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Bright Ideas CPA CPE Day Oct 22, 2019

Preservation Financial

Tuesday, October 22, 2019 from 7:30 AM to 4:30 PM (CDT)

Bright Ideas CPA CPE Day Oct 22, 2019

Registration Information

Registration Type Sales End Price Fee Quantity
CPA Registration (to 9/22)
Registration includes lunch, refreshments and downloadable materials.
Sep 22, 2019 $60.00 $0.00
Late Registration (9/23 to 10/16)   more info Not Started $80.00 $0.00
Clients of Preservation Financial
All clients of Preservation Financial receive complimentary registration.
Oct 17, 2019 Free $0.00

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Event Details

Bright Ideas CPA CPE Day -

October 22, 2019

We are Sold Out, but please add yourself to the Wait List above. 

The wait list will put you in line for an open seat as we will have cancellations.     

Please join us for an informative CPA CPE Day on October 22, 2019. Get 8 hours of Continuing Professional Education including lunch and refreshments.


This day of CPE has many speakers who are leaders in their field with insight into many areas of interest.  


Featured speakers include Tarrant County Judge, Glen Whitley, CPA.  Meet Chris Poinsatte, CPA EVP, CFO of DFW Airport, and learn about the new F Terminal and other changes at DFW Airport. 


Learn the latest updates on the new tax law, the state of healthcare in DFW, and an economic update from the Federal Reserve.  Hear from Jim Elliott, Assistant Director of the Federal Trade Commission, and much, much more. 


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

Go to:


Seats are limited - so register now.  Each attendee may register individually in advance on this website. Full refunds are available up to October 15 so please register now to reserve your seat. A waiting list will be available if we are sold out.  No registrations after October 16.  


Topics and Speakers (tentative)  

Latest Tax Law Update Annie Fairchild, CPA
Tax Managed Investing Janelle Howell, Russell Investments
FRB Economic Update Emily Kerr, Sr Economist, Federal Reserve Bank Dallas
Tarrant County Update Tarrant County Judge Glen Whitley, CPA
Retirement Income Planning Tim Philpot, CPA/PFS, Preservation Financial 
Fraud Jim Elliott, Asst Director, Federal Trade Commission 
DFW Airport Update Chris Poinsatte, CPA EVP CFO, DFW Airport  Authority
DFW Healthcare Update Stephen Love, CEO, DFW Hospital Council


Objective: To update CPAs with broad current business topics such as tax, accounting, management, law, healthcare, 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.  

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


We are grateful for our sponsors, Russell Investments, TruChoice, and Preservation Financial Wealth Management... and for Compass Church for providing us with a wonderful facility.    

The Advisors of Preservation Financial Wealth Management, LLC offer an array of financial services including retirement planning, securities, annuities and insurance in Texas, not a CPA firm. (817) 285-7333 - 300 Main Street, Roanoke, TX 76262. 
Securities and investment advisory services offered through Woodbury Financial Services, Inc. member FINRA/SIPC. Woodbury Financial Services, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Woodbury Financial Services, Inc. 

Have questions about Bright Ideas CPA CPE Day Oct 22, 2019? Contact Preservation Financial

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When & Where

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

Tuesday, October 22, 2019 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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