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REGISTRATION CLOSED – WEBINAR: 2020 Member Appreciation Day

June 26, 2020 @ 8:00 am - 4:10 pm Online $75

COURSE # 2020062608
Various Speakers
8 CE hours


2020 Member Appreciation Day (MAD) takes place on Friday, June 26, 2020, and features eight hours of CPE designed to appeal to a broad range of our CPA members.

To comply with current local, state and federal guideline regarding social distancing and gathering size, MAD has now been moved to a virtual format. We care about your health and safety and hope you will find this new experience beneficial.

*The $75 registration fee is contingent on the status of your membership in the San Antonio Chapter as of June 2020; dues invoices have been e-mailed or mailed to current members as of late April. If you have not received your invoice, please contact TXCPA Member Services at 1-800-428-0272.

​Only current 2020-2021 TXCPA-SA CPA members are eligible to attend Member Appreciation Day. Any non-members/non-current members who register will have the option of paying 2020 -2021 dues or receiving a refund of the MAD registration fee less a 10-percent administrative fee.


Topics at MAD include:

Economic Update Keith Phillips, Assistant VP, Federal Reserve Bank of Dallas  (1-hr)
The COVID-19 pandemic hit the economy hard from mid-March through at least mid-April. As states began to reopen in late April to early May, data from small businesses showed some renewed hiring yet broader surveys of economic activity suggested continued declines in May. May labor market data, however, surprised most economists with a bounce back in jobs and a decline in the unemployment rate. Texas, with a similar share of jobs in hard hit industries and a similar recent decline in social distancing, likely followed national patterns in May. Now that we likely have hit the bottom, how fast will the bounce back be and how long until we reach previous levels? Keith Phillips will look though the clouded outlook to see what trends emerge as the most likely and how Texas might differ from the national average.

COURSE HANDOUT: Economic Update (Phillips)
SPEAKER BIO: Phillips, Keith


Top Legal Traps for Opening Your Business in a Pandemic Chamberlain Hrdlicka – 4 speakers  (2-hr)

Federal  & State Guidance to Reopen Businesses – Diana Gomez, Shareholder, Labor & Employment Litigation, Chamberlain Hrdlicka Attorneys at Law
In light of COVID-19, a number of government agencies, including the Texas Department of State Health Services, Centers for Disease Control and Prevention, Equal Employment Opportunity Commission, and Department of Labor have issued guidance to employers on compliance with federal laws and regulations.  This presentation provides an overview of that guidance for reopening your business.

PPP Loan Forgiveness Guidance – Amy Moss, Shareholder, Corporate, Securities & Finance, Chamberlain Hrdlicka Attorneys at Law
“Overview of the Paycheck Protection Loan Program forgiveness features with practical guidance for completing the forgiveness application and updates on current legislation surrounding the program.”

HIPAA Privacy Rule & COVID-19, Joshua Sutin, Shareholder, Employee Benefits & Executive Compensation, Chamberlain Hrdlicka Attorneys at Law
“Review of most recent changes impacting employee benefit plans due to opening up a business in a pandemic environment.  This segment will give practical advice to plan sponsors on how to deal with employee benefit plans that help your business open up during COVID-19 and comply with or utilize new guidance coming from IRS, DOL, HHS and more.”

Business Interruption Insurance & COVID-19’s Impact on Business Contracts – Justin VandenBout, Shareholder, Commercial Litigation, Chamberlain Hrdlicka Attorneys at Law
This presentation details the ways in which a company’s contracts, including its insurance program, may provide an avenue to recover losses sustained due to COVID-19. The presentation will include a comprehensive overview of the key insurance issues facing businesses that have sustained COVID-19 losses, including but not limited to business interruption coverage, civil authority coverage, and the impact a PPP Loan may have on your ability to also recover insurance proceeds. In addition, the presentation will detail recent litigation trends, including whether COVID-19 can serve as an excuse for non-compliance by either your company or one of your customer’s under existing contracts that have been impacted by COVID-19. Lastly, the presentation will provide tips regarding how to structure your business contracts, including insurance program, to better protect against these types of risks in the future.

Due to the changing nature of the content of this presentation and the laws included in the review, there will be no handouts.


SPEAKER BIOS: Sutin, Joshua; Gomez, Diana; Moss, Amy; VandenBout, Justin


Digital Fitness: Up-Skilling the Future Workforce Michael Spaniol, CPA, Director, PWC and Omar Moreno, CPA, Manager, PwC  (1-hr)
With the overnight shift to remote working and limited employment models, the world needs new skills now more than ever to improve the ways of working and help to modernize the workforce. The need to up-skill for a digital world, however, has shown that much of the learning programs organizations invest in aren’t meeting objectives. Through sharing the PwC Digital Story and the Digital Fitness App (DFA), we will discuss ways to ways to kick-start workplace curiosity in order to develop a shared baseline of digital understanding across the organization and transform it to be digitally “fit!” Join Michael and Omar to
– gain a further understanding of what digital fitness means and
how individuals and organizations can cultivate a digitally “fit”
– learn how organizations can implement or further their digital
up-skilling strategy
– learn how the PwC Digital Fitness Application, as one example,
can enable users to assess, learn, and grow their digital acumen

PwC has recently given broad access to their Digital Fitness App (DFA) which will not only help you to increase your digital fluency through an individualized learning path on your mobile device, but it also includes content around business considerations, self-care tips, eLearning for kids, career development guidance, etc.  As a part of their presentation on Friday, PwC will be going over the DFA in detail and there is no requirement to download the app as part of the presentation but rather to give everyone a head start on your digital journey. After completing the log-in instructions and assessment your DFA score will unlock a feed of easily consumable bites of content curated to your needs. On average, learning artifacts take 3-5 minutes to consume. You have a variety of options for how you consume content: read/watch/listen to articles, videos, or podcasts! You choose!  The DFA is just the beginning of our collective journey toward improving digital agility, and the app provides plenty of learning resources to help you further develop yourself on a variety of digital topics.
Instructions to access the DFA attached below!

COURSE MATERIALS: Digital Fitness App Download Instructions
SPEAKER BIOS: Spaniol, Michael & Moreno, Omar

What Just Happened: Finding Our Footing in the Waters of a Pandemic – Debbie Roos, Owner, Simply People (1-hr) Unprecedented times – that’s what everyone is calling them. No history books, management theories or models exist to lay a clear path for leaders to lead or followers to follow. Businesses have spent the last several months reacting and responding at a breakneck pace, scrambling to serve customers, make payroll, and stay solvent. At 90+-days into the US-based pandemic, we pause to look at some less obvious organizational impacts this crisis has had as well as some possible opportunities as businesses regain their footing in the COVID-19 era. In particular, this seminar will cover
• the emotional impact of COVID-19 on employees and the
implication to business
• the rise and role of distanced work arrangements and the
implication to business
• the function of entrepreneurism and the implication to business
Join Debbie to
• understand the human element of managing this crisis and its
relationship to performance
• identify instances in your own environment where intentional
attention to people could be helpful as they transition through
the COVID-19 experience
• re-frame some challenges encountered with COVID-19 into
people-centric opportunities.

COURSE MATERIALS: What Just Happened to Us: Finding Our Footing in the Waters of a Pandemic
SPEAKER BIO: Roos, Debbie


CARES Act Update Blaise Bender, JD, CPA  (2-hr)
This seminar will provide a tax update on the Coronavirus Aid, Relief and Economic Security (CARES) Act signed into law on March 27, 2020 in response to the COVID – 19 pandemic. The session will discuss tax relief to Individuals, Businesses and Estates and Gifts. Tax practice procedural modifications will be reviewed. Tax issues to be discussed include the following
Individual Taxpayer Relief
*taxpayer filing deadlines
*tax credits allowed for 2020
*waiver of Required Minimum Distributions for 2020
*eligible rollover distributions and penalty relief
*temporary limit on plan loans
*excluded education payments paid by employers
*expansion of definition of qualified medical expenses
*chargeable contribution deductions in 2020
*modification of excess business loss
Business Relief
*technical correction regarding bonus depreciation on qualified *property improvement
*corporate charitable deductions relief
*paid sick leave credit
*employee retention credit
*delay of payment of payroll taxes
*revised Form 941
*interest expense deductibility
*corporate minimum tax acceleration
*temporary repeal of taxable income on NOLs
*Paycheck Protection Program
*accounting for funds
*likeliness of continuation
*forgiveness of debt: tax and non-tax issues and newly required
*current controversy on deduction of expenses associated with
PPP funds
The session will also discuss tax relief for estates and gifts and will conclude with Texas tax relief for businesses associated with

CARES ACT Update – REVISED 6.16.20
SPEAKER BIO: Bender, Blaise bio


Cyber Security for the Remote Workplace – Garrett Wagner, CPA, CITP, CEO/Founder, C3 Evolution Group  (1-hr)
Now that everyone was forced to work remote overnight, what does it look like, how do you do it, and most importantly, how do you makes sure your organization and data stay secure. In this session, we will dive into the major cyber security concerns when working remotely, best practices, and hidden issues that can do you in. Now that you have ensured your data is protected learn key tips to work remotely with your team to keep everything running smoothly and your team engaged on a virtual world.

COURSE MATERIALS: Cyber security updated
SPEAKER BIOS: Wagner, Garrett; Brunsman, Joseph


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June 26, 2020
8:00 am - 4:10 pm
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Various Speakers