Dallas Association for Financial Professionals
DAFP Newsletter



October 2015

In This Issue

President's Message
Meeting Announcement
BigD Conference Recap
Community Involvement
TEXPO 2018
Members Earning Interest
Sponsors 2015
Certification Credits

DAFP 2015

Exec Board and Officers

Christy Petty, CTP

Interim Vice President
Stacy Roth, CTP

Synthia Seefried, CTP

Matt Davies, AAP, CTP, CPP

Co-Membership Chair
Paul Dalal

Co-Membership Chair
Beatriz Saldivar

Program Chair
Annette Cox, CTP

Sponsorship Chair
Matt Roush, CTP

Big D Conference Chair
Ron Trimmer

Special Events Chair
Summer Bosch, CTP

Communications Chair
Laurel Egan Kenny

Community Involvement Chair
Mario Millan, CTP

Media Chair &
ATTA Representative
Ray Vines, CPA, CTP

Texpo Chair 2018 &
ATTA Representative
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 15th: Big D Financial Conference at Omni Mandalay at Las Colinas

President's Message

Hard to believe we are already heading into October, but we will gladly welcome some cooler weather. I hope all of you enjoyed the recent BigD Financial Conference held at the Omni Mandalay in Las Colinas. We were excited to see over 200 attendees partake in such a great networking and educational experience. Thanks to our generous sponsors, we were allowed some fun additions for this conference, so we sincerely thank them all for taking this event to the next level. Get ready for more enlightening events such as our upcoming monthly meeting at the DoubleTree Hotel regarding current trends in the oil and gas industry. It will be very interesting to hear about their risk management strategies.

Please keep offering your feedback to us on how we can continue to enhance your membership value. We have opened up the membership renewal for 2016 and would love for you to help us prepare for next year!

For those who will be attending the AFP Annual Conference in Denver, please come by and see us at the AFP booth #429. Dallas has the opportunity to represent our local chapter on Sunday, October 18th from 6:00 - 7:30 pm right after the Opening General Session. Hope to see you there!

- Christy

October 2015 Monthly Meeting - Register Now

Event Date: Thursday, October 15, 2015
Location: DoubleTree Hotel Campbell Center, 8250 North Central Expressway, Dallas, TX  75206
Topic: "SPOTLIGHT: Current Trends in Oil & Gas Finance and Risk Management"

Sponsored by:


In recent years, the energy industry has been the growth engine behind the Texas economy due to high crude oil prices, and the resulting surge in drilling activity and production levels. The plunge in oil prices since the summer of 2014 is driving industry-wide change and putting both operational and financial decision makers to the test.

During the DAFP evening meeting on October 15th, Christina Kitchens from East West National Energy Finance and AJ Akaydin from Energy Future Holdings will be speaking about the fundamentals of upstream oil & gas finance and risk management. The presentation will cover topics such as:

  • The current state of capital raising and M&A activity in the oil & gas industry;
  • Comparison of financing structures employed by oil & gas companies - borrowing base structures, term loans, high yield bonds, mezzanine financing, and MLP-specific issues;
  • Basics regarding upstream oil & gas financing models - production, reserves, commodity prices, and other elements;
  • Hedging and risk management considerations; and
  • Working capital and cash management considerations for the treasury professional.

Ms. AJ Akaydin - Director of Finance within the Treasury group at Energy Future Holdings
Ms. Christina Kitchens - Managing Group Director of East West National Energy Finance, a division of East West Bank

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

Next Up - Don't miss the final meeting of 2015!

- Annette

BigD Financial Conference Recap

The 2015 BigD Financial Conference is in the books! We had an outstanding day of education, networking, and catching up with old friends along with making new ones. From the opening session on Cloud security, to the revelatory Keynote session at lunch, to the plethora of prizes at the reception, it was indeed a full day. For a glimpse into the day, please go to our website, www.dallasafp.org, and look for the Recap under the BigD menu!

I want to thank our sponsors, without them it would not have been possible. Also, to each person who helped with this year’s conference, it would not have been the success it was without each of your efforts! If you haven’t had a chance to be involved, you are missing out on working with a fantastic group of people! I hope you will consider being involved in the BigD Financial Conference 2016 and we hope to see everyone there!

Please let us know if you have any feedback regarding the conference at BigDConference@DallasAFP.org.

- Ron

Community Involvement

Save the date, Saturday December 5th, the Dallas AFP will help support the Dallas Children's Health Holiday Parade. We will be providing additional information soon, however below is a brief description of the event.

Each December, the annual Dallas Children’s Health Holiday Parade marches through the streets of Downtown Dallas to ring in the holiday season. This year’s parade, as always, will feature spirited marching bands, holiday floats and larger-than-life balloons, among other treats.

The parade, first held in 1988, was created by The Adolphus Hotel and Children’s Medical Center as a gift to the community. The internationally acclaimed hotel and Children’s wanted to give a gift to the citizens of Dallas, for enabling both institutions to prosper. The parade has kicked off the city’s holiday season celebrations ever since.

- Mario


We are happy to announce that we have opened up the renewal window for 2016 membership effective today. This gives our existing members the ability to log in and renew early to ensure their membership is active for the new year. For our new members, join now for 2016 and still get to enjoy our last two 2015 educational dinner meetings plus our holiday social event! To renew or join, please go to our web site, www.dallasafp.org, to complete the process.

Please pass along the great news to your network as the continued growth of our organization creates a strong networking environment for all of our financial professionals. To help get the word out, attached here is our marketing brochure for your convenience.

- Beatriz & Paul


TEXPO 2018...yes, 2018!!!

Yes, we’re already starting TEXPO 2018 planning! In October, our event coordinator, Ray Ruzek, will be in town working with us on site visits and site selection. We have two sites that are rising to the top of the list. If you have any thoughts for a venue, please let us know. Watch this space in coming months to learn where we’ll be hosting TEXPO 2018.

And, we’re starting to think about logos and taglines. For TEXPO 2012, we used "Striving for Excellence". Our most recent host city, San Antonio, used "A Financial Fiesta". We have some ideas for 2018 but would love to get your input. If you have any thoughts for a TEXPO 2018 tagline, please contact texpo@dallasafp.org. (That e-mail address goes to Stacy Roth and Ray Vines.)

Members Earning Interest

Congratulations to Julie McDonald who has joined Greystar as Treasury Director!!

Kudos to Rob Harmon, a little belatedly, who joined US Bank as Vice President, Global Treasury Management!!

Hats off to Badr Qureshi, also belatedly, on his promotion to VP, Treasurer at Think Finance!!

Cheers to Hannah Zhao, a little late, who has joined Huawei Technologies USA Inc. as the Credit/Treasury Manager!!

Applause to Stacey F. Stone who has joined Bank of Texas as one of their Dallas Corporate Treasury Management Officers!!

We have a large number of Member Company's and colleagues speaking at the AFP conference in Denver, so we will be sending out an announcement early next week so those going to the conference can show their support. So let us know your topic and time (if you know) and we will promote your session(s) to other DAFPers attending. Notify Stacy Roth at stacy.roth@att.com for inclusion in this announcement.

As part of our networking mission, we want to share member news but we can only do this with your help. If you or someone you know within the Association has something to share, whether business or personal, please let one of your DAFP board members know or send an e-mail to Stacy Roth, stacy.roth@att.com.

- Stacy

DAFP Sponsors

A BIG Thank You to all of our sponsors at the Big D Financial Conference! Your generous contributions helped make our vision a reality at the Omni Mandalay in Las Colinas. As we continue to grow, please know that partnerships with our sponsors are vital to the success of the chapter. You are truly appreciated and we could not have done it without your support!

Please contact our Sponsorship Chair, Matt Roush, at: sponsorship@DallasAFP.org if you have any questions, concerns, or ideas for additional sponsorships.

- Matt R

Certification Credits

As a reminder, if you need a copy of a certificate, you can log in to the Web site and print a copy. To view your continuing education credits through the Web site, log in at www.dallasafp.org. At the top of the page, click on "My Profile." On the right-hand side, in the box titled "My Profile," click on "Manage Profile." Under the heading "Content & Features," click on "Professional Development." You will be able to see a list of all events for which you have received continuing education credits. To print a certificate for a particular event, click on the small printer icon at the left of the individual entry.

- Matt D.

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

Dallas Association for Financial Professionals "DAFP"