Dallas Association for Financial Professionals
DAFP Newsletter



August 2018

In This Issue

President's Message
August Meeting
Big D Treasury & Finance Conference
Members Earning Interest
Community Involvement

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 Treasury & Finance 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

August Meeting
August 16th - 5:30-8:00
Las Colinas Country Club
4400 North O’Connor Rd
Irving Texas 7506

President's Message

The Dallas AFP was well represented at this year’s annual AFP Regional Officers Meeting (ROM) in Washington, D.C., with Samantha Bell, Joan Calhoun, Connor Cosgrove, Laurel Egan Kenny, Eric Thibo, Ron Trimmer, Ray Vines, and me in attendance. As in years past, we were the largest regional AFP contingent there, and we took advantage of the opportunity to share our own best practices as a board, as well as to learn from others. DAFP Vice President Ron Trimmer served as a co-chair of the ROM event, and I had the privilege of serving with two other regional AFP presidents (including former Ft. Worth AFP president and current DAFP member Jessica Key) on a panel on board service. We have won multiple awards at ROM consistently for the last 10 years, and the table display for the last 5, and this year was no different. Our submission for best meeting or networking event, our winter social, “Roar and Soar,” won in the ROM Idea Fair—thank you, Trae Lynne Atchison!—and we also won best table display, which garners DAFP a free registration to next year’s ROM—thank you, Laurel Egan Kenny!!

As you have seen from communications, both direct to you via e-mail, and on our various social media platforms, we are getting into full swing for this year’s Big D Treasury and Financial Conference! We look forward to seeing you there. See below for further details.

Financially yours,

- Matt D.

August Monthly Meeting

August 16

Managing and Engaging Millennials
Presented by: Ross Paterson and Hannah Wells

You won’t want to miss this entertaining and honest presentation about Managing and Engaging Millennials.
As millennials take over our workforce, understanding how to lead and manage them is essential to your leadership success.
So, who are these millennials and what’s all the hype about?
It might surprise you that participation trophies and social media are not the reason for concern.

Las Colinas Country Club
4400 North O’Connor Rd
Irving Texas 75062

Registration is now open


- Joan C.

2018 Big D Treasury & Finance Conference

Join colleagues from the treasury management, banking and finance professions in networking, learning and celebrating at the 2018 Big D Treasury & Financial Conference! The conference will offer 25 educational sessions, featuring industry leaders sharing their experiences and knowledge on the latest trends and issues surrounding treasury, banking, finance and economics.

We will kick off the morning with a general session “Liar, Liar, Pants on Fire,” with body language expert and keynote speaker Traci Brown, who specializes in training others to read body language to prevent fraud and manage risk. Our lunchtime keynote, “Maximizing Engagement,” will feature Daren Martin, “The Culture Architect.”

We are currently updating the conference app and should have it published in late August so you will be able to see the different class offerings and map out your day in advance.

DAFP Members: The conference is included in your membership!

Non-Members: $275 (includes membership for the remainder of 2018 : October and November meetings and winter social/networking event)

Register Today
(Non-members: to register, follow the steps to become a member. Once completed, you can then register for the conference.)

Would you be willing to act as a session introducer/monitor on the day of the conference? All you have to do is arrive at the session a little early, ensure attendees sign in, introduce the speakers and retrieve the evaluations for that session. If you are willing and able to help out, e-mail BigDConference@DallasAFP.org.

Any questions? Contact Kari Ellis, 2018 Big D Conference Chair, at BigDConference@DallasAFP.org.

Warm Regards,

- Kari E.


Sponsor the Dallas AFP annual Big D Financial Conference!
The 2018 Big D Conference has sponsorship spots still open- ACT FAST before they are gone!

We are adding a new and unique sponsorship opportunity
Contact sponsorship@DallasAFP.org

The commitment form, found here, outlines the different opportunities. Let the fireworks fly with this awesome marketing opportunity for you and your organization among Dallas’ esteemed financial leaders! 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!

With much appreciation,

- Connor C.


Would you like to benefit from having financial-specific resources, education and relationship building? Join the Dallas AFP to connect with treasury and finance industry professionals. Membership includes attendance to our upcoming Big D Financial Conference, dinner meetings and our 2019 Holiday Social.

To join, go to our website at www.DallasAFP.org and click on Membership, Join. For renewing click on Membership, Renew Membership.

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

Happy work anniversary to:

• Kit Collins, CTP, Vice President, Treasury Management Sales Leader at Wells Fargo, celebrating 9 years with Wells Fargo!

• Amadieo Morales, Vice President, Treasury Management Sales Officer at American National Bank of Texas, who celebrated 6 years with ANB of Texas in July.

• Congratulations to Joseph Solano on his new role as Portfolio Manager at East West Bank. Joe was formerly a Credit Officer 2 at Citi.

Please continue to update your profiles on the Dallas AFP website, www.DallasAFP.org. Also, if you know of anyone who deserves special recognition, please send it to vicepresident@DallasAFP.org

- Ron T.

Community Involvement Event

Our next community involvement event will take place on September 15 with Minnie’s Food Pantry. Minnie’s Food Pantry has a mission “to provide healthy meals and resources by way of red carpet treatment to those in need.”

On September 15, our volunteer experience may include interacting with clients, providing concierge services, cart running, stocking shelves or administrative tasks.

Location: 43033 W Parker Rd Suite 116
Plano TX 75023

Time: 8am-12pm


- Salina M.


Email and our website are our main means of communication for our upcoming events and programs, including Big D Treasury & Finance Conference. Join the fun. Join us on LinkedIn, Twitter and Facebook.

Please “Request to Join” our Facebook Members and Friends GROUP. We will be sure to add you right away. This is a great way to have program and other relevant updates “pushed” to you.

Please continue to LIKE, SHARE, or COMMENT on posts as you see fit. Thank you again for your engagement this year and as always.


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"