Dallas Association for Financial Professionals
DAFP Newsletter



June 2018

In This Issue

President's Message
June Meeting
Big D
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 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

Summer Social
June 21, 2018

STIRR, Deep Ellum,
Rooftop deck
2803 Main St #110,
Dallas, TX 75226

President's Message

Happy Summer, Dallas AFP Members! I hope you all enjoyed a relaxing Memorial Day holiday weekend. I’m already thinking about the fall and winter, and not just because I’m already over the heat.

First, this fall… We have kicked things into high gear for preparations for our annual one-day Big D Financial Conference, Thursday, September 20, at the Marriott Las Colinas. Mark your calendars, and see below for important announcements from this year’s conference chair, Kari Ellis!

Second, this winter… My term as President of the association will come to an end in December of this year. The Nominating Committee is now accepting your recommendations for our association’s next President, for the 2019 and 2020 calendar years. Please send your nominations to me at president@dallasafp.org by June 30. Minimum qualifications for the office of President are: at least two (2) consecutive years of DAFP membership and at least one (1) year of DAFP board service as an officer. The CTP (or CCM) designation is preferred, but not required. We will publish the results of the Nominating Committee’s deliberations in the July newsletter and on our various social media platforms. Stay tuned for more!

Financially yours,

- Matt D.


Get to know your fellow DAFP Members! It’s ALMOST here...

Please join us for a special summer networking event. This will be for members only, so you can get to know one another in Deep Ellum’s hottest new venue. Where:

STIRR, Deep Ellum, Rooftop deck
2803 Main St #110, Dallas, TX 75226


June 21 from 6-8pm

Cocktails and hors d’oeuvres will be served.

Dress: Casual

Complimentary Valet Parking with be provided by DAFP.

Register here by June 18

We look forward to seeing all of you there.

Your Social Chair,

- Trae A.


June Monthly Meeting

No monthly meeting this month.

- Joan C.

2018 BIG D

Get your Speaker/Presentation proposals in TODAY!
We are now accepting proposals for breakout session presentations and Keynote speakers at our annual Big D Financial Conference, September 20, 2018, at the Marriott, Las Colinas!

Attendance at this annual event increases every year; last year there were approximately 250 attendees. Previous attendees have indicated a desire for opportunities to glean ideas and information from practitioners during this event, so we are looking for interactive, highly-engaging and informative programs. Co-presenters and panel discussions, including corporate practitioners, are strongly encouraged, and given preference when finalizing speaker acceptances. Proposals indicating a “TBD” for co-speaker will be given conditional acceptance pending the naming of a co-speaker.

Please contact Kari Ellis at BigDConference@DallasAFP.org to get the Speaker Proposal Form, and submit your proposals by June 15, 2018. Proposals will be reviewed, and speakers notified of their selection, by July 15, 2018.

Warm Regards,

- Kari E.


Help support your Dallas AFP by engaging local and national companies to become a sponsor. The 2018 Big D Conference has sponsorship spots still open – ACT FAST before they are gone! The Commitment Form outlines the opportunities. Please 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 contact with an organization that would be a great sponsor! Submit to sponsorship@DallasAFP.org, and we’ll 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.


Dallas is hot – and we’re not talking just the temperature! The market is hot, real estate is hot, job opportunities are hot! This heat has drawn quite a few new financial professionals to our area and we want them to be a part of our organization. We need your help in identifying and inviting them to check out and join the Dallas AFP.

To join or renew, log into the DAFP website at www.DallasAFP.org and select “Join” from the menu or under “Membership” select “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

Congratulations to:

Michael Hoffman on his new position as Senior Associate at TPG Global

Charles Sorbello on his new position with Dallas Capital Bank

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

On Saturday, May 5, the Community Involvement Committee held its second Networking Community Involvement event with Head for the Cure.

I would like to give a special thanks to Cheryl, Matt, Karyn and Synthia for volunteering at this event.

Please mark your calendars for our next Networking Community Involvement event on September 15 with Minnie’s Food Pantry.


- Salina M.


Hello DAFP: We have created a DAFP Members and Friends Group on Facebook. You are our friends! Please join the group by visiting the @DallasAFP Facebook page, then click on Groups. Then click on DAFP Members and Friends. Request to join. We will accept you. Our Facebook Group allows us to quickly invite you to programs and events = and will help us to increase engagement because you can quickly and easily LIKE, SHARE or COMMENT on the event – and/allow you to express your interest in attending. Of course, you still have to register through the website, but this is another way to increase the community spirit and engagement of our close-knit group.

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 EK.

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


Dallas Association for Financial Professionals "DAFP"