San Antonio

Chapter Notes

Welcome San Antonio Chapter Members!

Please join us for the Q3 meeting on Thursday, September 20th. The national broadcast will be hosted by the Nashville chapter, but our local chapter meeting will be held at Andeavor's corporate offices. The meeting will include a 60 minute live broadcast. Learn from a panel of your peers as they discuss the reporting challenges and success factors associated with mergers and acquisitions. Please register by Monday, September 17th so we can plan for your attendance. Lunch will be provided after the national broadcast.

Meeting Location

Andeavor
19100 Ridgewood Parkway
San Antonio, TX 78259
United States
 
Agenda
10:45 - 11:00 am  Arrivals and sign-in
11:00 - 12:00 pm  SEC Pro National broadcast (1.0 CPE Credit)
12:00 - 12.45 pm   Lunch and networking
 

We encourage you to invite colleagues on your reporting team to become members, to join us for this interesting program and to attend in person. You will meet your peers, share experiences and learn from each other. Join us and become engaged in your local chapter!

SEC Pro National Meeting information  
After this meeting, attendees will be able to explain how companies have successfully addressed real-world challenges during the M&A process, including:

  • effectively synchronizing two sets of accounting policies and procedures;
  • engaging with other departments, such as legal or tax; and
  • experiencing the benefits and challenges M&As have on one’s career path.
 
Panelists:
  • Angela Hoke, Director of SEC and Financial Reporting, Delek US Holdings
  • Angela Pruitt, Vice President Tax, Delek US Holdings
  • Jeff McInturff, Vice President, Accounting and Financial Reporting, Community Health Systems
  • PJ Patel, Co-CEO and Senior Managing Director, Valuation Research Corporation (VRC)
 
Meeting attendees will earn 1.0 complimentary CPE credits. There is no cost to attend the meeting or receive CPE credit, so please invite your colleagues to join us.
 

Directions and Parking Instructions:  Upon arriving at the entrance to Andeavor's facility, please follow the signage directing you to the parking garage.  Enter the parking garage through the lane designated for visitors.  Inform Security via the intercom at the garage gate that you are here for the SEC Professionals meeting.  Follow the garage signage directing you to visitor parking.  Please do not park in spaces designated as reserved for Andeavor employees. Follow the signage in the garage to the building lobby.  Check in with the security desk.

 

Advisory Chairs

Aaron Bryant

Director, Financial Reporting
ANDEAVOR
aaron.c.bryant@andeavor.com

Teresa Sosse

Senior Manager, Financial Reporting
NuStar Energy L.P.
teresa.sosse@nustarenergy.com

Sponsors

Larisa Tidwell
RGP
John Beisty
Workiva
+1 281-574-6540
Heather Mares
Workiva
+1 832-368-4941
Hayden Swenholt
Workiva
+1 469-619-8761