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2017 Annual Meeting of Members Summary

June 30-July 1, 2017
Colorado Springs, Colo.

Immediate Past Chairman’s Presentation

2016-2017 Chairman Kathy Kapka, CPA CGMA-East Texas, highlighted the year’s activities and achievements. Immediate past Chairman's Report


New Chairman's Presentation

2017-2018 Chairman Jim Oliver, CPA CGMA-San Antonio, spoke about plans for the year. New Chairman Report.


Ethical Decision Making

Raising the bar in ethical decision-making was the topic of the presentation by Alfonzo Alexander, President of the Center for Public Trust and Chief Relationship Officer at the National Association of State Boards of Public Accountancy. Ethics presentation


Cyber Asset Protection

Cybersecurity: An 8-Point Checklist for Protecting Your Assets was presented by Dan Domagala, Technology Strategist at CPA firm EKS&H. Cybersecurity presentation


American Institute of CPAs

AICPA Vice President – Small Firms Carl Peterson, CPA, discussed the evolution of CPA firms and the forces driving change. AICPA presentation


What's Your Uber?

Tom Morrison, Chief Energy Officer at Tom Morrison Biz, spoke about the uberization of business and about maximizing member engagement. Morrison's presentation


Legislative Review

A look at TSCPA successes from the 2017 legislative session and a look ahead at sunset review were provided by Managing Director of Governmental Affairs John Sharbaugh. Legislative presentation


Affiliated Entities

Annual Meetings for the Accountancy Museum, CPE and Peer Assistance foundations were held. A presentation on behalf of the CPE Foundation was made by Dora Jean Dyson, CPA-Central Texas. Marjorie Nance, CPA-Dallas reported on the Peer Assistance Foundation and ACAN. An Accounting Education Foundation update was provided by Fred Timmons, CPA-San Antonio. Jesse Dominguez, CPA-Austin reported on CPA-PAC.

Accounting Education Foundation Report

CPA PAC Report

CPE Foundation Report

Peer Assistance


Treasurers’ Reports

Financial results for the year just ending were discussed by 2016-17 Treasurer, Jesse Dominguez, CPA-Austin. Financial Report

2017-18 Treasurer, Jerry Spence, CPA-Corpus Christi, presented the budget. Budget Report


Upcoming Meetings

The Midyear Board of Directors Meeting will be held in Corpus Christi Jan. 26-27, 2018. Preliminary meeting information

The La Cantera Resort at San Antonio is the site for the next Annual Meeting of Members and Board of Directors Meeting, June 29-30, 2018. Preliminary meeting information



The following members were formally recognized by TSCPA for their outstanding achievements: 

Meritorious Service Award
Willie Hornberger, CPA, JD-Dallas

Distinguished Public Service Award
Robert Edgar, CPA-Southeast Texas

Honorary Fellow
Jim Smith, CPA, CGMA-Dallas

Young CPA of the Year
Ricardo Colon, CPA, JD-Southeast Texas
Arturo Machado, CPA-San Antonio

Outstanding Committee Chair
Ken Horwitz, CPA, JD-Dallas
Relations with IRS
Josh LeBlanc, CPA-Southeast Texas

Outstanding Chapter
Group I – Southeast Texas
Josh LeBlanc CPA, President
Group II – El Paso
Terri Rutter CPA, President

Chairman’s Special Recognition
Ali Allie
Jennifer Johnson, CPA, CGMA-Dallas
Johnna McNeal, CPA-Fort Worth
Christi Mondrik, CPA, JD-Austin
TSCPA Website Task Force

50-Year Continuous FellowsView the list