Lone Star Conference

Scholarship Golf Tourn.

Legislative Issues

Regional Conferences

Building Profits


  1. September Luncheon

    Sep 18, 11:30 AM - 1:00 PM (CT)
    Irving, TX, United States
  2. Lone Star Conference

    Sep 25 - 26
    Round Rock, TX, United States



September 18, 2014

Monthly Luncheon, New Member Orientation & Ethics Class

11:00 am- 4:30 pm

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.


September 25-26, 2014

Lone Star Conference

La Frontera Marriott in Round Rock, Texas

Sponsorship Opportunities

The CFMA Lone Star Conference registration is now open!

Please join us September 25th and 26th 2014 in Round Rock, Texas for a two day conference that will be second to none! The conference will feature great speakers covering relevant topics, good food and a Texas sized party!

Click the links below to register for the conference and to book lodging at the Marriott-North Austin.

To register for the conference, use this link:


To book your hotel, use this link:

Book your group rate: Central Texas CFMA Conference >>


Connection Cafe

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    Job opening

    Posted in: DallasFt. Worth, ...

    Does any one know anywhere on the DFW CFMA page that job openings can be listed? We have a client searching for a CFO/Controller and I wanted to post the opening but don't know if there is a forum for that. I have seen the Career Center on the CFMA...

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    Health insurance waiting period

    Posted in: DallasFt. Worth, ...

    Could you please provide a short response to the number of days in your health insurance waiting period, if any? Thanks.

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    Maxwell Procontractor

    Posted in: DallasFt. Worth, ...

    We recently installed Maxwell Procontractor and would like to see if anyone is using it and happy. We are having major software problems and would like to speak with anyone else using the software to see if they are having some of the same issues.

Information regarding sponsorship opportunities... contact Charles Plumhoff


"We provide quality educational services and networking opportunities for our members, with a focus on providing value, wisdom, and information in a professional environment that is free of malice and competition among members." 


Sign up to Participate in the Chapter - Committees always welcome new participants. Many have on-going members who will continue to serve the chapter, but there is always room for another volunteer. Please choose a committee below that you would be willing to commit some time and energy to – most meet periodically for meetings that last no more than 2 hours, and all are FUN and INFORMATIVE. •Education – Plans Educational Events

  • Membership – Recruits and Retains Members
  • Program – Plans Meetings, Topics and Speakers
  • Awards – Recognition for outstanding achievement
  • Golf – Organizes the Golf Tournament
  • Communications – Monitors and updates social media websites as well as updates the new chapter site.
  • Scholarship – Administers and Awards Scholarships
  • Sponsorship –Seeks Sponsors  for Chapter Events
  • Community Service – Administers Community Related Events

To Get Involved: - Contact Kenni Dwyer