February 2018 Meeting

Date: February 2, 2018
Location: University of Texas Dallas
Address: 800 West Campbell Road, Richardson, TX 75080
Time: 8:00am to 12:00pm (Morning Session) and 1:00pm to 5:00 pm (Afternoon Session)

Morning Session: 8:00 AM – 12:00 PM (Breakfast will be provided)

Registration cost for Morning Session only before January 26 : $35 – Members and $45 – Non Members

Registration cost for Morning Session only after January 26 : $45 – Members and $55 – Non Members

Meeting Title: Cultural Intelligence and Multi-Generational Workforce


Cultural Intelligence (CQ)

  • Understand the four domains of Cultural Intelligence:
    • CQ Drive
    • CQ Knowledge
    • CQ Strategy
    • CQ Action
  • Explore methodologies for developing your cultural intelligence.
  • Solidify the foundation of knowledge by performing a Team Case studies for cultural intelligence.
  • Explore and learn how to apply Hofstede’s Cultural Dimensions Theory through practical case studies
  • Learn how to work optimally with colleagues from different cultural backgrounds

Multi-Generational Workforce

  • Identify the four main generations in the current work force
    • Traditionalists
    • Baby Boomers
    • Generation X
    • Generation Y/Millennials
  • Learn what each generation values and how to bridge the gaps
  • Strategize the optimal way to communicate with each generation
  • Learn strategies to promote a mutually respectful workplace

Speaker: Jannies S. Burlingame, CPA, CRMA

About the Speaker: 

Jannies currently serves as the Executive Director of Internal Audit for Polaris Pharmaceutical Inc., a bio-pharmaceutical company specializing in cancer treatment drugs. She played a key role in achieving their Asia IPO by building their risk management framework from the ground up.  Her contributions resulted in reaching a successful level of regulatory compliance both domestically and internationally.

Jannies is also the Founder and Principal Consultant of SS&B Global Consulting Corporation, which specializes in delivering business solutions to Fortune 1000 Companies in the areas of risk and audit advisory. Throughout her collective 18+ year tenure in audit, Jannies worked in multiple industries, which includes Banking, High-Tech., Tele-communications, and Entertainment, either as a leader or key member of audit engagement team.

Jannies has traveled extensively throughout the United States, Europe, and Asia, engaging in multilingual audits. Over the last decade, she has also trained numerous global corporations on flowcharts, audit methodology, risk management, Sarbanes-Oxley/J-SOX, and Emotional Intelligence (EQ). She is passionate about educating her fellow auditors on how to develop their EQ skills to become more valuable team members and leaders.


No prerequisites required

CPEs Offered: 4 Hours Continuing Professional Education



Afternoon Session: 1:00 PM – 5:00 PM (Boxed lunch will be provided for attendees)

Registration cost for Afternoon Session only: $55 – Members and $65 – Non Members

Meeting Title: Ethics for Texas CPAs


Attendees will learn the following:

  • To educate licensees in ethics of professional accounting as Texas CPAs.
  • To convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
  • To assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.
  • To review and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices, including:
    • CPAs in client practice of public accountancy who perform attest and non-attest services.
    • CPAs employed in industry who provide internal accounting and auditing services.
    • CPAs employed in education or in government accounting or auditing.

Course description: A CPA is challenged in today’s work world to not only serve his/her client or employer but also to protect the public interest by ensuring that there is transparency in financial reporting or there is fair administration of the tax laws.  In balancing the two interests, a CPA may find him or herself in an ethical dilemma. This course covers not only basic ethical frameworks, but also specific rules governing CPA practice and responsibilities. It concludes with a section on how a CPA can put his or her ethics into action.

Speaker: Allison McLeod, LL.M., JD, CPA 

About the Speaker: 

    • Allison M. (Yee) McLeod, LL.M., JD, CPA, a full-time Senior Lecturer at the University of North Texas in Denton, Texas since 2010, has also served as an expert witness in multi-million dollar cases involving tax litigation and accounting malpractice. She is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993. She has presented ethics seminars across the nation for both CPAs and lawyers and has maintained a private practice specializing in Taxation for the past 25 years


No prerequisites required

CPEs Offered: 4 Hours Continuing Professional Education

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