Meeting/Event Information

FEI April 24, 2018 Dinner Meeting

April 24, 2018
4:00 PM to 8:00 PM
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The Junior League of Houston
1811 Briar Oaks Lane
Houston, TX 77027
 Directions



Dinner Session 


A Fulfilling and Resilient Career – By Chance or By Choice?

  Kathleen McAllister
Director,
Höegh LNG Partners LP


Audit Committee,
Q’Max Solutions Inc.

and

Audit and Conflicts Committees,
HMLP


Kathleen McAllister is a seasoned Board Director, CEO and CFO with diverse leadership roles in global, capital-intensive and oil and gas service companies spanning 28 years and over seven years as an active contributor in the board room.  Known for leading and empowering high-functioning teams to achieve strategic goals, a deep commitment to investing in diversity and people development, developing strong relationships and communicating effectively with all stakeholders, Kathleen has a proven ability to see the big picture and confident approach to pressure-filled and ambiguous situations.

Kathleen is an independent director for Höegh LNG Partners LP (NYSE:HMLP) and Q’Max Solutions Inc.  She chairs the QMax Audit Committee and is a member of the HMLP Audit and Conflicts Committees.  She previously served as CEO, CFO and Board Director of Transocean Partners LLC (NYSE: RIGP) and as Vice President-Treasurer of Transocean Ltd. (NYSE: RIG), where she led the IPO of Transocean Partners.  Her career began at Deloitte and she held finance, accounting, tax and treasury roles with Baker Hughes (NYSE: BHI), Helix Energy (NYSE: HLX) and Veritas DGC (NYSE: VTS).  Kathleen holds a B.S. degree (with honors) in Accounting from the University of Houston-Clear Lake and is a Certified Public Accountant.

Kathleen focuses her philanthropic activities on families in need, education and mentoring, leads a Women’s Energy Network mentoring circle, Chairs the FEI Houston Chapter Career Management Committee and serves on the University of Houston-Clear Lake Accounting Advisory Board.

Mary Bass 
Partner,
Spencer Stuart

Mary Bass is based in Houston and has a broad-based search practice focusing on assignments for board directors, CEOs, chief operating officers and chief financial officers for growth companies nationwide. She is a member of the firm's Board and Private Equity practices and is active in the Energy, Financial Officer, Financial Services, Industrial and Life Sciences practices. Mary has served on and chaired the firm's global partner nominations committee. She is also a recipient of the Lou Rieger Quality Award for client service.

Mary is a director of the Texas Lyceum Association and the First Tee of Greater Houston. She is currently serving on the Girl Scouts of San Jacinto Council. Mary has also served and chaired the Texas Business Hall of Fame Foundation and is a past director of The Houston Golf Association. She is a graduate of Mississippi State University, earning both B.S. and M.B.A. degrees with an emphasis on corporate finance.

 

Michael McKee
Chairman,
Career Partners International 

 

Michael McKee is Chairman of Career Partners International – Houston/Dallas/Austin, and a CPI Board Member. He has decades of experience in the Talent Management industry. He has managed and delivered Career Transition/Outplacement services to all primary industry sectors, healthcare organizations, academic institutions and non-profit agencies. Mr. McKee founded the Chief Human Resources roundtable in Houston involving 50 plus companies. He has developed collaborative relationships with major executive associations and consulting groups in Texas.  

Mr. McKee started a talent management (including outplacement and retained search) and career transition consulting business in 1979 in Tulsa, Oklahoma as Michael D. McKee and Associates.  In 1986 he moved the company headquarters to Houston, Texas where he continued to grow the business during the period when the Texas economy was experiencing significant change. McKee and Associates placed significant emphasis on providing superior outplacement, search and other talent management solutions.

Professional Development Session: 
Tax Reform - How Will it Impact You and Your Company

Thank you to our Platinum Sponsor:


 

“Trump’s tax reform” (The Tax Cuts and Jobs Act) will have broad implications – both on businesses and the people behind them.  From lowering the corporate and individual income rates and eliminating numerous deductions, to new rules for pass-throughs, the elimination of AMT for corporations, and the shift to a territorial tax system, the $1.5 trillion sweeping legislation represents the biggest change to the tax code in a generation.

1. The Impact on Individual Taxpayers

2. The impact of Tax Reform will be different for every business and every individual.

  • the effects will go beyond corporate tax rates and repatriation. Every tax change will have a ripple effect throughout a company’s departments.
  • think locally. Individual states have begun new tax legislation in response to Tax Reform.
  • assess strategy, particularly when considering restructurings, or M&A activities.

3. Top 10 Things Companies Need To Know About Tax Reform

4. Choice of Entity Considerations
(C corporations or pass-through entities)

- domestic tax return
- international tax reform
- future plans: reinvest or distribute

 

Jerry Seade
International Tax Services, Principal
BDO USA, LLP

Jerry serves mid to large companies, public and private, with global operations. He has more than 20 years of tax experience, including Director of Tax at a large publicly-held multinational corporation.

He specializes in advising clients on cross-border matters relating to M&A, joint ventures, offshore structures for intangibles, manufacturing, financing, leases and services, and outbound & inbound investments. He also has led engagement teams on outsourcing of U.S. international tax reporting services for several multinational companies, as well as assisted clients with transfer pricing and tax accounting (ASC 740) matters.

His industry experience includes working with clients in the energy, financial services, technology and manufacturing areas. Jerry is fluent in Spanish. He earned his BBA and JD degrees from the University of Texas, and LLM in Taxation from the University of Houston Law Center.

Doug Pfefferkorn
Tax Services, Managing Director
BDO USA, LLP

Doug has more than 18 years of partnership and corporate tax experience with extensive experience in the oil & gas, oilfield services, technology, and real estate industry segments. He has worked on hundreds of oil & gas transactions and served as lead on numerous private equity, management-owned, and public oil & gas clients.

His significant experience includes federal & state tax planning and compliance, internal restructuring, preparation in anticipation of an IPO, and representation before the IRS, as well as acting as an expert witness in litigation/arbitration matters.

Prior to joining BDO, while with another accounting firm, Doug reviewed tax accounting (ASC 740) calculations and footnotes for the advisory group, serving as a liaison with international member firms. He earned his BS and MS degrees from Texas A&M University.

Agenda:

4:00 PM – Beat the Traffic Social
4:30 PM - Professional Development Session Speaker 
5:30 PM - Social Hour
6:30 PM - Dinner & Presentation

We would like to thank our Platinum Sponsor for sponsoring the Professional Development Session: 

To login you will use your email address and the password you have set. 

If you need to reset the password just select the link on the login box to reset.

Having Trouble Registering Online?
Email Logan Beszterda for help - info@feihouston.org

Prospective Member Form
Prospective Members must be submitted via the form link. All forms must be submitted for approval by the membership committee by 5:00 pm on the Wednesday before the meeting. Once approved, FEI will register prospects and inform the member or sponsor contact that the prospect has been approved to attend. This is applicable to anyone bringing a prospective member.

CPE Credit is offered for the PD Session and the Dinner Presentation.  One (1) hour of CPE is offered for each program.  There is not pre-requisite preparation or experience required.

If you have not already done so, please register by 5:00 p.m. Friday, April 20, 2018.
Please note that no shows will be invoiced $50.

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Tickets

$0.00 FEI Chapter Member

Documents

180424_BDO Tax Reform, Entity Considerations

P.O. Box 32, Bellaire, Texas 77402