April Meeting
Thursday the 7th
CityPlace Conference Center
Lunch Meeting 12:00pm
Registration begins at 11:30am
The New Texas Two-Step:
In Line with the Nation
Mine Yücel, Vice President and Senior Economist for
Federal Reserve Bank of Dallas
Mine Yücel will provide an update on regional economic
conditions. Topics include:
- How Texas compares to the national economy in the past
recession and recovery
- Why did Texas' performance lag the nation's?
- Overview of the current state of the economy.
- Which sectors showed the most growth last year?
- Is high-tech coming back?
- Are high oil and gas prices still good for the Texas
economy?
Mine Yücel is Vice President and Senior Economist at the Federal
Reserve Bank of Dallas. She has been with the Bank since 1989. As an
energy economist and head of the Bank's regional group, she analyzes
the regional economy and energy markets on an ongoing basis and has
published numerous articles on energy and regional growth.
Yücel is past president of the United States Association of
Energy Economics (2004 - USAEE), past president of the Dallas
Economists Club (2004), member of the American Economic Association
and the International Association of Energy Economics. She has
served on the executive boards of the USAEE and the Dallas Chapter
of Women in Technology International, Inc.
Before joining the Bank she was an assistant professor of
Economics at Louisiana State University. She has a B.S. and M.S. in
mathematics from Bogazici University in Istanbul, Turkey and a Ph.D.
in economics from Rice University in Houston, Texas.
Make your Reservation On line!
Pre-Meeting 10:30am
Smart Auditors Finish Rich –
adapted from Smart
Couples Finish Rich
Jeff McNaughton, Axa Advisors
The presentation will provide a foundation to achieve financial
success as well as educate about the various products for financial
protection (life, health, disability income and long-term care
insurance), financial accumulation (stocks, bonds, mutual funds,
401k’s, IRA’s and 529 plans) and financial distribution (wills and
estate planning).
Topics include:
- Discover the True Purpose of Money in Your Life
- Create a Purpose Focused financial Plan
- Build Your Retirement Basket (401k’s, IRA’s, Roth IRA’s)
- Build Your Security Basket (Life, health, disability income
and long-term care insurance)
- Teach Smart Kids to Finish Rich
Jeff McNaughton has been providing financial and insurance
advice for the last 23 years. After graduating from Oklahoma State
University in 1982, he provided financial and tax advice as a
Certified Public Accountant. Jeff then moved on to provide
comprehensive financial advice, including financial and estate
planning and investment and insurance advice (including life,
health, disability income and long-term care insurance). He is
currently with AXA Advisors in Dallas, Texas. Jeff has passed the
rigorous exams to become a Certified Financial Planner (CFP) and a
Chartered Financial Consultant (ChFC). He has his life and health
insurance license as well as the following NASD registrations:
Series 6, Series 7 and Series 65. His mission is to help individuals
and business find solutions to them achieving their financial goals
including wealth protection, accumulation and distribution of their
assets. Jeff is a member of the Financial Planning Association and
the Million Dollar Round Table. He was recently named one Dallas’s
best financial planners by D Magazine.
Make your Reservation On line!
Post-Meeting 1:30pm
BAM! Kick Up Your Career a Notch
PenniMarie Sprague, Dickson Allan
Come join us after lunch and have fun learning some tips and
tricks to manage your career. Incorporate all of the ingredients to
bring you to the next level, whether internally or externally to
your organization for now or in the future. The goal is to add zest
to the following:
- Resume writing
- Interviewing tips
- Working with recruiters (agency and corporate)
- Trends (i.e., converting from a contractor to full-time
employee, new positions in the marketplace, and what will happen
in the next five to ten years.)
PenniMarie Sprague is a Certified Personnel Consultant
(CPC) that began her recruiting career in 1997. She has both agency
and corporate staffing experience. Ms. Sprague has her bachelors in
Business Management and is a graduate and graduate assistant
(trainer) from Dale Carnegie Training. Ms. Sprague is currently
studying to sit for the Professional Human Resources (PHR)
certification.
Make your Reservation On line!
 
This meeting is being held at
CityPlace Conference Center
2711 North Haskell Street
Dallas, Texas 75204 |
For problems or comments concerning this information,
please contact the webmaster@dallasiia.org
This page was last updated on
Thursday, August 07, 2008 at 06:10 AM PST.
© 2005 Dallas Chapter Institute of Internal Auditors
P. O. Box 261747, Plano, TX 75026-1747 |
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