Dallas Association for Financial Professionals
DAFP Newsletter



January 2018

In This Issue

President's Message
Social Events
Texpo Talk
Sponsorship 2018

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

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

Happy New Year! I hope all of you have enjoyed a wonderful holiday season with family and friends!

As we all head back to work and begin making plans for 2018, your Dallas AFP board is doing the same. We are ready to get back to it, and over the Martin Luther King holiday we will convene for our annual board retreat. This year we are shaking things up a little as far as venue goes, and will be at Choctaw Casino and Resort. (Hey, “all work and no play…,” right?!) Our agenda will focus on both tactics and strategies for the year and years ahead. If there are things you would like to see this organization do, please talk to me or any member of the Board.

I look forward to seeing many of you at the next DAFP social event, at the Frontiers of Flight Museum, as we “soar” into the New Year. Trae Lynne Atchison has a great event planned for us. And, just a little bit later in February, we’ll be getting together for our first dinner meeting of the year at one of my favorite venues (it’s a short commute for me!); I’ve asked a colleague from my department at the Dallas Fed to give us his views on the latest wave of what lately seems to be the tsunami of financial technology (“fintech”).

Lots of great things on the horizon…onward and upward!

Financially yours,
- Matt D.

Social Events

Roar & Soar in 2018 Winter Social
Frontier’s of Flight Museum, Love Field
Feb. 3rd, 2018

Come as a flapper or come as you are.

Dress as a gangster or a silent screen star.

It’s going to be fun no matter the dress.

Just bring yourselves and we’ll do the rest.

Join us at the Frontiers of Flight Museum as we journey back in time
to the ROARING 20’s at its prime.

You and your guest will be greeted with hors d'oeuvres, wine, and beer,
then a sit-down dinner and of course lots of cheer.

The festivities will begin at 7:30pm sharp
with a costume contest for you to take part.

So get ready for the party of the year,
We are ready to celebrate a prosperous New Year!

- Trae A.


The Art of Knowing Your BlindSpots!!
The TEXPO® 2018 committee is very excited to announce our Tuesday luncheon keynote speaker, Kevin McCarthy, best-selling author of The BlindSpot Zone. Mr. McCarthy spent 33 months in a federal prison for a crime he didn’t knowingly commit because…..he had blind spots. Through Kevin’s presentation you will learn how to identify your own blind spots and mitigate their impact at work and at home. As a result, you will be able to make better and more ethical decisions.

The Art of Registration!
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. Also, don’t forget to register for the new and exciting TopGolf event scheduled for Sunday, April 8! The TopGolf event is open to all.

The Art of Promotion!
We have sponsor and exhibitor opportunities open for both the conference and TopGolf. Get your company’s name in front of 1,200+ treasury and finance professionals by taking advantage of these opportunities as shown on our website, www.texpoconference.org . Comp’d registration is included with all conference sponsorships and exhibitions. New this year---TopGolf sponsorships are as low as $50 to have your company’s logo displayed prominently at the event. Show your support for TEXPO® 2018 today!

- Stacy R.

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.

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


Dallas Association for Financial Professionals "DAFP"