IMA & TXCPA Alternative Events

Past Events

TXCPA - Finance Workshops
March & April 2022 (In-Person)

Earn CPE Hours with Goodman Financial

In Coordination with TXCPA Houston

NO COURSE FEES, COMPLIMENTARY BREAKFAST AND/OR LUNCH PROVIDED

Goodman Financial is excited to announce its 2022 CPE courses starting in March and continuing through June this year! Goodman Financial, a Diamond Corporate Sponsor and long-time supporter of TXCPA Houston, will be offering complimentary CPE courses on a variety of timely topics covering financial planning, tax and investment planning, risk management, and more! Goodman Financial's small, live venue provides a personalized educational and networking experience. With an array of topics to choose from, Goodman Financial’s team of knowledgeable and experienced speakers offer an insightful, in-person learning experience. Space is limited, so register today!

To register, click on the course registration button below the flyer.
These courses are free to attend, however, you MUST pre-register!
Members may earn 1-4 points towards towards the professional meeting category.
1-point per 2 Hours of CPE Credit will be awarded. Max 4 points.
Submit a copy of your CPE certificate to the president at uhclaa@gmail.com

If you are not already a TXCPA Student Member, we highly encourage you to join.
TXCPA Student Membership is FREE while enrolled at UHCL!

March 9, 2022 – 8 CPE hours

Financial Planning A to Z (8 Hours)

March 24, 2022 – 4 CPE hours

Financial Planning Roadmap (2 Hours)

Charitable Gifting & Giving Strategies (2 Hours)

April 5, 2022 – 2 CPE hours

Financial Planning & Investing 101 (2 Hours)

April 21, 2022 – 2 CPE hours

Tax Efficient Investing (2 Hours)

May 5, 2022 – 2 CPE hours

Reality-Based Investing (2 Hours)

Event Details

  • The workshop will be held at Goodman Financial, 5177 Richmond Ave. Ste. 700, Houston, TX 77056

  • No course fee

  • Complimentary breakfast and/or lunch will be provided

  • Attendees must arrive up to 30 minutes early for registration and refreshments

  • Note there is limited capacity - registration is required

  • Complimentary parking

If you have any questions, please contact cpe@txcpahouston.cpa or call 713-622-7733.

TXCPA Student Auxiliary

Friday, March 25 | 6 - 8 p.m. | Virtual Event

TekTok: Tech Innovation in Accounting - HOZSA0325

Pre-registration required | TXCPA will e-mail you a link to join the fireside chat via Zoom.

Is it as simple as pressing a button? Can a line of code replace an accountant? How does blockchain affect traditional CPA professions? The Student Auxiliary asks the tough questions of these technology experts to show us the resulting potential career trajectories.

Panelists:

  • Shehan Chandrasekera, CPA – CoinTracker, Head of Strategy – Tax; Column Tax, Co-founder; Forbes, Crypto Tax Analyst

  • Bryan Morgan Jr., CPA – PwC Labs San Antonio, Low Code Services Senior Associate

  • Donny Shimamoto, CPA, CITP, CGMA – IntrapriseTechKnowlogies LLC, Managing Director

Members must submit a screenshot of the zoom meeting and a 250 word discussion summary.1 point toward Professional Meetings category

TXCPA Student Auxiliary Event (Zoom)

Friday, March 4 | 6 - 8 p.m.

Pre-registration required | TXCPA will e-mail you a link to join the fireside chat via Zoom.

CPAs in Real Life: Fact or Fiction?- HOZSA0304

Do CPAs always get free lunch? Are CPAs always crunching the numbers and doing peoples' taxes? Let’s quash some myths and find out what a day in the life of a CPA really looks like. Professionals include the current TXCPA Houston President and two Past Presidents. This is one talk you don’t want to miss!

Fireside Chat:

  • Sheila Enriquez, CPA, JD – Crowe LLP, Partner, and Texas Market Leader

  • Kelly Hunter, CPA – Fitts, Roberts, Kolkhorst & Co., Managing Shareholder

  • Darrell Groves, CPA, CFE, CGMA – DWG CPA PLLC, Managing Director

Members must submit a screenshot of the zoom meeting and a 250 word discussion summary.1 point toward Professional Meetings category