Small Firms Round Table Meeting
12:00 PM - 1:00 PM
1909 Woodall Rodgers Fwy, Suite 100
Dallas, TX 75201
Brought to you by: Small Firms Roundtable
Talk About It
Please register by noon on Wednesday 2/28 to be included in the head count for lunch
The AIA Dallas Small Firm Roundtable focuses on the needs of small firms. It seeks to integrate the existing benefits and services offered by the AIA with small firms in the Dallas area. Our goals are to further their special and unique needs and act as a central body to facilitate growth, understanding, and knowledge.
A review of the business entity types, the provisions of the latest tax reform bill Tax Cuts & Jobs Act, and the impact of the bill on businesses and the individuals who own them. The goal is to make sense of the changes, become mindful of potential risk, and figure out how to minimize taxes.
Presenter: Lynn A Sudbury, CPA, MBA
A native of Amarillo, Texas, Lynn graduated from Amarillo High School and attended six Texas universities over 17 years before graduating from LeTourneau University with a BS - Business Management degree. She continued her accounting education at the University of Texas - Arlington, and passed the CPA exam in May, 1998. She received her Masters of Business Administration degree (MBA) with an emphasis in Information Technology from the University of Dallas. In 2011, she earned the Certified Information Technology Professional (CITP); and in 2012, the Chartered Global Management Accountant (CGMA) designations from the AICPA.
Lynn has extensive experience in banking, software development, retail, insurance, telecommunications, legal administration, public accounting and tax. In her banking career, she monitored the bank's affiliate accounts and Fed Funds position, buying or selling excess funds at the end of each day. She subsequently setup and ran the wire transfer department, moving on two years later to supervise the Credit, Collateral, Installment and Commercial Loan departments.
In 1987, she became President/CEO of an innovative educational software developer, raising capital for development projects from domestic and international sources. Lynn later was Controller for a Fort Worth convenience store chain, where she implemented electronic store reporting and supervised their wholesale fuel distribution. She also served as Controller for an insurance agency and third-party benefits administration company, and was the Legal Administrator for a downtown Fort Worth intellectual property law firm. After passing the CPA exam, she went to work as Controller for GTE Southwest and Arkansas, eventually becoming the SAP subject matter expert for her team and Consolidations Specialist with Verizon Communications. In 2003, she left Verizon to start her own public accounting, tax and small business consulting firm.
Lynn loves helping small businesses streamline their accounting and business processes, and is passionate about teaching business owners to use their financial information. As adjunct faculty for the Goldman Sachs 10K Small Business program in Dallas, Lynn also teaches small business owners how to create and use their financial statements to make vital business decisions.
Lynn is active on the Boards of several non-profits and is passionate about fundraising and volunteer work. She is a member of the American Institute of Certified Public Accountants (AICPA) and is a certified Xero Advisor.