Professional Development Institute

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ABOUT

Career and Jobs at UTAThe Professional Development Institute at UTA Fort Worth is your source for executive development programs that can accelerate your organization’s recovery and boost your bottom line. 

Programs are facilitated by leading academic experts and experienced industry practitioners. Participants leave with comprehensive, practical, and relevant business and leadership improvement plans that can be implemented immediately within their organization.

UTA Fort Worth is approved as a CPE provider by the Texas State Board of Public Accountancy.   

Transforming
Organizations

Custom programs can help your organization respond to technological disruption, globalization, scientific discovery, digitization, and other environmental pressures. The curriculum can be designed to help you:

  • Reinvent or transition your business model
  • Enable business leaders to convene and expand their thinking in a specific area of focus
  • Shape your organizational culture in support of a new strategy
  • Bridge gaps among teams working around the world

Developing
Leadership Capabilities

For roles that require a synthesis of technical and business acumen, custom programs can focus on developing the rare and precious skills required of tomorrow’s leaders. The curriculum can be designed to help you:

  • Evolve high-potential managers into capable future leaders
  • Retain and grow key technical experts
  • Raise the performance of your top professionals
  • Catalyze trust-building and cooperation among leaders in an open learning environment

Launching
Strategic Initiatives

Custom programs help executives deliver on strategic business goals in areas where UTA is a thought leader—such as innovation, sustainability, operational excellence, safety, globalization, and customer-centricity. The curriculum can be designed to:

  • Expose participants to leading-edge research in fields directly related to their work
  • Communicate business and science methodologies at a high level
  • Teach frameworks for creating innovative product

FALL 2019 CLASSES

Instructor: Richard Mark, Ph.D.
CPE Credits:
 4.0

Program Level: Intermediate
Advanced Preparation: None
Who Should Attend: State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method: Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
The importance of ethical behavior in the accounting profession is needed to avoid scandal, inappropriate behavior, and the loss of confidence by the public in the work product of the profession. This course covers elements necessary to make proper ethical decisions. First, ethics are defined and then followed by the questions that need to be asked in everyday business practices. Key ethical standards specific to the accounting profession are explored. These standards highlight the unique role of the accountant both as “trusted advisor” as well as the “reporter” of financial information to the marketplace and governmental agencies. Instruction includes writing assignments, classroom lecture, and case study presentations.

Instructor: William Seeger, Ph.D.
CPE Credits:
 4.0

Program Level: Intermediate
Advanced Preparation: None
Who Should Attend: State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method: Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
In 2013, the Organization for Economic Cooperation and Development (OECD) and the Group of 20 (G20) governments embarked on the most significant revision of the international tax rules in a century. The Base Erosion and Profit Shifting initiative (BEPS), launched during the 2007 Financial Crisis, had one goal: revise International tax rules to align them with the major commercial developments in the global economy.

This course looks at the success of the initiative and its ongoing efforts. These changes affect not only international trade but the elaborate tax treaty network among major countries. Will the Arm’s Length Principle (ALP) remain as the worldwide tax standard for Multinational Companies?

To find the answer to the most important tax question asked in the last 100 years, please sign up for this timely and cutting edge class.

 

Instructor: William Seeger, Ph.D.
CPE Credits:
 4.0

Program Level: Intermediate
Advanced Preparation: None
Who Should Attend: State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method: Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:

Instructor: Stevie Dawn Blakely, Ph.D.
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation:
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method:
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
Whether you are having conversations face-to-face, over the phone or via e-mail, it is not just about what you say, but also how you say it. Emotional Intelligence is the learned ability to manage emotions effectively and interpret messages correctly.

This workshop will explore the process of utilizing emotional intelligence daily. Through engaging activities and discussions, participants will learn how to be more empathetic towards others and leave with tips that are immediately applicable to improve their communication.

Instructor: Felix Lozano, CPA
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation: 
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method: 
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
Fraud is booming as financial pressures rise during the recession and the years that follow.  Most booms have included plenty of fraud, self-dealing, and general all-purpose unethical behavior. Crooked financiers and rogue traders have tried everything from Ponzi schemes and old-fashioned embezzlement to the creation of phantom companies to enrich themselves or make up for huge losses before their clients or bosses noticed. Felix J. Lozano, III, a Certified Fraud Examiner, and CPA, will discuss why people steal and how we now must rethink the way we do business in this age of fraud.

Instructor: William Crowder, Ph.D.
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation:
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method:
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:

Instructor: Robert Allen, CPA, and Michael Benedict, CPA
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation:
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method:
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:

Instructor: Stevie Dawn Blakely, Ph.D.
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation:
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method:
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
Even when we do not have the title or power, we are still leaders in our work. Being a leader means understanding the VIP skills that leaders use daily. We call these Very Impactful Practices. Think of it as 8 things you can do every day to establish your leadership brand. Whether it is learning how to communicate a message effectively or managing conflict in a positive way, these leadership skills create success regardless of your level. It is not about being a boss. Or even being a supervisor. Leadership is about influencing people towards a shared goal. Sometimes the goal may be as a committee, a team, or a department. Getting everyone rowing the same direction as a result of every team member focusing on the goal. You have to lead yourself before you can lead others.

Instructor: Amy Michie, CPA
CPE Credits:
 4.0

Program Level: Beginner
Advanced Preparation: None
Who Should Attend: State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas, NFP financial executives, including CFOs, CEOs/executive directors, controllers, directors of financial and board members, fiscal managers and staff of nonprofit organizations, professionals new to the not-for-profit field
Delivery Method: Group-Live

COURSE DESCRIPTION:
In this course, we will look at the state of the not-for-profit sector, cover several aspects about not-for-profit financial reporting and analysis and then dive into key internals controls for small to medium-sized organizations. Finally, we will wrap up with a discussion regarding strong board governance and how to promote it within your organization.

Instructor: Shimon Rothschild, CISSP
CPE Credits:
 4.0

Program Level: Intermediate
Advanced Preparation: None
Who Should Attend: State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method: Group-Live

COURSE DESCRIPTION:

Instructor: Randy Napier, Ph.D.
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation:
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method:
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:

Instructor: Stevie Dawn Blakely, Ph.D.
CPE Credits:
4.0
Program Level: 
Intermediate
Advanced Preparation:
None
Who Should Attend: 
State of Texas Licensed CPA or a CPA seeking to be licensed in the State of Texas
Delivery Method:
Group-Live
Course Fee: $360 (discounts for groups of 2 or more, UTA Alumni, or Non-Profit/Government)

COURSE DESCRIPTION:
People are the No. 1 resource in every organization and keeping misunderstandings to a minimum creates a more positive workplace environment. It is not just about what you say, but also how you say it. Understanding how to communicate a message effectively is key to creating a positive workplace culture. Understanding the unique communication styles of individuals and how to better prepare for conversations allows us to reduce drama in the workplace.

Through this session, participants will utilize our Communication Compass tool to explore communication styles and investigate new ways of understanding communication with others. Through various activities and discussions, participants will be able to put the tool into practice learning to adapt their communication to improve effectiveness.

 

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FACULTY PROFILES

Robert Allen, CFA, ABV

Robert J. Allen has over 20 years of financial advisory and valuation experience. His areas of expertise include business valuation, intangible asset valuation, and value enhancement consulting. He has valued held businesses and partnerships in a variety of industries for a variety of purposes, including tax reporting, financial reporting, regulatory compliance, litigation support, management consulting, succession planning and transactional advisory support.

Michael Benedict, CPA

Mike Benedict is an advisor and consultant who specializes in succession and exit planning for business owners. Mike is with The Milestone Group which is a wealth management firm wholly owned by BOK Financial Corporation. For over 25 years Mike has been a financial advisor specializing in providing financial planning and investment advisory services for high net worth families.

Stevie Dawn Blakely, Ph.D.

Dr. Stevie Dawn is the founder and CEO for Orange Compass, LLC. Teaching and training are Dr. Blakely’s blood. After 12 years in higher education and obtaining her doctorate degree from Colorado State University, she knew it was time for a new challenge. She decided to take her love of training and culture, along with her education in leadership and Emotional Intelligence to create a corporate training company that would help others. Dr. Blakely wants to challenge people to change their workplace behaviors; to become impactful leaders; to empower their employees.

William Crowder, Ph.D.

Dr. William Crowder earned his B.S. and Ph.D. degrees in Economics from Arizona State University. He joined the faculty in Economics at The University of Texas in 1992. Dr. Crowder has published numerous articles in academic journals including Journal of International Money and Finance, Journal of Futures Markets, Economic Inquiry, Canadian Journal of Economics, Journal of Money Credit and Banking, Journal of Finance and others. His areas of expertise lie in Open Economy Macroeconomics, International Finance and Time Series Econometrics.

Richard Mark, Ph.D.

Dr. Richard Mark is a versatile academic with educational backgrounds in science, engineering, law, and accounting. He brings a valuable blend of academic and practical experience. Significant expertise in financial accounting, taxation, law, and behavioral psychology. Dr. Mark offers a proven capacity to drive innovation and improvement in administration, education, training, and professional development combined with formidable skill in presentations, negotiations, and dispute resolution.

Felix Lozano, CPA, CFE

Felix Lozano is the Partner in Charge of Whitley Penn’s Dallas office. Felix has more 30 years of experience in auditing public and private companies. He oversees the audit practice at the firm with a focus on manufacturing, wholesale & retail, employee benefit plans, and not-for-profit industries.

Amy Michie, CPA

Amy Michie is a Partner in the firm of Sutton Frost Cary LLP. She has 18 years of experience in public accounting, and is the firm’s designated not-for-profit Partner. She has extensive experience in all phases of the audit process and is especially active in the not-for-profit sector. Amy is a member of the American Institute of CPA’s, Texas Society of CPA’s and the Dallas Chapter of CPA’s. She is the Treasurer of North Texas Higher Educational Authority, Inc. and is a Finance Committee member for Society for Arts, Music, Architecture, Sciences DBA SPARK!.

William Seeger, Ph.D.

Dr. William Seeger has twenty years of experience as an International Transfer Pricing Economist in public accounting and three years’ experience as a field agent in the Internal Revenue Service where he served as an Industry Economist in Transfer Pricing for IRS Comprehensive Examination Tax Audits with regard to Multinational Enterprises. He was a Tax Principal in KPMG’s Global Transfer Pricing Services Group until his retirement in 2014. He was a Senior Economist and Practice Leader for the Economic and Valuation Services Group for the Dallas and Denver Business Units. He also served as the Southwest area lead for KPMG’s Economic Consulting Practice. Before joining KPMG, he was a Tax Principal and Senior Economist with PricewaterhouseCoopers’ Transfer Pricing practice.

Randy Napier, Ph.D.

Dr. Randy Napier logged over 25 years’ experience in management and consulting, with the last 20 years dedicated to enterprise resource planning software (ERP) and business process redesign projects. Dr. Napier joined UTA in 2017 and is currently Co-Director of the Executive MBA and Clinical Associate Professor.