Events


Webinar | CARES Act PPP Funding Poses Complex Financial, Legal & Moral Issues

Thursday, May 14, 2020
12:00 PM - 01:00 PM CST

WEBINAR
Zoom Invitation Will Be Shared the Day of the Event

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Overview

The CARES Act PPP Funding poses financial, accounting, legal and even potentially moral issues for many companies who received a loan through the program.  Directors should be informed and be prepared to discuss these issues with senior management, provide advice, and make sure they are mindful of the complex responsibilities fiduciary directors have in these rapidly changing and unpredictable times. A panel of experts has been gathered to inform directors and business owners how to best minimize risks and navigate through this uncertainty.

Panelists

Ross

Tony Ross
Executive Vice President and Chief Credit Officer
Woodforest National Bank

Tony Ross serves as the Audit Chair and Education Chair of the Risk Management Association Gulf Coast Chapter. He is the Executive Vice President and Chief Credit Officer of Woodforest National Bank.

He is a graduate of Washington and Lee University and has an MBA from Rollins College.

Embrey

Celeste Embrey
Assistant General Counsel
Texas Bankers Association

Celeste Embrey is the Senior Vice President of Government Relations and Assistant General Counsel of the Texas Bankers Association.

Celeste has J.D. in Law from the University of Texas School of Law.

Cox

Brent Cox
Vice President Corporate Development
Tecolote Energy

Brent Cox is the Vice President/University Alliance Director/FinTech Guidance and the Texas Bankers Association. He is also the Chairman of AutoFX2 LLC.  Previously he served as the Director of the Key Markets Group for Harland Clarke.

Brent is a graduate of Texas State University San Marcos.

Upadhya

Zameer Upadhya
CEO and Managing Director 
Platinum Premier Global Equity 

Zameer Upadhya is the CEO and  Managing Director of Platinum Premier Global Equity.  Zameer is a founder of the Houston Chapter of the Private Directors Association.

He has Bachelor’s degrees from Barry University and Florida International University and a masters degree in Health Administration from the University of Phoenix.

Lara

Alexander Lara 
Professor

University of Houston

Alexander (Alex) Lara leads the commercial banking program at the University of Houston and leads his own international advisory group focusing on treasury and credit services.

Alex had a distinguished career in commercial banking with Bank of America and JP Morgan Chase.

Alex has a bachelor’s degree from Universidad International and an MBA from Alliant International University. He is a founder of the Houston Chapter of the Private Directors Association.

Kalman

Herbert Kalman 
Independent Director

Herbert Kalman is the founder of two successful CPA firms that sold to large regional CPA firms.

Herb has a BS in Accounting from the University of Houston, He is a founder of the Houston Chapter of the Private Directors Association.

Moderator

Aldworth

Alan Aldworth
Board Director and Chief Executive

Alan Aldworth is the President of the Houston Chapter of the Private Directors Association. He is currently a director and partner in the consulting firm T.I.E.C., Inc,  is Vice Chairman or EA Renfroe, Inc., and serves on the boards of GSP, Inc, and Leopardo Companies.   He was the Chairman and CEO of ProQuest Company, a publicly traded digital education and business information public company. He also founded and led Tribune Education, which published the most widely used math curriculum in the U.S. along with several other innovative scientifically based, and technology based education programs.

He is a graduate of the Northwestern University Kellogg Graduate School of Management, has a bachelor’s degree in commerce from DePaul University and is a Certified Public Accountant.

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