Dallas

Chapter Notes

Welcome to the SEC Professionals Group, and thank you for supporting our Dallas chapter!

ARE YOU INTERESTED IN BEING MORE INVOLVED in the SEC PROFESSIONALS GROUP--Dallas Chapter?

We want YOU to 1) HOST a meeting, 2) prepare for the next level of leadership by joining a local or national committee or 2) support the SEC PG in other ways.  Please contact us to learn more (contact info below).

Thanks to Denyse and her team at CEC Entertainment for hosting our Q3 2018 local meeting at headquarters.

We look forward to introducing additional members of the leadership team in the near term!

NEXT MEETING Date:  Wednesday, November 14, 2018
Time:  10:45 a.m. Central
Local Broadcast Location:  Mannatech headquarters, 1401 Lakeside Parkway, Suite 200, Flower Mound, TX 75028

Parking and building access:  details to come

CPE credits 1.0

Agenda:
10:45 a.m - 11:15 a.m.  Registration and lunch
11:15 a.m. - 12:15 p.m. Central:  Shared services panel session (New York City national broadcast; FEI's annual Current Finanacial Reporting Issues Conference)
12:15 p.m. - 1 p.m. Central:  Meeting adjournment; networking

Shared Services

Many organizations are using a shared service center or “center of excellence” to effectively use limited resources and control costs. Explore the pros and cons of using shared service centers, hear success stories, challenges, implications, and get answers to some of the most common questions surrounding shared services. 

After this meeting, attendees will be able to: 

  • Explain how shared service organizations are structured 
  • Recognize how efficiencies are gained utilizing shared services 
  • Calculate some of the set-up costs 
  • Outline how technology can support and or supplement a service delivery approach 
Panelists 
  • Alex Buckthorp, Finance Director, Procter and Gamble
  • Angela Stephens, Senior Vice President, Controller, Keurig Dr Pepper Inc.
  • David Fabricant, Senior Vice President, Controllership, American Express Company
  • Ron Kapusta, Corporate Controller and Chief Accounting Officer, Johnson & Johnson

PLEASE REGISTER to ensure we have an accurate headcount for food and drinks.

LET'S WORK TOGETHER TO MAKE THE DALLAS CHAPTER A GREAT RESOURCE FOR SEC PROFESSIONALS! Participate in quarterly meetings, submit ideas for topics and questions, network with peers, invite peers to join us, HOST A MEETING at your corporate office, complete surveys, keep your member profile up to date, and contact us with any suggestions!

Advisory Chairs

Samuel Marsh

External Reporting Manager
AT&T INC.
smarshjr@hotmail.com

Denyse Lessard

Director, Financial Reporting
CEC Entertainment
dlessard@cecentertainment.com

Amy Reeves

Partner, Accounting & Finance
Vaco
areeves@vaco.com

Sponsors

Amy Reeves
Vaco
+1 469-620-4316
John Beisty
Workiva
+1 281-574-6540
Mark Schumka
Workiva
+1 858-356-8692
Mick Lesko
Workiva
+1 214-394-1249