Accounting Basics for Non-Financial HR Managers
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1/2 day workshop on the basics of accounting

When: Thursday, September 19
8:30 am-11:30 am (check-in begins at 8:00)
Where: Meetings on Pointe Training Center
2190 North Loop West, Suite 311
Houston, Texas  77018
United States

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Pre-registration and pre-payment is required; space is limited.
8:00 am
Check In
8:30 am-11:30 am
Accounting Basics for Non-Financial HR Managers*

Accounting Basics for Non-Financial HR Managers*

Presented by Calvin Upton, CPA and Christa Jaganath, CPA, Briggs & Veselka

Even if you don’t perform a financial function, every successful manager should have a working knowledge of accounting, the language of business. In this interactive workshop, two professionals from Briggs & Veselka CPAs and Business Advisors will present on topics including; basic accounting terms, reading a balance sheet and income statement, the differences between an audit, compilation and review, tips for keeping your benefits plans in financial regulatory compliance, and working with your finance department 

Credit Hours

*The workshop offers 2.75 PDCs for the SHRM-CP and SHRM-SCP and 2.75 hours of Business credit towards PHR and SPHR recertification requirements.


CALVIN UPTON has over fifteen years of experience in providing audit and consulting services to clients in a variety of industries: including employee benefit plans, hospitality, and manufacturing industries in both the private and public sectors. With a deep specialization within the ERISA industry, he serves as a leader within Briggs & Velselka’s employee benefit plan niche practice area - providing technical experience in defined contribution and defined benefit plans, plan compliance and often speaks on ERISA related topics.

CHRISTA JAGANATH, is a dedicated audit and consulting professional has a decade of experience in public accounting, serving primarily middle market clients in the manufacturing, professional services, pipe & supply, oil-field services, and restaurant and retail industries. Her technical experience includes providing quality services in audits, reviews, compilations, employee benefit plan audits, agreed upon procedures, technical accounting, and reporting in both IFRS and GAAP. Christa currently leads the restaurant and retail practice at Briggs & Veselka with the passion to assist clients with operational issues related to running a profitable restaurant concept.   

Payment & Terms
  • HR Houston Member  $185.00
  • HR Houston NonMember  $210.00


Cancellations may be made with a full refund up to 5 business days prior to the workshop.  Individuals who register and neither cancel nor attend are not eligible for refund or rescheduling.  Substitutions may be made at any time; however, substitutions may incur an additional fee due to differences in the member type, e.g., substituting a non-member for a member registration. If you have any questions about this course, please contact HR Houston at 713.426.2646 or email


Map & Driving Directions

Make Your Commute Easier: 2190 North Loop West is NOT located on the feeder for the North Loop. You must turn onto East TC Jester and travel North approximately 2 blocks to "Entrance 5" of the office park named "The Preserve". Turn Right at Entrance 5 and look for the garage marked Building 2190 for parking. For additional information to help you avoid rush hour and/or construction back-ups, see our Optional Area Routes Guide (PDF).

P.O. Box 4240
Houston, TX 77210-4240

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