Please join us for an informative program on Thursday, October 26, 2023 at Colleyville Center. Receive 8 hours of quality Continuing Professional Education, lunch & refreshments will be provided along with Complimentary Wine Tasting to follow program.

 This CPE program has many inspiring speakers who will help you gain insight into many areas of interest.  Each speaker is a leader in their profession. You don't want to miss this program.  After the program, every registrant can experience complimentary Wine Tasting provided by Wine:30 on Oak Street.

Invite your CPA friends to join us for a fun time of high impact, low-cost CPE. Seats are limited - so register now! Each attendee must register individually in advance on the Regfox website. A waiting list will be available if we are sold out. Advanced registration required.

 Check-in is at 7:45 AM with CPE presentations beginning at 8:00 AM

Complimentary Wine Tasting begins after the final speaker. 

Objective: To update CPAs with broad current business topics such as tax, accounting, management, law, employment, government, economic and financial information. Basic level - No prerequisites or advanced preparation necessary.  CPE credit provided by Preservation Financial, CPE sponsor #9552, registered with the Texas State Board of Public Accountancy. This registration does not constitute an endorsement by the board as to the quality of the CPE program.  CPE credits are granted based on a 50-minute hour. CPE Certificates will be sent to participants within 3 days by email. For CPE questions contact info@PreservationFinancial.com or (817) 285-7333.

Below is a sneak peek of some of the speakers:

Karen Duncan, MD, CEO, JPS Health Network

Karen Duncan, MD is a board certified pediatrician with medical and executive leadership experience.  Dr. Duncan has extensive experience working in large public health academic centers and has held executive leadership positions at Atlanta's Grady Memorial Hospital and Chicago's Cook County Health and Hospitals System. Dr. Duncan came to JPS from Health Management Associates, a healthcare consulting firm where she was a Principal and she consulted for large publicly funded hospitals systems, government entities and managed care plans. 

Kim Arthur, CEO/CIO, Main Management

Kim D. Arthur is a founding partner of Main Management, LLC. He currently serves as Main’s CEO and Portfolio manager. In 2009 Kim was recognized by Institutional Investor Magazine as a “Rising Star” of Foundations and Endowments. Kim is a regular speaker at national conferences and was a featured speaker at the Inside ETFs conference in Hollywood, Florida in January 2018. Kim has been profiled in articles by Index Universe and referenced in Barron’s, Wall Street Journal, Business Week and Fortune Magazine among others. Kim began his financial career in 1987 when he joined Montgomery Securities in their Institutional Sales division, marketing U.S. equities to Japanese institutions. He was promoted to Managing Director of Institutional Sales in 1997 during the period when Montgomery was purchased by Nations Bank. By 1999 he had advanced to the transitional head of International Sales for Banc of America Securities, following Bank of America’s takeover of Nations Bank.

Chris Poinsatte, CFO, DFW Airport Authority

Christopher Poinsatte was appointed Executive Vice President-Chief Financial Officer for the Airport in September 2003. Mr. Poinsatte is responsible for business and financial planning, budgeting, accounting, information systems, debt financing, treasury and federal funding. Prior to joining the Airport, he served as the Chief Financial Officer for the Dallas Area Rapid Transit (DART) where he developed DART’s $2.9 billion financing program for its capital expansion program. Mr. Poinsatte is a graduate of the University of Notre Dame

M. Tim Philpot, CPA, Managing Partner, Preservation Financial Wealth Management 

Tim has been privileged to work in the field of financial services, serving as a trusted Family Wealth Advisor to countless individuals and families. At Preservation Financial he helps clients develop their “family spending plan” which is incorporated into their financial plan, and he also manages their investments. Tim states that being able to make a positive difference in the lives of the people he serves is truly fulfilling to him.  Tim's  personal mission is to be a faithful servant to those he is privileged to work with, and to strive to embody that mission every day. 

This event is sponsored by Preservation Financial as a CPA community networking event.  

Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Preservation Financial Wealth Management, LLC is independent of Woodbury Financial Services, Inc. Not a CPA Firm.