September Luncheon & Ethics Class 

Please join us for our September Luncheon & educational meeting.

11:00-11:30 New Member Orientation: How to get the most from your CFMA membership.  All members welcome!

11:30-1:00 How to Use a Private Exchange to Drive Your Human Capital Strategy

Is a “Private Exchange” right for my company?  Will we be able to stabilize our medical costs spending for the next 3-5 years with a “Private Exchange?  Please join us for a presentation that will help provide the facts that will help you answer the above question.

Instructor: John Delao C.P.A./Senior Vice President, Willis of Texas, Inc. 

CPE: 1 Credit Hour

1:00-4:30 TSBPA Board Approved Ethics Class

Learning Objectives

This course encourages open discussion of the Rules of Professional Conduct and their implications for persons in a variety of practices. This course will aid Texas CPAs in applying ethical judgment when interpreting the various standards and rules applicable to the practice of public accountancy within the state of Texas and encourage Texas CPAs to place primary importance in ethical decision making on public rather than self interest when evaluating their ethical decisions even at the loss of position or client. Upon completion of this course, Texas CPAs will have developed more than a technical understanding of the various applicable rules of professional conduct when involved in the performance of professional accounting services or work.

Instructor: Richard S. Mark, LLM, JD, CPA,  
Professor Mark, University of Texas at Arlington, teaches and conducts research in the area of corporate taxation and business entities.  He is a licensed attorney and certified financial analyst. He has served as a consultant and expert witness for the Internal Revenue Service and the Department of Justice as well as published various articles and reports for industry and government.

CPE: 4 Credit Hours

For those licensed CPAs in need of the 4 hour required ethics course, as a benefit to our members the local chapter will be offering this course for FREE.  Thanks again for your support!  We look forward to seeing you there.