Dallas Association for Financial Professionals
DAFP Newsletter



October 2018

In This Issue

President's Message
October Monthly Meeting
2018 Big D Treasury & Finance Conference
Community Involvement Event
Texpo Talk
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

October Monthly Meeting
October 18 5:30 PM
Federal Reserve Bank of Dallas
2200 N. Pearl Street
Dallas, Texas, 75201

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

President's Message

The 2018 Big D Treasury & Finance Conference was a great success! I believe the final registration count was 306, a new record, breaking last year’s record of 294. We had two great keynotes and 25 top-notch breakout sessions. Thanks to this year’s chair, Kari Ellis, and all those who served on the conference planning committee for all of their hard work!

Now, in addition to finalizing all the details for our October and November 2017 dinner meetings and the January social event, your DAFP board will be focused on 2019. At the October meeting we will vote to confirm Ron Trimmer as our president for the two years ahead, and you’ll also be presented with the budget for 2019 (to be voted on at the November meeting).

Join us for our next dinner meeting on October 18 at the Federal Reserve Bank of Dallas. David Rathke, Item Processing Product Manager at FIS, and I will bring you up to speed on the latest developments in checks and faster payments!

I look forward to seeing many of you at the national AFP conference, November 4-7, in Chicago. On Sunday, November 4, from 6 to 7:30 p.m., Dallas AFP will be staffing the AFP booth in the exhibit hall at the conference. Stop by and say hello!

Financially yours,

- Matt D.

October Monthly Meeting

Thursday, October 18 5:30 PM
Federal Reserve Bank of Dallas
2200 N. Pearl Street
Dallas, Texas, 75201

Faster Payments and Changes to Reg CC

David Rathke, Product Manager FIS

Matt Davies, Federal Reserve Bank of Dallas

Registration is OPEN!

Register here
By noon, Monday, October 15

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

Speaker Bio

David Rathke

David Rathke has been involved in the banking industry since 1986, having spend 30 years working on the bank side before joining FIS in 2017.  During his banking career at Frost Bank, David worked in various roles in operations and managed an Item Processing Operation center.  David managed the Float group for several years as the industry migrated to image exchange.
He also was the Product Manager for several Treasury products, including ACH, Fraud, RDC and Wires.
David is a past chair for the ECCHO operations committee which is a rules making body for the banking industry.  He is a past chair of the Endpoint Exchange and the Metavante VIEX Advisory Board and was a founding member of the Image Industry Interoperability Group also known as I3G. David Rathke is currently the Item Processing Product Manager for Image Centre and Vision IP at FIS.

Matt Davies

Matt Davies, CTP, AAP, CPP, is an Assistant Vice President at the Federal Reserve Bank of Dallas.
He has nearly 20 years of experience in the payments industry, over 17 of those with the Federal Reserve Banks.  He has also served as ACH & Wire Product Manager for a commercial bank, and as a product manager in the bankcard industry.
Matt is currently the president of the Dallas Association of Financial Professionals and serves on the board of directors for Jubilee Park & Community Center in Dallas.


Joan C.

2018 Big D Treasury & Finance Conference

The 2018 Big D Annual Treasury & Finance Conference is in the books!

Another recorded setting year with engagement, networking, education, sponsorship and over 306 registrations; we packed the Las Colinas Marriott with the best Treasury and Finance talent in the DFW area! I would like to thank everyone who served on the conference planning committee and contributed to the success of this year’s event. Their dedication and commitment to delivering a high value event was evident in every interaction and the hard work that they brought to the conference planning and execution process:

  • John Smithson III
  • Eric Thibo
  • Matt Davies
  • Tammy Foy
  • Jessica Key
  • Steven Bohn
  • Andrew Witkoff
  • Laurel Egan-Kenny
  • Bad Petraitis
  • Ron Trimmer
  • Ruben Gonzales
  • Melanie Larrabee
  • James Beare
  • Bea Saldivar
  • Archie Woods
  • Joan Calhoun
  • Michele Cook

A very special thank you to Kim Lott and KML Management who provided conference support during our very compressed time frame, and day of event support!

Our Keynote speakers really raised the bar for us this year, with body-language expert Traci Brown really getting us warmed up in the opening session and Daren Martin, “The Culture Architect” being very thought-provoking at lunch. My favorite takeaway from Daren was, “When the student is ready, the teacher arrives” and “Leave it better than you found it; including people.”

Thank you to ALL our amazing panelist and speakers who provided us with 25 informative breakouts, including some that were really “out of the box.” Additionally, our conference app generated a lot of interest and we couldn’t have done all of this without the phenomenal support of our sponsors; we had record sponsorship dollars raised this year (thanks especially to DAFP’s Sponsorship Chair, Connor Cosgrove!)

The 2019 conference committee will be forming soon. Stay tuned for details on you can get involved next year!

It was an honor to serve the Dallas AFP membership as your Big D Conference Chair, and I truly hope that in doing so, we as a committee “Left it better than we found it; including people!”


Warm Regards,

- Kari E.

Community Involvement Event

On Saturday, September 15th, the Community Involvement Committee held its third Networking Community Involvement event at Minnie’s Food Pantry. I would like to give a special thanks to Lisa, Joan, Stacy, Matt, Andrew and his son for volunteering at this event.

Our group was presented with the task of reviewing expiration dates, sorting nonperishable food items and then creating individual food boxes. Together, we filled approximately 175 food boxes. This act of kindness will help Minnie’s Food Pantry to provide a nutritional food item to families in Plano.


- Salina M.


2019 Is Closer Than You Think
Many of you are ramping up for your 2019 budgets! Be sure to include 2019 DAFP sponsorship dollars while in the midst of budget season. The Sponsorship Committee will begin a reminder campaign very soon. 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.


Time to Renew! It’s fall already and time to renew your membership for 2019. I am sure you have enjoyed the informative speakers, social events and of course the excellent Big D Treasury and Financial Conference this year plus, you should have earned your AFP credits. So, let’s do it again! To renew go to our website at www.DallasAFP.org , click on Membership, Renew Membership. To join, click on Membership, Join. Membership includes all evening dinner sessions, the 2019 summer social, the 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.


ATTA Rep, Ray Vines, and DAFP President, Matt Davies, represented Dallas at the TEXPO 2019 preview weekend in Houston. While there, they met with the other Texas regional associations to discuss plans for TEXPO 2019, and review the results and lessons learned from TEXPO 2018. The ATTA team has signed a new five year contract with our conference planner, John Moriarty.

Mark your calendars for TEXPO 2019 at the Marriott Woodlands Waterway, April 7-9, 2019.

- Ray V.

Members Earning Interest

DAFP’s current Media Chair, Mario Millan, is now able to add another set of letters after his name – he is now a Certified Corporate FP&A Professional… Congratulations, Mario Millan, CAMS, CTP, FP&A!

Congratulations and best wishes to DAFP’s current Programs Chair, Joan Calhoun, as she begins her new role as Sr. Treasury Management Sales Consultant, IBERIABANK.

Also, Congratulations and best of luck to Deanna Rivera, who has a new gig as a Treasury Management Officer with JPMorgan.

Happy work anniversary to:

  • Jazzlyn Feliciano, Treasury Services Associate at JPMorgan Chase & Co., celebrating three years with JPMC;
  • Salina Morrow, CTP, Treasury Manager at Children’s Medical Center, celebrating nine years with Children’s; and
  • Stacey Stone, CTP, SVP Corporate Banking at Bank of Texas, celebrating three years at Bank of Texas.

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.


We had record engagement across all of our social media channels in Q3 due to the record shattering Big D Conference. The buzz was off the charts between Big D Committee members, the DAFP Board, our DAFP members, our Big D speakers and sponsors all pitching in to LIKE, SHARE and COMMENT on our posts and updates across Facebook, Our LinkedIn Group and NEW Linkedin Company Page and on Twitter. Let’s keep the momentum going y’all! If you have photos from the conference you’d like to share with our DAFP members and friends, please forward them along with photo credit information and peoples' names to me at socialmedia@DallasAFP.org


- Laurel K.

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

Dallas Association for Financial Professionals "DAFP"