Want to win a gift basket?

Attend the Monthly Meeting’s Professional Development Session to be entered for our prize drawing. Must be present to WIN!

Look forward to seeing you at the next Professional Development Session!

it should be a sell-out. As mentioned before, this is open to members and non-members alike so this is a good opportunity to bring a friend or colleague who is interested in issues under the CFO’s range of responsibilities. FEI members will receive a discount on the registration fee.

Don’t forget the Annual Financial Leadership Summit Conference on April 24-25, 2017 at the Anaheim Marriott in California. In addition to the great keynote speakers there are a multitude of interesting break-out sessions.

One sad note to share with our members is the passing of Jim Ott. Jim was very active in the chapter and we will miss his smiling face. Our thoughts and prayers are with his family.

Regards, Ann Kaesermann President, FEI Houston Chapter

Happy Spring to everyone! It is the season of new things, and with that in mind, we completed our first Special Interest Group (SIG) meeting where 20 energy industry–focused members traded expertise and experiences on starting to transition to the Lease Standard.

Thanks to Siegfried Group and Lisa Pitts who hosted the event and another big thank you to Chad Soares, Phil Harrison and Sammy Miller of PwC who were our SMEs. Our first Technology SIG will be held on Friday, May 12, 7:30 - 9:30. The meeting topic is planned around a discussion of block chain.

The speaker for our April 11th dinner meeting is Bob Harvey, President and CEO of the Greater Houston Partnership. The Partnership focuses on attracting investment and trade to Houston, advocating for sound public policy and convening a diverse set of Houstonians when major issues arise. Our format will be “A Conversation with Bob Harvey”, so we expect an interesting engagement.

Our Platinum sponsor, BDO USA, LLP, will conduct the professional development session on “Leading Transformation in a Middle Market Company”. Eskander Yavar, National Leader Management Advisory Services will cover aspects of a consistent, transparent and relevant corporate strategy, the technology, governance and process pillars required to align the plan to action and the necessity of challenging the status quo in terms of driving change within organizations.

Our dinner meeting Gold sponsor is Addison Group. Please continue to support our sponsors, who help make our chapter events possible.

Our spring events are blooming! Mark you calendars for our next Member and Prospect Happy Hour on April 25th at Season’s 52 in City Centre. Note the new location for this happy hour as we are trying to move around our locations to facilitate varied membership engagement. Our next Leadership Lunch is May 4 at Sullivan’s on Westheimer where we will be learning about the emotionally intelligent leader.

Our Annual Golf Tournament is April 18th at Blackhorse Country Club. We have made some modifications to our format by encouraging foursome applications. Gather your buddies and sign up! No problem if you do not have a foursome because we will get you on a team.

We are excited about our partnership this year with the University of Houston C.T. Bauer College of Business for FEI’s CFO University on May 18th. Be sure to sign up early since

April 2017

FEI Houston Chapter NewsletterDinner Meeting.....................................Upcoming Events..................................New Members.......................................Mission & Goals.....................................FEI Sponsors............................................Officers & Committee Chairs..............

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A Letter from the President

Dinner Meeting

FEI Houston Chapter Newsletter

FEI: The primary resource for financial executive education and leadership development and the principal avenue to influence financial matters in Houstonwww.feihouston.org

April 11, 2017Houston Country Club

4:30 Professional Development Session

5:30 Social Hour

6:30 Dinner Session

Register online by Apr. 7th. feihouston.org

Sponsored by:

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“Houston’s Status as a Great Global City”April 11, 2017 Dinner Meeting

DINNER SESSIONBob Harvey, President & CEO, Greater Houston Parnership

BiographyBob Harvey is President and CEO of the Greater Houston Partnership. With a membership made up of the region’s major for-profit businesses, financial and professional services firms, and non-profit institutions, the Partnership serves as greater Houston’s principal business organization. The Partnership focuses on attracting investment and trade to Houston, advocating for sound public policy, and convening a diverse set of Houstonians when major issues arise.

Prior to joining the Partnership, Harvey was active in the Houston business community, first as a management consultant in the Houston office of McKinsey & Company, Inc. for 17 years and then as Vice Chair/Executive Vice President with Reliant Energy.

Harvey has served in a variety of community volunteer leadership roles including serving as Board Chair of the United Way of Greater Houston

from 2007-2010.

Harvey currently serves on the Community Foundation Council of the Greater Houston Community Foundation and the boards of St. John’s School, the Greater Houston Convention and Visitors Bureau, the Center for Houston’s Future, the Alliance for I-69 and the Houston Technology Center.

Harvey was raised in Houston, Texas, and attended Texas A&M University, graduating with a B.S. in Mechanical Engineering in 1978. He obtained his MBA from Harvard Business School in 1982.

Houston Country Club1 Potomac Drive

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Meeting Directions

2016-2017 Season UPCOMING EVENTS

April 18 - Golf Tournament at Black Horse Country Club

April 25 - Spring Happy Hour

May 4 - Leadership Series

May 16 - Dinner Meeting

May 18 - CFO University

Houston Country Club1 Potomac DriveHouston, TX 77057

Register online:feihouston.org

Registration closes April 7, 2017.

MEE

TING

“Leading Transformation in a Middle Market Company”

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including cyber-physical systems, the Internet of Things, and cloud computing.

• The Digital Revolution, the ongoing proliferation of digital computers and digital record keeping that continues to evolve.

• Globalization, the process of interaction and integration among the people, companies, and governments of different nations. The process is driven by international trade and investment and aided by information technology.

Eskander’s conversation will cover:

• aspects of a consistent, transparent and relevant corporate strategy

• the technology, governance and process pillars required to align plan to action

• the necessity of challenging the status quo in terms of driving change within organizations.

BiographyEskander serves as the National Leader, Management Advisory Services, for BDO USA, LLP.

Eskander brings both the technical knowledge associated with complex supply chain, financial, and operational performance improvements and the “high touch” interaction style that improves the flow and timeliness of complex projects.

Eskander has served clients in a variety of industry segments while working on both domestic and international implementations. He has more than 18 years of professional services experience, including 8 years with BDO and legacy firm, plus earlier years with Accenture and SAP America. He also served on the Global Leadership Team of a multi-national company and has provided a variety of executive support functions that have helped improve the communications, work flow and effectiveness of large projects.

PROFESSIONAL DEVELOPMENT SESSIONEskander Yavar, National Leader Management Advisory Services, BDO USA, LLP

The middle market transformation is the result of macro trends:• Industry 4.0 (aka the “smart factory”), automation

and data exchange in manufacturing technologies,

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SAVE THE

DATE18APRIL

2017

BLACK HORSE COUNTRY CLUB

12205 Fry Road, Cypress, TX 77433

registrationopennow

Visit our website for information

feihouston.org

12:00 - 6:00 PM

FEI Annual Golf TournamentUH Bauer Executive EducationBAUER ALUMNIJoin Executive Education Membership for Bauer College of Business Alumni and choose one Open Enrollment program in 2017 for just $200 (does not include Women in Leadership).

Learn more by following this link.

STAY AT THE HILTON HOTEL ON THE UNIVERSITY OF HOUSTON CAMPUS WHILE TAKING YOUR EXECUTIVE EDUCATION CLASSES. Walk across the street to the Bauer College of Business to attend your class and after class take the rail to downtown Houston for food and entertainment or stay on campus on do some rock climbing at the UH fitness center. http://www3.hilton.com/en/hotels/texas/hilton-university-of-houston-HOUUHHF/index.html.

**All Executive Education classes lasting one or more days include complimentary breakfasts and lunches.**

BAUER EXECUTIVE EDUCATION CLASSES CAN BUILD YOUR ABILITY TO LEAD ORGANIZATIONS.

Developing Leader Character - Establish Skills Needed to be an Effective leader With This 2-Day WorkshopApril 3-4, 2017: This workshop focuses on the element of leadership that has largely been neglected in leadership development: Character. Although character is often thought to be a subjective construct, this workshop argues otherwise. We will discuss the concrete behaviors associated with different eleven character dimensions (accountability, drive, collaboration, courage, justice, temperance, humility, humanity, integrity, transcendence, and judgement), and illustrate how these behaviors can be developed, how character can be strengthened, and how it leads to improved decision making and judgement. More Information >

Financial Management - Understand the World of Financial Accounting and Management with this 1-Day WorkshopApril 26, 2017: Dr. Michael Newman discusses the course more in depth in this video.

This one-day module covers the basic concepts of financial accounting and management that are essential for the efficient operation of any business. The day is split between morning and afternoon modules. The morning module covers basic financial accounting topics and the afternoon module builds on these to cover financial management skills. More Information >

If you are a University of Houston Alumni, enjoy a 15% discount on any Bauer Executive Education class. For more information contact Brittney Edwards at bedwards@bauer.uh.edu.

AASAVE15 - 15% discount for all FEI membersAASAVE30 - 30% discount for FEI member groups of 10 to 19 attendeesAASAVE55 - 55% discount for FEI member groups of 20 or more attendees.

Please visit our website at http://www.bauer.uh.edu/executive-education/ for more details on courses.

FEI Spring Happy Hour

HAPP Y HOURFEI Houston

A P R I L 2 5 5: 3 0 - 7: 0 0 P MS e a s o n ’ s 5 2 C i t y C e n t r e

Free for members and prospects

Sponsored By:

2016-2017 FEI Houston Mission Statement & Goals

NEW MEMBERS

Darlene CanoPlantgistix

Arturo CornejoHP Inc

Imran ManiarMarquard and Bahls

Gregory NeelySysco

Carrie ReynaSysco

Barbara SorensonBenchmark

Electronics, Inc.

Kenneth Ward Economy Polymers &

Chemicals

MISSION:Be the premier resource for Houston

financial executives by offering high quality educational and leadership development programs and resources to inquisitive leaders that help advance their careers and allow them a voice in financial matters important to Houston businesses. GOALS: • Maintain and enhance the value of the

FEI brand by focusing on quality – quality members, programs and sponsors

• Be relevant to members • Offer high quality programs and

resources that help develop current and future financial officers

• Develop high quality and engaged sponsors to assist the Chapter financially, help identify programs and speakers, and help recruit new members

• Make FEI relevant and known in the community through involvement in Houston financial matters; be the voice of the financial community

• Run an effective, professional, and fiscally sound Chapter operation

• Give back to the community through our own foundation and in other ways in which our members personally choose

2016-2017 STRATEGIC PARTNERS

Secure your FEI Sponsorship today! Contact: Tony Maresca, tmaresca@bepms.com

TITLE SPONSOR Deloitte

FEI H

OUS

TON

PLATINUM SPONSORS Alvarez and Marsal Bank of America BDO Hein + Associates LLP KPMG Robert Half Management Resources RR Donnelley Sirius Solutions Wells Fargo

EMERALD SPONSORS BBVA Compass Bank Gulfstar Group Lockton Riveron Consulting Siegfried Group

GOLD SPONSORS Addison Group Aventine Hill Bank of America BB&T Bank CFO Suite Doeren Mayhew Enterprise Fleet Management Jones Lang LaSalle SRR USI Southwest Vinson & Elkins Whitley Penn

SILVER SPONSOR RGP

FEI Houston Officers and Committee Chairs

PresidentAnn Kaesermann, Hilcorp Energy Company

Immediate Past PresidentJoe Abell, Artesia EcoScience LLC

President ElectFrances Hawes, Energen & Archrock

TreasurerMarcus Jonesi, The Jonesi Consultancy

SecretaryScott Skrabanek

Programs ChairRob Schmitz, Flotek Industries

Membership ChairMaurice Nassar, Emergent Partners, LLC

Sponsorship ChairTony Maresca, Bullseye Engagement, LLC

Academic Relations ChairSteve Abercia

Professional Development ChairTony Maresca, Bullseye Engagement, LLC

Member Career Services ChairJohn Briscoe

FEI National/FERF Liaison ChairJeffrey Curtiss

Social Event ChairPaul Marsh, Dagley Insurance & Financial Services

Golf Event ChairPatrick Schneider, US Shale Solutions, Inc.

FEI Houston Chapter Directors

Bob BaumgartnerPhil Denning, Shell Oil Company M. Colleen Estes, Sirius Solutions, LLLPChuck FischerEric Khan, BBVA Compass BankChris Matlock, Lookout Capital ManagementBruce Misamore, Yukos Oil Company - RetiredErnie Pekmezaris, Pappas Restaurants Michael J. Vitek, Utegration

FEI HOUSTON SCHOLARSHIP FOUNDATION SPONSORS Aventine Hill ExxonMobil Halliburton Hein + Associates LLP Mutual of Omaha Bank Noble Energy RR Donnelley

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