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Bright Ideas CPA CPE Day Oct 20, 2020

Preservation Financial

Saturday, October 17, 2020 from 7:30 AM to 4:30 PM (CDT)

Bright Ideas CPA CPE Day Oct 20, 2020

Registration Information

Registration Type Sales End Price Fee Quantity
Early Registration   more info Not Started $50.00 $0.00
CPA Registration (to 9/19)   more info Not Started $60.00 $0.00
Late Registration (9/20 to 10/16)   more info Not Started $70.00 $0.00

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Event Details

Bright Ideas CPA CPE Day at Compass Church

Please join us for an informative CPA CPE Day on October 20, 2020. Get 8 hours of fascinating Continuing Professional Education including lunch and refreshments.

This day of CPE has many inspiring speakers who will help you gain insight into many areas of interest.  Each are leaders in their field. You don't want to miss this.  

Featured speakers and topics include Texas State Senator, Kelly Hancock, Chairman of the Business and Commerce Committee for the State of Texas.  We will also have an update on the new tax law, an economic update from the Dallas Federal Reserve Board, and more.  

Invite your CPA friends to join us for a fun day of high impact, low cost CPE. 

Seats are limited - so register now!  Each attendee must register individually in advance on this website. Full refunds are available up to October 16 so please register now to reserve your seat. A waiting list will be available if we are sold out. Advanced registration required. No registrations after October 16.  

Last year's Topics and Speakers    

New Tax Law Update (2 hrs) Annie Fairchild, CPA, A Fairchild, PC 
Texas/US Economic Update   Emily Kerr, Sr Economist, Federal Reserve Bank Dallas 
Texas Business Law Update  Kelly Hancock, Texas State Senator 
Retire on Purpose Tim Philpot, MBA, CPA, PFS, Preservation Financial
Mrs Renfro's Spicy Salsa Story Doug Renfro, President, Renfro Foods
Alliance Corridor Update  Charlie Campbell, CPA, CFO, Hillwood Development
Eithical Leadership Dr. Kimberly Cook, EdD, MBA, Texas Christian Univ.

Check-in at 7:30 AM with Breakfast Snack and Coffee

Objective: To update CPAs with broad current business topics such as tax, accounting, management, law, employment, government, economic and financial information. Basic level - No prerequisites or advanced preparation necessary.  CPE credit provided by Preservation Financial, CPE sponsor #9552, registered with the Texas State Board of Public Accountancy. This registration does not constitute an endorsement by the board as to the quality of the CPE program.  CPE credits are granted based on a 50-minute hour.  CPE Certificates will be sent to participants within 3 days by email. For CPE questions contact or (817) 285-7333. 


Preservation Financial Wealth Management is a full service financial services firm offering securities, retirement planning, annuities and insurance in Texas, not a CPA firm. Securities offered through Questar Capital Corporation (QCC), Member FINRA, SIPC. Advisory services offered though Questar Asset Management (QAM) A Registered Investment Advisor. Preservation Financial is independent of QCC and QAM

Have questions about Bright Ideas CPA CPE Day Oct 20, 2020? Contact Preservation Financial

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When & Where

Compass Church Roanoke
1101 TX-114 (west of Hwy 377)
Roanoke, TX 76262

Saturday, October 17, 2020 from 7:30 AM to 4:30 PM (CDT)

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Preservation Financial

Preservation Financial Wealth Management is a full service financial planning firm.  Not a CPA firm. 

Financial Advisors:

Tim Philpot, MBA, CPA, PFS  

David Schoening, MBA, CPA, CFP   

  Contact the Organizer

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