Dallas Association for Financial Professionals
DAFP Newsletter



March 2018

In This Issue

President's Message
March 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

March Monthly Meeting
Thursday, March 15, 2018
Marriott Quorum by the Galleria
14901 Dallas Parkway
Dallas Tx 75254

President's Message

I don’t know about you, but I really can’t believe it’s already March! I can hear my dad’s voice echoing in my head, “the older you get, the faster they go...”

I was glad to have the chance to host our first meeting of the year at the Federal Reserve Bank of Dallas. I know we really only skimmed the surface talking about virtual currencies, which continue to be such a hot topic in payments and elsewhere, but I was glad to give the majority of our time together to Preston Ash to discuss the evolving world of financial technology in “Fintech Frenzy.”

In keeping with the theme of timely topics, our March meeting will take a look at the impact of recent tax reform on businesses. I can’t wait to hear what our guest speakers have to say!

By the time you read this, we will also have had what has become an annual tradition of sorts for Dallas AFP, volunteering at the North Texas Food Bank on Saturday, March 3. I always enjoy the chance to feel like I am making a difference, and to network with fellow DAFP members. If you weren’t able to make it, I encourage you to try to join us for our next volunteer opportunity!

Financially yours,

- Matt D.

March Monthly Meeting

The Impact of the Tax Act on Businesses

Thursday, March 15, 2018
5:30 – 8:00 p.m.
Marriott Quorum by the Galleria
14901 Dallas Parkway
Dallas Tx 75254

Join us for our March dinner meeting to hear an interactive timely discussion regarding the Impact the Tax Cut and Jobs Act (TCJA).
Our panel will consist of tax and business planning experts from Armanino, LLP, who will discuss the effect the TCJA will have on multiple business functions and treasury decisions.
They will also share some actionable advice on both income and tax accounting for both domestic and foreign companies.

Registration is OPEN!

Register here by noon, Monday, March 12

Please register early, we will be confirming our food orders by March 12.

We are excited to host our March dinner meeting at a new venue, Marriott Quorum by the Galleria. I am interested to hear our members feedback regarding this new site. So please join us and be sure to share your feedback with me after the meeting. The Marriott does charge for parking, however DAFP will cover the cost. Look for information regarding parking in your confirmation email.

- Joan C.

Community Involvement Event

On Saturday, March 3rd, the Community Involvement Committee held it's first Networking Community Involvement event at the North Texas Food Bank (NTFB). I would like to give a special thanks to Ana, Cheryl, Lori, Kathleen, Archie, James, Mark, Matt, Richard and their family members for volunteering at this event. Our group was presented with the task of placing 5 pounds of uniquely shaped carrots in mesh bags. Together, we filled approximately 1000 bags of carrots. This act of kindness will help the NTFB to provide a nutritional food item to families in Dallas.

Our next networking community Involvement event will be held on Saturday, May 5th.

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

- Salina M.


The Art of the Calendar!
Yikes! We’re about a month away from TEXPO 2018!!! April 8 – 10. Have you registered? Have you made your hotel reservations? Have you signed up for TopGolf? Have you picked out your black and white clothing for Monday night’s party? We’re looking forward to an amazing event. Put yourself in the picture and join us at TEXPO 2018 – The ART of Treasury and Finance!
Watch our YouTube promo here promo

The Art of Networking!
If you haven’t already, sign-up today for TopGolf. It’s going to be a great inaugural event that we’ll play rain or shine under a protective cover. The play format allows you to come and go if you want during the 3-hour event. Lunch and refreshments are included. Registration at TEXPO is not required to participate in the TopGolf Open. Invite your spouse, a client, a traveling companion, or a friend to join you! www.texpoconference.org
Our Sunday night welcome reception and Monday night party are going to be amazing!

  • Sunday Night – Art Among the Stars – reception on the 38th floor of the Sheraton Hotel.
  • Monday Night – a pARTy in black and white – attendees are encouraged to wear black and white clothing and enter a speakeasy of music and fun.

Please share TEXPO on your social media. Encourage your colleagues, business acquaintances and clients to attend this premiere education event. Earn up to 15.8 CTP/FP&A credits and up to 20 CPE credits.

The Art of the Volunteering!
We still have plenty of space for volunteers. Send your interest to texpo@DallasAFP.org or see a TEXPO committee member at the March DAFP meeting.

The Art of the Website and the App!
Check out our website, www.texpoconference.org, for a listing of our education offerings for TEXPO® 2018. Also, we will be rolling out our TEXPO app this month so you can have all conference information at your fingertips on your mobile device before you get to the conference.

- Stacy R.

2018 BIG D

Life after TEXPO is……
the Big D Conference, September 20th, 2018 at the Marriott Las Colinas!!
Be sure to save the date in your schedule for this year’s annual DAFP day of education – 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

How are YOU supporting your AFP?
Sponsorship is the act of supporting an organization through different provisions. So, again, I ask, how are YOU supporting your DAFP? Help support your Dallas AFP by engaging local and national companies to become a sponsor. The commitment form, found here, outlines the different opportunities. Feel free to direct any potential sponsors to the Sponsorship Committee, at sponsorship@DallasAFP.org. Or be totally awesome, and begin the dialogue between the Sponsorship Committee and the potential sponsor!

Take 10 seconds!!!
Want an easy way to support the Dallas AFP? I challenge each member to submit at least one, if not more, contact that represents an organization that would be a great sponsorship partner! Submit to sponsorship@DallasAFP.org, and we’ll be eager to reach out to them.

What’s that feeling?
That feeling is likely a longing to become more involved in the Dallas AFP, in the most awesome way! 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 much appreciation,

- 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

Congratulations to Brandon Dinwiddie on earning his CTP in January!!!

We want to wish good luck to these members on their new positions:

  • John Henderson, Vice President, Origin Bank
  • Andrew Witkoff, the new Business Development Manager at Turningpoint Communications
  • Priscilla Ni, ClubCorp

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!


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"