Russ: This is PKF Texas – Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m coming to you from the Gulf Coast Regional Family Forum. I’m with Del Walker, Tax Practice Leader at PKF Texas, and founding organizer of the forum. Del, great to have you.

Del: Russ, it’s always a pleasure, my friend. Always a pleasure.

Russ: We’ve completed now, your fourth, and this is my fourth interview with you after the completion.

Del: I know, and we are still so young, aren’t we?

Russ: That’s true, absolutely. But share your perspective from this 2019 version.

Del: We tried some things differently this year, a little bit. We’re always asking for feedback from our participants, and we’ve got some thoughts that were a little different than we’ve done in the past.

Continue Reading Gulf Coast Regional Family Forum 2019 Overview

In our continuing effort to help co-create solutions for business’ future, we offer the following ideas, insights and perspectives in the latest edition of the Leading Edge Digital Magazine. These thought leadership pieces are ready to be accessed any time, anywhere at LeadingEdgeMag.com/PKFTexas.

If you have topics you would like us to cover, contact us. As always, we enjoy receiving comments and feedback from our clients and the friends of our firm.

Continue Reading Winter 2019 Leading Edge Magazine is Now Live

The Greater Houston Partnership’s next Houston Young Professionals and Entrepreneurs (HYPE) event, “Explore Your Passion,” is coming up on February 20, 2019.

The event, sponsored by PKF Texas, is designed PechaKucha style where young professionals can meet, talk and interact with various not-for-profit and volunteer organizations. Young professionals will have the opportunity to network and find their purpose to make a difference in Houston – whether it’s in youth development, education, health, social services, crisis services, family services and more.

For more information and to register, visit www.houston.org.

Stay up to date with more Houston events at our website: www.PKFTexas.com/Calendar.

It was a full house at the PKF Texas office for the first official seminar of the year! We partnered with the Houston chapter of Financial Executives International (FEI) for this joint seminar.

Titled, “What’s Happening in the State of Capital Flow?,” the seminar hosted a panel of three speakers, moderated by PKF Texas Audit Director, Chip Schweiger, CPA, CGMA. Chip filled the hour with a compelling discussion between:

  • Michelle Lewis, Principal at CapStreet
  • Sammy Desai, Managing Director, Head of New York Investment Banking at Needham & Company
  • Alex Somers, Executive Director, Investment Banking at Tudor Pickering Holt & Co.

Every speaker offered their expertise and insight to the CFOs, controllers and other financial executives in the room about what’s going on in the public markets and the outlook for 2019. Topics discussed included non-traditional sources of capital, the exit environment when looking to IPO, impact of regulations on capital markets, the nature of buyers today, technology, cyber security and more.

For more information and to stay updated with future events, visit our website and subscribe: www.PKFTexas.com.

We are excited to announce we have a new Director joining our firm. His name is Matthew Goldston, CPA, CM&AA, CVA, and he is joining our Entrepreneurial Advisory Services team.

Matthew’s experience as a CFO includes leading multiple companies through transactions from mergers and acquisitions to integrations, spin-offs and successful exits. Additionally, he has extensive experience with growth consulting, audit and business valuation. In addition, he has served industries including manufacturing, technology, construction, industrial services and private equity.

“PKF Texas continually evaluates ways to further enhance our client service offerings,” said Byron Hebert, CPA, CTP, Chief Growth Officer. “With the experience Matt brings to the firm, we have added another layer to our ability to co-develop solutions with our clients who may be considering a transaction.”

To learn more about Matthew, visit our website!

Now that the new year has started, what’s next for Houston? The Greater Houston Partnership is hosting its first event of the year – its Annual Meeting – and is celebrating its 30th anniversary throughout 2019.

Current GHP Chair, Marc Watts, President of The Friedkin Group, will recap 2018 before passing the torch to the Partnership’s incoming Chair, Scott McClelland, President of H-E-B Food and Drug, and Partnership President and CEO, Bob Harvey, who will address the organization’s priorities moving forward for 2019.

This event is for GHP members only and will serve as an opportunity to network and learn what’s next for the city.

For more information and to register, visit www.houston.org.

We are excited to share two of PKF Texas’ Directors have been recognized within the Houston community and the accounting profession.

Chief Culture Officer and Audit Director, Sonia Freeman, CPA, was named as one of the Houston Business Journal’s “Women Who Mean Business.” She will be honored with the award on October 18, 2018 at the Hilton Americas-Houston, followed by a special edition of the HBJ weekly edition on October 19.

In addition, Entrepreneurial Advisory Services (EAS) Director, Danielle Supkis Cheek, CPA, CFE, CVA, was recognized by CPA Practice Advisor, as well as Accounting Today. CPA Practice Advisor named Supkis Cheek as a “40 Under 40” honoree, and Accounting Today named her as a “Top 100 People: Ones to Watch,” which landed her a featured spot at the top of the website’s home page.

As Sonia and Danielle continue to see success in their careers, they’re paving a prosperous career path for fellow team members at PKF Texas.

“Darn. I need that document, but I’m not at the office.”

That’s a phrase that is slowly phasing out.

cloud-based accounting

Over the years, the cloud has been on the rise with many people, as well as companies, making the transition to store physical content digitally. In addition to efforts of going paperless, the main appeal of cloud-based software is accessibility any- and everywhere.

Continue Reading Get Ahead in the Cloud

Most charitable not-for-profits have a never-ending need for volunteers. But finding new ones can be time-consuming — and volunteer searches aren’t always successful. Here are recruitment ideas that can help your not-for-profit.

Look Nearby
Is your not-for-profit familiar to businesses, residents and schools in the surrounding community? People often are drawn to volunteer because they learn of a worthwhile organization that’s located close to where they live or work.

Start to get to know your neighbors by performing an inventory of the surrounding area. Perhaps there’s a large apartment building you’ve never paid much attention to. Consider the people who live there to be potential volunteers. Likewise, if there’s an office building nearby, learn about the businesses that occupy it. Their employees might have skills, such as website design or bookkeeping experience, that perfectly match your volunteer opportunities.

Once you’ve identified some good outreach targets, mail or hand-deliver literature introducing your not-for-profit as a neighbor and describing your needs. Consider inviting your neighbors to a celebration or informational open house at your offices.

Fine-tune Your Pitch
By making your pitches as informative and compelling as possible, you’re more likely to inspire potential volunteers to action. Specifically, explain the:

  • Types of volunteer jobs currently available,
  • Skills most in demand,
  • Times when volunteers are needed, and
  • Rewards and challenges your volunteers might experience.

When possible, incorporate photographs of volunteers at work — along with their testimonials. And make it easy for people to take the next step by including your contact information or directing them to your website for an application.

Reach Out to Your Network
Develop a system for keeping those closest to your organization — major donors, board members and active volunteers — informed of your volunteer needs. These individuals often are influential in their communities, so a request from them is more likely to get people’s attention. They may even frame a request for assistance in the form of a challenge, with the solicitor being the first to volunteer their time or funds, of course.

Remain in Pursuit
No matter how precise or thorough your initial recruiting efforts, remember that one-time or sporadic efforts are insufficient to attract a steady supply of volunteers. To get the resources you need, make volunteer recruitment a continuous process that draws on several strategies.

In order to allow families and businesses to heal and recover after Hurricane Harvey, the 2017 Soiree is postponed until October 12, 2017.

 

Greater Houston Partnership’s premiere event of the season, the Soiree, is just around the corner. With the theme this year being “Houston and Beyond”, this event is sure to be out of this world. It will celebrate Houston’s interstellar legacy, the diversity of our global industries, and our future status as an innovative city propelling beyond barriers with advanced technology.

At this event, you will have the chance to mingle with Houston’s top business professionals in an upscale setting with food, drink, and conversation at the Hotel ZaZa.

Do you want to get involved? We don’t blame you! There are plenty of ways to access this VIP event while getting your company’s name out there. As the Menu Underwriter, PKF Texas knows the value of being involved in the Soiree! Take a look at the Soiree sponsorship opportunities or donate goods to the silent auction.