Dallas Association for Financial Professionals
DAFP Newsletter



November 2017

In This Issue

President's Message
November Meeting
Texpo Talk
Members Earning Interest
Sponsorship 2017

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
Karyn Brown, 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

Transitioning from Military to Corporate Life
Thursday, November 16, 2017
Doubletree by Hilton Campbell Center

President's Message

We had a great crowd at our October meeting, which I think served double duty as both an observation of National Cybersecurity Awareness Month and a fright fest in advance of Halloween, as a U.S. Secret Service agent regaled us with frightening tales of the increasingly savvy hackers and fraudsters!

At our November meeting—in addition to approving the 2018 DAFP budget that was shared at the October meeting—we’ll have a chance to hear from representatives of all four branches of the U.S. military who have transitioned from military life to the corporate world. We look forward to seeing you there!

As we head into the holiday season and toward the end the year, your DAFP board will not be idle. We will be working on a “proof of concept” for a corporate membership, as well as exploring other potential opportunities for our group. We’ll be making plans for the holiday social and for our annual retreat in January, where we will dig into strategic planning for 2018 and beyond. If you have ideas about things you’d like DAFP to do in the year ahead and beyond, please talk with me or one of the other board members.

And finally, don’t forget to renew your DAFP membership for 2018!

Wishing you a wonderful Thanksgiving with family and friends!

Financially yours,
- Matt D.

November Monthly Meeting

In honor of Veteran's Day, we are hosting a panel of veterans consisting of United States Army, Marines, Air Force and Navy, who have transitioned to corporate careers. Hear their stories about their service, the process of re-entry, as well as the challenges. We will discuss how corporations benefit from the skills taught in the military. Registration is now open!

We look forward to seeing everyone.

Thursday, November 16, 2017
5:30 – 8:00 p.m.
Doubletree by Hilton
8250 N. Central Expressway
Dallas Tx


By Tuesday, November 13th

- Joan M.


The Art of of the Numbers!!
TEXPO® is open for business and our numbers are looking good….with five months to go!!!

  • Our Exhibit Hall is over 50% full…46 spaces have been spoken for!
  • We’ve filled almost 50% of our Official Sponsor opportunities!
  • The Executive and CTP/FP&A Tracks have been sponsored!
  • Our Sunday night welcome party has been sponsored!
  • Each attendee will have a sponsored goodie bag and, for those staying in the hotel, each room key will have the sponsored TEXPO® logo!
  • We’ve had our first paid attendees for both the Conference and the Golf Open!

We still have a lot of sponsorship opportunities open. If you would like to hear more about the opportunities or have a potential sponsor in mind, please send a note to texpo@DallasAFP.org . We’ll get you connected.

The Art of Communication…..getting the word out!
The TEXPO® 2018 website is officially open: www.texpoconference.org And, you may have already seen posts on LinkedIn, Facebook and Twitter reaching out to our networks. We ask that everyone go to your favorite social media platforms and like us, follow us, retweet us and share us.
Also, shout out to those who attended AFP in San Diego. TEXPO® was there and well represented at the Regional booth in the Exhibit Hall. At our November membership meeting, we’ll be bringing promotional materials for you to take with you to hand out to colleagues, business contacts and others who may be interested in TEXPO®.

The Art of Making It Happen!
Your TEXPO® committee has been very busy. We’d love you to be a part of it. Contact texpo@DallasAFP.org , if you’d like to volunteer.

- Stacy R.


IT’S RENEWAL TIME!! I am sure you have enjoyed the informative meetings, speakers and the fun social events throughout this past year as well as the great sessions at our Big D Financial Conference plus, you should have earned your CTP and/or FP&A credits. So, let’s do it again in 2018!

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

For those who are new to this process, membership renewal includes all evening dinner sessions, the 2018 summer social, the Big D Financial Conference and the January 2019 holiday social.

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

Best Wishes to Alexa Bradford on her retirement from Bank of America Merrill Lynch.

Congratulations to Elaine Rainey on her new role, Treasury Advisor at Gamestop!

Congrats to Hannah Zhao on her new position, Treasury Manager with MAXAM North America.

And a big shout out to Michael Hoffman; he passed the CTP Exam this past summer and was recently promoted to Cash Manager at Milestone Management. Great job Michael!

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

2018 Is Closer Than You Think
The 2018 Sponsorship campaign is officially underway. 2017 was a great year, but we definitely need to do better to support our awesome organization. Please be on the lookout for communication and get your commitment forms in early to reserve your preferred method of sponsorship. 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 October!

- Connor C.


Our Twitter handles are @DallasAFP and @TEXPOconf. You can find our Facebook and LinkedIn Groups by searching for Dallas Association for Financial Professionals. Social media and our conference app played huge roles in marketing, conference communications and follow up at Big D this year. We thank you all for being a part of the conversation.

Believe it or not, we are on to TEXPO! New Facebook, Instagram, and LinkedIn pages have been created and are awaiting your engagement. Social Media has the power to attract, engage and educate our members, friends and first-time attendees. 

- Laurel K.

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


Dallas Association for Financial Professionals "DAFP"