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After careful planning and collaboration with the Employee Benefit Plan Audit and Consulting niche team, PKF Texas hosted its first virtual Zoom webinar during the COVID-19 pandemic, “Retirement Plans: Navigating Recent Law Changes & Using Them to Your Advantage,” on June 25, 2020.

promotional image of Kristin Ryan, Carl Gillette and Brian Giovannini for a Zoom webinar about employee benefit plans during COVID-19 pandemic

The webinar featured Kristin Ryan, CPA, PKF Texas; Carl Gillette, Aon; and Brian Giovannini, Haynes and Boone, LLP, where they discussed:

  • Key provisions of the CARES Act, SECURE Act and other regulatory updates
  • Retirement plans design considerations and best practices
  • Implementation and potential roadblocks

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Continue Reading Recap: Retirement Plans: Navigating Recent Law Changes Zoom Webinar

There was a full house for our first employee benefit plan seminar of the year, “Engaging and Communicating with Your Employees,” on Thursday, February 6, 2020, featuring speaker, Monirah Bacnik, founder and CEO of brand28. Employee engagement is a universal topic companies and organizations want to address and improve, and Bacnik delivered an energetic and colorful presentation.

Bacnik focused on introducing and providing examples of effective communication strategies to engage a multi-generational workforce. She also provided an interactive workbook for attendees to follow along with her presentation, where they can fill in their personal thoughts and goals for employee engagement.

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Continue Reading Recap: Employee Engagement and Communication Strategies Seminar

We hosted our third not-for-profit seminar of 2019, “Nonprofit Governance & Risk Management,” on November 6th. It was a compelling topic to close the year! Our speaker was attorney Nicola Fuentes Toubia, whose work is dedicated to legal and tax issues facing nonprofits.

three rows of people sitting in chairs in an open room, facing towards two speakers and project screens for the seminar "nonprofit governance & risk management"

In her discussion, Toubia provided tips on better governance best practices and offered insight on various areas where organizations are susceptible to risk.

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Continue Reading Recap: Nonprofit Governance & Risk Management Seminar

The day began bright and early on Friday, September 27, 2019, with a breakfast panel at the Royal Sonesta, “What’s Next for Your Business: Transition Planning,” sponsored by PKF Texas and hosted by the Houston Business Journal (HBJ).

six American gentlemen standing in a line in front of tall posters for the Houston Business Journal and PKF Texas' transition planning panel breakfast event

The HBJ’s Market President and Publisher, Bob Charlet, moderated the panel, which included:

Because not every business sale is the same and has different working components, the panelists shared their knowledge and insights via anecdotes and personal accounts of trials and tribulations from past deals.

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Continue Reading Recap: Transition Planning Panel with the Houston Business Journal

Following our July 16th employee benefit plan seminar, PKF Texas hosted “Employee Health & Wellness: Using Data Analytics to Improve Employee Engagement, Productivity and Reduce Costs.” Audit Senior Manager, Kristin Ryan, CPA, moderated the panel, which included:

  • Rabih Suki, Founder, CEO and CSO, DHS Group, and
  • Lara Bunn, National Population Health Management Operations Leader, USI

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Continue Reading Recap: Employee Health & Wellness Seminar with DHS Group and USI

There was a full house at the PKF Texas office for our second not-for-profit seminar of the year, “2019 Accounting Updates and Changes for Not-for-Profits.” For this breakfast event, Audit Senior Manager and the face of PKF Texas’ not-for-profit team, Nicole Riley, CPA, CFE, discussed timely updates and changes organizations need to know.

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Continue Reading Recap: 2019 Accounting Updates and Changes for Not-for-Profits

PKF Texas officially hosted its first not-for-profit seminar of 2019, and it was a success! Despite the heavy storms in Houston the previous night, attendees found their way to PKF Texas’ office for the morning seminar.

This first of three seminars, titled “Empower Your Not-for-Profit Board Members and Inspire Leadership,” was presented by Dini Spheris…