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Houston Chapter In-Person Event | Beyond the Spreadsheet: Capital Strategies for Informed Boardroom Decisions
BoyarMiller
2925 Richmond Ave, 14th Floor
Houston, TX
Wednesday, March 27, 2024, 4:00 PM - 7:00 PM CDT
Category: Houston

Overview

Private company board members, C-suite executives, and financial leaders—this event is for you. Gain expert insights from seasoned service providers and board members on optimizing capital strategies for small and growing businesses. Dive deep into maximizing shareholder value through insightful scenarios and practical tactics for deploying different capital structures. Equip yourself with the knowledge and tools to make informed decisions, unlock growth potential, and drive long-term financial success.
 

Registration

$35 Member Registration
$45 Non-Member Registration

Parking

Parking will be validated only for cars parked in the 2925 Richmond parking garage.   

Register

Thank you to our National Sponsors!

Thank you to our Chapter Sponsors!

SILVER SPONSORS

 

BRONZE SPONSORS

 

 

Panelists

   Cody Biller
   EVP - Corporate Banking Manager
   Amegy Bank
Cody Biller has over 20 years of banking experience, dealing primarily with large family-owned businesses, private equity-backed companies, and small to mid-cap public companies across diverse industries. He joined Amegy Bank in 2003 and spent 15 years in syndicated finance, where he helped lead and arrange over $17 billion in financings for Amegy Bank’s clients. In 2017, Cody transitioned from leading the syndicated finance team to managing the Corporate Banking Group, where he helped oversee approximately $2 billion of client loan commitments.

Cody earned his BBA (’03) and MBA (’13) from the University of Texas at Austin. He and his wife, Kori, have a 10-year-old daughter and 7-year-old son that keep them busy and filled with joy. When not at kids' sporting events on the weekends, you can usually find their family working on their small property, where they are learning how to take care of 6 horses and 6 cattle (yes, longhorns!). The family also attends most home games in Austin during the football season. He and his family are members at Houston’s First Baptist Church, and he is also proud to serve on the boards and finance committees of both The Lighthouse of Houston (6 years) and Communities in Schools (3 years on the board and 5th-year mentor to a high school student in Spring Branch ISD).
 

   Jim Rebello
   Managing Director, Energy Investment Banking
   Kroll
Prior to joining Kroll, Jim was a managing director and member of the Executive Management Committee of Growth Capital Partners, L.P. (GCP), a merchant and investment banking firm in Houston. In addition, he was a Principal of both SMI I and SMI II, GCP’s mezzanine investments funds. Before that, he held the title of corporate financial analyst with Energy Ventures, Inc., where he was responsible for treasury management functions. He also analyzed the financial performance of Energy Ventures and its corporate subsidiaries as well as potential acquisition candidates. Earlier in his career, Jim was a Credit Analyst for Prudential Capital’s Southwestern Energy Group.

Jim has extensive experience managing merger & acquisition, divestiture, recapitalization, restructuring and private placement transactions for a variety of clients across a range of industries, including exploration and production, oilfield services, distribution, industrial services, business services, metals and manufacturing. He currently serves on the board of Unifocus Corporation and a member of the Independent Petroleum Association of America, the Houston Association for Corporate Growth. He previously served on the boards of Paradigm Valve, White Petrov and Growth Capital Partners.

Jim received a B.S. in business administration with concentrations in marketing and management from Northeastern University, graduating summa cum laude. Jim is a FINRA Series 7, 79 and 63 registered representative. He also serves on several local non-profit community-based organizations. 

    Jerry Baty
    Partner
    Newport

Jerry is currently providing advisory services to middle market companies as a fractional CEO or CFO in a number of industries, including Biotech, Medical Devices, Law, Transportation, Medical Services and Retail Communications providers. He works with clients through Newport LLC to help companies prepare financially and organizationally for the changes associated with fundraising, buy-side or sell-side M&A, product expansion, market expansion, financial analysis and improvement or other transformational events.

Before entering the advisory industry, Jerry was the Chief Executive Officer of SafeTech USA, Inc. As CEO, Jerry ran SafeTech, a company in the aviation safety equipment service industry, for three years after taking over from the founders and executed a sale of this 30-year-old organization to a private equity-backed group. Following the sale, he ran the consolidated U.S. operation for two years. Jerry has nearly 25 years of experience in executive-level management, including Board of Directors leadership, participation and interactions, operations, finance, business development, accounting, legal, human resources, and business administration.

Jerry holds a J.D. from South Texas College of Law, an M.B.A. from the University of Houston, C.T. Bauer College of Business, and a B.B.A. in Accounting from Stephen F. Austin State University. He is a licensed CPA in Texas and is licensed to practice law in New York. He also serves as Chairman of the Board and member of the Compensation Committee of Seraxis Holdings, a diabetes company located in Maryland; member of the Audit Committee for the Houston Symphony; and a member of the Board of Directors of Lighthouse for Students, an organization dedicated to lighting a path for at-risk youth.

Moderator

   Susan Spillios
   Managing Partner
   BrightArrow Advisors LLC 

Susan is a seasoned professional with over 20 years of experience in the professional services industry.  She leverages her expertise in talent acquisition, project management, and client relationships to drive success for both her own firm, BrightArrow Advisors (founded in 2020), and her previous roles at leading consulting firms.

Susan's career began in public accounting, where she rose to Audit Manager and became a firm-wide energy industry specialist.  She then transitioned to independent consulting for seven years, focusing on various industries like finance, compliance, and legal.

Prior to founding BrightArrow, Susan returned to Deloitte to lead client services for their project-based service line in Houston. This role solidified her focus on the operational side of professional services firms.

Susan holds a strong academic background, graduating cum laude from the University of Texas and earning her CPA license.  She's actively involved in the professional community, serving on boards and committees for organizations like the Texas Society of CPAs and the Women's Finance Exchange.

 
Prospects may only attend two events per calendar year.