Commercial Finance Association -

Houston Chapter Newsletter

Spring / Summer 2016   




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Here's what you can find by logging in at! 

Contact a Member


Do you want to contact a member you met at a CFA Houston event? Just login and click on the Member Center tab on the left. 



Calendar of Events


Want to see what's coming up?  Just click on the Calendar of Events tab on our home page - no need to login.  Events are added as dates are confirmed. 



Submit an Article


If you have an article or announcement you'd like included in a future newsletter, please send it to [email protected]



Contact the Chapter


Marilyn Davis

Chapter Administrator

[email protected]

713-863-8300 ext 243


Featured Article


By Tim Atkinson


As new technology sweeps into the small-business lending market, we hear how CFA members are adapting new technology to position themselves for future success. 

The small business factoring market is currently fragmented into hundreds of small factors, many with portfolios of less than $10 million.  If current trends hold, that is set to change, and fast.  The market has already experienced the impact of smaller loans from merchant cash advance (MCA) copanies.  Innovations at online receivables finance companies, such as BlueVine and Dealstruck, together with the introduction of lower APR term loans and lines-of-credit, could potentially disrupt this fragmented market, because large-scale platforms may be preferred by many customers.   Read More

2016 and 2017





See how your firm can get the most

bang for its buck with

sponsorship opportunities! 



Benefits of Membership





Are you taking advantage? 

Renew your membership for 2016 or become a new member here! 



2016 Working Calendar

at a Glance


Event Date Venue

2016 Economic Forecast - "Houston's Job Growth Stumbles As Oil Markets Swoon: Where Now?"

January 13
La Colombe d’Or
Lunch & Learn hosted by Whitley Penn - "2016 Tax Issues: What You Need to Know to Stay Ahead of the Curve" 
March 24
Whitley Penn Offices

Spring Networking Social

April 20
iPic Theatre

 Lunch & Learn hosted by Winstead - "Bankruptcy Issues in Energy Lending"

May 11
Winstead Offices

 Panel Luncheon - "The Other Houston Economy: Non-Oil & Gas Growth Markets"

June 22
Brennan’s Downtown
Lunch & Learn hosted by Hoover Slovacek - "The Ins and Outs of DIP Financing"

August 24

Fleming's Steakhouse

Annual State of the Private Equity Markets in Houston

Sept 14
Vic & Anthony’s Steakhouse

CFA/TMA Joint Networking Reception Mixer 

Registration Open Soon! 

Oct 6

Mo's...A Place for Steaks


Lunch & Learn hosted by Weinstein Spira & Co. 


Oct 26
Weinstein Spira Offices

 Sponsor Appreciation Dinner






$100 Survey Gift Card! 



Your feedback is vital to our chapter's success!  Take our post-event survey for a chance to win a $100 Pappas Restaurants gift card! 

Surveys are sent to attendees via email after each event. 


Past winners - 

  • Ed Clark - Charter Capital
  • Patricia Windon - New Century Financial
  • Josh Tabin - vcfo
  • Randy Trout - vcfo
  • Allyn Riley - PlainsCapital Bank
  • Gillian Tian - Gerard W Haby LLC
  • Chris McClain - J D Factors


Free to Houston

Chapter Members! 




Don't miss our popular, educational (and unbeatable networking opportunities) Lunch & Learn programs throughout the year.  Lunch and presentation are free to our members, but reservations are required. 


Our hosts this year are: 













Did you know the

Houston Chapter has

one of the highest


percentage of

women members?






Follow WICF on Twitter!  @CFA_WomenInFin

The CFA Women in Commercial Finance Committee was formed in order to support women involved in asset-based lending and factoring. 





Did you know that if you

are a YoPro!, your

registration fee for our

September 14th Annual

State of the Private

Equity Markets


luncheon is only

$25 instead of $75?


If you are 35 or younger, just click below to register as a YoPro! and be eligible for BIG savings!  You will receive an email confirming your YoPro! membership. 





Recent CFA Houston

Chapter Events



Brennan's Luncheon - 2016-06-22 


The Other Houston Economy: Non-Oil & Gas Growth Markets proved to be a very popular topic.  Panelists representing healthcare, life sciences, cyber security, and leisure markets talked about Houston's other growth markets.  And Brennan's did not disappoint with their steaks and pralines!  Click here for more photos



Paul Giffin, Jefferson Capital;
Steve Campbell, J D Factors;
Sushim (Sonny) Shah, Mutual of Omaha Bank





Joel Rosenthal, Charter Capital;
Margaret Ceconi, SRR; Seth Block, Thermo Credit 





DIAMOND SPONSOR:  Capital One Bank





Moderator - Josh Tabin, vcfo
Panelists:  James Dunn, Castle Biosciences;
Shaun Gill, AFC Urgent Care;
Misha Govshteyen, Alert Logic;

Neil Billingsley-Michaelsen, Triple Tap Ventures;

Brock Wagner, Saint Arnold Brewing Company




Brennan's of Houston





Lunch & Learn hosted by
Winstead - 2016-05-11


Energy related topics have been popular this year and Winstead offer a presentation on "Bankruptcy Issues in Energy Lending".  The class was well-attended.  Lunch was catered by Treebeards, a Houston favorite!  If you are a member, but could not attend, contact Marilyn Davis for a digital copy of the presentation.  




Jeremy Talton, Gulf Coast Business Credit;
Brian Johnson, PNC Business Credit;
Judy Anderson, Racca Solutions Group




Earl HershImperial Cost Control; Sean Davis, Winstead;

John Nghiem, Meridian Circle Advisors;
Seth Block
, ThermoCredit





Winstead Panelists
Sean DavisWinstead; Lloyd Lim, Winstead;
Lars Hollis,
Parkman Whaling LLP






Spring Networking Social -
iPic Theatre - 2016-04-20


This year's event was held at The Tuck Room in the new iPic Theatre in The River Oaks District.  It proved to be a very popular venue and was great for networking.  It's one you will not want to miss next year!  Click here for more photos.




Ronny Pike, SevenOaks Capital;
Erik Konicki, B&V Capital Advisors;

Tim Leopold, Single Point Capital;
Drew McManigle, SierraConstellation Partners




Brian Hanley, KeyBanc Capital Markets;
Josh Tabin, vcfo; Jason Ziegler, Euler Hermes




Miguel Garza, Pacific Business Lending;
Adam Cox, Pendleton Capital Group






Lunch & Learn hosted by
Whitley Penn - 2016-03-24


Everyone likes to avoid tax problems and Whitley Penn did not disappoint with their presentation "2016 Tax Issues: What You Need to Know to Stay Ahead of the Curve".  Panelists were Michael Arnell, Dan Manley, and Brian Mitchell. 




Brian Starr introducing the panelist: 
Michael Arnell, Tax Partner
Dan Manley, Director of State and Local Taxes

Brian Mitchell, Director of International Tax




Brian Mitchell updating everyone on international tax laws






2016 Economic Forecast 

Houston's Job Growth Stumbles

As Oil Markets Swoon:  Where Now?



Dr. Robert W. Gilmer, Ph,D, gave a thorough presentation about Houston's economic future in 2016, covering oil and gas markets, job growth, manufacturing, business services, Houston's population growth and how it affects housing.  The room was at full capacity.   Click here for more photos.




La Colombe d'Or Restaurant Ballroom




Earl Hersh, Imperial Cost Control; 
Carmen Jordan, IBERIABANK;
Steve Oldham, Graywall Partners;
Mona Foch, PPHB




Teresa Foltz, vcfo; Christy Petrilla, Trustmark Bank;
Jeff McClanahan; Jorge Borrego, PlainsCapital Bank




David Moriniere, Alloy Merchant Finance;
Joe Anderson, UPS Capital;
Wayne Coker, Advantage Business Capital




Steve Reichmuth, Trade Finance Solutions;
Paul Giffin, Jefferson Capital Partners




Copyright © 2016 Commercial Finance Association - Houston Chapter.  All rights reserved.