FORT WORTH CHAPTER NEWSLETTER
SEPTEMBER 2010
In this issue:

Sept. 14th Meeting – “Cutting the ribbon” on a new Chapter Year

Message from the Chapter President – Vikki Pier

Speaker Profile – Gen. T. Michael Moseley, USAF (Ret.)

Membership Update

Officers for 2010 – 2011

FEI Fort Worth Event Calendar for 2010-2011

Thanks to Our Sponsors
Tuesday September 14th Meeting:
Welcome back for another fantastic year with the Fort Worth Chapter of FEI. We have
a great schedule lined up and our speaker for the first meeting of the year is a CEO that
has a “four star” ranking. . . . literally. How many chief executives have had the
responsibility for directing and guiding a workforce of almost 700,000 people spread out
across every corner of the globe? Our speaker for the first FEI meeting on Tuesday,
September 14th, has faced and met that challenge; although, he would say it was one
of the greatest privileges and honors of his life. General T. Michael Moseley, USAF
(Ret.) is the former Chief of Staff of the United States Air Force and was a member of
the Joint Chiefs of Staff serving under President George W. Bush. A native Texan and
A&M grad, he was responsible for leading the largest and most powerful air and space
force on the planet, and did so in a time of great crisis and uncertainty. Who better to
speak with us on the topic of “Leadership in a Complex World”?
Our evening begins with a social hour starting at 5:30pm at the City Club. Please join
us for what will truly be an extraordinary evening.
Pre-Meeting CPE - As with previous years, we’ll have free CPE sessions before the start of
each regular chapter meeting at the City Club. Our chapter sponsors will again be making the
presentations which allow you to earn at least one extra hour of CPE each month in addition to
the CPE you receive from the dinner presentation.
To start off the new year, Felix Lozano from Whitley Penn, will be discussing fraud. Fraud is
booming as financial pressures rise during the recession. The past few years, we’ve seen
plenty of fraud, self-dealing, and general all-purpose unethical behavior. Crooked financiers
and rogue traders have tried everything from Ponzi schemes and old-fashioned embezzlement
to the creation of phantom companies to enrich themselves or make up for huge losses before
their clients or bosses noticed. Mr. Lozano, the Partner in Charge of the Dallas office of Whitley
Penn and the Director of the Firm’s Assurance & Advisory Services department, is a TCU grad,
a CPA and a Certified Fraud Examiner. In his presentation, he will discuss why people steal,
and how we now must rethink the way we do business in this age of fraud. Please join Felix at
4:30pm at City Club for what will surely be an interesting and thought provoking presentation.
RSVP Info:
To attend our regular dinner meeting and/or the afternoon CPE session, please
RSVP by email or phone as follows:
1. RSVP by email – Brian Dutton:
bdutton@qrinc.com
2. RSVP by telephone – call Brian Dutton at 817-665-5494
Please RSVP by Wednesday, Sept. 8th
Remember to provide your dinner choice with your RSVP. Choices are:
Beef (6oz Filet Mignon)
Fish (Lemon Crusted Halibut)
Vegetarian (Vegetarian Pasta Dish)
Message from our Chapter President:
The good news is that when our FEI program year starts, cooler weather
is in the forecast!! So, welcome to the cool 2010-11 Fort Worth Chapter
Year and the great programs and activities your Board has planned. Not
only will we enjoy the interesting and professionally enlightening
programs and CPE sessions lined up by Charlie Campbell and Kelley
Buchhorn, but we will also have fun at the social events and tour planned
by Mike Herman. Every month from September through May will have
opportunities for you to share in the camaraderie of our group, making
new friends and building on familiar professional relationships.
The kick-off meeting this year will be on Tuesday September 14, 2010
(note that this is the 2nd Tuesday of the month), when former Air Force Chief of Staff General T.
Michael Moseley, USAF (Ret.) will give us his perspectives and experiences on leadership and
what it takes to effectively run a complex organization in today’s challenging environment.
General Moseley is a native Texan, so we'll be hearing from one of our own.
The Board has worked to build on the momentum generated by Jim Swaim and the Board last
year when our chapter won a distinguished Chapter award. Thanks to Mark Bronson's efforts,
the Chapter now has 14 sponsors. They bring potential new members to our meetings, provide
us with excellent CPE opportunities, and make it possible to have great meetings in the
wonderful surroundings of the City Club. Please let each sponsor know much we appreciate
their support. This year's sponsors are:
BDO USA
Capital One Bank
Deloitte
Ernst & Young
Hartman, Leito & Bolt
Haynes and Boone
Higginbotham & Associates
KPMG
PriceWaterhouseCoopers
Resources Global Professionals
TravisWolff
VIP Search Group
Wells Fargo
Whitley Penn
Since May, we are pleased to welcome 4 new members. We now stand at 109 members with a
goal to have an annual net increase of 10%. With the number of public, private, non-profit and
governmental entities in the Fort Worth area, we should be able to easily meet that goal.
Please help us out by referring any potentially eligible member to Jeremy Sweek, our
Membership Chair for the year.
I want to thank our Board for their hard work, dedication, and selfless efforts over the summer.
You will see their results throughout the year. We look forward to seeing you on the 14th.
Vikki Pier
President
Speaker Profile:
General T. Michael Moseley is the former Chief of Staff of the U.S.
Air Force. As Chief, he served as the senior uniformed Air Force
officer responsible for the organization, training and equipage of
nearly 700,000 active-duty, Guard, Reserve and civilian forces serving
in the United States and overseas. As a member of the Joint Chiefs of
Staff, the general and other service chiefs functioned as military
advisers to the Secretary of Defense, National Security Council and
the President.
General Moseley graduated from Texas A&M University in 1971 with
a Bachelor of Arts degree in political science. He earned a Master of
Arts degree from Texas A&M University in 1972, also in political science. During his Air
Force career, he commanded the F-15 Division of the USAF Fighter Weapons School (Red
Flag) at Nellis AFB, Nevada, the 33rd Operations Group at Eglin AFB, Florida, and the 57th
Wing, the Air Force's largest, most diverse flying wing, also at Nellis. The general also
served as the combat Director of Operations for Joint Task Force-Southwest Asia. General
Moseley commanded the 9th Air Force and U.S. Central Command Air Forces while serving
as Combined Forces Air Component Commander for operations Southern Watch, Enduring
Freedom and Iraqi Freedom.
During the course of his career, General Moseley has received numerous military awards
and decorations, including honors from the governments of Great Britain, France, Brazil,
Korea, Singapore and the United Arab Emirates. Other achievements include the Henry H.
Arnold Award, which is the Air Force Association's highest honor to a military member in the
field of National Security, the U.S. Air Force Sergeant's Association Excellence in Military
Leadership Award and the James V. Hartinger Award for significant achievements in
advancing the military space mission. In 2005, General Moseley was inducted into the
Texas A&M Corps of Cadets Hall of Honor.
Since his retirement in August 2008, General Moseley has served as a consultant and
expert on organizational leadership for a variety of national and international companies.
Membership Update:
Since May we have welcomed the following new members into our chapter:




Carroll Marcus, Director of Accounting at Bell Helicopter
Randy McCall, Director of Treasury and Taxation of Broad Oak Energy, Inc.
Dr. Derek Oler, Professor of Accounting at Texas Tech University
Daphne Teague, CFO at Russell-Newman, Inc.
As always, please make a special effort to meet our new members and make them feel
welcome. Remember that eligible pre-approved prospective members can attend one meeting
at no charge. Prior to inviting a guest, please contact Jeremy Sweek at 817-715-5490 or
jeremy@sweekconsulting.com to confirm eligibility. Membership qualifications are listed at FEI
membership criteria.
Fort Worth Chapter Officers for 2010 / 2011:
-
President: Vikki L. Pier, Pier & Associates
-
Past President: James C. Swaim, Hillwood
-
Secretary/Treasurer: Phil Cornies, HUB International
-
Membership Committee Chair: Jeremy C. Sweek, Sweek Consulting, LLC
-
Programs Committee Chair: W. Charles Campbell, Hillwood
-
Academic Relations Committee Chair: O. Finley Graves, Dean – College of
Business, University of North Texas
-
Arrangements Committee Co-Chairs: Brian D. Dutton, Quicksilver Resources and
Michael L. Herman, Chase Paymentech.
-
Career Services Committee Chair: Sonya Ayers
-
CPE Chair: Kelley Buckhorn, Pier 1 Imports
-
Directory Committee Chair: David J. Clay, Cash America
-
Newsletter Committee Chair: J. Graydon Vandament, Jacobs Engineering
-
Sponsorship Committee Chair: J. Mark Bronson, Dynamic Production
-
Technology Chair: Sandra R. Callaghan, Associate Professor, MJ Neeley School of
Business, Texas Christian University
-
Public Relations Chair: Laura Coffey, Pier 1 Imports
-
Diversity Chair: Brenda Berry, Resources Global Professionals
Fort Worth FEI Meetings & Events for 2010 / 2011:

September 14, 2010 – General T. Michael Moseley, former Air Force Chief of Staff

October 19, 2010 – Marie Hollein, President & CEO, Financial Executives International

November 18, 2010 – Bill Lively, President & CEO of North Texas Super Bowl

December 14, 2010 – Holiday Social, Dinner with the Animals at the Fort Worth Zoo

January 18, 2011 – Dr. Lane Rawlins, Interim President of UNT

February 15, 2011 - Bill Meadows, Texas Transportation Commissioner

March 15, 2011 – Plant Tour – Fort Worth Emergency Command Center

April 19, 2011 – TBA

May 17, 2011 – Spring Social Event at Joe T Garcia’s Restaurant
Obtaining CPE Credit:
As with previous years, CPE credits will be recorded to your account on the FEI National
website. To obtain credit, you will need to sign-in at each meeting. Approximately 3-7 days
later, you will be able to obtain your CPE credits by going to www.financialexecutives.org and
clicking on “My Account”. You will be taken to a log-in page. If you do not have an FEI member
account yet, click on the “create one” link above the log-in area to create your new account.
Upon completion of account information you will be redirected back to the “My Account” page.
Click on “CPE Center” and enter your state license information. You will find any credits that
are currently available to you in the “pending” section. Remember – You must sign in at each
event you attend in order to receive CPE credit. Also, don’t forget that you can get CPE credit
for reading the FEI Financial Executive magazine and taking a short test.
Thanks to our Sponsors:
Ernst & Young, LLP
A global leader in professional services, Ernst & Young helps companies in business across all
industries – from emerging growth companies to global powerhouses – to deal with a broad
range of business issues. Our 106,000 people in over 140 countries worldwide can implement
a broad array of solutions in audit, tax, corporate finance, transactions, online security,
enterprise risk management, the valuation of intangibles, and other critical businessperformance issues.
Contact: Scott Miracle, Partner
Tel: (817) 348-6283
Email: scott.miracle@ey.com
Haynes & Boone
Haynes and Boone, LLP is an international law firm with nine offices throughout Texas,
Washington, D.C., Mexico City and New York, providing a full spectrum of legal services to
clients around the world. With more than 450 attorneys, Haynes and Boone is ranked among
the largest law firms in the nation by National Law Journal.
Contact: Bill Greenhill
Tel: (817) 347-6600
Email: William.Greenhill@haynesboone.com
Capital One Commercial Bank
Although famous for our “What’s in Your Wallet” credit card campaign, Capital One also has an
excellent Commercial Bank division. With over 300 branch offices in Texas and Louisiana, we
offer a broad range of financial products and services.
Contact: Mike Barber, Vice President, Commercial Banking
Tel: (817) 334-7360
Email: michael.barber@capitalonebank.com
Wells Fargo Bank
With a legacy of leadership, Wells Fargo has been recognized nationally and internationally as a
financial services leader. Our commitment to excellence and outstanding customer service has
earned awards such as the 12th “most admired company in the world” and the “safest bank in
North America”.
Contact: Jeff Bundy
Tel: (817) 334-7093
Email: jeffrey.d.bundy@wellsfargo.com
Higginbotham & Associates
Higginbotham & Associates, one of the nation’s 100 largest independent insurance agencies,
gives businesses and individuals a “Single Source” for insurance, risk management and
financial services. The 60-year-old agency provides access to competitive property/casualty
coverage, employee benefits, retirement plans, life insurance and executive compensation
through more than 300 regional and national carrier partnerships. With statewide offices,
Higginbotham combines the resources of a national agency with the personal services of a local
Texas firm.
Contact: Sharon Godwin
Tel: (817) 347-6996
Email: mailto:sgodwin@higginbotham.net
Deloitte
Deloitte, through it’s affiliate companies, Deloitte & Touche LLP, Deloitte Consulting LLP,
Deloitte Financial Advisory Services LLP, Deloitte Tax LLP, offers clients a broad range of fully
integrated services in areas that include accounting, assurance and advisory, risk, tax,
management, financial, technology and human capital consulting. Deloitte works closely with
clients to create powerful business solutions for organizations in the United States and around
the world.
Contact: Ron Reeves
Tel: (214) 840-7571
Email: rreeves@deloitte.com
PricewaterhouseCoopers
PricewaterhouseCoopers provides industry-focused services for public and private clients. Our
experienced staff, combined with our global network, allow us to provide the support you need—
wherever you need it, at home and abroad, whatever the size of your organization.
Contact: Bill Leonard
Tel: (817) 877-2217
Email: William.T.Leonard@as.pwc.com
Resources Global Professionals
Resources Global Professionals serves businesses from the inside. Partnering with client
teams, we solve problems, implement initiatives and help drive change through all levels of
businesses all over the world. Our professionals are experienced problem solvers in fields
including finance and accounting, human capital, information management, internal audit, legal
and supply chain. We're a pioneering professional services firm, a global community with a new
approach to business — inside out.
Contact: Kay Steelman
Tel: (214) 777-0583
Email: kay.steelman@resources-us.com
Travis Wolff
At TravisWolff, collaborative teams of talented professionals unite around our clients.
Our three practice groups focusing on entrepreneurs, enterprises and individuals encompass
the financial strategies and services critical to our clients’ success. Disciplined yet flexible,
diverse but cohesive, combining best practices with cutting-edge thinking, our three practice
groups deliver a full range of professional accounting and advisory solutions.
Contact: Angie Moss
Tel: (972) 590-5220
Email: amoss@traviswolff.com
VIP Search Group
VIP Search Group is Dallas/Fort Worth’s premier source for financial talent. We have over 40
combined years in this market recruiting financial professionals for D/FW’s most respected
companies. We are experts in financial executive search and contract recruiting. Our team is
committed to being the best in the industry by focusing on client satisfaction.
Contact: Vira Trevino
Tel: (972) 383-8287
Email: vira@vipsearchgroup.com
BDO USA
BDO provides assurance, tax, financial advisory and consulting services to a wide range of
publicly traded and privately held companies. We offer a sophisticated array of services and the
global capabilities of the world’s fifth largest accounting and consulting network, combined with
the personal attention of experienced professionals.
Contact: Brent Horak
Tel: (214) 969-7007
Email: lhorak@bdo.com
Hartman, Leito & Bolt
Hartman Leito & Bolt is a well-respected leader and trusted business advisor, assisting clients to
overcome the uncertainty in today’s global economy. Our objective is to provide the RIGHT
skills and experience to our clients in the areas of assurance, tax and advisory services.
Contact: Phil Holmes
Tel: (817) 782-2105
Email: pholmes@hlbllp.com
KPMG
KPMG is a global network of professional firms providing Audit, Tax and Advisory services. We
have 140,000 outstanding professionals working together to deliver value in 146 countries
worldwide. Our industry alignment and investment in knowledge helps our firms' clients tackle
their most pressing issues.
Contact: Brad Forsberg
Tel: (817) 339-1244
Email: bforsberg@kpmg.com
Whitley Penn
(logo coming)
Whitley Penn has become one of the regions most distinguished accounting firms by providing
exceptional service that reaches far beyond traditional accounting. Our steady growth reflects
our talented staff, our integrity and our ability to stay one step ahead of the issues our clients
face.
Contact: John Vallance
Tel: (817) 259-9240
Email: john.vallance@wpcpa.com
____________________________________________________________________________
Newsletter Editor
Graydon Vandament
Office e-mail: graydon.vandament@jacobs.com
Office Telephone: (817) 735-6228