Dallas Association for Financial Professionals
DAFP Newsletter

November 2018

In This Issue

President's Message
November Monthly Meeting
Members Earning Interest

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, FP&A

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

November Dinner Meeting “Texas Bullion Depository”
November 15, 2018
The Clubs of Prestonwood
15909 Preston Rd
Dallas Tx 75243

President's Message

Greeting, DAFP members and friends!

This newsletter will be coming out right around the time of the AFP national conference in Chicago. For those of you attending the conference, I hope you enjoy excellent educational sessions, plenty of networking with treasury colleagues old and new, and mild weather!

At our October meeting the membership in attendance voted to confirm the new executive officers of the association for 2019-2020: Ron Trimmer as President, Karyn Brown as Vice President, Matt Roush as Treasurer and Salina Morrow as Secretary. Please join me in congratulating these folks as they prepare to take on their new roles!

At the same meeting, your DAFP board shared our proposed budget for 2019. If you were not at the meeting and would like to see the budget, or if you were at the meeting and have questions, please contact me. We will vote on the budget at our November dinner meeting.

And finally, don’t forget to renew your DAFP membership for 2019!

I hope to see all of you at the November meeting to wish you a wonderful Thanksgiving with family and friends, but in case I do not see you, please allow me to do so now!

Financially yours,

- Matt D.

November Monthly Meeting

Insights Into The Texas Bullion Depository

Presented by Tom Smelker, Administrator, Texas Bullion Depository
Texas Comptrollers Office

Thursday, November 15, 5:30-8:00

The Clubs of Prestonwood
15909 Preston Rd
Dallas Tx 75243

Registration is OPEN!

Register here
By noon, Monday, November 12

Networking reception begins at 5:30 pm with dinner at 6:15
and presentation from 7:00 to 8:00 pm.

Joan C.


2019 Is Closer Than You Think
The 2019 Sponsorship campaign is officially underway. 2018 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 Holiday Season!

- Connor C.


RENEW for 2019! Spend those last few 2018 budget dollars on getting your DAFP membership paid and expensed before year-end. You will enjoy informative speakers, social events and the Big D Treasury and Financial Conference all while earning AFP credits. To renew go to our website at www.DallasAFP.org , click on Membership, Renew Membership. To join, click on Membership, Join. Membership includes eight meetings, the 2019 summer social, the 2019 Big D Treasury and Financial Conference and the January 2020 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 Richard Jones on a new position as Auditor with the Texas Comptroller's office!

Welcome back and congratulations to Alan Bruton, moving back to Dallas with Oakwood Bank!

Congratulations to Jessica Segebarth, CTP, of SunTrust Bank, who was promoted from AVP, Treasury Sales Analyst, to VP, Senior Treasury Sales Officer, Corporate and Investment Banking, Treasury & Payment Solutions, at SunTrust.

And happy work anniversary to:

  • Denysha Grisby, GL Staff Accountant, Caliber Collision Centers, celebrating seven years with Caliber.
  • Patricia Jones, Treasurer, Austin Industries, celebrating three years with Austin.
  • Lisa Williams, CTP, Treasury Analyst at the City of rlington, who is celebrating four years with the city!
  • Hannah Zhao, CFA, CTP, who is marking one year at MAXAM.

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.

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

Dallas Association for Financial Professionals "DAFP"