Bill Nay
Bridge Bank
15950 N. Dallas Pkwy
Ste. 400
Dallas, TX 75248
214-575-8099
 

PRESIDENT.  Bill Nay leads the business efforts in Texas and the Central Region for Bridge Bank.  Bridge Bank specializes in meeting the needs of technology-related companies through a suite of products that span from early-stage venture lending to Asset-Based and Factoring to lines of credit and term loans.  Mr. Nay has over 15 years of commercial banking experience in the Central Region.  Prior to joining Bridge Bank, Mr. Nay served as Regional Market Manager with Silicon Valley Bank and was a Vice President with Bank of America.
 

Derek Dunn
Frost Capital Group
2727 N. Harwood
10th Floor
Dallas, TX 75201
214-515-4061
 

VICE-PRESIDENT.  Derek is a Vice President for Business Development for Frost Capital Group, a division of Frost Bank, which provides working capital loans and factoring to companies seeking innovative financing not generally available through traditional sources.  Prior to joining Frost Capital two years ago, Derek was a financial planner in Denver and Dallas.  In addition to The Finance Forum, Derek is involved in the Young Risk Management Association, Turnaround Management Association and the Commercial Finance Association.  Derek earned a bachelors degree from Oklahoma State University.

Jonathan Gwynn
Whitley Penn
5420 LBJ Freeway
Ste. 1440
Dallas, TX 75240
214-393-9300
 

EVENT FINANCE DIRECTOR.  Jonathan has been with Whitley Penn since 2003 where he is an Audit Senior Manager.  Prior to that, he worked with Arthur Andersen LLP and with KBA Group, LLP.  His primary industries include oil and gas exploration and production, oilfield services, manufacturing, software and restaurant and entertainment.  He belongs to the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and the Council of Petroleum Accountants Societies of Dallas.  Jonathan received a BS in Accounting in 1999 from the University of Alabama and subsequently earned his MS in Accounting in 2000.
 

Ryan Austin
Catalyst Financial
P. O. Box 5401
Frisco, TX 75034
469-358-2633

 

SECRETARY.  Ryan Austin joined Catalyst in January 2009. Ryan is responsible for business lending and development in and around Texas with emphasis in the North Texas market. He began his career with a Houston firm responsible for Accounts Receivable Management / Reconstruction for hospitals. Prior to joining Catalyst, he worked for Bank of America/Countrywide acting as Group Manager/VPSL in their Consumer Markets Division. Ryan earned his Bachelor of Science Degree in Construction Science from Texas A&M University.

Jay Rose
Euler Hermes ACI

 

MEMBERSHIP.   Jay Rose is the New Business Sales Agent for Euler Hermes, North America's largest provider of accounts receivable insurance.  With more than 116 years of experience, Euler Hermes ACI is well positioned to offer companies a customized solution to protect the bottom line.  Jay has over 7 years experience in the financial industry.  He earned his bachelors degree from University of Maryland and a MBA from University of Baltimore.
 

Steve Crane
ProOperate, LLC
5430 LBJFreeway
Suite 1200
Dallas, TX 75240
949-677-9059
 

SPONSORSHIP.  Steve Crane is the Managing Partner for ProOperate LLC, a professional operations management firm committed to providing organizations with the skills of proven senior executives to manage a critical period of transition, growth or change.  Its principals have successfully served in a broad array of industries and come from a diverse number of business disciplines.  Mr. Crane has over thirty years of experience, having served as the Chief Executive, Chief Operating and Chief Financial Officer for a number of privately held and publicly traded corporations.

Shawnya Dickson
CFO Partners
3788 Townsend Dr
Dallas, TX 75229
214-377-1766 (ext. 216)

TREASURER.  Shawnya has recently moved to CFO Partners where she is serving as Senior Associate.   Shawnya has over 16 years of accounting and financial management experience in manufacturing, oil & gas, investment and holding companies, publishing, and banking financial services.  Prior to joining CFO Partners, Shawnya served as TX Regional Controller for HMSHost, Mgr of Financial Reporting and Tax for LaMadeleine’s, Controller for DFW Suburban Newspapers and Staff Accountant for Arco Oil & Gas.  Shawnya received her BS in Accounting and Finance from Kansas State University.
 

Jo Ann Rogers
Ridium Capital, LLC
8213 Westwind Lane
North Richland Hills, TX  76180
 

E-COMMERCE / MARKETING.  Jo Ann Rogers is a free-lance website developer.  She has 10 years experience in website and graphics development.  In addition, she serves as financial manager for Ridium Capital, a company owned and operated by her husband, Kevin Rogers.  Jo Ann earned a Bachelor's degree from Texas A&M University. 

Francois Bouville
Wells Fargo Capital Finance
14800 Quorum Drive
Ste. 30
Dallas, TX 75254
972-386-9912

CO-CHAIR GOLF TOURNAMENT.  Francois is currently Senior Vice President with Wells Fargo Business Credit.  Prior to Wells Fargo, Francois worked for Capital TempFunds and Textron Financial Corporation.  He began his career with Citibank in Liberia as an economic advisor and then joined Robert Fleming Merchant Bank in Leeds, U.K. to create a national sales force.  Francois earned a Bachelor's Degree from Middlesex University in London in Business Studies.  He is fluent in 3 languages and is a twice decorated Gulf War Veteran.

 

Genevieve Merritt
Allied Affiliated Funding
5151 Beltline Rd
Ste. 500
Dallas, TX  75254
972-776-5300
 

EMERITUS / CO-CHAIR GOLF TOURNAMENT.  Gen Merritt is Vice President of Portfolio & Risk Management for Allied Affiliated Funding, a Dallas-based national factoring company founded in 1992. Gen graduated from the University of Texas at Dallas with an Economics and Business degree and has worked in factoring, asset-based lending, traditional banking, and franchise factoring over the past 15 years. She also authors a blog at www.factorguru.com