Commercial Finance Association - 


Houston Chapter Newsletter                          

 Spring / Summer 2012

Benefits of Membership

Are you taking advantage?

CFA Houston Photo Gallery

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

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


(713) 375-2738
Marc Wilkins



[email protected]

Download Directory

Download the 2012 Member Directory here.

Download Directory

Helpful links

  CFA National


  CFA Career Center

Other CFA Events Across the Country


CFA's Best Practices in UCC Article 9 Search and Filing Workshop
June 12, 2012 - Chicago, IL

CFA's Introduction to Syndicated Asset-Based Lending Workshop
June 12, 2012 - New York, NY

Account Management Workshop
October 1-3, 2012 - Los Angeles, CA

Fraud Awareness Workshop
October 3-5, 2012 - Los Angeles, CA

Loan Documentation Workshop
October 15-17, 2012 - Chicago, IL

Collateral Control Workshop
October 18-19, 2012 - Chicago, IL

CFA's 68th Annual Convention
November 14-16, 2012 - Phoenix, AZ

Virtual Programs

CFA's Best Practices in UCC Article 9 Search and Filing Workshop
June 12, 2012 at 12 p.m. CDT

CFA Webinar: Trends in the M&A Markets
June 21, 2012 at 1 p.m. CDT

Operations Virtual Workshop
September 11-13, 2012 at 12 p.m. CDT

Financial Statement Analysis Virtual Workshop
October 9-11, 2012 at 12 p.m. CDT

Click here for an updated CFA national calendar.


2012 Cornerstone Sponsors

Diamond Sponsors

Gold Sponsors

Texas Capital Bank

Silver Sponsors

When Inflation Strikes Back: Challenges and Opportunities for the Asset-Based Lender
By: Gary Prager

With the effects of the 2008 financial crisis still lingering and unemployment continuing at elevated levels, one bright spot for the U.S. economy is that inflation has remained largely dormant. Annual inflation as measured by the Consumer Price Index was just 2.7% in 2009 and 1.5% in 2010. Equally important, inflation is likely to stay at benign levels throughout 2012 because high unemployment means labor costs — historically, the primary driver of inflation — will likely remain constrained. Even so, an inflationary scenario at some point in the years to come is very much a question of “when” rather than “if.”  Continue reading...

Don't Miss our Next Event:

Please join us June 13 at Brennan's of Houston for our next luncheon panel.  The panel will feature:



Larry McTague
Most recently, Mr. McTague spent nine years as Chief Financial Officer for Fisk Electric Company, a $600+ million specialty contractor company. Prior to Fisk, Mr. McTague spent 14 years at a large Engineering and Construction company, with his last role being the Vice President of Finance for the Process Group at Aker Kvaerner.


Douglas Scherr, CFO, Valence Operating Company, one of the top 25 private oil & gas companies in the United States.

Jon C. Biro, CFO, Consolidated Graphics, Inc, a Houston-based publicly traded commercial printer with operations in the United States, Canada, the Czech Republic and Japan. 

Chris Dollins, CFO, Employer Flexible, a Human Resource Outsourcing, Professional Search, and Recruiting/Staffing company; one of the fastest growing companies in Texas.

View event information and registration.

2012 Calendar of Events

EventLocation Date*  Attendees
2012 Economic Outlook La Colombe d'Or Feb 1 139

New Member "Meet & Greet" Minute Maid Park Apr 11 35

Global Economic Prospects and Challenges for 2012 Federal Reserve Bank Apr 30 155

Perspectives from Houston-Area CFOs

Brennan's of Houston Jun 13  

Luncheon panel - topic TBA Vic & Anthony's Early Sep  

Joint cocktail reception with TMA Mo's...A Place for Steaks Oct 13  

Sponsor Appreciation Event TBA



* Dates subject to change.



Recap Recent CFA Houston Events

"Global Economic Prospects and Challenges for 2012"
A co-sponsored event with World Affairs Council of Houston
April 30

Cirillo CFA's Houston Chapter worked in conjunction with the World Affairs Council of Houston and Financial Executives International Houston Chapter to present this event, held April 30.  The luncheon featured Patrick Cirillo of the International Monetary fund and was held at the Federal Reserve Bank.

"New Member Meet & Greet" at the Astros vs. Braves
April 11

The Houston chapter held a meet and greet event for new members and sponsors on April 11.  There were 35 attendees in two adjoining luxury suites, including 10 new members.

Baqui and Mott

Najeeb Baqui (First Capital) and Cassandra Mott (Jones Day)



Event attendees in the suite

"2012 Economic Outlook - Houston & Beyond"
February 1

The chapter's annual Economic Outlook luncheon with Dr. Barton Smith was held February 1 at La Colombe d'Or, with 139 attendees.

Wells Fargo Capital Finance

Marwin Spencer (Wells Fargo Capital Finance), Janet Parsons (Wells Fargo Capital Finance), Ron Zeiber (Wells Fargo Capital Finance), David Hayes (B2B CFO) and Steve Bellah (Clear Thinking Group)

Taylor and Backer

Forrest Taylor (Whitney Bank) and Don Backer
(Capital One)


Jones, Bowser and Parra

 Peyton Jones (Green Bank), Chad Bowser (Green Bank) and Rene Parra (Greenfield Commercial Credit)


Capital One

Diamond Sponsor Capital One


Dr. Smith

Featured speaker Dr. Barton Smith

See more photos from the Economic Forecast luncheon here.


2012 Cornerstone Sponsorships Still Available

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


Pitchbook - Sponsorship