Dallas Association for Financial Professionals
DAFP Newsletter



June 2017

In This Issue

President's Message
June Meeting
Social Events
Big D Financial Conf.
Texpo Talk
Members Earning Interest
Sponsorship 2017

DAFP 2017

Exec Board and Officers

Matt Davies, AAP, CPP, CTP

Vice President
Ron Trimmer, CTP

Kim Marceau, CTP

Matt Roush, CTP

Co-Membership Chair
Samantha Bell, CTP

Co-Membership Chair
Eric Thibo, CTP

Program Chair
Joan M. Calhoun, CTP

Sponsorship Chair
Connor Cosgrove

Big D Conference Chair
Karyn Brown, CTP

Special Events Chair
Trae Lynne Atchison

Communications Chair
Laurel Egan Kenny

Community Involvement Chair
Salina Morrow, CTP

Media Chair
Mario Millan, CTP

ATTA Representative
Christy Petty, CTP

ATTA Representative
Ray Vines, CPA, CTP

2018 Texpo Chair
Stacy Roth, CTP

Welcome New Members!

DAFP is always proud to welcome new members! Please visit dallasafp.org to view the names in our growing network.

Upcoming Events

Social Events
Summer Sunset Cruise
June, 22th 2017

President's Message

Happy summer, fellow members of DAFP! Summer officially begins with the summer solstice on June 20, and we’ll all have a chance to celebrate together just two days later at our summer social event. I hope to see many of you the evening of June 22 on the Tejas boat on Grapevine Lake! After that, DAFP will take a break throughout July and the first part of August. We’ll get back to business with our August dinner meeting.

In the meantime, however, your DAFP Board will not just be lounging poolside. In July several of us (six, I believe) will brave the humidity of our nation’s capital to attend the AFP Regional Officers Meeting (ROM). This provides us an opportunity each year to listen to, learn from and share best practices with our peers from other AFP regionals around the country. Each year at ROM, we like to make our presence known; we typically have the biggest contingent of people there of any of the regionals, and we hope this year to repeat our victory from last year for the best display table. Perhaps we’ll pick up one or more awards in the ROM “Idea Fair,” too. We’ll let you know how we did at the August meeting!

Financially yours, Matt D.

June Monthly Meeting

Sorry DAFP no June Meeting - Joan

Social Events

What better way to bring in the summer than a sunset cruise?

DAFP members, we are so excited to give you what you have been asking for, a chance to network and mingle with other members in a fun, relaxed environment.
We will have a LIVE DJ, beer, wine, and a heavy hors d'oeuvres buffet by one of my favorite caterers Chef Tyler.

If this doesn't float your boat we don't know what will!!
IMPORTANT Event Details:
The boat will depart promptly at 6:30pm so be sure to arrive by 6:15 so we can have the manifest signed and depart on time.
Sam's Dock Silver Lake Marina/Tejas Boathouse

2500 Fairway Dr.
Grapevine, TX 76051


Dress is casual, it is a boat, but no swimsuits please.
Please park on the upper level if available or on the grass

If you need more information, please contact Trae Atchison at Style4men2006@gmail.com.

Many Thanks,
- Trae

Big D Financial Conference

Save the date!

Our annual conference will be held on Tuesday, September 19th at the Marriott, Las Colinas! We launched a search for speakers in April, so if you have any recommendations, please let me know.

- Karyn Brown


The Art of Treasury and Finance…….put yourself in the picture!

We continue forming our TEXPO 2018 committees. If you’d like to plug in to a long-term commitment or have only a few hours to spare, we want you to volunteer on one of our many committees. Please drop an e-mail to texpo@DallasAFP.org and we’ll get back in touch with you. Our volunteers are the reason the Dallas TEXPO is always such a great success!

Sponsors and Exhibitors…..be part of the collage!

If your company is interested in participating in TEXPO 2018, the online store is open! Sponsors and/or exhibitors can now reserve their selections by making their payments through the TEXPO website and visiting the Sponsors and Exhibitors tabs: www.texpoconference.org. A full prospectus is available by contacting texpo@DallasAFP.org. Keep in mind, sponsors and exhibitors receive complimentary event registration(s) so there’s definitely a benefit for your participation.

At our membership meeting last Thursday we announced a sponsor/exhibitor incentive for our DAFP members. You can earn up to $100 by providing us leads!!

  • If you have any leads for companies whom you think would benefit from being a sponsor or exhibitor, please send those leads to texpo@DallasAFP.org. We ask that you let the company know we’ll be reaching out but that’s all you need to do.
  • If the lead turns into a paid sponsorship or exhibitor, you can earn cash if the following requirements are met:
    • The sponsor or exhibitor cannot have participated in either TEXPO 2016 or TEXPO 2017—we’re looking for new names.
    • The lead must come from a DAFP member.
    • Once the sponsor/exhibitor pays $4,000 or greater, the member will receive $100.
    • Once the sponsor/exhibitor pays $2,000 or greater, the member will receive $50.

Lastly, we’d like to ask your help in getting the word out about sponsor and exhibitor opportunities. Would you be willing to share TEXPO 2018 information with your Linked In contacts? If yes, please e-mail  texpo@DallasAFP.org and we’ll provide you with a “script” you can cut and paste into Linked In. And, if you happen to see a TEXPO 2018 post from one of your connections, please be sure to “like” it!

- Stacy Roth



The Dallas AFP would like to recognize a career milestone achieved by members of our organization who passed the CTP exam earlier this year. Congratulations are in order for the following DAFP members:

  • Sabrina Huber
  • Joseph Solano
  • Jeff Vorhees
  • Tyler Yell

As always, we would like to thank you for your membership! Not currently a member? Renew your current membership or become a new member with DAFP! 

RENEW MEMBERSHIP: Please log into the DAFP web site, www.dallasafp.org, using your ID and password, and click on "Renew your Membership." Memberships are based on a calendar year and the annual dues are only $275.

The 2017 Annual Membership of $275 includes:

  • 2017 monthly meetings
  • Big D Financial Conference (which cost $275 for non-members)
  • Summer Social
  • January 2018 Holiday Social


  • Membership will be effective through January 2018!

If you have any questions about your membership or would like to be part of the membership committee, please contact us at membership@DallasAFP.org.

- Samantha and Eric

Members Earning Interest

Members making news this month!

Congratulations to Jeri Bethune – promoted to Assistant Treasurer, Luminator Technology Group

Please remember to share any news with us at vicepresident@DallasAFP.org

- Ron

Dallas AFP Sponsorship

Join the Sponsorship Committee, we will work together to partner with companies and individuals to further grow our organization. For more information and to get involved contact Connor Cosgrove at sponsorship@DallasAFP.org.

With gratitude,

- Connor


Ramping up our coverage of the Big D conference. Please weigh in and share your thoughts on Facebook, LinkedIn, and Twitter. We'll also be introducing our Snapchat account.

- Laurel Egan Kenny

P.O. Box 840756
Dallas, TX 75284-0756


Dallas Association for Financial Professionals "DAFP"