TXCPA Austin Accounting & Finance Leaders Conference 2023

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 Texas. The conference is organized to cover the hottest topics in fast-paced, interactive sessions and it is one of the most highly rated events by attendees every year, and we are going hybrid this year!

For the first time the Accounting and Finance Leaders Conference will be offered both in-person and virtually for attendees! Attendees have the option to attend the conference in-person at UT Commons Conference Center or can connect online from their office or the comfort of their own home.

Session Schedule:

7:30 am: Registration Open and Breakfast Available

8:30 am: Opening Remarks

8:35 am: Economic Update, presented by Mark Sprague, Independence Title

9:25 am: Retirement Planning and SECURE 2.0, presented by Guy Draper, Grace Lane Financial Partners

10:15 am: Morning Break

10:30 am: Stacking Security – How Can I Best Protect my Critical Data, presented by Mandy Andress, CISO, Elastic
Our data feels more insecure than ever. Hear about the current trends and threats companies are facing today and some practices that can help protect you. A few good habits go a very long way.

11:20 am: Federal Tax Controversy Hot Topics: The Latest IRS Developments for Accounting and Finance Leaders, presented by Christi Mondrik, CPA, Esq., TBLS Certified – Tax Law, Principal Attorney, Mondrik & Associates
The IRS has received additional funding and hired more staff. Treasury has amended regulations for partnership audits and other proceedings. This session should address issues accounting and finance leaders need to bear in mind while preparing for IRS audits and examinations.

12:15 pm: Lunch

12:50 pm: Employment Law & Tax Updates for Remote Work, presented by Scott Brutocao and Andrew Broadaway, Cornell Smith Mierl Brutocao Burton, LLP

2:30 pm: Afternoon Break

2:45 pm: Introduction to Power BI, Tracie L. Miller, PhD, CPA, Franklin University
In this hands on session, you will learn how to build basic dashboards in Microsoft Power BI. This session will provide an overview of the software and how it compares to other data visualization tools. Then, we’ll dive into the hands on portion where you will learn how to import data, clean and format data, and create basic visualizations. Bring your Windows-based laptop and be prepared for a fun session!

4:25 pm: Closing Remarks

Attendance all day earns 8 CPE hours!