San Antonio

Chapter Notes

Welcome San Antonio Chapter Members!

Please join us for the Q4 meeting on Thursday, November 15th. The national broadcast will be hosted in conjunction with the Financial Executives International's annual Current Financial Reporting Issues Conference, but our local chapter meeting will be held at NuStar Energy's corporate offices. The meeting will include a 60 minute webcast (delayed from the national broadcast). Learn from a panel of your peers as they discuss the pros and cons of using shared service centers and get answers to some of the most common questions surrounding shared services. Please register by Tuesday, November 13th so we can plan for your attendance. Lunch will be provided.

Meeting Location

NuStar Energy
19003 IH-10 West
San Antonio, TX 78257
 
Agenda
11:30 - 11:45 am  Arrivals and serve lunch
11:45 - 12:45 pm  SEC Pro National broadcast (1.0 CPE Credit)
12:45 - 1:00 pm   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  
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; and
  • 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, Dr Pepper Snapple Group
  • David Fabricant, Senior Vice President, Controllership, American Express Company
  • Ron Kapusta, Corporate Controller and Chief Accounting Officer, Johnson & Johnson
 
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:  NuStar Headquarters is located on IH-10 just north of Loop 1604 and right past The Rim shopping center. From 1604, travel West on IH-10, take the Camp Bullis Road exit and stay on the access road. The entrance to the NuStar campus will be on the right. After turning into the entrance, follow the road up the hill. Veer to the right and head to the main visitor entrance parking area. Sign in with the receptionist, and a NuStar SEC Pro Group member will escort you to our meeting area.

 

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