Dallas Association for Financial Professionals
DAFP Newsletter



February 2018

In This Issue

President's Message
February Meeting
Community Involvement
Texpo Talk
Big D
Members Earning Interest

DAFP 2018

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, CTP

Big D Conference Chair
Kari Ellis, 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

February Monthly Meeting
Thursday, February 15, 2018
Federal Reserve Bank of Dallas
2200 N. Pearl Street
Dallas Tx

President's Message

Your Dallas AFP board convened for our annual board retreat on Sunday and Monday, January 14-15, and spent nearly two full days focused on both strategies and tactics for the year (and years) ahead. In addition to our perennial goal of driving membership, the board also agreed to focus in the year ahead on “operational effectiveness.” One of the components of that goal, for us, is data integrity. With that in mind, we ask that all members (or past members who have a profile in our online system and are reading this), please visit the web site and ensure your profile details are up to date. To update your profile, go to dallasafp.org and, in the box with the heading “My Profile,” click on “Manage Profile” and then choose the area in which you need to make changes.

In case you were not aware, the name on the nametag you pick up to wear at each meeting is driven by the name in your profile. Also, for any of you who now have the FP&A certification, know that there is now an explicit option for choosing “FP&A” under “Certifications,” instead of just choosing “Other.”

The second component of our data integrity efforts will be to clean up our database. We want to make sure that we are communicating only with people that want to hear from us, and that we are able to do so, which means we have some e-mail addresses to correct, some old contacts to delete, etc., in the weeks ahead. We think this effort might even bring some former members back to us, with whom perhaps we have just lost touch! If you have a friend or colleague whose DAFP membership has lapsed, please help us to bring them back into the fold!

We have an exciting year ahead of us, DAFP! Joan Calhoun is working hard to line up some great programs for us, and we are only about two months away from TEXPO. Fasten your seatbelts!

I look forward to seeing many of you at our first meeting at the Federal Reserve Bank of Dallas on February 15, where I’ll have the chance to introduce you to a colleague of mine, Preston Ash, who will speak to us about “FinTech Frenzy.”

Financially yours,
- Matt D.

February Monthly Meeting

Fintech Frenzy and Virtual Currency
Presented By
Preston Ash and Matt Davies

Thursday, February 15, 2018
5:30 – 8:00 p.m.
Federal Reserve Bank of Dallas
2200 N. Pearl Street
Dallas Tx

While traditional financial institutions have long operated by housing multiple products and financial services for their customers in conveniently located brick and mortar offices, highly specialized tech startups have emerged over the past decade that are challenging and changing the world of banking. In the face of these new fintech firms, will traditional financial institutions be able to adapt and challenge the opposition?

Join Us February 15 for our first Dinner meeting of 2018.
REGISTER HERE By noon, Monday, February 12th

Mark your calendar for upcoming Dinner Meetings
  • March 15
  • April 19
  • May 17
  • Aug 16
  • Oct 18
  • Nov 15

- Joan M.

Community Involvement Event

North Texas Food Bank

Saturday, March 3, 2018
9:00 a.m - 12:00 p.m.
4500 S. Cockrell Hill Road
Dallas Tx

This is a great opportunity to Network with your peers and give back to the community at the same time! Please join us to sort, bag and box food for hungry North Texas in a warehouse environment. With our help, the North Texas Food Bank is able to distribute food to hungry children, families and seniors in our community. Register here! By noon, Monday, February 26th

Please submit any questions to Salina Morrow to communityinvolvement@dapf.org

- Salina M.


The Art of Ethics!
The TEXPO® 2018 committee is very excited to announce our Monday Opening General Session keynote speaker, Andrew Urich, Associate Professor of Management and the Eastin Chair in Talent Development at the Spears School of Business at Oklahoma State University. Andrew will be discussing Ethics Awareness. If you had the pleasure of hearing Professor Urich speak at our Big D Conference a couple of years ago, you know we’re in for a fabulous..and energetic…opening session.

The Art of Volunteering!
We are within 60 days of TEXPO…..wow!! And, as we get closer to the opening of TEXPO®, we have several specific volunteer/donation requests. If you can help us, please send an e-mail to texpo@DallasAFP.org

  • We need a copier for the registration desk Saturday – Tuesday. Does anyone have one that could be loaned to TEXPO for this time period? We will gladly acknowledge the donor through signage.
  • We need quite a bit of printing (conference/session evaluations; party drink tickets; welcome letter; party flyers; party drink tickets; etc.) Would you and your company be willing to help us behind the scenes with our copy needs?
  • We need several items developed in Word, Excel and PowerPoint. If you’re strong in Microsoft Office Suite, would you be willing to volunteer your time behind the scenes?
  • We need informal photographers to take candid pics at the TopGolf event, welcome reception, Monday night party and throughout the conference. If you’re a photographer, do you have time to help?
  • We need a VIP reception coordinator who will assist with invitations, decorations, and organizing the pre-luncheon events on Monday and Tuesday.
  • We need people to help introduce speakers in each education session, provide speaker gifts, and announce housekeeping items.
  • We need people to help stuff attendee bags on Saturday before TEXPO (April 7) at the Sheraton.

The Art of the Website!
Check out our website, www.texpoconference.org, for a listing of our education offerings for TEXPO® 2018.

The Art of Registering!
Haven’t registered for TEXPO® or TopGolf yet? Note that prices increase on 2/21/18. To get the lowest prices of the conference, register today. Registration can be completed on our website, www.texpoconference.org .

- Stacy R.

2018 BIG D

SAVE THE DATE! 2018 Big D Conference September 20th, Marriott Las Colinas

We are excited to announce our venue and date for this year’s annual DAFP day of education. Be sure to save the date in your schedule – we are actively seeking Sponsorships and will be sending out Call for Speakers in late April.

Looking for a way to get more engaged in DAFP? Consider volunteering on the Big D Conference Committee!! Reach out to BigDConference@DallasAFP.org to discover the ways we can collaborate together and continue to deliver one of the best Regional conferences, ever!

- Kari E.

Dallas AFP Sponsorship

Happy New Year!! Have Your Resolutions?
This is the season of a #NewYear #NewYou! Why not start by helping the DAFP obtain some awesome sponsorships? The 2018 Sponsorship campaign has kicked off, and we need you to help get those sponsorship dollars to have an awesome 2018! Contact the sponsorship team for information to help the organization out. Also, please refer any potential sponsors to Connor Cosgrove via sponsorship@DallasAFP.org or 918-850-2020.

Join The Team
Also, 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

Happy New Year!

- Connor C.


Happy 2018!

It’s a new year and we are excited because a lot of great things are happening for our organization. TEXPO is in Dallas and we are the sponsors, yeah! We have newly licensed CTPs and FP&As becoming members of our organization and interesting speakers are slated for our dinner meetings. Have you renewed your membership this year? You don’t want to miss out by not renewing.

Renew your membership by logging into the DAFP website at www.DallasAFP.org and click on “Renew Your Membership.” To become a member, log into the DAFP website, www.DallasAFP.org to join.

Membership is based on a calendar year and it grants you attendance to the 2018 monthly dinner meetings, the summer social, the Big D Financial Conference and the January 2019 Holiday Social. Most importantly, you get CTP and FP&A credits plus you get to network with like-minded professionals.
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 B. and Eric T.

Members Earning Interest

Best wishes to:

  • Yaritza Barnum on a new role as a Treasury Solutions Analyst at with Bank of America Merrill Lynch
  • Ryan Oehmke on his new role as a Treasury Analyst II at Hollyfrontier Corp.

Congrats to the following members on their new positions:

  • Elaine Rainey on a new position as Treasury Analyst with Gamestop, Inc.
  • Craig Savarese on a new position as Director of Products and Services Investments with DXC Technology
  • Sara Ramos on a new position as SVP of Healthcare Treasury Sales, with PNC Financial Services

As always, if you have good news to share, a promotion or even just a position change, please let us know!


- Ron T.


Please engage with us on social media. We are constantly updating our Facebook, Twitter, and LinkedIn Pages with up to the minute information about our organization, our members, and programs!

Facebook We have 230 followers. We’d like 300!
LinkedIn We have 423 members. We’d like 500!
Twiter We have 170 Followers. We’d like 200!

Have a photo to share? Send it to Laurel at socialmedia@DallasAFP.org
We’ll get it out there! BEST!
- Laurel K.

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


Dallas Association for Financial Professionals "DAFP"