The FENG Houston (The Woodlands), TX Chapter

Next Meeting

When:

08/22/2018 – 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: Executive Compensation Packages: What You Need To Know Before You Start Negotiating

Speaker: Courtney B. Sheaffer, Associate Attorney, Peckar & Abramson, P.C.

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: Speaker Presentation
- 8:40 am – 9:00 am: Networking

CPE Credit: will be available

Presentation:
The presentation will be based on the following four topics, the benefits and disadvantages of these programs, and what you need to include in agreements before you offer these packages to executives—or any other employee.
- Deferred Compensation and Stock Options
- Liquidity Event Awards and Profit Sharing
- Implications and Requirements of Section 409A of the Internal Revenue Code
- Guaranteed Terms and Termination Issues

Speaker's bio:
Courtney Bryan Sheaffer is an Associate in Peckar & Abramson's Houston office. Ms. Sheaffer focuses her practice on labor and employment disputes, as well as commercial litigation. Her experience includes representation of clients across various industries, including commercial real estate developers, construction companies, oil & gas service providers and equipment manufacturers, power supply manufacturers, logistics companies, grocery store chains, employee staffing companies, restaurants, healthcare, franchisee, hotel, retail, hospitality, concert venues and special events companies.

Ms. Sheaffer is admitted to practice in Texas, Louisiana, the U.S. District Court for the Southern District of Texas and Northern District of Texas, the U.S. Court of Appeals for the Firth Circuit and the U.S. Bankruptcy Court. She holds a Bachelor of Science degree in Finance, Magna Cum Laude, from Louisiana Tech University and a Juris Doctor from the Paul M. Hebert Law Center at Louisiana State University.

Courtney B. Sheaffer
Associate Attorney
Peckar & Abramson, P.C.
3050 Post Oak Boulevard, Suite 500
Houston, TX 77056
office 281.953.7700
direct 281.953.7712
cell 318.426.6105
csheaffer@pecklaw.com
www.pecklaw.com

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

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). CPE Credit will be available, courtesy of Calvetti Ferguson.

Time: 7:15 am-9:00 am
Location:
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

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

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 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.
Mark Kerr
mkerr4007@gmail.com
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.

Future Meetings

09/20/2018
06:00 PM to 07:30 PM
Local Pour
1900 Hughes Landing Boulevard, Suite 350
The Woodlands, TX 77380

09/26/2018
07:15 AM to 09:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

10/24/2018
07:15 AM to 09:00 AM
One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

12/13/2018
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