The FENG Houston (The Woodlands), TX Chapter

Next Meeting

When:

07/26/2017 – 7:15 AM to 9:00 AM (Reserve a spot at this event)

Where:

One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

Agenda:

Topic: Health Care Reform Redux: Navigating the American Health Care Act

Speaker: Janet Downs, Area Assistant Vice President, Compliance Counsel South Central Region at Arthur J. Gallagher & Company

Presentation:
The presentation will cover the legislative process thus far in the passage of the American Health Care Act and repeal of PPACA, what to expect in the future, the specific provisions of the Act and how it will impact employers and their employees, and other agency and legislative actions currently unfolding that will aid in the replacement of PPACA. Attendees should walk away with a clearer picture about the process the Act’s passage, its provisions and how it is expected to work in the market, and what PPACA requirements will remain after the promise to “repeal and replace.”

Speaker's bio:
Janet Downs has fifteen years of experience in administering and providing compliance guidance to plan sponsors. Janet worked with Fortune 100 companies in the oil and gas and manufacturing sectors to provide guidance on health and welfare, retirement, and executive compensation plans. In her role as Area Assistant Vice President, Compliance Counsel, Janet is responsible for assisting clients with compliance questions related to health & welfare plans, including ERISA, PPACA, HIPAA, COBRA and cafeteria plans. Her experience working as a plan sponsor, plan administrator and ERISA attorney provides her with multilevel experience and knowledge to assist plan sponsors in accomplishing the tasks to comply with complex regulations.

Janet R. Downs, JD
Area Assistant Vice President, Compliance Counsel
South Central Region

Arthur J. Gallagher & Co.
1900 West Loop South, Suite 1600
Houston, TX 77027
Direct: 713.358.7870
Fax: 713.358.7871

Agenda:
- 7:15 am – 7:35 am: Networking, coffee and light breakfast
- 7:35 am – 7:50 am: Chapter Announcements and Self-Introductions
- 7:50 am – 8:40 am: Speaker Presentation
- 8:40 am – 9:00 am: Networking

Directions

https://www.google.com/maps/place/One+Hughes+Landing/@30.1720425,-95.4723102,17z/data=!3m1!4b1!4m5!3m4!1s0x864736ce2e6a1433:0x97dcfd50d599cb51!8m2!3d30.1720379!4d-95.4701162


About the Houston (The Woodlands), TX Chapter

The Woodlands chapter covers The Woodlands and surrounding areas north of Houston.

We hold monthly business morning meetings (except November and December) and occasional evening social meetings.

1. BUSINESS MEETINGS: The Woodlands subchapter meets every 4th Wednesday of the month (no meetings in November and December).

Please Note: Starting in April 2017 we will be meeting at a new location and time for our breakfast meetings:

Time: 7:15 am-9:00 am

Location:
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

We will provide a light breakfast of coffee, juice and pastries. Our breakfast sponsor for 2017 is Aston Carter, a Professional Finance and Management Recruitment Firm.

2. SOCIAL MEETINGS: June, September and December

Time: 6:00pm-7:30pm

Location:
The Local Pour
1900 Hughes Landing Boulevard, Suite 350
The Woodlands, TX 77380

Appetizers will be provided by chapter sponsor, Aston Carter, a Professional Finance and Management Recruitment Firm.

Leadership team:
Co-chair - Bryan Valencia, Calvetti Ferguson, (832-742-2400 - bvalencia@calvettiferguson.com)
Co-chair - Jim Anderson, B2BCFO (954-661-5709 - janderson@b2bcfo.com)
VP Membership - Robert Cossick, PSC Industrial, robertcossick@gmail.com
VP Membership - Bartho Van Otterdyk, Conversio Health, vanotterdyk@yahoo.com

Chapter Leadership

Jim Anderson
janderson@b2bcfo.com
(954) 661-5709
Bryan Valencia
bvalencia@calvettiferguson.com
(281) 755-1714
Bryan has over 27 years of professional experience and serves as the Tax Partner-in-Charge at Calvetti Ferguson. He provides a comprehensive array of tax planning and consulting services to both public and private companies, including specialized support in the areas of research and development (R&D) tax credits and incentives, Section 199 domestic production activities deductions (DPAD), and accounting for income taxes under ASC 740 / FAS 109 and uncertain tax positions (UTPs) / FIN 48. He assists clients with proactive tax planning and is recognized for his expertise in the area of R&D tax credits.

Bryan has developed a focus in the manufacturing and distribution, energy, information and technology, and other industries. He has significant experience assisting clients with Internal Revenue Service and other tax authority examinations, appeals and other controversy matters. His professional experience also includes international and federal tax planning and compliance when he previously worked for a large publicly-traded corporation.
Robert Cossick
RobertCossick@gmail.com
(832) 331-1250
Andrew Jowett
AJowett@comcast.net
(281) 546-5994
Chapter Administrator and co-chair of the main Houston chapter.

I am the Controller of Greene's Energy Group, a PE-backed oilfield services company. I am a UK chartered accountant (PwC), having held various CFO/Corporate Controller roles in manufacturing/oilfield services companies. I specialize in process improvements.
Bartho van Otterdyk
vanotterdyk@yahoo.com
(281) 222-1538
Bartho van Otterdyk is an accomplished Finance and Accounting leader with extensive multi-industry and international experience. His industry experience includes Healthcare, Oil & Gas, Mining, Correctional Management; Telecommunications, Manufacturing and Professional Services. Bartho's global experience includes financial management of operations in Australia, North and South America, Europe and Asia.

Future Meetings

08/23/2017
07:15 AM to 09:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

09/21/2017
06:00 PM to 07:30 PM
Local Pour
1900 Hughes Landing Boulevard, Suite 350
The Woodlands, TX 77380

09/27/2017
07:15 AM to 09:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

10/25/2017
07:15 AM to 09:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

12/14/2017
06:00 PM to 07:30 PM
Local Pour
1900 Hughes Landing Boulevard, Suite 350
The Woodlands, TX 77380


For Meeting Information, Please Contact:
Bryan Valencia
bvalencia@calvettiferguson.com
(281) 755-1714

OUR SPONSORS:

cfo