2012 Events
Here's what's happening at M&J!
Gordon Goodman
Former Audit Committee Chairman, Houston Area Urban League
Dr. Jonita Reynolds
Chief Executive Officer, Gulf Coast Community Services Association
Kimberly Sterling
President, Sterling Associates
Odysseus Lanier, CPA
President, Board of Trustees, Alabama A&M University
Speaker: McConnell Jones Partner Rance Buss
Join us at Reliant Center!
Join us in San Antonio, Texas at the beautiful Hyatt Regency Hill Country Resort and Spa!
Join us at the Hyatt Regency's acclaimed Lost Pines Resort in Bastrop, Texas where more than 1,500 charter school advocates including teachers, administrators, board members, policy makers, and vendors will gather for training, networking, and sharing best practices for charter effectiveness and compliance.
2011 Events
Galleria Chamber of Commerce, New member orientation (at the MJ/MJLM office).
Harris County Medical Forum Business Expo 2011.
TIAA CREF Annual Forum
Speaker: MJ Partner Rance Buss
Topic: Employee Benefit Plans Annual Update
BKR International | America's Conference
Speaker: MJ Partner Rance Buss
Topic:
Annual Update for Employee Benefit Plans
Mayer Hoffman McCann PC Annual Conference
Speaker: MJ Partner Rance Buss
Topic: Annual Update for Employee Benefit Plans
Galleria Chamber of Commerce, Breakfast Networker
Speaker: MJ Partner Ed Hlousek
DFW Minority Supplier Development Council, ACCESS 2011 Expo
MJLM exhibiting
EEI Supplier Diversity Conference
Houston Society of CPAs, Spring Accounting Expo
Speaker: MJ Partner Rance Buss
Topic: Plan Sponsors' and Fiduciaries' EBP Update
The Reverse Merger Conference
Attending: Ed Hlousek, Audit and M&A Partner
Financial Stewardship: Accounting, Tax and Internal Control Considerations for Faith-based Organizations
A Roundtable Discussion
| Chief Operating Officer, The Fountain of Praise
| Audit Committee Chairman, First United Methodist Church
Jonathan Ellis, CPA | Partner and Nonprofit/Governmental Practice Leader, McConnell & Jones LLP
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.
A Roundtable Discussion
| Exec. Vice President and CFO, South Central Region - National Mulitple Sclerosis Society
| 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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November 2, 2011
Special breakfast and panel presentation to explore this year's issues, questions and new strategies for defined contribution plans.
• 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
The Tea Room at the Junior League
1811 Briar Oaks Lane
Houston, TX 77027
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
Lori Siegel, CFP®,
Vice President–Investments |
UBS Financial Services Inc.
The Willhite Institutional Consulting Group | UBS Institutional Consulting
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