in this issue

Presidentís Letter

Chapter Events:

n Summer Professional Development Series

n 2009-10 Chapter Meetings

Itís That Time of Year Again:?Renew Your Chapter Membership This Summer

FEIís Career Center

Post Jobs for Free at FEIís Career Center

FEI:?The Voice of Corporate Finance

Sincere Thanks to Our Chapter Sponsors

newsletter sponsor

chapter title sponsor

Peter C. Bouxsein
Chapter President

Summer 2009



 Technical Committees


Code of Ethics

Contact Data Changes




CPE Center ?Get CPE credit by reading Financial Executive magazine and FERF reports

FERF ?Financial Executive Research Foundation

FERF Publications

Financial Executive magazine

Financial Reporting Blog

Financial Reporting Update ?FASB, Tax and Legislative Updates

Join FEI

Member Directory

Membership Qualifications


 FEI Express


 Finance and Information Technology

Renew your FEI national membership

Staff Directory

Technical Committees

Topic Library


chapter leaders

Douglas P. Evanson
San Antonio Water System

vice president
Patricia M. Major
Alamo Colleges

John A. Dewald
JDewald & Associates

Alan E. Rich
Fisher, Herbst & Kemble, P.C.



academic relations
Devon M. Dixon

Jackie Dunn
Chapter Administrator

Don Rogers
Padgett Stratemann & Co., L.L.P.
210-828-6281 x1521

professional development
Raul Rios
Padgett Stratemann & Co., L.L.P.

Linda J. Doubrava

special events
annual social:
Jackie Dunn
Chapter Administrator

annual golf outing:
Peter C. Bouxsein
Boral Material Technologies Inc.

Linda J. Doubrava

Paul C. Hensley



3-year director
Douglas P. Evanson
San Antonio Water System

2-year director
Peter C. Bouxsein
Boral Material Technologies Inc.

1-year director
Paul C. Hensley

national liaison
Timothy S. Geppert
CCC Group, Inc.


chapter administrator
Jackie Dunn
214-291-5563 fax


newsletter staff

John A. Dewald
Chapter Secretary
JDewald & Associates

Jackie Dunn
Chapter Administrator


Committee positions available
Thereís no better way to get plugged in to chapter membership than through involvement as a chapter leader. Time commitment varies.?Contact any leader above or Doug Evanson, Chapter President, for more information.


Creative opportunities with FEI San Antonio

Contact Newsletter Editor John Dewald or Chapter Administrator Jackie Dunn if you have interest in the following opportunities:

creative/editorial writers
Do you have something to say? Join the newsletter staff as a guest or editorial writer.?Submission might include photo and byline depending on nature/content of article.?Publication is at the discretion of the Newsletter Editor.?Content?is subject to approval by the Newsletter Editor and/or the Chapter Board of Directors.?

chapter photographer
We need someone to take photos at chapter events for publication in the chapter newsletter and other materials.?Camera not required.?Regular attendance at chapter events is helpful.?If you canít make an event, we ask that you recruit a replacement for that event.

ideas for content
This newsletter is for you and about you, FEI San Antonio Chapter members.?We invite you to submit photos and information about recent events, job promotions, press mentions, awards, etc., that involve you or other FEI members.?If an FEI member you know is a ďstar?in their field or in their contribution to the community, let us know and we will consider them for a special write-up in a future edition.

This will be my last letter as San Antonio Chapter President and it has been an interesting year to say the least.?I assumed the role early under unfortunate circumstances ?my predecessor, Chapter President Keith Russell, passed away in April 2008 ?and the economic and business challenges we have all faced since then have been unprecedented in many ways.?Nevertheless, your chapter has managed to hold its own despite the turmoil.?I would like to thank the members who stepped up and volunteered their time and efforts to support the chapter in leadership positions over the last year.?I would particularly like to thank Tim Geppert, Don Rogers and the Membership Committee for working to put our recruiting efforts back on track.?This is critical to maintaining the vitality of our chapter.


Our regular meeting season was over in May, and we are now into our summer professional development sessions.?Three summer programs are planned, one each in June, July and August.?A fourth session will be held in September before chapter year kickoff, our annual social event on September 24:?FEI Night at Retama Park.?As is our custom, chapter members may bring members of their financial staff who need the CPE credit at no charge.?Scroll down to the ďChapter Events?section for more information.?


Summer Professional Development Series

The San Antonio Chapter schedules professional development sessions over the summer to help members stay plugged in during the summer break and provide CPE credits to those who need it.?An additional bonus to chapter members is that you can invite your financial staff who need the CPE credit at no charge.?All summer programs are breakfast meetings.?Advance registration is required; we request 48 hours notice of cancellation.




Open for registration

August 25, 2009?l?7:00?/span>9:15 a.m.?l?Breakfast included

2009 Mid-Year Accounting Update

Presented by Ernst & Young LLP: Jeff Rummel, Christy Baumann, Meredith Brown and James Scarborough

2 CPE credits

Meeting sponsor:?Ernst & Young LLP


Petroleum Club

8620 N. New Braunfels Ave., Ste. 700

San Antonio, TX 78217

Click here to register, login required.?


Program description:

Update on recent accounting and reporting matters related to business combinations and intangible assets, consolidations and equity method investments, financial asset transfers, fair value, earnings per share, revenue recognition, and other proposed standards and projects.

Learning objectives:

Describe recent accounting and reporting matters related to the above topics.



Who can attend:

Senior finance/accounting executives who are members of Financial Executives International, San Antonio Chapter and their guests



Chapter Events


The FEI San Antonio CPE program is managed by Padgett, Stratemann & Co., LLP in accordance with the rules and regulations set forth in the Texas State Board of Public Accountancyís Texas Administrative Code, Standards for Continuing Professional Education Programs.
Sponsor ID #0113.


Convenient CPE credits available through FEI


Financial Executive magazine


Live knowledge and networking opportunities


FERF Executive Reports


Online courses

FEI Technical Committees Update

FEI:?The Voice of Corporate Finance

Click here for updates on FEI Technical Committees:


n Committee on Corporate Reporting (CCR)

n Committee on Private Companies (CPC)

n Committee on Benefits Finance (CBF)

n Committee on Finance and Information Technology (CFIT)

n Committee on Government Business (CGB)

n Committee on Taxation (COT)

n Government Affairs and Public Policy


cover story:
International Taxation: Can Bad Get Worse?

The Obama administrationís new proposals would greatly alter international tax rules as they apply to U.S.-based organizations, which already pay one of the highest corporate tax rates in the world.


Available in digital format

Past issues

Get CPE credit

Online exclusives:


Donít Shortchange Anti-Corruption Compliance
Financial executives doing business internationally should pay close attention to their firms?corruption compliance programs and practices as enforcement of the Foreign Corrupt Practices Act and similar laws is on the rise around the world.


Preparation Between Storms
Survived the current turmoil? Then, itís time to be making preparations for the upturn ?by considering strategy, risk and talent.


more exclusives

We wish to thank the following sponsors who have contributed by sponsoring a chapter event or publication.?Members are strongly encouraged to consider using these firms if you have a need for their services.?Contact information for company representatives is available in the Affiliate Member Company section of our chapter directory, or you can contact Jackie Dunn, Chapter Administrator.


Chapter sponsorships are available.?Contact Paul Hensley or Jackie Dunn for more information.

Sincere Thanks to Our Chapter Sponsors

Chapter Sponsors

2009-10 Chapter Meetings

The San Antonio Chapter board is well on their way toward filling out the program schedule for 2009-10.?Hereís a snapshot of what we have in store for 2009-10 so far.?Sponsorships are available for events unless noted otherwise.


September 24, 2009?l?Chapter Social

FEI Night at Retama Park

Cocktails, wagering seminar, food and fun

Spouses/significants included

Event sponsor:?TBD


October 22, 2009?l?Chapter Meeting?l?Lunch Program

Randy Holman

Deputy Director, Strategic Communications

Joint Program Management Office (JPMO)

San Antonio Country Club

Event sponsor:?Frost


October 29, 2009?l?Golf Tournament & Dinner

Annual Chapter Golf Outing

Hyatt Hill Country

Scramble format, 1:00 p.m. tee-off

Event sponsors:?Bank of America, Resources Global Professionals


November 17, 2009?l?Chapter Meeting?l?Dinner Program

Jeffrey F. Addicott

Distinguished Professor of Law; Director, Center for Terrorism Law; St. Mary's University

Oak Hills Country Club

Event sponsor:?Wells Fargo Bank


December 16, 2009?l?Chapter Meeting?l?Lunch Program

Gen. Josue Robles

President & CEO, USAA

Plaza Club

Event sponsor:?Robert Half Management Resources

*Prospective Member Event*


January 19, 2010?l?Chapter Meeting?l?Dinner Program

Coach Larry Coker

Head Football Coach, UTSA

Dominion Country Club

Event sponsor:?Jackson Walker L.L.P.


February 2010?l?Academic Awards

St. Maryís University

Event sponsor:?JPMorgan Chase Bank


March 16, 2010?l?Chapter Meeting?l?Dinner Program

Lanham Napier

CEO, Rackspace

Catered dinner and facility tour

Event sponsor:?Wortham Insurance & Risk Management


April 22, 2010?l?Chapter Meeting?l?Lunch Program

Mayor Julian Castro

City of San Antonio

Event sponsor:?Mark Marek, Alamo Asset Advisors, LLC


May 2010?l?Chapter Meeting?l?Dinner Program

Speaker Joe Straus

Texas House of Representatives

Event sponsor:?TBD

High temperatures, water restrictions, FEI dues statements?/span>

Itís That Time of Year Again:?Renew Your Chapter Membership This Summer

Dues notices for 2009-10 FEI San Antonio Chapter membership will be hitting mailboxes soon.?Besides the obvious benefits that members receive with their chapter membership ?informative speakers, exceptional peer networking, dining at fine private venues and CPE credit, to name a few ?there is also significant benefit that comes with your FEI National membership.?As a reminder, to qualify for chapter membership you must be a member in good standing of the FEI National organization.


No Change to Dues Amounts

Chapter dues amounts have not increased in several years, and we still offer discounts to our academic, in-transition, and retired members.?Renew this summer so you donít miss any of the great events we have planned for the upcoming year.?



FEI members
enjoy a wealth of
valuable benefits!


Advocacy?/span>We are the voice of corporate finance, speaking vigorously for the profession to legislative/regulatory bodies:?Congress, SEC, FASB, PCAOB and IASB


Conferences/webcasts?/span>Professional development programs tailored to the needs of financial executives


CPE credit?/span>Earn CPE credit with 24/7 access to online learning programs


FEI Express?/span>Emails with the latest news & insights for public & private companies


Financial Executive magazine?/span>Our award-winning strategic business publication


Financial Executives Research Foundation?/span>Current topics offered through newsletters, online reference and published reports, plus ďAsk FERF,?which provides prompt responses to your research questions


and much more!

Annual Chapter Membership Directory

Along with your dues notice you will receive a data update form.?Please check your data carefully as this information will be used in our annual chapter membership directory scheduled for publication this fall.?Return your data update form with your dues payment or fax/email it to Jackie Dunn, Chapter Administrator.?Members who renew or join FEI San Antonio by September 30, 2009 will be included in the membership directory.?


Member listings include a photo.?If you are a new member or would simply like to update your photo, please mail or email it to Jackie Dunn.?Photos should be of sufficient resolution for print (not web images).?Black and white images are best and the preferred file type is .jpg but other image types will work.

June 18, 2009...

Cityís Unemployment Rate Climbs to 9%;
361,000 Are Jobless, Highest Since 1993

This recent headline from The New York Times refers to New York City and, thankfully, not San Antonio, but we are all faced with a difficult


Career Services

current environment that could include an in-transition scenario, or at least concern about the possibility.?FEI can help!


As a member of FEI, you have access to the online Career Center to assist you with finding your next position and help manage your career.?The Career Center features a number of resources, including:


n Job Center ?/span> Members can access job postings and have exclusive access to jobs for senior finance executives.?Login required.

n Resume Bank - A members-only service that allows you to post multiple resumes online for different concentrations and automatically registers you with the National Member Career Services Program.?Login required.

n JobWizard - Members can create multiple JobWizards and have jobs emailed to their desktops.

n CareerTrax Newsletter ?This bimonthly e-newsletter features current job postings, career management news and issues, trends and statistics, and recommended websites for the senior finance executive.?Login required.



Post Jobs for Free at FEIís Career Center

FEIís Career Center is offering free job postings to recruiters and non-member companies?/span>indefinitely.?Post your executive, mid-level or consulting opportunity at the Career Center and expose your position to the preeminent association for CFOs and other senior finance executives.?Best of all??Pay nothing!?Click here for instructions and more information, or contact Diane Albergo or Tracy Milne.

Rounded Rectangular Callout: Attention Recruiters!

Who Can Attend Chapter Meetings?

FEI San Antonio Chapter meetings are open to dues-paying members of the chapter and their guests.?


Guest Attendance

Guests may attend with advance registration and approval.?There is a guest fee for most events.?Qualified member prospects may attend one chapter meeting at no charge.?Full contact information is required for guest registration.


Typical Schedules

Lunch meetings:

11:30 check-in and networking

12:00-1:15 program


Dinner meetings:

5:30 check-in and cocktails/networking

6:30-8:00 program



Registration is managed through the FEI online registration system, and programs are accessed through the chapterís meetings & events page at the FEI National website.?Registration is typically due 72 business hours prior to an event.


CPE Credit

Most chapter meetings offer 1 CPE credit.


Cancellation Policy

We request 48 hours notice of cancellation.


FEI members ?/span> If youíre ready for a mid-level to senior finance job, start here.


Search Jobs


Update Career Profile?/span>Add/edit career information, skills, history and more.?Search our job center and create your JobWizard here!


Add Resume Bank Profile?/span>Add a personalized profile for job seekers to search for.


Add Directors Registry Profile?/span>Add a personalized board of directors profile. About Director's registry


"Everything you needed to know about a job search" (ppt)

I am looking for a position

Chapter leaders for 2009-10 are poised to take the reigns. Committee positions are still available.?Thereís no better way to plug in to chapter membership than through involvement as a chapter leader!

July 2009

Membership Class

Chapter Dues Amount



Career Services (in transition)






Retired or Life Retired


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