Conference Agenda

Everything Counts!
9th Annual Texas Conference

April 26-27, 2018

April 26 – Pre-Conference – 4 hours of CPE

12:30 pm – 4:30 pm

Title: Power Excel
Speaker: Bill Jelen
CPE: 4 hours
Area: Other

You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? Learn cool secrets and tricks lurking on the Data menu. Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!). Create slick charts in a single button click. Add thousands of subtotals in seconds. Don’t be tortured by bad data any longer. See new features such as Power Pivot and Excel for the iPad.

Participants in the session will receive a copy of Jelen’s book, MrExcel LIVe - 54 Greatest Excel Tips of All Time, a book written to accompany the live seminar.

Jelen loves new questions and will incorporate them in the seminar. Send your Excel questions in advance via e-mail or bring them to the seminar.

Jelen promises, “If you use Excel 20 hours per week, you will save 50 hours each year by attending this seminar!”.

April 27 – Conference – 8.0 hours of CPE

7:30 am – Check-in

8:00 am – 8:10 am - Welcome, Day Overview, Safety

8:10 am – 9:50 am (2.0 hrs CPE)

Title: Lessons from Enron
Speaker: Mike Anderson

Area: Other (Note: Fulfills CMA Ethics Requirement – non-technical CPE for Texas CPAs)


Through participation in this course, participants will:

  • Analyze ethics at Enron as defined by Enron’s executive management.
  • Discuss how an unethical and dishonest culture permeated Enron, including its finance and accounting functions.
  • A systematic review of how the FBI conducted the most complex white collar crime investigation in its history.
  • A review Enron’s lasting impact on business.

9:50 am – 10:10 am - Break

10:10 am – 11:30 am (1.5 hrs CPE)

Title: What You Should Know About Cybersecurity
Speaker: Ted Swailes,  Swailes & Company, Inc.

Area: Advisory Services


11:30 am – 12:45 pm Lunch

IMA presentation by Jimmie Smith,  IMA Global Board Member

Booths open after presentation

12:45 pm – 2:00 pm (1.5 hrs CPE)

Title: Financial Planning, Budgeting and Forecasting Best Practices
Speaker: Adrien Dubourg, CMA, CPA, The Hackett Group

Area: Advisory Services

During this session, we will discuss best practices for Financial Planning, Budgeting and Forecasting

2:00 pm – 2:30 pm – Break and Sponsor Giveaways Awarded

2:30 pm – 3:45 pm (1.5 hr CPE)

Title: Mergers and Acquisitions
Speaker: Alex Eng, IMA Global Chair
Area: Advisory Services

3:45 pm – 4:00 pm - Break

4:00 pm – 5:15 pm (1.5 hr CPE)

Title: Advancing the Organization and Your Career
Bud Kulesza, CMA, CFM “The Man of Many Hats”
Area: Other

Your future and that of your organization is dependent upon the influence you exert. The more value you add the greater your influence, regardless for your position within the company. This session discloses what you need to do to be an effective influential business partner by establishing credibility through the practice of managerial accounting concepts that define us as adding value. The result is both the organization and our personal careers advance.

After this session attendees will be able to:

 1. Identify opportunities to “increase their influence” and that of the Finance organization as they make their organization more competitive

 2 “Increase the bottom line” of their organizations through the Practice of Management Accounting

 3.” Recognize opportunities for advancement” in a flattened corporate structure

5:15 pm – 6:00 pm


Note: No advanced preparation is needed for any of the program sessions. The level for all sessions is basic/intermediate.