November Meeting
Tuesday the 16th
CityPlace Conference Center
Lunch Meeting 12:00pm
Registration begins at 11:30am
Achieving Success and Efficiency
in the Workplace
Joanne W. Hix, Southwest Airlines
This motivating topic will provide insight on how a Southwest
Airlines executive gives new perspectives on how to benefit from
opportunities that we all encounter.
Some of the issues that will be discussed in this presentation
include:
How to Achieve Prosperity / Success
- Opportunities for Flexibility
- Opportunity for Change
- Opportunity for Growth
Opportunities for Internal Controls
- Communication with Employees
- Technology
- Managing Costs
Joanne W. Hix is currently employed at Southwest Airlines,
in the Corporate Project Management Office, assigned to the Airport
Security Team. As Manager – General Office Solutions & Services,
Desktop Applications Team, she restructured the team and implemented
new policies and procedures to increase productivity and improve
Customer Service.
Joanne has a BA in Business Administration and an MBA in Business
Management from Dallas Baptist University. After completing her MBA in
1999, she returned as an adjunct professor in May 2000. In April 2002,
Joanne received the “Outstanding Adjunct Business Professor of the
Year” award. She is a motivational speaker at various corporations and
special events and a participant in the Southwest Airlines Speaker’s
Bureau.
Make your Reservation On line!
Pre-Meeting 10:30am
Keeping a Pulse on your Sale/Use Tax Process:
What is your Sales/Use Tax Audit Exposure?
Terrell Davis, Davis & Davis
State and local taxing authorities have intensified their efforts
to generate tax revenues through conducting more sales/use tax audits,
with Texas being a major leader and model for other state and local
jurisdictions sales/use tax programs. Companies whose tax compliance
efforts were limited to income tax compliance are finding themselves
subject to huge sales/use tax audit assessments, along with the
related penalties and interest resulting from non-compliance. Many
companies are unprepared to handle a sales/use tax audit of their
company. Join Terrell Davis as he discusses the benefits of conducting
an internal audit of your sales/uses tax process in order to minimize
sales/use tax audit exposure.
Terrell Davis is a founding partner of Davis & Davis
Professional Services Firm LLC where he serves as the sales/use tax
subject-matter expert and manages sales/use tax engagements. His
responsibilities include representing clients under sales/use tax
audit, conducting pre-audit reviews to identify areas of audit
sales/use tax exposure, conducting accounts payable reviews to
identify areas of overpayment in order to obtain sales/use tax refunds
on behalf of clients.
Terrell was formerly employed by the Texas Comptroller of Public
Accounts where he served as a sales/use tax auditor for two years
(1996 – 1998). Terrell’s Texas sales/use tax audit experience included
audits in such industries as manufacturing, contractors, automotive,
retail, taxable services and restaurants.
In 1998, Terrell joined PricewaterhouseCoopers’ State Tax
Consulting practice where he represented clients under sales/use tax
audit. He also conducted reverse audits to offset sales/use tax audit
assessments, and to obtain multi-state sales/use tax refunds on behalf
of clients. Terrell’s consulting experience included engagements with
Fortune 500 companies in manufacturing, aviation, catering, technology
industries, retail and other taxable services. Terrell also led teams
of consultants in filing sales/use tax registrations in over 200
taxing jurisdictions, including Texas, and in preparation the
sales/use tax returns for those jurisdictions on a monthly basis. His
experience also includes drafting voluntary disclosure agreements in
multiple states, including Texas, for companies where sales/use tax
audit exposure was previously identified. Terrell also prepared
sales/use decision matrices for clients to use in making sales/use tax
taxability decisions in order to minimize audit exposure.
In 2000, Terrell moved into PricewaterhouseCoopers’ Tax Technology
Consulting group where he served as a sale/use tax
subject-matter-expert in developing multi-state sales/use tax
exemption management software, which addressed all sales/use tax
exemptions in all states. In addition, Terrell was responsible for
gathering business requirements for implementation of tax software.
In October of 2001, Terrell & Chanel Christoff Davis combined over
16 years of experience in Sales and Use Tax Consulting, Financial &
Operational Audit, and Project Management, in both Big 4 tax and
industry to form Davis & Davis Professional Services Firm LLC. Terrell
& Chanel have delivered process improvements and tax savings
distinguishing themselves as experts in their respective fields. Visit
them on the Web at:
www.davisanddavisLLC.com.
Make your Reservation On line!
Post-Meeting 1:30pm
Building Effective Anti-Fraud Controls
Jeffrey G. Matthews, CPA, CFE
Director of Forensic and Investigative Advisory Services, Grant
Thornton
Jeff highlights various means of improving corporate integrity
through the development of anti-fraud programs and controls. Jeff will
focus on common issues facing control environments, and provide
valuable assistance in compiling your risk assessment.
Jeffrey G. Matthews has worked as a criminal investigator,
an auditor in charge, and a forensic project manager for corporations
as well as state, local and federal government. Jeff has extensive
experience in complex financial investigations, forensic accounting,
and litigation support, and has also conducted and assisted in a
variety of cases relating to computer evidence recovery and analysis.
He has investigated and provided oversight for investigations of
federal and state criminal violations including money laundering,
conspiracy, bank fraud, payroll fraud, breach of fiduciary duty and
bankruptcy. Most recently, Jeff has been extensively involved in
assisting organizations in addressing Sarbanes-Oxley issues.
Make your Reservation On line!
 
This meeting is being held at
CityPlace Conference Center
2711 North Haskell Street
Dallas, Texas 75204 |
