April 2019 Print

President's Report


I’d like to start this letter reminding you of the special opportunity for new members who register between now and April 15. Prospects who register during this period and use the promotional code HOU299 will receive their first-year membership dues for $399. This is a 40% discount off of our current dues.

If you have a colleague who has been considering joining our chapter or you want to bring a colleague to one of our upcoming events, please let them know about this opportunity. They can sign up at the National website www.financialexecutives.org and apply the promotional code HOU299.

Our upcoming events include:

  • April 10NOTE: THIS IS A DATE CHANGE - Our April dinner speaker will be Scott McClelland, CEO of HEB and 2019 Chair of the Greater Houston Partnership. Scott will speak on the challenges and opportunities facing Houston and how the Houston business community can help meet those challenges and take advantage of the opportunities.

  • Our April 10 – PD session will be presented by BDO. The topic will be “Fraud Prevention and Detection. Do you have a clue?”

  • April 23 – Next Generation Leaders group will host a reception and educational session titled “Lessons From A Sale – Panel Discussion with Business Owners”. It will be held at The Tasting Room in Uptown Park. This should be a very interesting discussion with owners who have sold their business.

  • Early May (Date Pending) – Be on the lookout for our next Leadership Luncheon focusing on Diversity and Inclusion to be presented by KPMG.

  • May 17 – CFO University. Don’t miss this all-day event held in conjunction with University of Houston C.T. Bauer College of Business. This year, attendance at CFO university is free for FEI Houston Chapter members!!!!!

  • May 19 – 21 – National Summit – It’s not too late to sign up for FEI National Summit which will be held in Orlando this year. Visit the FEI National website for detail on the great speakers at this year’s summit. I can tell you from personal experience, attending this event is well worth it.

More details and registration for our Houston events are available at our website www.feihouston.org . 

National News and Resources

Remember that our FEI National organization has many resources these can be very helpful in supporting your needs and staying current on important news, gaining advise from others, and access to in-depth research. Some of these resources include:

  • Employee Benefits: FEI provides a wide range of employee benefit options through a partnership with Lincoln Financial and Alliant Insurance Services.

  • Curated articles focused on topics of interest to financial executives provided in the weekly FEI Daily newsletter. Articles include selections from national publications as well as articles written specifically for FEI.

  • Interact with other FEI members nationally through FEIConnect. FEIConnect is a private member’s only forum where you can gain advice from the experiences of the FEI members throughout the nation. You can start your own discussion thread, join an existing one, or just follow other discussions. This is a very active forum that many members find useful.

  • The FinancialExecutives.org site also provides you with access to in-depth research reports prepared by the Financial Executives Research Foundation (FERF), such as a recent report on “2018 Audit Fee Survey Report” prepared in conjunction with Workiva.

  • Access member directory. You can access the Houston Chapter and National member’s directory through a link at the bottom of the www.financialexecutives.org page. Set up a bookmark on your computer or phone to always have easy access to our member’s directory.

  • Visit www.financialexecutives.org for more information and resources.

Follow us on LinkedIn –

Don’t forget to follow the Houston Chapter LinkedIn page and share our content with your LinkedIn network.  This is an important part of our efforts to extend the FEI Houston brand.

As always, on behalf of your chapter leadership team, we thank you for your support and participation in our chapter. If you have any suggestions don’t hesitate to contact me at robertmschmitz77@gmail.com

Best wishes and I look forward to seeing you at an upcoming chapter event.

Rob Schmitz
FEI Houston Chapter President 2018-19

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