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UTA Accounting Department CPE Day 2017

Speaker Bios and Materials


Time Location
Morning Registration and Breakfast - 7:30-8:30 Rosebud
Welcoming Remarks - 8:30-8:40 Rosebud
Morning Session Robert Kaplan
CPA, President, Dallas Federal Reserve
“Current Economic Conditions and Implications for Monetary Policy”
8:40 -9:30 Rosebud
Kellie Fischer
CFO, Texas Ranger Baseball Club
“New Ballpark – What? Why? Financial Keys”
9:40 - 10:30 Rosebud
Doug Renfro
President, Renfro Foods
“Financial Role in Building a Business from Local to Global”
(Learning Objectives, Presentation)
10:40 - 11:30 Rosebud
Buffet Lunch & Luncheon Speakers Jennifer Ho
Department Chair
“An Update on UTA Accounting Programs”
11:40 - 11:50 Bluebonnet
Sam Timothy
Chair, Accounting Advisory Board Alumni Relations Committee
“Fundraising Initiatives”
11:50 -12:00 Bluebonnet
Chandra Subramaniam
Interim Dean, College of Business University of Texas at Arlington
“Happenings at the College of Business”
12:00 -12:50 Bluebonnet
Afternoon Registration - 12:50 2nd Floor UC
Breakout Session I Richard Mark
CPA, JD, UTA Accounting Associate Professor
“Accounting Ethics”
(Learning Objectives, Presentation)
1:00 - 4:50 Rio Grande
Breakout Session II Ramesh Murthy
CPA, Senior Manager, Financial Accounting Advisory Services, EY
“New Revenue Recognition Topic”
1:00 - 1:50 Red River
Daryl Buck
CPA, National Managing Partner of Accounting Advisory Services, Grant Thornton
“Accounting for Leases and other Recent ASUs”
(Learning Objectives, Presentation)
2:00 - 2:50 Red River
Britney Harvey
CPA, Senior Manager, KPMG

“Data Analytics”
(Learning Objectives, Presentation)
3:00 - 3:50 Red River
Gary Tonniges
CPA, President, TriQuest Technologies, Inc.
“Outsourced IT Strategy”
(Learning Objectives, Presentation)
4:00 - 4:50 Red River
Breakout Session III Steve Litke
CPA, Partner, Blaines and Hightower
"Equity Crowdfunding for Texas Entrepreneurs and Small Businesses”
(Learning Objectives, Presentation)
1:00 - 1:50 Concho
John S. Repsis
CPA, JD, Internal Revenue Service (retired) Professor in Practice, UTA Department of Accounting
“Tax Update – Individual and Corporate”
(Learning Objectives, Presentation)
2:00 - 2:50 Concho
Rachel Ormsby
CPA, Audit Manager, BKD, LLP

Deborah Beams
CPA, Accounting and Auditing Assistant Director, BKD, LLP

“Common Financial Statement Errors for Not-for-Profit Entities”
(Learning Objectives, Presentation)
3:00 - 3:50 Concho
Brian Mitchell
CPA, International Tax Partner, Whitley Penn
“Tax Treaty Changes – What Does that Mean to the Common Person?”
4:00 - 4:50 Concho
Breakout Session IV Eugenio J. Alemán
PhD, Director/Senior Economist, Wells Fargo Securities
“Economic Update”
1:00 - 1:50 Guadalupe
Felix Lozano
CPA, Audit Partner, Whitley Penn
“Fraud Examination”
2:00 - 2:50 Guadalupe
Joshua Stone
RAS Group, Whitley Penn
“Credit Card Processing – Fraud, Certification, New Rules"
(Learning Objectives, Presentation)
3:00 - 3:50 Guadalupe
Charles Miller
JD, Attorney and Principle, Charles D. Miller, PC Business Law Senior Lecturer, UTA Department of Accounting
“Employment Law – Immigration, Discrimination Law Developments and Title IX"
(Learning Objectives, Presentation)
4:00 - 4:50 Guadalupe
Networking Happy Hour - 5:00 - 7:00 TBD