houston chapter · halliburton marsh, inc. president’s club ($10,000 - $24,999) kbr mutual of...
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Houston Chapter
Houston Chapter
AcademicHonors Day
2018
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The Financial Executives International - Houston Chapter (FEI) honors twelve accounting or finance students attending accredited colleges and universities in Southeast Texas annually with a scholarship award and an Academic Honors Program. The Academic Honors Day (AHD) is held each February and is hosted by a local Houston business organization in conjunction with FEI.
By linking the award of financial support to students with exposure to real world experiences as part of the FEI’s Academic Honors Program, we can better personalize the educational experience. Our focus is on ethical business conduct and the pursuit of accounting and finance as outstanding career choices.
During the Academic Honors Day program the students experience the opportunity to interact with both senior management and a short tenure employee panel, comprised of recent hires in both industry and the public accounting profession, to broaden their experience.
A Special Thank You to Daikin Industries, Ltd. for hosting this year’s Academic Honors Day Program for the students and distinguished guests.
Daikin Industries, Ltd. is the world’s largest manufacturer of indoor heating and cooling systems and refrigerants for energy-efficient products serving residential, commercial and industrial customers across the world. The Daikin Texas Technology Park is Daikin Industries’ largest investment in manufacturing to date creating the third largest manufacturing facility in the United States. Daikin’s investment here at DTTP is transforming the HVAC industry and generating positive job growth in the United States, with over 4,000 employees to date. The campus sits on just under 500 acres and the facility encompasses over 4.3 million square feet. This includes multiple fabrication departments, 27 assembly lines, over 250 dock doors for the distribution center, 54 different lab areas, three state of the art product showrooms as well as office space for over 800 employees that support the daily business requirements.
Since 1970, the FEI Houston Scholarship Foundation organization has awarded over $600,000 in scholarships through its Academic Honors Program, funded primarily by The FEI Houston Chapter, voluntary contributions and Corporate Sponsors. Thank you to all who have been involved and donated over this extended period.
The mission of the FEI Houston Scholarship Foundation is to protect and strengthen the financial viability of the Houston FEI Academic Honors Program that provides student opportunities for recruiting, mentoring and business exposure and awards non-discriminatory, need-based scholarships to high caliber accounting and finance students attending accredited Southeast Texas area universities who can be future financial leaders.
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The long range goal is to create an endowment with annual income sufficient to fund the scholarship program on a continuing basis and to facilitate the relationship between local Business School Deans, the Houston Chapter of FEI and leading corporate organizations to benefit future students and local industry. We would like to thank the following organizations for their contributions over the years to the FEI Scholarship Foundation:
Donations like theirs help make the AHD event a success and positively influence the lives of the FEI Scholarship Students.
We would also like to thank the following organizations for their contributionsover the years to the FEI Scholarship Foundation:
The FEI Scholarship Foundation is a 501(c)(3) charitable organization.
Chancellor’s Club (>$50,000)ExxonMobilMoss Adams
Chairman’s Club ($25,000 - $49,999)HalliburtonMarsh, Inc.
President’s Club ($10,000 - $24,999)KBRMutual of Omaha BankNoble EnergyNorton Rose FulbrightShell Oil Company
Dean’s Club ($5,000 - $10,000) Aventine Hill Partners, Inc. Houston Golf Association RR Donnelley Waste Management Foundation
Faculty Club (Up to $5,000) BBVA Compass Cooper Industries Foundation Duke Energy Foundation Edgar Filings Haynes & Boone Hewlett-Packard Company Oracle
Bobby Bizzell Memorial Donations School of Ethical Practices for Fiduciaries FEI National FEI - Houston Chapter
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Our 2018 Academic Scholarship Recipients are:
Alan Khoa Do Houston Baptist University
Lindsey Marie Fontenot Lamar University
Joshua Joseph Flowers Prairie View A & M University
Michelle Wang Rice University
Chance Robert Stidevent Sam Houston State University
Meagan Elyssa Holyfield Stephen F. Austin State University
Allison Raye Wiggins Texas A & M University
Erika Ferretiz Texas Southern University
Maritza Santos Rodriguez University of Houston – C.T. Bauer College of Business
Kaylie Quynh Nguyen University of Houston – Clear Lake
Karhen Yasmin Jimenez University of Houston – Downtown
Katherine Patricia Moon University of St. Thomas
The Academic Relations Committee of FEI is pleased to recognize these students. In addition, we would like to assist the students and faculty of these area universities in any way we can. Questions or comments about the Academic Relations Committee should be directed to Steve Abercia at [email protected].
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AWARDS/HONORS Dean’s List
Alan Khoa DoHouston Baptist University
BBA - FinanceOverall GPA 4.0Major GPA 4.0
CAMPUS ACTIVITIES Vietnamese Student Association, Member
COMMUNITY ACTIVITIES Elmcroft Retirement Home, Volunteer
American Heart Association Heart Walk, Volunteer
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MSA - AccountingOverall GPA 4.0Major GPA 4.0
AWARDS/HONORS Jean L. Spitznagle Scholarship
Carlton Mahlmann Memorial Scholarship
CAMPUS ACTIVITIES Beta Alpha Psi, Secretary
Accounting Society, Member
COMMUNITY ACTIVITIES Southeast Texas Humane Society
Beaumont Children’s Museum – Touch a Truck
Lindsey Marie FontenotLamar University
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BBA - FinanceOverall GPA 3.6Major GPA 3.5
AWARDS/HONORS Dean’s List
J.G. Osbourne Scholarship Recipient
CAMPUS ACTIVITIES Prairie View Finance Association, Member
Beta Gama Sigma, Member
COMMUNITY ACTIVITIES Hurricane Harvey, Community Volunteer
Church, Early Childhood Tutor
Joshua Joseph FlowersPrairie View A&M University
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AWARDS/HONORS President’s Honor Roll
Linguistics, Teaching Assistant
CAMPUS ACTIVITIES Moneythink, Internal Vice PresidentRice Crew, Fundraising Co-Head
COMMUNITY ACTIVITIES Furr High School, Student Mentor
La Raza United, ESL Teacher
Overall GPA 3.6Major GPA 3.5
MPA - Accounting
Michelle WangRice University
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Chance Robert StideventSam Houston State University
MPA - AccountingOverall GPA 4.0Major GPA 4.0
AWARDS/HONORS President’s List
Dean’s List
CAMPUS ACTIVITIES Beta Alpha Psi, Member
SHSU Accounting Department – Intermediate Accounting, Tutor
COMMUNITY ACTIVITIES Ronald McDonald House, Supporter
Boling Scholarship Fund, Committee Supporter
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Meagan Elyssa HolyfieldStephen F. Austin State University
MPA - AccountingOverall GPA 3.8Major GPA 4.0
AWARDS/HONORS Beta Gamma Sigma
President’s List
CAMPUS ACTIVITIES Sports Club, SupervisorSoccer Club, Member
COMMUNITY ACTIVITIES Nacogdoches Dog Trail Walk, Volunteer
Animal Shelter, Volunteer
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Allison Raye WigginsTexas A&M University
BBA - Finance Overall GPA 3.9 Major GPA 4.0
AWARDS/HONORS Federation of Houston Professional Women,
Scholarship RecipientMiss Public Relations – 2016
CAMPUS ACTIVITIES Texas A&M Figure Skating Club, Officer & FounderFreshman Business Initiative, Program Coordinator
& Peer Leader
COMMUNITY ACTIVITIES The Big Event at Texas A&M University, Volunteer
Rescue Pink Serv-ivors Volleyball Tournament, Volunteer
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Erika FerretizTexas Southern University
BBA - Accounting Overall GPA 3.9Major GPA 4.0
AWARDS/HONORS President’s List
Dean’s List
CAMPUS ACTIVITIES Homecoming Committee, Member
Theater Arts, Stage Hand
COMMUNITY ACTIVITIES Hurricane Harvey, Volunteer
Back-to-School Supplies Drive, Volunteer
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Maritza Santos RodriguezUniversity of Houston
MSA - AccountingOverall GPA 3.9Major GPA 3.9
AWARDS/HONORS Ted Bauer Undergraduate Business Scholarship
Dean’s List
CAMPUS ACTIVITIES Internal Audit Student Association,
Corporate Relations Officer
COMMUNITY ACTIVITIES VITA Tax Program, Tax Preparation Volunteer
Houston Food Bank, Volunteer
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Kaylie Quynh NguyenUniversity of Houston – Clear Lake
AWARDS/HONORS Dean’s List, University of Houston – Clear Lake
Dean’s List, San Jacinto College
CAMPUS ACTIVITIES Beta Alpha Psi, Member
UHCL Accounting Association, Member
COMMUNITY ACTIVITIES Bay Area Pet Adoptions Barktoberfest, Volunteer
Bay Area Turning Point Shelter, Volunteer
Overall GPA 3.7Major GPA 4.0
BBA - Accounting
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Karhen Yasmin Jimenez
MBA - Accounting
AWARDS/HONORS Dean’s List
Beta Gamma Sigma
CAMPUS ACTIVITIES Association of Latino Professionals for America, Secretary
Professional Accounting Society, Member
COMMUNITY ACTIVITIES Houston Food Bank, Volunteer
Verde Club, Member
University of Houston – Downtown
Overall GPA 4.0Major GPA 4.0
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Katherine Patricia MoonUniversity of St. Thomas
BBA/MBA - FinanceOverall GPA 3.8Major GPA 3.8
AWARDS/HONORS Beta Gamma Sigma
Dean’s List
CAMPUS ACTIVITIES Accounting Society, Member
Cameron School of Business Mentorship Program
COMMUNITY ACTIVITIES Soup Kitchen, Volunteer
Church Youth Group, Volunteer/Mentor
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The FEI Houston Scholarship Foundation Board of Directors and the Academic Relations Committee would like to thank this year’s Academic Honors Day panelists for their time and commitment in sharing their educational and professional experiences with this year’s scholarship recipients.
Early Career Panel
Joshua Cloud, Assurance Senior | Moss AdamsJoshua has 4 years of public accounting and auditing experience with Moss Adams, and assists both public and private company clients within a variety of audit services. He has developed a focus in the exploration and production sector of the oil and gas industry and audits companies under the Successful Efforts and Full Cost methods of accounting. His responsibilities include audit planning and testing, accounting research, and assisting in the preparation of the financial statements. Joshua received his BBA degree in Accounting from the University of Texas at San Antonio in December 2012.
Jeffrey Hernandez, Senior Audit Associate | PricewaterhouseCoopers, LLPBorn and raised in Lubbock, Texas, Jeff moved to Houston after graduating from Texas Tech University with his Masters of Science in Accounting in May 2013. He joined PwC’s audit practice in August 2013 and passed his CPA exam in 2014. During his tenure at PwC, he has worked on audits of companies that range from small private companies with a local footprint to public companies with global operations. Within the past couple of years, Jeff has dedicated a significant amount of time working on the audits of goodwill impairments and manufacturing operations. Aside from client services, he is involved with recruiting at Texas Tech University, is a member of the Market Staff Advisory Council, and serves as a council member of the PwC Houston Latino Inclusion Network.
Kelsey Knowles, Capital Budget Analyst | ExxonMobilKelsey was born and raised in Dallas, Texas. She attended Texas A&M University, receiving a BBA in Finance and Business Honors. Prior to graduating, Kelsey interned with ExxonMobil Development Company, then returned to Houston for a full-time position in August 2012. She is currently on her third assignment as the Capital Budget Analyst for Pipeline, SeaRiver Maritime and all US Terminals. She provides capital expenditure analysis for management and works with engineers to build forecasts and ensure accurate accounting. Kelsey is involved in various other ExxonMobil initiatives including the Future Finance Leaders of ExxonMobil and the Texas A&M recruiting team. Kelsey also serves as a board member for the Fory Trust, a non-profit organization that supports orphans in Russia, and is actively involved in the Titans Alumnae Network, a Finance organization at Texas A&M.
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Leadership Years Panel
Kristine Carroll, Vice President of Accounting | Goodman GlobalGroup, Inc.Kristine has been employed by Goodman Global Group, Inc., a group company of Daikin LTD since 2003 as the Vice President of Accounting. Her day to day duties include the management of operational controllers that have responsibility for $4 billion in revenues and related expenditures in manufacturing, logistics, purchasing, engineering and sales. She serves as the technical accounting expert for the Company with emphasis on revenue recognition, commodity hedging derivative policy, goodwill and intangible assets and leases. Kristine is responsible for acquisition related purchase accounting, impairment analysis and valuations. She is an honors graduate from Texas A&M University with a BBA in Accounting. She was employed by Ernst & Young, attaining the title of Senior Audit Manager. She is married and has two children.
Rex Holmes, CFO Managing Partner – Houston & Dallas | Aventine Hill PartnersRex is a seasoned and highly effective professional services executive with Big 4 experience. He has spent 30 years serving Board and Executive teams for a wide range of clients and industries. He has worked with enterprises ranging from emerging growth companies to Fortune 100; including privately-held, public registrants, private-equity portfolio companies, joint ventures, partnerships, MLP’s and foreign enterprises. While a partner with Ernst & Young and then with Newport Board Group, he served clients in a variety of industries and business sectors. As Managing Director of Newport Board Group Houston, he led the launching of a national advisory firm focused on providing Board and CEO level advisory services to closely-held businesses and private-equity portfolio companies. Rex received his BBA in Accounting from the University of Oklahoma. He is a member of the Association for Corporate Growth and participant of multiple Capital Conferences. He has presented at technical, industry and university events in the U.S. as well as Europe and Russia.
Ricardo Small, Senior Vice President | Mutual of Omaha BankRicardo is a Senior Vice President with Mutual of Omaha Bank in Houston, Texas, where he focuses on providing debt and equity solutions to Middle Market companies in the Commercial and Industrial segment. Prior to Mutual of Omaha Bank and throughout his career in the financial services industry, he has also served the small to medium size business sectors, with his own firm, Small World Capital Partners, and through banking institutions such as Wells Fargo, JPMorganChase, Bank of the West, and Solera National Bank. Ricardo is a bilingual and bicultural native of Mexico City, with extensive experience in the financial industry. He currently serves as a Mentor for the Stanford Latino Entrepreneur Leaders Program at LBAN, as well as Advisory Boards for TXRX and TMCx. Mr. Small has a BBA in Finance & World Affairs from Baylor University.
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We would like to thank the following FEI members as Platinum level contributors to the FEI Scholarship Foundation during fiscal year ending June 30, 2017 at a level of $1000 or greater:
Evelyn Angelle Daniel Pickering Mark F. Haukohl Richard Rosenberg Ann Kaesermann Robert Schmitz Bruce K. Misamore James R. Storfer We would like to thank the following FEI members as Gold level contributors to the FEI Scholarship Foundation during fiscal year ending June 30, 2017 at a level from $500 to $999:
Leonard Bedell Ernest Pekmezaris Phillip Denning Frances Powell Hawes M. Colleen Estes We would like to thank the following FEI members as Silver level contributors to the FEI Scholarship Foundation during fiscal year ending June 30, 2017 at a level from $200 to $499:
Laura Fulton Andrew Nobbay Scott Gray Marcus Vajdos Paul Marsh Fred Wasson
We would like to thank the following FEI members as Bronze level contributors to the FEI Scholarship Foundation during fiscal year ending June 30, 2017 at a level up to $199:
Joseph Abell, III Robert Foley Sami Ahmad Lance Hack Greg Bahry Clark Harlow Forbes Baker Eric Khan Robert Baumgartner Robert Long Chris Brewster Ginnie Muller John Briscoe LamPhung Ngo-Burns Mark Alan Buechler Anthony O’Dell Deborah Clark Pete Sanchez Ed Conner, Jr. Jim Spanier J. Michael Douglas Tamara Tapp Charles Fischer Mark Vise Stanley Florance Ramon Yi
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FEI Houston Chapter Academic Relations Committee:
Steve Abercia, Chair
Ramona Alms
Kevin Dartez
Mai Duong
Tony Maresca
Andrew Nobbay
Ernie Pekmezaris
Vance Tillman
Tony Van Slyke
FEI Scholarship Foundation Officers & Directors:
Mark Fehrs Haukohl Chairman & Director
James R. Storfer President & Director
M. Colleen Estes Treasurer & Director
John D. Thomas Secretary & Director
Evelyn Angelle Director
Bruce K. Misamore Director
Rich Rosenberg Director
Mike Vitek Director
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FEI - Houston Chapter
Officers, Directors, and Committee Chairs
President -------------------------------------------------- Frances Powell Hawes
President-Elect ------------------------------------------- Robert Schmitz
Secretary -------------------------------------------------- Scott Skrabanek
Treasurer -------------------------------------------------- Marcus Jonesi
Immediate Past President ------------------------------- Ann Kasermann
Programs Chair ------------------------------------------- John Briscoe
Programs Chair ------------------------------------------- Sherrie Reinhackel
Membership Chair --------------------------------------- Walid Ardhaoui
Sponsorship Chair --------------------------------------- Tony Maresca
Academic Relations Chair ------------------------------- Steve Abercia
Communications Chair ---------------------------------- Kurt Keller
Professional Development Chair ------------------------ Tony Maresca
Social Events Chair -------------------------------------- Paul Marsh
FEI National / FERF Liaison - Chair --------------------- Jeffrey Curtiss
Diversity Chair -------------------------------------------- Sherrie Reinhackel
Member Career Services Chair ------------------------- John Briscoe
CFO University ------------------------------------------- John Briscoe
SIG Chair - Young Leaders ------------------------------ Josh Tabin
SIG Chair - Energy --------------------------------------- Ann Kaeserman
SIG Chair - IT --------------------------------------------- Andrew Nat
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FEI - Houston Chapter
Officers, Directors, and Committee Chairs
Director: 2017 - 2020 ------------------------------------ Joe Abell
Director: 2017 - 2020 ------------------------------------ Scott Gray
Director: 2017 - 2020 ------------------------------------ Carole Chichester
Director: 2016 - 2019 ------------------------------------ Chuck Fischer
Director: 2016 - 2019 ------------------------------------ Chris Matlock
Director: 2016 - 2019 ------------------------------------ Mike Vitek
Director: 2015 - 2018 ------------------------------------ Colleen Estes
Director: 2015 - 2018 ------------------------------------ Eric Khan
Director: 2015 - 2018 ------------------------------------ Phil Denning
Director: Ex Officio --------------------------------------- James R. Storfer
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The FEI Houston Scholarship Foundation Board of Directors recognizes this year’s
Academic Honors Day Host Sponsor
Daikin Industries, Ltd.for their generous contribution and
shared belief in supporting higher education and training in the
fields of accounting and finance
A special thank you toDaikin Industries, Ltd.
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The FEI Houston Scholarship Foundation Boardof Directors recognizes Chancellor’s Club Member
as one of FEI’s Lifetime Contributors
ExxonMobil’s continued support of the Academic Honors Program makes it possible to annually recognize students
from universities in Southeast Texas with scholarship awards
We also thank ExxonMobil for being the FEI Academic Honors Program’s
longest standing contributor
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The FEI Houston Scholarship Foundation Boardof Directors recognizes Chancellor’s Club Member
as one of FEI’s Lifetime Contributors
Moss Adam’s continued support of the AcademicHonors Program makes it possible to annually recognize
students from universities in Southeast Texas with scholarship awards
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The FEI Houston Scholarship Foundation Boardof Directors recognizes Chairman’s Club Member
as one of FEI’s Lifetime Contributors
We thank Halliburton for their generous contribution and
shared belief in supporting higher education and training in the
fields of accounting and finance
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A special thank you to Texas Medical Center
for supporting higher education and training in the fields of accounting and finance by hosting the
2017 Academic Honors Day Program
The FEI Houston Scholarship Foundation Board of Directors recognizes
as one of FEI’s Lifetime Contributors
Mutual of Omaha Bank’s support of the Academic Honors Program makes it possible to annually
recognize students from universities in Southeast Texas with scholarship awards
The FEI Houston Scholarship Foundation Board of Directorsrecognize President’s Club Member
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Houston Chapter
Houston Chapter
AcademicHonors Day
2018