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Dr. Carolyn Conn, PhD, CPA, CFE, is a Clinical Associate Professor of accounting at Texas State University who teaches accounting Ethics, fraud examination, and CPE accounting Ethics courses. She has experience in multiple university administrative positions, including payroll and budgeting, controller, & Associate VP of financial services. She was one of two project sponsors for implementation of ERP software for accounting, budgeting, payroll, and human resources. Dr. Conn's teaching & research interests include ethics and ethical decision-making along with fraud prevention and detection. She was honored as the 2021 Association of CFEs Educator of the year. In May 2025, she was recognized as a Piper Professor; each year only 10 are chosen with the state of Texas.

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Leadership Development Program, IDEAL 4.0 4 (8 hour classes, 8:00-4:00), Lunch provided - see below for dates. Hone the accounting-specific set of leadership and technical skills you need to advance on the management track within your organization and get the job done with iDEAL 4.0, TXCPA San Antonio’s proprietary leadership development program. Also known as the Institute for Developing Excellence in Accounting Leadership, this series is designed for CPAs and accounting professionals who manage or plan to manage staff. This four-session live program delivers up to 32 hours of CPE emphasizing technical and leadership skills. Learn new skills in manageable five- and eight-hour blocks of time while reinforcing critical leadership qualities: –improve self-awareness –​become an exemplary leader –learn the power of the five pillars of leadership –communicate better when having those difficult conversations –​recognize how people tick –embrace multiple generations in the workplace –affirm staff through intrinsic motivation and recognition –acknowledge major disruptors affecting the profession –innovate for continuous improvement –understand throughput in accounting workflow –plan for shifts in world-wide macroeconomics –develop metrics, dashboards and other tools –build a service success chain –succeed in business development iDEAL applicants should be current CPAs and current members in good standing of the Texas Society of CPAs/TXCPA-SA or key non-CPA professionals, who desire to move to the next level of leadership professionally and personally. iDEAL is led by facilitators and consultants with WHY Group LLC, with lead instructor Brad Hunt. The WHY Group is a consortium of organizational development specialists whose mission is to help individuals and organizations transform potential into unmatched performance. Below are the dates that this course will be meeting: Nov. 5- (Kick off) 8:00 AM - 4:00 PM Nov. 6 - 8:00 AM - 4:00 PM Nov. 19 - 8:00 AM - 4:00 PM Nov. 20 - 8:00 AM - 4:00 PM Recognition and Graduation at the Annual TXCPA-SA Chapter Meeting - January 2026 (To be announced)

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TXCPA San Antonio Golf Tournament

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Fall Finance / Accounting Career Pathways

Explore the many career opportunities available in accounting and finance at TXCPA San Antonio's Fall Finance / Accounting Career Pathways event! This free student networking event connects college students with accounting professionals from a variety of industries. Through small-group discussions, you'll learn about different career paths, ask questions, gain valuable career insights, and begin building your professional network. Date: Friday, September 25, 2026 Time: 5:30 PM – 7:30 PM Free for students. Registration is required. SPONSORSHIPS AVAILABLE!

San Antonio News

Nominations for TXCPA-SA 2026-2027 Officers and Board of Directors

  • Published on Nov 7, 2025
  • by Jacqueline Belcher

Nominations for TXCPA-SA 2026-2027 Officers and Board of Directors

In accordance with Article VII of the By-laws of the San Antonio Chapter of the Texas Society of Certified Public Accountants, the Nominating Committee submits the following nominees for officers and directors for the year beginning June 1, 2026.

The election of the Board and TXCPA directors will be held during January 16, 2026, Annual Membership Meeting at Maggiano's at the RIM.  

Members of the Nominations Committee are Brandon Howard (Chair), Lynn Kupper, JR Vogel, Patty Wetz, Gail Guest and Heath Grona – Anette Flores (ex officio), and Bryan Morgan (ex officio).

Respectfully submitted,

Marina Polanco, Secretary/Treasurer

 2026-2027 Texas Society of CPAs-San Antonio Board of Directors

President:  Bryan Morgan

President-elect:  Jennifer Cadena

Secretary/Treasurer:  Marina Polanco

Vice Presidents:

Julie Zamora

Becki Perez-Clark

Nancy Ozuna

Immediate Past President:  Anette Flores

 

Director (2-year term expiring):

Patrick Lee (2028)

Savanna Offutt (2028)

Leo Unzeitig (2028)

 

Previously elected to continuing term (term expiring):

Andrew Nicholas (2028)

Juan Sanchez (2028)

Jane Guenther (2028)

Amy Holmes (2028)

Cameron Vogt (2027)

April Bagley (2027)

Patty Wetz (2027)

Cindy Ruiz (2027)

Carl Reis (2027)

 

Nominees to TXCPA Leadership Council elected by the Chapter (term expiring):

Anette Flores (2029)

Jennifer Cadena (2029)

Juan Sanchez (2029)

Becki Perez-Clark (2027), replacing Sylvester "Sly" Johnson

 

 

Previously elected to continuing term as TXCPA Leadership Council (term expiring):

Amy Holmes (2028)

Joshua Wagner (2027)

Jane Guenther (2028)

Carl Reis (2028)



Chapter member, President automatically serving as TXCPA Leadership Council (term expiring):

Chapter President: Bryan Morgan (2027)

 

Chapter members nominated by TXCPA (term expiring):

TXCPA Leadership Council, 3-year term – Bryan Morgan (2028)

TXCPA Leadership Council, 3-year term – Priscilla Soto (2028)

TXCPA Leadership Council, 3-year term – Cynthia Ruiz (2028)

 

Chapter members previously elected to continue Leadership roles  by TXCPA (term expiring):

TXCPA Leadership Council - Marina Polanco (2027)

TXCPA Board of Directors - Sylvester "Sly" Johnson, 3-year term (2029)

TXCPA Board of Directors – Bryan Edwards, Secretary (2028)

AICPA Council - Melanie Geist (2024-2027)

AICPA Council – Priscilla Soto (2025-2028)

 

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