2020 TXCPA Austin Accounting & Finance Leaders Conference (Formerly CFO/Controllers Conference)

Loading Events
This event has passed.

The TXCPA Austin Accounting & Finance Leaders Conference, formerly the CFO/Controllers Conference, is an exciting event attracting financial decision-makers (CPAs and non-CPAs) from a broad range of companies and organizations throughout Central Texas. The conference is organized to cover eight topics in fast-paced, 50-minute presentations and it is one of the most highly rated conferences by participants every year. The 2019 conference hosted our largest audience to date and TXCPA Austin looks forward a record-setting attendance in 2020.

This year’s Accounting & Finance Leaders Conference will be held VIRTUALLY on Wednesday, September 23, 2020. As always, we will offer a variety of topics for eight hours of interesting and relevant continuing education.

Members & Non-CPA Staff:
Non-Member CPAs: $325
Students: $50 (Please contact Lucy Medrano to register)

This event is generously sponsored by:

TXCPA Austin is pleased to announce the below presenters and topics for this year’s event worth 8 hours of CPE credit. Partial credit will be awarded if any sessions are missed by the registrant.

Click here for the Conference Agenda

Managing Sales Tax Risks When Selling Outside Texas
Jimmy Martens, CPA & Attorney, Partner | Martens, Todd, Leonard & Ahlrich

Sales tax audit assessments often cripple viable businesses. Expanding into out-of-state markets compounds and complicates the attendant audit risks. Attend this session to learn the common issues and mistakes arising when businesses sell out-of-state and how best to manage those risks.

Equity Compensation: Things to Know
Chris Franco, CPA, Director of Treasury | NI
Adam Lindemuth, Sr Manager, Financial Reporting | NI
John Roiko, VP Finance & Chief Accounting Officer | NI
This session will provide accountants and other finance professionals with cross-functional insights related to the purpose, design, accounting and administration of equity compensation arrangements including:
• Background, history, and objectives of equity compensation arrangements
• Considerations related to plan design, administration, and accounting/reporting
• Recent trends in equity plan design

Changing Technology, Creative Disruption & the Accounting Profession: Thriving in an Automation Economy
Brian Terrell, CPA, CITP, Managing Partner | BTerrell Group
Whenever CPA thought leaders gather to discuss technology developments, a subset of Artificial Intelligence referred to as Robotic Process Automation is sure to be a topic of interest. Local, regional, and national accounting firms are deploying software “robots” to replicate the actions of a human to complete tasks across multiple computer systems. Brian Terrell, CPA and Managing Partner of BTerrell Group and the Chairman of the TXCPA Dallas Chapter’s Business and Industry Committee, will explain options on RPA adoption, how to advise clients on this exciting technology, and demonstrate several real life examples of a robot in action!

Avoiding Labor Pain – An Employment Law Update
Connie Cornell, Attorney, Partner | Cornell Smith Mierl Brutocao Burton, LLP
The past year has seen many changes in the employment law arena, and not just those relating to the COVID-19 Pandemic. The unwary employer can easily trip over an unknown compliance obligation. The key to avoiding a misstep is to familiarize yourself with the key changes and how they may impact your organization.

Five Diversity & Inclusion Leadership Strategies for EACH of Us
Lisa M. Ong, PCC, CPA, President & Founder | Wishing Out Loud LLC
Many leaders want to do more to create environments of diversity, equity, inclusion and belonging (DEIB) but do not know where to begin. Boards, investors, clients and employees are increasingly asking organizations for more transparency and accountability around their CEO Action Pledge and/or anti-racism statements, as well as their diversity and inclusion efforts. Join Lisa Ong as she shares five personal strategies individual leaders are taking within their own teams to be the change they wish to see. No matter where your organization is on the DEIB journey, you will find practical ideas and free resources you can immediately put into action.

Commercial Property & Casualty Insurance
Ron Hallmark, CIC, President |
Hibbs-Hallmark & Company Austin
This discussion is designed to explain the basics of commercial property and liability insurance (ABC’s of insurance coverage) and to help you apply those principles in the analysis of your own company’s risks and exposures with the end goal of protecting your assets and employees. Each of the primary coverages will be broken down in a way that will be easy to apply to the unique and specific needs of your business. Intertwined with the review of coverages will be a discussion of risk management and how the two go hand in hand.

Strategies For a Faster & More Accurate Close
Shivang Patel, Director of Solutions Engineering | FloQast
Join Shivang Patel, Director of Solutions Engineering of FloQast, as he shares best practices and strategies to speed and streamline your month-end close in a remote environment. You’ll learn tips and tricks to empower your staff to be more efficient without the need to micromanage. The learning objectives include:
• Improve team efficiency by connecting your people, process, documents and reconciliations
• Leverage the unique strengths of a multi-generational workplace with cloud-based tools
• Take advantage of new technologies that offer extraordinary efficiency gains.

Central Texas Businesses & the Economy Amid COVID-19
Laura Huffman, President & CEO | Greater Austin Chamber of Commerce
While Austin has been named one of the most recession-proof cities in America, we have still suffered tremendous losses at the hands of this pandemic. Some of our community’s most beloved restaurants have shut down permanently, and research shows that the majority of our live music venues may not survive past Halloween. Public health must be top of mind for us all during this pandemic, as following health officials’ advice is the best chance we have at helping our business community weather the storm.

If you have any questions, please contact Kaira Tanwar.