Events

Here's what's happening at M&J!

March 14, 2011
Galleria Chamber of Commerce, New member orientation (at the MJ/MJLM office).

April 9, 2011
Harris County Medical Forum Business Expo 2011.

April 14, 2011
TIAA CREF Annual Forum
Speaker: MJ Partner Rance Buss
Topic: Employee Benefit Plans Annual Update

May 3, 2011
BKR International | America's Conference
Speaker: MJ Partner Rance Buss
Topic: Annual Update for Employee Benefit Plans

May 4, 2011
Mayer Hoffman McCann PC Annual Conference
Speaker: MJ Partner Rance Buss
Topic: Annual Update for Employee Benefit Plans

May 5, 2011
Galleria Chamber of Commerce, Breakfast Networker
Speaker: MJ Partner Ed Hlousek

May 9-10th, 2011
DFW Minority Supplier Development Council, ACCESS 2011 Expo
MJLM exhibiting

May 17-19, 2011
EEI Supplier Diversity Conference

May 23, 2011
Houston Society of CPAs, Spring Accounting Expo
Speaker: MJ Partner Rance Buss
Topic: Plan Sponsors' and Fiduciaries' EBP Update

June 13-14, 2011
The Reverse Merger Conference
Attending: Ed Hlousek, Audit and M&A Partner

June 29, 2011

Financial Stewardship: Accounting, Tax and Internal Control Considerations for Faith-based Organizations
A Roundtable Discussion

Panelists:
George Anderson | Chief Operating Officer, The Fountain of Praise
Cheryl O'Brien, CPA | Audit Committee Chairman, First United Methodist Church
Jonathan Ellis, CPA | Partner and Nonprofit/Governmental Practice Leader, McConnell & Jones LLP

September 21 - 22, 2011
Houston Minority Supplier Development Council, Expo 2011

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September 23, 2011
Cllick on this image to be directed to McConnell & Jones' Knowledge Institute where you can
download the handout of this event.
mcconnell-jones

Accounting Practices for Successful Fundraising Events
for Nonprofit Organizations
A Roundtable Discussion

Panelists:
Jeff Gentry, CPA, CMA, CPP | Exec. Vice President and CFO, South Central Region - National Mulitple Sclerosis Society
Cheryl O'Brien, CPA | CFO / Controller, Junior Achievement of Southeast Texas
Amber Baker | Senior Vice President, American Heart Association Southwest Affiliate's Houston Gulf Coast Division
Tene' Thomas | Partner and Nonprofit/Governmental Practice Leader, McConnell & Jones LLP

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October 2011
HMSDC 2011 Expo

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November 2, 2011

Special breakfast and panel presentation to explore this year's issues, questions and new strategies for defined contribution plans.

Topics of discussion
• Selecting and monitoring target-date funds and qualified default investment alternatives (QDIAs), and risk management protection for plan sponsors
• From "to" retirement to "through" retirement: What are the implications for plan sponsors in this new era?
• 408(b)(2) – How does it affect you? What should you expect from your service providers?
• Understanding who is a fiduciary to your plan and the fiduciary's responsibilities

Location:
The Tea Room at the Junior League
1811 Briar Oaks Lane
Houston, TX 77027

Speakers:
Rance Buss, Practice Leader | Employee Benefit Plan Assurance and Compliance Services
McConnell & Jones LLP

Jeffrey Hemker, CIMA® | Retirement Plan Consultant
Invesco

Armando Wood | Financial Advisor
UBS Fnancial Services Inc.

Beverly A. Young | Employee Benefits, ERIS and Executive Compensation
Porter Hedges, LLP

Moderated by:
Lori Siegel, CFP®, Vice President–Investments | UBS Financial Services Inc.