Due June 1 The initial 2015-2016 Joint Dues Billing has been issued with a Due Date of June 1, 2016. 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 want to 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). Remember…dues for Members in Good Standing were increased by $10 to $140; "new" 40-year members are now billed the retired rate of $25. These changes were made to align local dues with the TSCPA dues structure.
As the saying goes, all good things must come to an end…and so it is on May 31, 2016, I will retire as Executive Director of the Houston CPA Society. It has been a wonderful, sometimes tumultuous, time for my husband, Dick, and me – times we would not have forgone for the world.
Nancy & Dick Rutledge
It all began in May 1978, when the Houston Chapter of the Texas Society of CPAs, had just moved into the first TSCPA Chapter Training Facility. There was much to do to get everything right with a very limited budget. There were no white boards on the walls – Dick stepped in, got the boards and hung them. The ice machine was not level – Dick brought in the shims to correct the situation. He has always been there, in support of every activity involving the Chapter, so to him I owe a huge debt of gratitude. One of the greatest assets on a daily basis has been a very supportive, dedicated and professional staff. Controller Frank Wilson retired after 21 years with Judith Butcher retiring after 27 years. Elyse Turla with 33 years' tenure will now be titled Society Historian. Carla Sanders and Continued (See Director on page 12)
Help insure the continuation of the profession!
Contribute to the Accounting Scholarship Endowment Fund and help provide an education to aspiring new CPAs. For an updated donor listing, CLICK HERE Donate to the CPAs Helping Schools initiative which supports Houston area schools PreK-12.