FEI Houston Chapter Newsletter / March Issue, 2014 Page 1 David Zervos will discuss global monetary policy of key central banks, notably the Federal Reserve, the European Central Bank, and The Bank of Japan. David will talk about the impacts to financial markets due to policies of these central banks. David will also discuss his forecast on how this will ultimately impact world economies and markets. David Zervos is Chief Market Strategist of Jefferies LLC. David joined Jefferies in 2010 after spending 2009 as a visiting advisor in the Division of Monetary Affairs at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester. Global Monetary Policy David Zervos, Chief Market Strategist, Jefferies LLC MARCH 25 TH MEETING: Search Engine Marketing for CFOs - What Your Marketing People Don’t Know or Won’t Tell You MARCH 25 TH PROFESSIONAL DEVELOPMENT SESSION: George Brown, Senior Vice President, Rand Group Find out what every CFO needs to know about search engine marketing (SEM) and search engine optimization (SEO). Topics will include a ground up overview for those unfamiliar with current trends in search marketing, and a discussion about how to keep your marketing team accountable for your investment. By at- tending, CFOs will gain a solid understanding of the most important consider- ations for SEM/SEO campaigns, and learn how to take advantage of the benefits of SEM/SEO in order to improve revenue and position your company for growth. George Brown is Senior Vice President at professional services firm Rand Group. He and the firm focus on providing its clients in the oil & gas, manufacturing, distribution, construc- tion and professional services sectors with ERP & CRM software selection and implementa- tion, management consulting, application development, and marketing and sales services. As Senior Vice President, George Brown believes in helping executives and organizations keep pace with the constantly changing client buying behavior through improved sales and marketing processes. Throughout his career, George has held executive positions in several companies, developed and sold mul- tiple businesses, and acted as a board member and executive coach. He is considered a thought leader in the areas of cloud computing, sales automation, marketing automation and implementation methodolo- gies, and has worked on strategic projects for companies such as Microsoft, Deloitte, and HSBC Global Bank. George’s presentation will include a review of industry best practices in search marketing (e.g. SEO/ SEM) as well as a discussion about how finance executives can keep their marketing team account- able for their investment. CFOs and other finance executives will learn how to take advantage of search marketing techniques to improve revenue and achieve success in today’s global economy. Monthly Dinner Meeting Tuesday, March 25, 2014 LOCATION: Houston Country Club 1 Potomac Drive Houston, TX 77057 AGENDA: Professional Development Session (4:30pm) Social hour (5:30pm) Dinner (6:30pm) MEETING SPONSORS: In this issue: President’s Letter .................................... Officers & Chair ....................................... New Members........................................ Upcoming Events.................................. FSF Administrator Position.................. Academic Honors Day.......................... Membership Committee Meeting.... Annual Golf Tournament..................... FEI Sponsors............................................ Meeting Registration............................ Page 2 Page 2 Page 3 Page 3 Page 3 Page 4 Page 5 Page 5 Page 6 Page 6 FEI Houston Chapter P.O. Box 32 Bellaire, TX 77402 Tel: 713.839.0808 / Fax: 713.839.1453 [email protected]Chapter Administrator: Tiffany Mantaring financial executives SM international Houston chapter newsletter www.feihouston.org - March Issue, 2014
Transcript
FEI Houston Chapter Newsletter / March Issue, 2014 Page 1
David Zervos will discuss global monetary policy of key central banks, notably the Federal Reserve, the European Central Bank, and The Bank of Japan. David will talk about the impacts to financial markets due to policies of these central banks. David will also discuss his forecast on how this will ultimately impact world economies and markets.
David Zervos is Chief Market Strategist of Jefferies LLC. David joined Jefferies in 2010 after spending 2009 as a visiting advisor in the Division of Monetary Affairs at the
Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.
Global Monetary Policy
David Zervos, Chief Market Strategist, Jefferies LLCMARCH 25TH MeeTinG:
Search engine Marketing for CFOs - What Your Marketing People Don’t Know or Won’t Tell YouMARCH 25TH PROFeSSiOnAL DeveLOPMenT SeSSiOn:George Brown, Senior vice President, Rand Group
Find out what every CFO needs to know about search engine marketing (SEM) and search engine optimization (SEO). Topics will include a ground up overview for those unfamiliar with current trends in search marketing, and a discussion about how to keep your marketing team accountable for your investment. By at-tending, CFOs will gain a solid understanding of the most important consider-ations for SEM/SEO campaigns, and learn how to take advantage of the benefits of SEM/SEO in order to improve revenue and position your company for growth.
George Brown is Senior Vice President at professional services firm Rand Group. He and the firm focus on providing its clients in the oil & gas, manufacturing, distribution, construc-tion and professional services sectors with ERP & CRM software selection and implementa-tion, management consulting, application development, and marketing and sales services.
As Senior Vice President, George Brown believes in helping executives and organizations keep pace with the constantly changing client buying behavior through improved sales and marketing processes.
Throughout his career, George has held executive positions in several companies, developed and sold mul-tiple businesses, and acted as a board member and executive coach. He is considered a thought leader in the areas of cloud computing, sales automation, marketing automation and implementation methodolo-gies, and has worked on strategic projects for companies such as Microsoft, Deloitte, and HSBC Global Bank.
George’s presentation will include a review of industry best practices in search marketing (e.g. SEO/SEM) as well as a discussion about how finance executives can keep their marketing team account-able for their investment. CFOs and other finance executives will learn how to take advantage of search marketing techniques to improve revenue and achieve success in today’s global economy.
Monthly Dinner Meeting Tuesday, March 25, 2014
LOCATiOn:
Houston Country Club1 Potomac DriveHouston, TX 77057
AGenDA:
Professional Development Session (4:30pm)Social hour (5:30pm)Dinner (6:30pm)
Houston chapter newsletterwww.feihouston.org - September Issue, 2013March issue, 2014
FEI Houston Chapter Newsletter / March Issue, 2014 Page 2
Greetings,
If you missed our February meeting, we enjoyed a great time at the Federal Reserve. Daron Peschel from the Reserve was our keynote dinner speaker and this was our annual Academic Honors Day event. Karen dela Torre from Oracle provided our PD session on “Modern Finance, Modern Cloud”.
Thanks again to all of these folks for taking time from their busy schedules to meet with our group.
Our March meeting will be back at Houston Country Club but please take note we have pushed the meeting out a week due to the school spring break schedules. Accordingly, mark your calendars for Tuesday, March 25 when David Zervos, Managing Director & Chief Market Strategist from Jeffries & Company will be our dinner speaker. If you haven’t registered for this meeting, please visit our website at www.feihouston.org and do so.
Our sincere thanks to our sponsors who help to underwrite our March meeting. The Rand Group is our platinum dinner sponsor and Whitley Penn, is our gold social hour sponsor for our meeting. Without the generous support of our sponsors, who contribute money, time, in-kind donations, and ideas to our chapter, we could not accomplish what we do each year. Please give our sponsors preference when needing business services from these valuable partners.
Our golf outing is scheduled for Tuesday, April 22 at Blackhorse Golf Club. This is a great opportunity to bring a prospective member and introduce them to the organization. Watch the website for registration.
As always, please let us know what we as a chapter can do for you.
Regards,
Phil Denning President, FEI Houston
A letter from the president Fei Houston Officers and Committee Chairs
PresidentPhil Denning, Shell Oil Company
President-ElectChris Matlock, Lookout Capital Management
FEI Houston Chapter Newsletter / March Issue, 2014 Page 3
Upcoming eventsWebcasts
Fei Houston Chapter DirectorsFrances Powell Hawes, Hawes InterestsBruce Misamore, Yukos Oil CompanyKevin Dartez, SitusJeff Curtiss, KBRChuck FischerMichael J. Vitek, 212 ResourcesM. Colleen Estes, Sirius Solutions, LLLPEric Khan, The Rand Group, LLCTerry Sanford, Design Tech Homes
Kathy Abrams Controller - Upstream Ventures Exxon Mobil Corporation
Mary Mathews Upstream Accounting & Business Systems Exxon Mobil Howard J. Maymon CFO Leedo Cabinetry
new Members
Stop Reporting Like it’s 1999 Presented by Intacct Corporation1:00 p.m. Central | 1 Hour | No CPE Credit availableAny questions, please email: [email protected].
March 5
Financial Executives’ Views of Risk ManagementPresented by Marsh10:00 a.m. Central | 1 Hour | No CPE credits availableQuestions: please contact Jeannie Reilly at [email protected]
Internationalization and Tax StructurePresented by Nair & Co.1:00 p.m. Central | 1 Hour | 1 CPE Credit available
EITF Roundup: Highlights from the March MeetingPresented by Deloitte1:00 p.m. Central | 1.5 Hours | 1.5 CPE Credits availableQuestions: Email http://www.usdbriefs.com/dbriefs/help_p10.htm
March - Member Benefits 101: Getting To Know Your FEI 1:00 p.m. CentralThis webcast will give you indepth insights into your FEI membership benefits and career service offerings as well as updates on technical committee activities, and new research efforts from FERF (Financial Executives Research Foundation).1:00 p.m. Central | 1 Hour | 1 CPE Credit available
David Middlebrooks Controller - Development ExxonMobil Development Company
Phil Wedemeyer
Frankie Winfield
Quarterly Accounting Roundup: An Update on Important DevelopmentsPresented by Deloitte1:00 p.m. Central | 1.5 Hours | 1.5 CPE Credits availableQuestions? Contact us via this link: http://www.usdbriefs.com/dbriefs/contactus2.htm
The FEI Scholarship Foundation (“FSF”) is in need of a part-time individual to assist in the analytical and administrative work involved in overseeing the Foundation and soliciting contributions. The position will require an average of approximately 20 hours per month and attending six evening meetings and two full days of scholarship activities per year. This will be a contract assignment, receiving a 1099. Responsibilities will include liaison activities with theAcademic Relations Committee in preparation for Academic
Honors Day, donor solicitation and recognition activities, and various financial and administrative duties. The candidate should have basic financial acumen, ability to use Microsoft Office suite, analytical skills, able to use business and social networking applications, organization skills, strong written and verbal communication skills and a basic knowledge of not-for-profit / volunteer organization challenges. Contact John Thomas at 713-850-3509 for more information.
FSF Administrator Position
March 12
March 18
March 18
March 19
March 27
March 27
National FEI has extended a 2 day Acquisition Campaign for March 17th and 18th at a discounted Executive Membership fee of $399, a 24% discount off the
regular fee of $525.
EY Q1 2014 Financial Reporting UpdatePresented by EY12:00 p.m. Central| 1.5 Hours | 1.5 CPE Credits availableQuestions? Email [email protected]
FEI Houston Chapter Newsletter / March Issue, 2014 Page 4
Academic Honors Day
On February 18, 2014 The Houston Chapter of FEI celebrated their annual Academic Honors Day at the Federal Reserve Bank (FRB) of Houston. In conjunction with the award of scholarships to twelve deserving students from area universities, The Academic Rela-tions Committee and the Scholarship Foundation Board host the scholarship winners and their deans or professors for an interest-ing day of activities designed to give the students a unique view of a selected Houston area institution as well as an introduction to FEI.
The FRB was an excellent host institution for this year’s event. The afternoon started with lunch, followed by a private tour of the magnificent FRB building. After that, we heard speeches by two informative and entertaining FRB economists. This was followed by our ever popular panel discussion, when the student award winners get to interact with four panelists from the Houston business community. During this session, the students get a nice opportunity to ask questions and to explore the many different paths their future careers might take.
At the end of the afternoon activities, we then joined the FEI Chapter meeting in time for the social hour and dinner. The award winners and the educators were recognized at our dinner and we then enjoyed hearing from Daron Peschel, the Vice President in charge of the Houston FRB.
Finally, a special thanks to the Houston FEI chapter membership as well as the individual and corporate donors to the Scholarship Foundation for making all of this possible. With your generous support, we increased our annual scholarship amount from $3,000 to $4,000 per student for a total payout of $48,000. Since inception we have awarded approximately $400,000 in scholarships.
Mark Haukohl tours the Federal Reserve with the scholarship winners Randall Houston presents a scholarship check to Julie Anne Cascarelli from Lamar University
Kevin Dartez moderates the Panel Discussion for students The 2014 Academic Honors Day Scholarship Recipients
FEI Houston Chapter Newsletter / March Issue, 2014 Page 5
Membership Committee Meeting: March 11, 2014A Membership Committee Meeting will be held from 6:00 PM to 7:30 PM at Crapittos Cucina Italiana Restaurant, 2400 Midlane, Houston, Texas 77027.
We invite any recent or interested FEI members to get involved with our group and experience greater rewards from your FEI Membership.
Bob Baumgartner and Mike KinneyCo-chairmen
Annual Golf TournamentThe Houston Chapter Golf Tournament will be held on Tuesday afternoon, April 22nd at Blackhorse Golf Club in northwest Houston. The cost is $100 per member (a $200 value) and includes lunch, driving range, greens fee, snacks, beverages and dinner with open bar. Your first guest is free; second and third guests are $100 each. This is a fun event for golfers of all abilities (or no abilities). There are cart goodie bags for all golfers (including the ever popular bottle of wine), a putting contest, awards and raffle prizes.
You will receive an email with registration information soon and can also register at the March meeting. The registration deadline is April 15th. Contact Todd Ruden at 832-308-4150 or [email protected] with any questions.
FEI Houston Chapter Newsletter / March Issue, 2014 Page 6
Houston Country Club1 Potomac Drive
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Meeting Fax/Mail Reservation Form
March 25th meeting information2013-2014 Strategic Partners
LOCATiOn:
Houston Country Club1 Potomac DriveHouston, TX 77057
AGenDA:
Professional Development Session (4:30pm)Social hour (5:30pm)Dinner (6:30pm)
PLATInUM MEETInG SPonSoRS Norton Rose Fulbright Hein + Associates LLP The Rand Group LLC Oracle Resources Global Professionals Robert Half Sirius Solutions UHY LLP, Certified Public Accountants
ACADEMIC HonoRS DAY Aventine Hill ExxonMobil Halliburton Hein + Associates LLP KBR Mutual of Omaha Bank RR Donnelly
PLATInUM GoLF SPonSoR Alvarez and Marsal
EMERALD SoCIAL EVEnT SPonSoR Siegfried Group, LLP
PLATInUM SoCIAL EVEnT SPonSoR IFS North America
DIRECToRY SPonSoR RR Donnelly
PLATInUM MEMBERSHIP EVEnTS SPonSoR KPMG
Mail to: P.O. Box 32, Houston, TX 77402 or Fax to: 713.839.1453 One form per registrant please, photocopy as necessary. Reservations Required by 3:00 pm 2 business days before the meeting. Reservations may be canceled without cost as late as noon the day before the meeting. “no-shows” will be billed $90.
Meeting Cost: No charge for Chapter Members and 1st time prospective members. Guests -$90/person (guests & prospective members must be accompanied by member)
Register online at http://www.feihouston.org
Attendee Name
Organization
Street Address City / State / Zip
Phone Fax E-mail
Please select one: Chapter member 1st time prospective member
Spouse (name) :
Payment method: MasterCard Visa Amex
Credit Card #
Name on card
Expiration date (Month/Year)
Signature
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