Dallas Association for Financial Professionals
DAFP Newsletter



December 2017

In This Issue

President's Message
Social Events
Texpo Talk
Members Earning Interest
Sponsorship 2018

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
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

2018 Winter Social
Saturday, February 3, 2018
Frontier of Flight Museum (Love Field)

President's Message

I thoroughly enjoyed our November program, “Corporate Benefits of Military Hiring,” and I hope you did, too. In a great tie-in with the Veterans’ Day holiday on November 11, the four panelists and the moderator were all able to provide some interesting insights into the transition from military life to the corporate world.

As we do not meet in December due to the holidays, the next time we all have a chance to get together, it will be 2018! I look forward to seeing you at the holiday social in January. In the meantime, happy holidays to you and your family!

Financially yours,
- Matt D.

Social Events


Who: DAFP members+1 guest

Date: Saturday, Feb. 3, 2018

Theme: Roaring 1920s

Venue: Frontiers of Flight Museum (Love Field)

Time: 7:30pm-11:30pm

Attire: 1920's/Festive

Cocktails, Hors d'oeuvres, and Dinner will be served.

Watch your email and check the website for additional itinerary details. Registration will begin Jan. 3, 2018.

- Trae A.


The Art of of the Star!!
The TEXPO® 2018 The TEXPO® 2018 committee is very excited to announce our Monday luncheon keynote speaker, Mrs. Charlotte Jones Anderson, Dallas Cowboys Executive Vice-President and Chief Brand Officer. Mrs. Anderson oversees all strategies and applications surrounding the team’s brand as it is presented to fans worldwide. Her presentation, The Art of the Star, shares with us the business side of brand marketing within the interesting and powerful world of professional sports.


The Art of Communication…..getting the word out!
On November 29th, TEXPO® sent out our first e-mail blast to ~8,000 people inviting them to TEXPO® and advising that registration is now open. We hope you’re all planning to attend TEXPO® and we encourage you to check your 2017 budgets at the office and if there’s extra money this year, go ahead and register. Registration can be completed on our website, www.texpoconference.org And, while you’re at it, invite a colleague or two or three to join you at TEXPO® April 8 – 10.

The Art of Making It Teamwork!
Each of our DAFP members is dubbed an honorary member of our TEXPO® Outreach committee. We ask that you promote TEXPO within your networks to bring a greater awareness to this premier regional treasury and finance conference. If you would like to receive promotional materials to share with your clients, colleagues and others, please send an e-mail to texpo@DallasAFP.org

- Stacy R.


With the hustle and bustle of Christmas, I am sure Santa is not the only one checking off his list. Does your list include your DAFP membership? How about double checking those budgets to see if there are some 2017 funds remaining to pay your 2018 membership? Remember, members enjoy informative speaker dinner meetings, the Big D Financial Conference and 2 fun social events plus you earn AFP credits.

Renew your membership by logging into the DAFP web site, www.dallasafp.org, and click on “Renew your Membership.”

If you are joining for the first time, please go to the website and click on “Join”.

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.

We look forward to seeing you in 2018!
- Samantha B. and Eric T.

Members Earning Interest

Congratulations to Cathy Koschik on her new position with Chalak Mitra Group!

Congratulations to Lisa Kerby on earning the CTP!

Congratulations to Yaritza Bynum on her new position as AVP, Treasury Solutions Analyst, at Bank of America Merrill Lynch. Yaritza was formerly a Treasury Analyst II at Highgate.

Congrats to Jeff Vorhees on his new position as Assistant Treasurer with Independent Bank Group. Jeff was formerly a Sr. ALM Consultant with Catalyst Strategic Solutions.

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


- Ron T.

Dallas AFP Sponsorship

Sponsorship for the Year 2018!!
The 2018 Sponsorship campaign has kicked off. Initial communications went out earlier in November. Please get those sponsorship commitments in sooner, rather than later! 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

Have a great Holiday Season & a Happy New Year!

- Connor C.


Our social network is growing! Please JOIN in the fun. We love when our members, sponsors, speakers and friends engage with us on LinkedIn, Facebook and Twitter.

I will take the next few month’s newsletters to instruct you how to engage with us. For now, I ask that you simply go out and join us.

LinkedIn: LinkedIn
Twitter: Twitter
Facebook: Facebook

If you have questions about our social media or using social media in general, please reach out to me at socialmedia@DallasAFP.org

Best Regards,
- Laurel K.


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


Dallas Association for Financial Professionals "DAFP"