Commercial Finance Association - 

Houston Chapter Newsletter



Fall / Winter 2013

Benefits of Membership

WINNER! - Ted Leitch

After each event, CFA Houston loves to hear what members think through a post-event survey. For the September 18th's Private Equity luncheon, Ted Leitch of Expense Reduction Analysts won the drawing for a $100 AMEX gift card. Congratulations, Ted and thanks to everyone who participated in the survey.

CFA Houston Photo Gallery

Visit the Houston Chapter photo gallery to see photos from our past events.

Other CFA Events Across the Country


69th Annual Convention
November 13-15, 2013 - Los Angeles, CA

2013 ABL Basics for Underwriters Workshop
November 20-21, 2013 - New York, NY

2013 Advanced Legal Issues Workshop
December 3-5, 2013 - New York, NY


Virtual Programs

Essentials of UCC Virtual Workshop
November 5-6, 2013 at 12 p.m. CDT

Click here for an updated CFA national calendar.



Diamond Sponsors




Capital One 

Gold Sponsors


Iberia Bank


Texas Capital Bank


Silver Sponsors


Advantage Business Capital


ATF Finance


First Capital


J D Factors



Wells Fargo Capital Finance


Submit an Article

If you have an article or announcement you'd like included in a future CFA Houston Chapter newsletter, please email it to the editor.
Contact the Chapter

Marilyn Davis
Chapter Administrator
(713) 863-8300 ext 243
[email protected]


Helpful Links

CFA National


CFA Career Center

Featured Article

Expanding Credit Lines in Order to Expand
By: Steve Agran


For recovering companies, additional financing for working capital increases would be necessary, but increasingly difficult to come by at reasonable interest rates. During the recession, bank loan commitments were reduced, while mounting losses were financed by utilizing availability under the working capital line of credit. As the economy recovered, liquidity was much tighter while availability was lower. Companies did benefit from the fact that the recovery was slow and, therefore, rapid working capital requirements often associated with growth did not materialize. Ultimately, the recovery has led to companies needing expansion capital but finding it hard to come by.


Many companies facing this exact situation have turned to MorrisAnderson to discuss ways to prove liquidity and availability for credit. Continue reading...



2014 Cornerstone Sponsorhips

Now Available!

Click below for our Pitchbook detailing the value proposition of Cornerstone Sponsorship!



2014 Working Schedule at a Glance


Event Date Venue
2014 Economic Outlook
La Colombe d’Or
"Lunch & Learn" hosted by Hoover Slovacek LLP
Hoover Slovacek
New Member "Meet & Greet"
"Lunch & Learn" hosted by Winstead PC
Winstead Offices
Luncheon Panel
"Lunch & Learn" hosted by Porter Hedges LLP


Porter Hedges

Annual State of the Private Equity Markets in Houston

Vic & Anthony’s
Networking Reception Mixer


"Lunch & Learn" hosted by Weinstein Spira & Company
Weinstein Spira
& Company Offices
Sponsor Appreciation Dinner




New for 2014!

Introducing CFA Houston's new Lunch & Learn events. A great opportunity to host CFA educational events at your company’s office. Email [email protected] for more details!


Recent CFA Houston Events


CFA/TMA Joint Networking Reception

October 9
CFA partnered with Houston's TMA for this exciting networking reception mixer at Mo's...A Place for Steaks. The event featured tasty hors d'oeuvres, open bar, wine tastings and even a cigar roller. To see more photos, please click here.


Laura Koch, The Strategic CFO; Bill Bobbora,
Cadence Bank; & Chad Stephenson, Comerica Bank





State of the Private Equity Markets in Houston

September 18
Held at Vic & Anthony's downtown, the private equity panel included Gary Walther of Walther Partners, Inc. as moderator, Scott Crist of Texas Ventures, Kent Wallace of The Sterling Group, and Neil Kallmeyer of The CapStreet Group. To see more photos from the September event, please click here.


Panelists: Scott Crist, Texas Ventures; Kent Wallace,
The Sterling Group; Neil Kallmeyer, The CapStreet Group 


Luis Suarez-Garcia, Timothy Ashe, Ryan Sandel,
Tony Alexander and Kevin Ward of Capital One

Richard Thompson, Deloitte CRG; Marshall Sheperd,
Melton & Melton; and David Brewton, JPMorgan Chase


The Affordable Care Act:  Strategies for Grasping the Myths, Facts and Uncertainties.

June 19
Held at Brennan's of Houston this panel featured Houston-area CFOs who discussed local economics and the impact of the new healthcare reform act.  This luncheon was moderated by Irene Helsinger of Newport Board Group, and the panel included Damon Thompson, Employer Flexible; Stephanie Rogers, MHealth, Inc./Memorial Hermann Healthcare System; Karen Blake, Deloitte Tax LLP; & Tony Nista, Lockton Companies, LLC. To see more photos from the September event, please click here.


Moderator, Irene Helsinger of Newport Board Group;
and panelists: Damon Thompson, Employer Flexible;
Stephanie Rogers, MHealth, Inc./Memorial Hermann
Healthcare System; Karen Blake, Deloitte Tax LLP;
& Tony Nista, Lockton Companies, LLC


Robert Morgan, JPMorgan Chase Bank; Pete Clarke,
The WFA Group, & Najeeb Baqui, First Capital


Members networking include Sue Lehrer,
Newport Board Group; Tony Nista, Lockton LLC;
& Irene Helsinger, Newport Board Group