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Houston Chapter In-Person Event | Avoiding the Gamble: The Risks and Rewards of Internal Controls for Private Company Boards
Amegy Tower
1717 W. Loop S | Houston Room 24th floor
Houston, TX 77027
Wednesday, October 25, 2023, 4:00 PM - 7:00 PM CDT
Category: Houston

Overview

Our panelists will use their experiences and examples to discuss how private company board members should think about company internal controls, common checks and balances, and uncovering internal control weaknesses.  We’ll all learn some valuable lessons, based on mistakes others have made, and will come away as better board members.
 

Agenda

4:00   Registration
4:30   Panel Discussion + Q&A
6:00   Networking with wine and light bites

Registration

$35 Member Registration
$45 Non-Member Registration

Parking

Parking is inside the Tower’s multi-level Parking Garage. After Parking, go to the ground floor building lobby and you’ll be directed to the elevator bank to take you to the top floor.   

Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

SILVER SPONSORS

 


BRONZE SPONSORS

 

 

Panelists

   Jim Calvetti
   Assurance Partner in Charge & Co-Founder
   Calvetti Ferguson

Jim Calvetti is the Assurance Partner in Charge and Calvetti Ferguson’s Co-Founder.  He holds a Bachelor of Business Administration in Accounting from Texas A&M University. Before co-establishing the firm, Jim’s professional journey began at PWC. Since, he has held significant roles within a multinational, publicly-traded oil field service and geophysical technology company. These roles included Corporate Vice President overseeing merger, acquisition, and divestiture endeavors and Vice President of Finance for a high-technology division. Moreover, he served as CFO of an international E&P company headquartered in London, responsible for assets spanning Tunisia, the UAE, and Oman.  With a wealth of experience, he collaborates closely with private equity funds, independent sponsors, family offices, and portfolio companies. His expertise extends to sectors like software as a service (SaaS), technologydistributionenergymanufacturingconstruction, and private equity. His specialized services include financial statement audits, internal controls assessments, process enhancements, and transactional support. Furthermore, Jim is affiliated with the Texas Society of CPAs, the American Institute of Certified Public Accountants, and the Accounting Advisory Council in the James Benjamin Department of Accounting at Texas A&M University; within his community, he works with The Woodlands Economic Development Partnership.
 

   Chelsea Reeder
   Treasury Management Sales Manager
   Amegy Bank

Chelsea Reeder is a Treasury Management Sales Manager at Amegy Bank.  Since joining Amegy in 2007, Chelsea has been consulting businesses on the use of Treasury Management solutions in their cash management process.  She is a frequent speaker on treasury management topics, including cyber security, fraud mitigation, and technology in treasury.  She received her finance degree from Texas A&M University with a certificate in international business.  She earned her Certified Treasury Professional certification in 2010 and has been recognized as one of Houston Treasury Management’s Favorite Bankers by the Houston Treasury Management Association.
At Amegy, Chelsea serves as the Chair for the Women’s Business Resource Group and sits on the bank’s Diversity, Inclusion, and Equity Council.  She is a board member for the Greater Houston Women’s Chamber of Commerce.  Chelsea is passionate about the work that United Way of Greater Houston provides to our community.  She has served on the Community Reinvestment Committee for United Way for several terms. 
 

   Larry St. Martin
   CFO
   Benek Group, LLC

 
Prospects may only attend two events per calendar year.