Conference Agenda

11th Annual Texas Conference

April 23-24, 2020

Norris Conference Center
9990 Richmond Ave., Suite 102
Houston, Texas 77042
Telephone 713-780-9300

Baymont Inn – Houston Westchase
2950 W Sam Houston Pkwy S
Houston, TX 77042
Telephone 713-782-1515
Hotel Registration Info

Register Now!

April 23 – Pre-Conference – 4 hours of CPE

Thursday Afternoon: 

1:00 pm – 5:00 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!”.

5:30 pm - 8:00 pm
Dallas Fort Worth Area Chapter Networking Happy Hour

April 24 – Conference – 8.0 hours of CPE

7:30 am – Check-in

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

8:10 am – 9:25 am Session 1 (1.5 hrs CPE)

Title: Digital Controllership Trends
Speaker: Ashley Gibson, CMA, CPA (Manager, Deloitte Advisory, IMA Global Board of Directors)



A Manager from Deloitte’s Center for Controllership™ share how “Digital Controllership” can harness innovation and technology to fundamentally transform the controllership role and add value to organizations. She will discuss controllership trends in the marketplace.

9:25 am – 9:55 am - Break

9:55 am – 11:10 am Session 2 (1.5 hrs CPE)

Title: Digital Age: Data Analytics
Speaker: Dennis Whitney, CMA (Senior Vice President, Certifications, Exams & Content Integration, Institute of Management Accountants


Advances in technology, particularly AI, RPA, and Blockchain, are having a significant impact on the nature of the management accounting profession. Management accountants can use this technology to their benefit if they develop the right skills. Data analytics and a strategic mindset are critically important skills that are in high demand. The presentation will define data analytics, explain ways that data analytics can create competitive advantage for both the company and the individual professional accountant. Topics covered include data governance, data mining, predictive modeling, and data visualization. I will also discuss how management accountants can build these skills.

11:10 am – 12:25 pm Lunch (announcements, booths open after IMA presentation)

IMA presentation by Jimmie Smith,  Former IMA Global Board Member

Booths open after presentation

12:25 pm – 1:40 pm Session 3 (1.5 hrs CPE)

Title: Cybersecurity & Data Privacy – Understanding the Risk and Tips for Mitigation
Speaker: Jeremy Price, Stinnett & Associates


Cyber incidents continue to increase in both scope and severity for large and small companies. The increasing severity and number of incidents in recent years has made it clear that companies without adequate protection systems are extremely vulnerable. The challenge companies face regarding cybersecurity is that the ever changing landscape makes it difficult for the non-technical employee to understand what they need to be concerned about when trying to protect their company against these threats. 

Stinnett is also seeing an increase in fraudulent activity around organizations’ processes which are involved with cash in and cash out of the business. Malicious threat actors are gaining access to corporate email systems through phishing campaigns, targeting employees with job responsibilities related to finance and accounting. Once access is gained, the hackers leverage the email access gained to communicate with customers and vendors with the intent of changing financial transaction origination and destination points ( bank account numbers, financial institutions). This leads to fraudulent transactions that are usually unrecoverable by the targeted organization.

This course will help the non-technical accountant understand and navigate how these threats are being performed and what they can do to help their companies protect against it. 

We will address the following areas related to increased cybersecurity risks:

  • Why should we be concerned with cybersecurity?
  • What are some key cybersecurity definitions?
  • What are some emerging cybersecurity trends and threats?
  • What happened with some recent high-profile cybersecurity attacks?
  • What are some cybersecurity roadblocks?
  • What are steps to evaluate your company’s cybersecurity risk level?
  • How can you take preventive measures and protect yourself and your company?

1:40 pm – 2:10 pm – Break and Sponsor Giveaways Awarded

2:10 pm – 3:50 pm Session 4 (2.0 hr CPE)

Title: Practical Ethics
Speaker: Danny Goldberg, CPA, CIA, CISA, CRISC, CRMA, CGMA (Partner, GoldSRD)
Area: Behavioral Ethics (Satisfies ethics requirement for CMAs)

Management Accountants are faced with complex decisions on a daily basis without realizing many of them are actually ethical dilemmas. Although values and ethical issues pervade all social studies, this course provides attendees with an opportunity to study these issues in greater depth. This course will provide attendees with a basic understanding of their ethical obligations as management accountants, as well as a framework for analyzing and managing complex ethical dilemmas that may arise in practice. This is a facilitated course with numerous group discussions and case studies where attendees can put into practice what is learned from the course.


  • Understand the basic definition of ethics, how to apply it and the difference between ethics and morals
  • Learn more about the ethical dilemmas we face in the workplace and how to handle them
  • Learn about four methods to resolve ethical dilemmas


3:50 pm – 4:05 pm - Break

4:05 pm – 5:20 pm Session 5 (1.5 hr CPE)

Title: Leadership, Controllership, Citizenship 
Speaker: Ron Forey

Area: Other

 5:20 pm – 5:30 pm - Closing remarks

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