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in this issue President’s Letter Chapter Events: n Summer Professional Development Series n 2009-10 Chapter Meetings It’s That Time of Year Again: Renew Your Chapter Membership This Summer FEI’s Career Center Post Jobs for Free at FEI’s Career Center FEI: The Voice of Corporate Finance Sincere Thanks to Our Chapter Sponsors |
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newsletter sponsor |
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chapter title sponsor |
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Peter C. Bouxsein |
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Summer 2009 |
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financialexecutives.org Advocacy: ▪ Issues Events: ▪ Webcasts CPE Center – Get CPE credit by reading Financial Executive magazine and FERF reports FERF – Financial Executive Research Foundation Financial Executive magazine Financial Reporting Update – FASB, Tax and Legislative Updates ▪ FEI Express ▪ CareerTrax ▪ Finance and Information Technology Renew your FEI national membership
chapter leaders president vice president secretary treasurer
committees academic relations arrangements membership professional development programs special events Linda J. Doubrava sponsorship/advertising
directors 3-year director 2-year director 1-year director national liaison
chapter administrator
newsletter staff editor layout/production ___________________________ Committee positions available ___________________________ 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 chapter photographer ideas for content |
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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 “Chapter Events” section for more information. |
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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 7:00–9:15 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 Location: 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. Prerequisites: None Who can attend: Senior finance/accounting executives who are members of Financial Executives International, San Antonio Chapter and their guests
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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 Accountancy’s Texas Administrative Code, Standards for Continuing Professional Education Programs.
Convenient CPE credits available through FEI
Articles
Events
Publications
FERFPros |
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FEI Technical Committees Update |
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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 |
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Financial |
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cover story: The Obama administration’s 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.
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Online exclusives:
Don’t Shortchange Anti-Corruption Compliance
Preparation Between Storms
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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. |
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Sincere Thanks to Our Chapter Sponsors |
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Chapter Sponsors |
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2009-10 Chapter Meetings The San Antonio Chapter board is well on their way toward filling out the program schedule for 2009-10. Here’s 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. Mary’s 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 |
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High temperatures, water restrictions, FEI dues statements… It’s 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 don’t miss any of the great events we have planned for the upcoming year. |
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Membership
FEI members
Advocacy–We are the voice of corporate finance, speaking vigorously for the profession to legislative/regulatory bodies: Congress, SEC, FASB, PCAOB and IASB
Conferences/webcasts–Professional development programs tailored to the needs of financial executives
CPE credit–Earn CPE credit with 24/7 access to online learning programs
FEI Express–Emails with the latest news & insights for public & private companies
Financial Executive magazine–Our award-winning strategic business publication
Financial Executives Research Foundation–Current topics offered through newsletters, online reference and published reports, plus “Ask FERF,” which provides prompt responses to your research questions
and much more! |
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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. |
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June 18, 2009... City’s Unemployment Rate Climbs to 9%; 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
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Career Services |
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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 – 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.
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Post Jobs for Free at FEI’s Career Center FEI’s Career Center is offering free job postings to recruiters and non-member companies…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. |
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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 Registration is managed through the FEI online registration system, and programs are accessed through the chapter’s 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.
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FEI members – If you’re ready for a mid-level to senior finance job, start here.
Update Career Profile–Add/edit career information, skills, history and more. Search our job center and create your JobWizard here!
Add Resume Bank Profile–Add a personalized profile for job seekers to search for.
Add Directors Registry Profile–Add a personalized board of directors profile. About Director's registry
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I am looking for a position |
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Chapter leaders for 2009-10 are poised to take the reigns. Committee positions are still available. There’s no better way to plug in to chapter membership than through involvement as a chapter leader! |
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July 2009 |
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Membership Class |
Chapter Dues Amount |
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Academic |
$125 |
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Career Services (in transition) |
$125 |
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Executive |
$250 |
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Entrepreneur |
$250 |
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Retired or Life Retired |
$125 |