Mar 19
Chapter Meeting

March 19 CPCU Luncheon Meeting

03/19/19 11:30am to 1:00pm
15909 Preston Road
Dallas,TX 75248

March is Ethics Awareness Month & Tax Season! Come and hear more on “Personal and Professional Ethics” and receive 1hour of State Approved CE credit

Our March luncheon meeting is scheduled for Tuesday, March 19th at The Clubs of Prestonwood – The Creek, 15909 Preston Road, Dallas, TX 75248.   The meeting will start promptly at 11:30am and wraps up at 1:00pm.   Check-in will be from 11:10 -11:25 am.

Our guest speaker, Paul Phillips, is a Tax partner in Ernst & Young LLP’s Financial Services Organization with over 25 years of public accounting experience focused on insurance company taxation and captive insurance arrangements.

Paul serves as the leader of operational matters within financial services across EY’s Americas region.  In addition to his Americas role Paul serves as a leader of EY’s Global Captive Network, coordinating efforts across various service lines and overseeing the execution and delivery of services in 21 countries. 

Community Opportunities for meeting attendees:  Please help our community Seniors & bring Canned Goods for The Senior Source 

  • each attendee please bring 4 or more canned or non-perishable goods
  • each attendee bringing 10 or more canned or non-perishable goods will have a chance to win a Certificate for one Free Luncheon of your choice (bring 20 cans and get 2 raffle tickets)
  • each attendee bringing 1 or more Guests will also have a chance to win a Certificate for one Free Luncheon of your choice (get 1 raffle ticket for each guest you bring)

Photo & Video Stream Release Notice

By registering for the Dallas Chapter Meeting, I authorize the Dallas Chapter to photograph and video me and to use the resulting photographs/video stream in all formats and media for any purpose, including, education marketing and trade.  I hereby release the Dallas Chapter from all claims arising out of the use of these photographs/video stream, including, without limitation, all claims for compensation, libel of privacy or violation of copyright ownership.

Paul Phillips

Tax Partner
Ernst & Young

Paul Phillips is a Tax partner in Ernst & Young LLP’s Financial Services Organization with over 25 years of public accounting experience focused on insurance company taxation and captive insurance arrangements. Paul serves as the leader of operational matters within financial services across EY’s Americas region. In addition to his Americas role Paul serves as a leader of EY’s Global Captive Network, coordinating efforts across various service lines and overseeing the execution and delivery of services in 21 countries. 

The Clubs of Prestonwood - The Creek
15909 Preston Road
Dallas, TX 75248
United States