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.


Continue Reading Recap: Employee Engagement and Communication Strategies Seminar

Russ: This is the PKF Texas Entrepreneur’s Playbook. I’m Russ Capper, this week’s guest host, and I’m here once again with Kristin Ryan, Audit Senior Manager and one of the faces of PKF Texas’ employee benefit plan team. Kristin, welcome back to the Playbook.

Kristin: Thank you. Glad to be here.

Russ: Okay, so, I understand we’re going to talk today about the SECURE Act?

Kristin: That’s right. So, the SECURE Act has been a big buzz lately. It was signed on December 20th by the President, and the over-arching goal is to encourage participation in plans and retirement savings.

Russ: Well, I always think the way to encourage participation is have company matching funds. Is that right?


Continue Reading The SECURE Act – What You Need to Know

Jen: This is the PKF Texas Entrepreneur’s Playbook. I’m Jen Lemanski, and I’m back again with Kristin Ryan, an audit senior manager and one of the faces of PKF Texas’ Employee Benefit Plan team. Kristin, welcome back to the playbook.

Kristin: Good to be here.

Jen: So, we’ve talked about fiduciary responsibilities, but

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


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

As accountants and trusted business advisors, we enjoy working with you to co-create ideas and co-develop innovative solutions for your business. To supplement this, we also want to provide valuable information, including upcoming Houston events that we support, and think may be of interest to you.

  • KCA Houston Energy Breakfast
  • PKF Texas and Houston Business Journal
  • Client Exclusive – Employee Benefit Plan Seminar
  • Greater Houston Women’s Chamber of Commerce
  • National Association of Corporate Directors
  • Texas CPA Society – Houston Chapter

If you have questions about any event details or registration information, the organization-specific contacts are below. We hope to see you at any or all of these Houston events!


Continue Reading Mark Your Calendars! Upcoming September 2019 Houston Events…

In February 2017, the Financial Accounting Standards Board issued Accounting Standards Update No. 2017-06. The new standard clarifies the presentation requirement for master trust and requires more detailed disclosures of the Plan’s interest in the master trust. The update is effective for fiscal years beginning after December 15, 2016. Early adoption is permitted and is