2016 Accounting & Marketing/Customer Service Conference

Preliminary Agenda

Wednesday, July 6
Noon  5 p.m. Registration
1 p.m. – 1:15 p.m. Welcome
Weldon R. Gray, CPA, TSTCI CEO
CONCURRENT SESSIONS  
1:15 p.m. – 2:15 p.m.
ACCOUNTING
Ethics & Values for Texas CPAs and Accounting 
Carolyn Conn, Ph.D., CPA, CFE, Professor of Accounting, St. Edward’s University
1:15 p.m. – 2:15 p.m.
MARKETING/
CUSTOMER SERVICE

Digital Marketing (Top 3 ways you may be screwing up your digital marketing.) 
Mark Fordice & Ashley Brown, Pivot Group, LLC

CONCURRENT SESSIONS
 
2:15 p.m. - 3:15 p.m.
ACCOUNTING
Ethics (continued) 
Carolyn Conn, Ph.D., CPA, CFE
2:15 p.m. - 3:15 p.m.
MARKETING/
CUSTOMER SERVICE

How to be a CSR for a Telecommunications Provider and How to Deal with Negative Customers
Jennifer Doss , GVNW

3:15 p.m. – 3:30 p.m. Break
CONCURRENT SESSIONS      
3:30 p.m. – 5 p.m.
ACCOUNTING
Ethics (continued) 
Carolyn Conn, Ph.D., CPA, CFE
3:30 p.m. – 4:30 p.m.
MARKETING/
CUSTOMER SERVICE             
“Customer Service + Marketing = SUCCESS!" 
Russell Kacer, YK Communications
 5:30 p.m. – 7 p.m.  Welcome Reception (Casual Dress)

 

Thursday, July 7
7 a.m. – 5 p.m. Registration
7 a.m. – 8 a.m. Breakfast
GENERAL SESSIONS  
8 a.m. – 8:05 a.m.

Welcome and Opening Remarks
Tim Humpert, TSTCI President
Weldon R. Gray, CPA, TSTCI CEO

8:05 a.m. – 9:30 a.m.

Opening General Session
How to Build a Better You

Bryan Dodge

9:30 a.m. – 9:45 a.m. Break
9:45 a.m. – 10:30 a.m.

Federal USF – 80,000 Ft. Overview
Gary Smith, JSI – John Staurulakis, Inc.

10:30 a.m. – 11:15 a.m.

State Sales Tax Review and Update 
Debbie Broyles, Curtis Blakely & Co., P.C.

11:15 a.m. – Noon Information Security 2016
Clay Moreland, Bolinger, Segars, Gilbert & Moss, LLP
Noon – 1 p.m. Lunch on your own
CONCURRENT SESSIONS  
1 p.m. – 2 p.m.
ACCOUNTING 
Advanced USF – Federal & State 
Chad Duval, Moss Adams, LLP
1 p.m. – 2 p.m.
MARKETING/
CUSTOMER SERVICE

Customer Experience (Dancing with data: 5 data pieces to improve your customer experience.
Mark Fordice & Ashley Brown, Pivot Group, LLC

CONCURRENT SESSIONS  
2 p.m. – 3 p.m.
ACCOUNTING
Revenue Recognition Accounting Standards What it means for your records.
Blake Lackey, Curtis Blakely & Co., P.C.
2 p.m. – 3 p.m.
MARKETING/
CUSTOMER SERVICE
Update on E-Rate and Lifeline
DeeDee Longenecker, JSI – John Staurulakis, Inc.
3 p.m. – 3:15 p.m. Break
CONCURRENT SESSIONS  
3:15 p.m. – 4:15 p.m.
ACCOUNTING

New FASB Lease Accounting Standards: Impacts on Both Lessors and Lessees
Wade Wilson, Bolinger, Segars, Gilbert & Moss, LLP                                         Nathen Paden, Bolinger, Segars, Gilbert & Moss, LLP 

 

 

3:15 p.m. – 4:15 p.m.
MARKETING/
CUSTOMER SERVICE

10 Quick Ideas for Successful Sales 
Jennifer Logsdon, Centerra Corp.

CONCURRENT SESSIONS  
4:15 p.m. – 5 p.m.
ACCOUNTING
Forecasting and Benchmarks – All you ever wanted to know
Sharon Minor, Moss Adams, LLP
4:15 p.m. – 5 p.m.
MARKETING/
CUSTOMER SERVICE
Marketing and Customer Service–Round Table Discussion
Toni Rivas, VTX1

 

Friday, July 8
7 a.m. – 11:30 a.m.

Registration

7 a.m. – 8 a.m.
Breakfast
GENERAL SESSIONS  
8 a.m. – 9 a.m.

FCC Tariff Options/Issues/Update             
Don Nowotny & Chad Duval, Moss Adams, LLP

9 a.m. – 9:45 a.m.

Excel Computer Stuff –  So That’s How You do That!
Todd McElmurry, Curtis Blakely & Co., P.C.

9:45 a.m. – 10 a.m.

Break

10 a.m. – 11 a.m.

The Best Industry in the World!
Tim Owens, Cronin

11 a.m. – 11:30 a.m.

Brief Legislative Update
Weldon R. Gray, TSTCI

11:30 a.m.

Grand Prize Drawing
PAC Raffle Prize Drawing

 11:45 a.m. Meeting Adjourns

 

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