2016 Austin CPA Chapter Awards Banquet & Scholarship Fundraiser

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Thursday, May 12, 2016
5:30 to 8:30 pm

Maggiano’s Little Italy
10910 Domain II Drive, Suite 100
Austin, Texas 78756

 Benefiting the
Austin CPA Chapter CPE Foundation Scholarship Fund
 Bette Williams Scholarship

Click here to register securely online
Tickets: $75/person
Walk-in space will be very limited so purchase early!

Reserve a table and save! Buy seven tickets and get one FREE:
$525 for a table of eight (8)
Please contact Kaira Tanwar to purchase tables.

Student/Candidate Members: You may purchase two tickets at $45 each.
Please call (512) 445-0044 since they cannot be purchased online.
Student/candidate tickets must be purchased by noon, Monday May 9, 2016
and will not be available at the door.

Each ticket includes pre-dinner networking and hors d’oeuvres, full family-style dinner and dessert, one hour of continuing education credit and networking.


Drum Roll, Please. And The Award Goes To…

Well, we can’t quite tell you yet, but if you want to find out who the big winners are, you must attend the Austin CPA Chapter Awards Banquet & Scholarship Fundraiser! Who knows? Perhaps you or one of your colleagues will be a recipient this year while we raise money for the Chapter’s scholarship fund.

This one-of-a-kind event encompasses aspects many professionals want out of an association: Networking, Continuing Education Credit, Community Involvement and Fun! At the same time, money is being raised to support the Austin Chapter TSCPA CPE Foundation Scholarship Fund.

Thank you to our sponsors for this event:

Maxwell, Locke & Ritter, LLP
Atchley & Associates, LLP
Bette Williams, CPA
Branch Banking & Trust Company
Donna & Royce Faulkner
Mike’s Print Shop
Morrison, Friedrich & Spinn, CPAs, LLC
Okafor & Associates, PC
Wiley CPAexcel
Faske Lay & Co, LLP

Please click here for a complete list of sponsors and their contact information.

If you’re interested in sponsoring this event, please click here for our Sponsorship Information Packet.

KEYNOTE SPEAKER: Our keynote speaker for this event is James (Jim) Kee, PhD, President and Chief Economist, Partner of South Texas Money Management, Ltd (STMM). Mr. Kee will present Understanding the U.S. and Global Economies
(A Handful of Things to Pay Attention To, a Truckload of Things to Ignore)

Course Description: This course will cover several powerful economic concepts and how they can be used to understand the U.S. and global economies and capital markets.
Course Objectives: To help participants understand the global economy now and in the future by learning a few basic concepts and how they apply under a variety of conditions.
Prerequisites: It would help if participants have a basic understanding of equity (stocks) and fixed income (bonds) securities.

Jim Kee, Ph.D. joined South Texas Money Management at the beginning of 2009 and serves as the Chief Economist. He was named President of the firm in April 2011. His expertise lies in combining top-down, macroeconomic insights with bottom-up stock selection tools. Dr. Kee works with both the investment research group and the investment advisors at STMM.

Prior to joining STMM, Dr. Kee was the HOLT global strategist for Credit Suisse in Chicago. At Credit Suisse, he produced timely investment advice for external clients and for internal investment and marketing teams. He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002. As a portfolio consultant, he worked with clients to identify strengths and weaknesses of equity holdings and to suggest alternative stocks and allocations.

Prior to joining HOLT, Dr. Kee was Vice President and Economist with H.C. Wainwright & Company, Economics, Inc., a Boston-based investment advisory service. At Wainwright, he regularly advised institutional chief investment officers, strategists, portfolio managers, and equity analysts.

Dr. Kee produced research under contract for the Institute for Research on the Economics of Taxation (IRET) and Polyconomics. He served on the board of directors for the Catholic Citizens of Illinois and has advised several non-profit organizations. He has taught courses in finance and economics at Wabash College and Auburn University. Dr. Kee also serves on the school council of the Archdiocese of San Antonio.

Dr. Kee has been nationally recognized for his views on investing and the economy. He has made appearances on FOX Business News and CNBC with Maria Bartiromo. He has also has been interviewed on radio programs such as Bloomberg Radio’s Taking Stock with Pimm Fox and MarketWatch Radio with Larry Kofsky. He is regularly cited by Bloomberg News, The Wall Street Journal, Barron’s, The Financial Times, CNN Money, US News and World Report, and other national and local media.

Dr. Kee has a B.A. in economics from St. Edward’s University (Austin), a Masters degree in economics from St. Mary’s University of San Antonio, and a Ph.D. in economics from Auburn University.


Event Agenda

5:30 to 6:30 pm
Pre-Dinner Networking, Hors D’oeuvres Served, Cash Bar

6:30 to 7:00 pm
Austin CPA Chapter Service Awards Announced

7:00 to 8:00 pm
Family-style Dinner is Served
Keynote Speaker, Jim Kee, PhD, Presents
Understanding the U.S. and Global Economies
(A Handful of Things to Pay Attention To, a Truckload of Things to Ignore)

8:00 to 8:30 pm
Post-Dinner Networking

Click here to register securely online
Tickets: $75/person

Reserve a table and save! Buy seven tickets and get one FREE:
$525 for a table of eight (8)
Please contact Kaira Tanwar to purchase tables.