About this event

Join colleagues from around the region for an informative, stimulating day of presentations on topics vital to financial and accounting management professionals.
  • Investment Update Cory Dowell, Bernstein Global Wealth Management
  • Sellers Beware: Nexus After the Wayfair Decision David Colmenero, Meadows Collier
  • Federal Tax Update Brad Goonan, BDO USA
  • Operational Challenges Related to Mergers and Acquisitions Patrick C. Smith, American Airlines
  • RIVIO Clearinghouse Brian Fox, Confirmation.com
  • Blockchain for the Financial Industry A panel discussion. Brittany George, Weaver; Gavin Fearey, Winstead; Nicki Holcombe, XRAM Capital; and Cole Davis, attorney
  • Business Intelligence and Analytics Renee Olvera and Mark Wills, Neeley School of Business, TCU
  • The Talent Driven Economy: Outlook, Trends and Best Practices Greg Marino, ADP

Fee $235 for members, FEI members and nonCPAs. $285 for CPAs who are not members of TSCPA. All TSCPA members qualify for the member rate; use "register as a guest" at right and choose TSCPA member rate. 

Learning Objectives

  • Be informed about the factors influencing the outlook for investment and economic growth in the US going forward
  • Learn how to evaluate sales tax nexus following a landmark US Supreme Court decision
  • Develop an understanding of the operational challenges corporate entities encounter in merger or acquisition transactions, and how those are overcome
  • Learn about the secure financial document exchange among firms, private businesses and third parties available through RIVIO, a service of CPA.com
  • Consider how applying blockchain technology can transform financial services processes
  • Learn how data analytics are being used to inspire and inform business decisions
  • Be informed about trends and the outlook for talent as a key component of business growth. 

Delivery Method Group live

CPE Credits: 8 CPE credits awarded in the topic areas: tax (technical, 2); information technology (technical, 2); economics (technical, 1); business management and organization (nontechnical, 3).

Level Update

Prerequisites/advance preparation No prerequisites and no advance preparation required.

Included in your registration Digital materials. Sodas, water, coffee and box lunch. Free parking; free wifi.

For lodging information at the conference location, click here. 

Contact cpeinfo@fortworthcpa.org

About our cancellation and refund policies and our authority to issue CPE.

Generous underwriting from our corporate sponsors

Member Registration Register as Guest

CFO Controllers Conference

Map to the event location

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