Memphis Chapter November Meeting

0511  |  Course  |  Scheduled

Description

Memphis Chapter Meeting - Nov. 20

Join the Memphis Chapter on Nov. 20 for a chapter meeting at Hilton Memphis.

Lunch and CPE: Thinking the Big Picture in a World of Details
Speaker: Bob Mims, CPA
Time: 12 - 1: 30 p.m.
CPE Credit: 1 Specialized Knowledge
Fees: Free for members; $20 for non-members

Afternoon CPE: Planning Like the 1% -  and How the Personal Financial Specialist (PFS) Designation Puts You There
Speaker: Dave Hall, CPA, PFS
Time: 1:30 - 3:30 p.m.
CPE Credit: 2 Specialized Knowledge
Fees: $20 for members; $40 for non-members

Credits

Number of Credits Type of Credits
3.00 Specialized Knowledge

November 20, 2025

12:00pm - 1:30pm (Central Time)
$20.00
1:30pm - 3:30pm (Central Time)
$40.00

Instructors

Robert D. Mims, CPA

Bob Mims, CPA, is a financial consultant and VP Finance for promising enterprises. For 20 years, Robert has worked with numerous startup ventures and nonprofits in the roles of Strategic Planning, Business Modeling, Controller and CFO. His focus is understanding the fundamentals of profitability. Robert worked ten years as a Big Four a Senior Assurance Manager, earning National Instructor of the Year on three occasions. Robert has served on FASB Advisory committees and is based in Memphis, TN.

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David C. Hall, CPA

Dave Hall, CPA, PFS, is the founder of Retirement Risk Advisors, a national education and planning firm that helps individuals and advisors prepare for the risks facing today's retirees. With more than 25 years of experience as a CPA, Dave has dedicated his career to teaching professionals how to move beyond compliance work and deliver holistic, risk-based financial planning.

A dynamic and relatable presenter, Dave has educated over 200,000 CPAs through NASBA-approved courses and AICPA programs on retirement, tax, and risk management topics. His practical, story-driven approach bridges the gap between technical expertise and real-world client impact - helping CPAs expand their value and plan like the 1%. When he's not teaching or working with clients, Dave enjoys spending time with his family, traveling, and helping others discover how to live with purpose and leave a lasting legacy.

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