The FENG Houston (The Woodlands), TX Chapter

Next Meeting

When:

07/24/2019 – 7:15 AM to 10:00 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: Buy-sell agreements and the financial executive's responsibilities in structuring and administering a buy-sell agreement plan

Speaker: Clay McCollor, Attorney with Knighton & Stone

Presentation:
- Buy-Sell Agreements
- Types of Valuation Mechanisms and Issues
- Why Each is Important to the Financial Executive.

Speaker's bio: D. Clay McCollor, JD, MBA

Clay is a corporate and business attorney whose practice covers a wide variety of general corporate and transactional matters, securities, and investment banking. He has worked both in-house and in private practice with a focus on small and middle-market companies. The bulk of his practice focuses on domestic and international mergers and acquisitions, business structuring/restructuring, securities, real estate, corporate finance, and general commercial agreements for a variety of industries, including oil and gas, industrial, retail, banking, and manufacturing. Clay has a history degree and an MBA from Texas A&M and a law degree from South Texas College of Law. He is a veteran and served our country as a Captain in the U.S. Army Field Artillery and he continues to serve his community by actively participating in numerous non-profit boards, including The Rotary Club of The Woodlands, DivePirates Foundation, CASA of Montgomery County, Rotary House, and St. Anthony of Padua Catholic School.

CPE Credit: 1 Credit hour
Prerequisites: None

What to bring:
- Business Cards
- Name badge (Note: within the "Other Useful Documents" section of the FENG member portal there is a Word document name badge template available to print your own)

Sponsor: The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houstons Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.

The Talance Group
713-357-9598 office
www.talancegroup.com

Directions

Please park in the Parking garage designated for One and Two Hughes Landing/Tower. We can validate parking for this garage only.

When you enter the building, you will walk past the elevators on the left. Down the hall, to the end.

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 sub-chapter meets every 4th Wednesday of the month (no meetings in November and December). CPE Credit will be available, courtesy of Calvetti Ferguson.

Time: 7:15 am-10:00 am
Location:
One Hughes Landing Tower
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

Please park in the Parking garage designated for One and Two Hughes Landing/Tower. We can validate parking for this garage only. When you enter the building, you will walk past the elevators on the left. Down the hall, to the end.

Agenda:
- 7:15 am – 7:35 am: Networking
- 7:35 am – 7:50 am: Chapter Announcements and Self-Introductions
- 7:50 am – 8:40 am: Speakers' Presentation
- 8:40 am – 9:00 am: Networking
- 9:00 am – 9:55 am: JSWT - Job Search Work Team

Breakfast / Coffee Sponsor: The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houstons Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.

The Talance Group
713-357-9598 office
www.talancegroup.com

2. SOCIAL MEETINGS: We meet Quarterly for our evening social meetings:

Time: 6:00pm-7:30pm

Location:
Typically a restaurant in the famous Hughes Landing restaurant row
1900 Hughes Landing Boulevard,
The Woodlands, TX 77380

Sponsors:
The Talance Group
713-357-9598 office
www.talancegroup.com

and

USI
usi.com

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)
Co-chair - Bartho van Otterdyk, BVO Global Solutions, (281-222-1538 - vanotterdyk@yahoo.com)
VP Membership - Robert Cossick, PSC Industrial, robertcossick@gmail.com
VP Membership - Mark Kerr, Sparkle Sign Company, mkerr4007@gmail.com

Chapter Leadership

Jim Anderson
janderson@b2bcfo.com
(954) 661-5709
Bryan Valencia
bvalencia@calvettiferguson.com
(281) 755-1714
Bryan has over 30 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.

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.
Bartho van Otterdyk
vanotterdyk@yahoo.com
(281) 222-1538
Bartho van Otterdyk is an accomplished finance and accounting practitioner with extensive multinational and multi-industry experience.

His industry expertise includes Healthcare, Oil & Gas, Mining, Telecommunications, Manufacturing and Software development. These corporations have ranged in size from technology start-ups to Fortune global 500 companies.

Bartho’s international experience includes financial management of operations in Australia, North America, South America, Asia and the European Union.
Mark Kerr
mkerr4007@gmail.com
(281) 703-2143
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 CFO for a private-equity backed manufacturer of plastic injection molded products. I am a UK chartered accountant (PwC), having held various CFO/Corporate Controller roles in manufacturing/oilfield services companies. I specialize in process improvements.

Future Meetings

08/28/2019
07:15 AM to 10:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

09/19/2019
06:00 PM to 07:30 PM
Local Pour
1900 Hughes Landing Boulevard, Suite 350
The Woodlands, TX 77380

09/25/2019
07:15 AM to 10:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

10/23/2019
07:15 AM to 10:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

12/12/2019
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