FORT WORTH CHAPTER NEWSLETTER

Transcription

1 In this issue: FORT WORTH CHAPTER NEWSLETTER FEBRUARY 2012 Feb 21 st Meeting Announcement Message from our Chapter President Speaker Bio Erma Johnson Hadley, Chancellor TCC Membership Update FEI Fort Worth Event Calendar for CPE Credit Info Thanks to Our Sponsors Tuesday, February 21 st Meeting: On Tuesday, February 21 st, we will be honored to have Erma Johnson Hadley, the Chancellor of Tarrant County College joining us for our dinner meeting. Ms. Hadley has a passion for Fort Worth and the education of our young adults. We look forward to hearing her perspective on education and the future of TCC. Please join us at the City Club to hear Ms. Hadley. Our evening meeting will begin with the Social Hour which starts at 5:30pm. Pre-Meeting CPE - BDO will be presenting our afternoon CPE prior to the dinner meeting. Jack Kearney, Managing Director of BDO Capital Advisors will be leading the session entitled, An Economic Update. This CPE session will begin at 4:30pm at City Club. RSVP Info: To attend the January meeting and/or the afternoon CPE session, please RSVP using the info below. RSVP by Carol Brucker: cbrucker@qrinc.com RSVP by telephone call Carol at Please RSVP by Wednesday, Feb. 15 th Also, please be sure to include your dinner choice with your RSVP. Choices are: Beef: Chicken: Vegetarian: Grilled Beef with Buerre Blanc Sauce Chicken Oscar and Crab Meat Mixed Mushroom in Brioche

2 Message from our Chapter President: Greetings FEI Colleagues, It s February so hopefully love is in the air! Hopefully your year-end deadlines and other responsibilities won t keep you from pampering your Valentine this month. I can personally attest that 2012 has already been an incredibly busy time and I continue to grow excited about the future of our North Texas region. I hope you joined us in January to hear Brian Estridge of WBAP and TCU. Brian was very entertaining and had many hot sports opinions, as well as inspirational reflections. We ll continue our run of great speakers on February 21 st with Chancellor Erma Johnson Hadley of Tarrant County College. Ms. Johnson has spent a tireless career dedicated to the belief that all Texans are entitled to a college education. Under her leadership, Tarrant County College continues to be a beacon of light and change for our Tarrant County area. I m excited to hear her thoughts and perspectives. Also don t forget to join us at 4:30 on February 21 as Jack Kearney of BDO Capital Advisors provides us with a current Economic Update. As I mentioned at the last meeting, we are more than half way to our goal of 10% membership growth. We ve done a great job so far this year, but we need everyone s support to finish strong. As you invite your co-workers and colleagues, if you have any questions regarding membership eligibility please reach out to Jeremy Sweek at jeremy@sweekconsulting.com. I look forward to seeing everyone at City Club on Tuesday, February 21 st! Charlie Campbell President Speaker Bio: Dr. Erma Johnson Hadley In March 2010, the Tarrant County College Board of Trustees named Erma Johnson Hadley chancellor of the Tarrant County College District. She is the first woman and first African-American chancellor of the district which has an enrollment of more than 45,000 students. Hadley has been with TCC for 41 years as a faculty member and administrator. She joined the college as a charter member of its Northeast Campus faculty and has held a variety of administrative positions, including director of personnel, vice chancellor for human resources and vice chancellor for administration. During her tenure on the TCC faculty she was voted "Outstanding Teacher" for the Northeast Campus' Business Division, where she led the development of several course syllabi in the Occupations Department. Hadley also created the TCC Employee Scholarship Program, which provides stipends to TCC support staff who wish to take TCC courses. Hadley earned her Bachelor of Science in Business Education from Prairie View A&M University and her Master's of Education in Business Education from Bowling Green State University. She has taken graduate courses in business education at the University of Texas at Austin, as well as post-graduate work in higher education administration at the University of North Texas. She holds an honorary doctorate in education from Paul Quinn College in Dallas.

3 Hadley was appointed by former Texas Gov. Bill Clements to the Trinity River Authority of Texas and by former Gov. George W. Bush to the Texas Governor's Committee on Volunteerism. She is a member of the Texas A&M University Research Foundation Board of Directors, the Rotary Club of Fort Worth and the Texas College of Osteopathic Medicine Advisory Council. Her community involvement includes service on numerous boards and commissions, including chairing the Dallas-Fort Worth International Airport Board, the North Texas Commission and the Tarrant County Hospital District Board. Hadley is from Leggett, Texas and is the first African-American from that community to graduate from college. She is married to Bill J. Hadley. She has one daughter, Ardenia Johnson Gould. Membership Update: We are pleased to have two new members join our Fort Worth chapter of FEI. Please welcome: - Ron Rushing - Donna Stone, Director of Accounting / Controller, Citi Our membership count now stands at 129. Remember, eligible pre-approved prospective members can attend one meeting at no charge; otherwise the cost is $85. Prior to inviting a guest, please contact Jeremy Sweek at or jeremy@sweekconsulting.com to confirm eligibility. Membership qualifications are listed at FEI membership criteria. Fort Worth FEI Meetings & Events for 2011 / 2012: February 21, Erma Johnson Hadley, Chancellor Tarrant County College March 20, 2012 Plant tour (TBA) April 17, 2012 Matt Rose, Chairman & CEO, BNSF Railway May 15, 2012 Spring Social Event at Joe T Garcia s Restaurant Obtaining CPE Credit: As with previous years, CPE credits will be recorded to your account on the FEI National website. To obtain credit, you will need to sign-in at each meeting. Approximately 3-7 days later, you will be able to obtain your CPE credits by going to and clicking on My Account. You will be taken to a log-in page. If you do not have an FEI member account yet, click on the create one link above the log-in area to create your new account. Upon completion of account information you will be redirected back to the My Account page. Click on CPE Center and enter your state license information. You will find any credits that are currently available to you in the pending section. Remember You must sign in at each event you attend in order to receive CPE credit. Also, don t forget that you can get CPE credit for reading the FEI Financial Executive magazine and taking a short test.

4 Thanks to our Sponsors: Ernst & Young, LLP A global leader in professional services, Ernst & Young helps companies in business across all industries from emerging growth companies to global powerhouses to deal with a broad range of business issues. Our 106,000 people in over 140 countries worldwide can implement a broad array of solutions in audit, tax, corporate finance, transactions, online security, enterprise risk management, the valuation of intangibles, and other critical businessperformance issues. Contact: Scott Miracle, Partner Tel: (817) scott.miracle@ey.com Capital One Commercial Bank Although famous for our What s in Your Wallet credit card campaign, Capital One also has an excellent Commercial Bank division. With over 300 branch offices in Texas and Louisiana, we offer a broad range of financial products and services. Contact: Mike Barber, Vice President, Commercial Banking Tel: (817) michael.barber@capitalonebank.com Wells Fargo Bank With a legacy of leadership, Wells Fargo has been recognized nationally and internationally as a financial services leader. Our commitment to excellence and outstanding customer service has earned awards such as the 12 th most admired company in the world and the safest bank in North America. Contact: Jeff Bundy Tel: (817) jeffrey.d.bundy@wellsfargo.com Higginbotham & Associates Higginbotham & Associates, one of the nation s 100 largest independent insurance agencies, gives businesses and individuals a Single Source for insurance, risk management and financial services. The 60-year-old agency provides access to competitive property/casualty coverage, employee benefits, retirement plans, life insurance and executive compensation through more than 300 regional and national carrier partnerships. With statewide offices, Higginbotham combines the resources of a national agency with the personal services of a local Texas firm. Contact: Sharon Godwin Tel: (817) sgodwin@higginbotham.net

5 Deloitte Deloitte, through it s affiliate companies, Deloitte & Touche LLP, Deloitte Consulting LLP, Deloitte Financial Advisory Services LLP, Deloitte Tax LLP, offers clients a broad range of fully integrated services in areas that include accounting, assurance and advisory, risk, tax, management, financial, technology and human capital consulting. Deloitte works closely with clients to create powerful business solutions for organizations in the United States and around the world. Contact: Ed Crater Tel: (214) ecrater@deloitte.com Resources Global Professionals Resources Global Professionals serves businesses from the inside. Partnering with client teams, we solve problems, implement initiatives and help drive change through all levels of businesses all over the world. Our professionals are experienced problem solvers in fields including finance and accounting, human capital, information management, internal audit, legal and supply chain. We're a pioneering professional services firm, a global community with a new approach to business inside out. Contact: Caroline Stovall Tel: (214) caroline.stovall@resources-us.com Travis Wolff At TravisWolff, collaborative teams of talented professionals unite around our clients. Our three practice groups focusing on entrepreneurs, enterprises and individuals encompass the financial strategies and services critical to our clients success. Disciplined yet flexible, diverse but cohesive, combining best practices with cutting-edge thinking, our three practice groups deliver a full range of professional accounting and advisory solutions. Contact: Angie Moss Tel: (972) amoss@traviswolff.com VIP Search Group VIP Search Group is Dallas/Fort Worth s premier source for financial talent. We have over 40 combined years in this market recruiting financial professionals for D/FW s most respected companies. We are experts in financial executive search and contract recruiting. Our team is committed to being the best in the industry by focusing on client satisfaction. Contact: Mike Haynes Tel: (214) mike@vipsearchgroup.com

6 BDO USA BDO provides assurance, tax, financial advisory and consulting services to a wide range of publicly traded and privately held companies. We offer a sophisticated array of services and the global capabilities of the world s fifth largest accounting and consulting network, combined with the personal attention of experienced professionals. Contact: Brent Horak Tel: (214) lhorak@bdo.com Hartman, Leito & Bolt Hartman Leito & Bolt is a well-respected leader and trusted business advisor, assisting clients to overcome the uncertainty in today s global economy. Our objective is to provide the RIGHT skills and experience to our clients in the areas of assurance, tax and advisory services. Contact: Phil Holmes Tel: (817) pholmes@hlbllp.com Whitley Penn Whitley Penn has become one of the regions most distinguished accounting firms by providing exceptional service that reaches far beyond traditional accounting. Our steady growth reflects our talented staff, our integrity and our ability to stay one step ahead of the issues our clients face. Contact: John Vallance Tel: (817) john.vallance@wpcpa.com LegacyTexas Bank A bank can offer two things to your business. It can help you grow and become more profitable, or it can get in the way. LegacyTexas Bank was bred for one purpose - helping businesses grow. It has something to do with our innovative business products and services. It has a lot more to do with our understanding of how business works in Texas. If you are ready for a bank that makes local decisions and knows how to serve your business, call us today. Contact: Carole Davis Tel: (817) Carole.Davis@Legacytexas.com Newsletter Editor Graydon Vandament Office graydon.vandament@jacobs.com Office Telephone: (817)