2018 Accounting, Marketing & Customer Service Conference

The Westin Austin at the Domain | 11301 Domain Dr. | Austin, TX 78758

 

Wednesday, July 11

Noon
 Registration & Meeting Check-In Opens
Primrose Foyer C
1:00 - 1:15

Welcome
Weldon R. Gray, CPA
TSTCI CEO
Primrose C
CONCURRENT SESSIONS  
1:15 - 2:00 p.m.
ACCOUNTING

Ethics & Values for Texas CPAs and Accounting Professionals
Carolyn Conn, Ph.D., CPA, CFE 
Professor of Accounting, St. Edward’s University 
Primrose C

1:00 - 2:00 p.m.
MARKETING/
CUSTOMER SERVICE

Marketing Managed WIFI
Darren Archbold — Calix
Primrose B
2:00 - 3:00 p.m.
ACCOUNTING		 Ethics (continued)
Carolyn Conn, Ph.D., CPA, CFE
Primrose C
2:00 - 3:00 p.m.
MARKETING/
CUSTOMER SERVICE
 Bundles vs. Broadband Only — Discounts or what?!
Traci Brunner — John Staurulakis, Inc. 
Primrose B
3:00 - 3:15 p.m.     BREAK — Primrose Foyer C
3:15 - 5:00 p.m.
ACCOUNTING		 Ethics (continued)
Carolyn Conn, Ph.D., CPA, CFE
Primrose C
3:15 - 5:00 p.m. 
MARKETING/
CUSTOMER SERVICE

Marketing & Customer Service Round Table Discussion
Terry Wolfe — VTX1 Companies
Dee Dee Longenecker — Eastex Telephone Cooperative, Inc.
Andy Johns — WordSouth
Primrose B
 5:30 - 7:00 p.m. Welcome Reception (Casual Dress)

Private Dining Room/Bay III

 

Thursday, July 12

7:00 a.m. - 5:00 p.m. Registration — Primrose Foyer C
7:00 - 8:00 a.m. Breakfast — Primrose Foyer C
GENERAL SESSIONS  
8:00 - 8:15 a.m.

Welcome — Invocation and Opening Remarks
Weldon R. Gray, CPA
TSTCI CEO
Primrose C
8:15 - 9:15 a.m.

OPENING GENERAL SESSION
Transforming Customer Experience
Keynote Speaker: Aimee Lucas — Temkin Group
Primrose C
9:15 - 9:30 a.m. BREAK — Primrose Foyer C
9:30 - 10:15 a.m.

NECA Update — Rural Calls, Robo Calls and more...
Bob Gnapp — NECA
Primrose C
10:15 - 11:00 a.m.

Microsoft Office — Making your Life Easier
Todd McElmurry — Curtis Blakely & Co.
Primrose C
11:00 a.m. - Noon Fraud — The Battle to Detect and Prevent
Charley Albert, CPA — Curtis Blakely & Co.
Primrose C
Noon – 1:30 p.m. Lunch (on your own)
CONCURRENT SESSIONS  
1:30 - 2:15 p.m.
ACCOUNTING 

FASB Accounting Standards 
– Leases & Revenue Recognition
– A “How To” Discussion
Wade Wilson, CPA — Bolinger, Segars, Gilbert & Moss
Blake Lackey, CPA — Curtis Blakely & Co.
Primrose C
1:30 - 2:15 p.m.
MARKETING/
CUSTOMER SERVICE

Customer Experience — Customer Interface — Modernizing the
Application Process
Jennifer Logsdon — Centerra Corp
Plumeria
2:15 - 3:00 p.m.
ACCOUNTING		 Benchmarking / Financial State of the Industry
Sharon Minor, CPA — Moss Adams
Primrose C
2:15 - 3:00 p.m.
MARKETING/
CUSTOMER SERVICE

Regulatory Requirements / Disclosures / Terms of Service /
Web Pages / and More
Dodie North — GVNW
Plumeria
3:00 -3:15 p.m. BREAK — Primrose Foyer C
3:15 - 4:15 p.m.
ACCOUNTING

Tax Cuts and Jobs Act — Tax, Book and Regulatory Impacts
Chad Duval, CPA — Moss Adams
Primrose C
3:15 - 4:15 p.m.
MARKETING/
CUSTOMER SERVICE

Social Media — Managing Digital Marketing & Customer Service
Russell Kacer — YK Communications
Plumeria
4:15 - 5:00 p.m.
ACCOUNTING

401 K — ERISA Plan Sponsor Fiduciary Compliance
Mitchell McCoy, CPA — Curtis Blakely & Co.
Primrose C
4:15- 5:00 p.m.
MARKETING/
CUSTOMER SERVICE

Utilizing Your Data to Engage Your Customers
Kim Dudley — NISC 
Plumeria
7:30 p.m. — Arrival time at
optional excursion

Group Event — Esther’s Follies
525 East Sixth Street

 

Friday, July 13

7:00 - 11:30 a.m. Registration — Primrose Foyer C
7:00 - 8:00 a.m.
 Breakfast — Primrose Foyer C
GENERAL SESSIONS  
8:00 - 8:45 a.m. Cyber Security — Don’t Open That…!!! 
Clay Moreland — Bolinger, Segars, Gilbert & Moss
Primrose C
8:45 - 9:45 a.m.

Effective and Empathetic Communication in the Business World
Presenter: Jennifer Oswald — WE.MOXIE
Primrose C
9:45 - 10:00 a.m.

BREAK — Primrose Foyer C
10:00-10:45 a.m.

Ask a Millennial! 
Panel of Guest Millennials moderated by:
Andy Johns — WordSouth    
10:45 - 11:30 a.m.

Legislative & Regulatory Update
Weldon R. Gray, CPA — TSTCI CEO
Gary Smith — JSI
11:30 a.m.

Grand Prize Drawing
PAC Raffle Prize Drawing
Meeting Adjourns, Safe Travels

 

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