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2003 - 2004 Season
12th Annual Golf Tournament May 18, 2004
PricewaterhouseCoopers LLP, Ernst & Young LLP, KPMG LLP and Deloitte & Touche LLP
Tournament Winners: Top Three Finishing Teams - 1st Place - Paul Lobue, SAS Institute; Keith Morrow, 7-Eleven Corp.; Ralph Searfoss, Epsilon Marketing; & Chris Rogers, SAS Institute 2nd Place - Scott Miracle, Doug Manko, Patrick Montgomery & Kevin White - all with Ernst & Young LLP 3rd Place - Ken Simpson & Rick Blackwelder, PricewaterhouseCoopers; Tom Rubenstein, Bombay Company; & Paul Seeds, Pier 1 Imports
Closest to the Pin - Paul Seeds with Pier 1 Imports
Longest Drive - Ralph Searfoss with Epsilon Marketing
April 14 Dinner Meeting
J A M E S
W. K E Y E S 7-Eleven Corporation
President & Chief
Executive Officer
Jim Keyes is President and Chief Executive Officer for 7-Eleven, Inc., the world’s largest convenience store retailer. Mr. Keyes served in a number of senior management positions before being elected to his current role in 2000. He joined 7-Eleven stores’ former subsidiary Citgo Petroleum in 1985 as general manager of marketing and business strategy. A year later, he became general manager of 7-Eleven’s national gasoline, with responsibility for the company’s retail gasoline business in the United States and Canada. He was named vice president of national gasoline in 1991. Mr. Keyes served as the company’s senior financial officer in 1992 and was named chief financial officer in 1995. He was elected to the company’s board of directors in 1997 and promoted to executive vice president and chief operating officer in 1998. Before joining 7-Eleven, he held various field and corporate positions at Gulf Oil Corporation. He earned a Bachelor of Arts degree at Holy Cross College in Worcester, Mass., where he was named to the Phi Beta Kappa honor society and graduated cum laude in 1977. He also attended the University of London and received a Master’s of Business Administration degree from Columbia University in New York City. Mr. Keyes is founding chairman of Education is Freedom, a public charity dedicated to helping hard-working young people reach their full potential through higher education. He serves on the national board of directors of Students in Free Enterprise (SIFE), the Muscular Dystrophy Association, Latino Initiatives for the Next Century (LINC) and on the board of trustees for the Boys and Girls Club. Mr. Keyes also is on the board of directors for the National Association of Convenience Stores (NACS). He was recognized by the Network of Executive Women for his efforts to promote diversity in the workplace. Mr. Keyes serves in a leadership role within the local Dallas community as well, as an executive board member of the Greater Dallas Chamber of Commerce, a member of the Dallas Citizens Council and a member of Southern Methodist University’s Cox School of Business and chairman of the Dallas Symphony Association. He and his wife Margo live in Dallas.
March 10, 2004 Dinner Meeting
J I M
C A R R E K E R The Bombay Company
Chairman and CEO
In a struggling economy and a weak retail environment, one of the bright lights in recent years has been The Bombay Company, based in Fort Worth. Mr. Carreker, shared his insights into doing business The Bombay Way.
Jim Carreker is Chairman and CEO of Bombay Company, a position he accepted in 2002. Under his leadership, the company was repositioned and reenergized. Bombay’s total market cap increased 400 percent during the first nine months of his tenure. Jim presides over a company that designs, sources and markets a unique line of home accessories, wall decor and furniture through 471 retail outlets, specialty catalogs and the Internet in the U.S. and internationally.
Jim grew up in Oklahoma
City and attended Oklahoma State University on a football scholarship. He
graduated in 1970, then earned his MBA (finance) at OSU,
graduating Beta Gamma Sigma in May 1972.
Jim began his career as a management trainee for Dallas-based Sanger-Harris Department Stores, a $500-million division of Federated Department Stores. Rising quickly through Sanger's ranks, he held various positions in operations and finance. He was promoted to president of Burdines Department Stores in September 1984 at age 37. During his four-year tenure, Burdines became the second largest profit producer in Federated with sales exceeding $1 billion. In May 1988, Jim became managing general partner and president of Wyndham Hotels and Resorts, an 18-hotel management partnership started by Trammell Crow. In August 1994, while maintaining his role with Wyndham, Jim became the third president and CEO of the Trammell Crow Company, a real estate development and services company that managed $27 billion in real estate. Jim left Wyndham in October 2000. He then established JDC Holdings, a private equity investment firm that has primary investments in restaurants, oil and gas, and technology. Jim has been vice-chairman of United Way for both Dallas and Miami. Heserved on the advisory committee of the business school graduate program at Southern Methodist University and was a member of the Dallas Citizen's CouncilJim is currently Chairman of the Dallas Housing Authority. He was inducted into the Hall of Fame for his fraternity, Beta Theta Pi in 2000; Oklahoma State Hotel School 2001 and Oklahoma State University Alumni Hall of Fame this year. Jim is married to Barbara Cummins and has two sons by his late wife Jane, Court (25) and Chris (23). He resides in Dallas and is a member of the Park Cities Presbyterian Church. He also serves on several boards of directors of large companies including The Bombay Company.
February 11, 2004 Dinner Meeting
C E C E S
M I T H
Phillip-Smith-Machens Venture Partners of Dallas
Managing General Partner Ms. Smith discussed Perspectives on Retail: Addressing the Changing Ways the Consumer Wants to Shop Presented a view of retail few of us normally get to see, that of a Venture Capitalist. Her firm invests in various retail, restaurant, internet and direct marketing companies.
Cece Smith
is Managing General Partner of Phillips−Smith−Machens Venture Partners of
Dallas, a venture capital firm investing in retail and consumer businesses that
she co−founded in 1986. Phillips-Smith is a $140 million group of venture
capital funds that invests in various retail, restaurant, Internet or direct
marketing companies. Some of the Phillips-Smith portfolio of companies has
included Cheap Tickets, PETsMART, CompUSA, Gadzooks and Jamba Juice.
January 21, 2004 Dinner Meeting
A L M E Y E R S
Retail Forward, Inc.
Vice President, Business Development
The Age of Wal-Mart The Age of Wal-Mart Presentation Wal-Mart is THE most significant change agent to impact retailing in the last 20 years. Whether you run from them; compete with them or emulate and learn from them; you must watch their every move. Wal-Mart will be even more successful by 2010 as it extends its reach with customers into a variety of new businesses, products, and service offers. The world’s largest company continues to transform the retail landscape by exploring new growth avenues, selling new categories of merchandise, operating in new geographies and business sectors, and appealing to new customers. Where is the company headed next? How can competitors survive the momentum of Wal-Mart? How can suppliers prepare to do business the Wal-Mart way? Find out in “The Age of Wal-Mart”, presented by Al Meyers, Vice President with Retail Forward, Inc.
Al is Vice President, Business Development for Retail Forward, Inc. He is
responsible for the sale of Retail Forward's Intelligence Programs, including
the North American Intelligence Program, the Global Intelligence Program and the
E-Retail Intelligence Program. He is also responsible for consulting sales in
the Midwest Region of the U.S. Al also serves as a member of Retail Forward's
Management Committee.
Prior to joining Retail Forward, Al served as Director of Senn-Delaney/Arthur
Andersen's retail strategy practice. He also has 18 years of consulting
experience with the Management Horizons Division of Price Waterhouse where he
assisted retailers and consumer goods suppliers with strategic planning and
marketing strategy.
Al's retail consulting experience includes developing strategies and
implementation plans for improving market positioning, customer focus,
competitive appeals and merchandising economics. Al's experience with consumer
products companies includes marketing, brand strategies, developing retail
distribution strategies, selling new channels, introducing new products and
advising clients on the success requirements for effective implementation of
retail marketing programs.
Select retail and consumer products clients include Bombay Company, Brinker
International's Eatzi's Home Meal Replacement Concept, Builder's Square,
CompUSA, Country General Stores Division of ConAgra, DeBeers, General Mills,
Goody's Family Clothing, Grupo Alfa/Mexico, Hallmark Cards, Hancock Fabrics,
Hanes, Kirkland's Stores, Kodak, Meijer, Newell, Payless Cashways, Pennsylvania
House, Petro Shopping Centers, Philips Consumer Electronics, Pepsi-Cola, Ralston
Purina, R.J. Reynolds, Sara Lee Direct Outlet Stores, Shell Oil Co., Standard
Brands Paint, Venture Stores, and West Bend.
Al is a frequent speaker at national industry trade shows and conferences on
retail issues and is a regular contributor on retailing issues for publications
including The Wall Street Journal, The Dallas Morning News, Furniture Today, The
Fort Worth Star Telegram, The Dallas Business Journal, and Advertising Age. Al
authored the Management Horizons' reports, Retailing to the Affluent,
Acquisitions and Homegoods Preview.
November 12th Dinner Meeting --
M I C H A E L G R A H A M
Sears, Roebuck and Co. Vice President and Controller
The Sears Story - Insight to the Past, Present, and Future Mr. Graham shared an overview of Sears today and the Company's approach to the leveraging the rich history of its 117 years in retailing with an ambitions future growth plan for Sears. Mike Graham is the Vice President and Controller of Sears, Roebuck and Co., the nation's fifth largest retailer. Mike is a senior financial executive based in the Sears Chicago area headquarters and heads the Company's financial accounting, external reporting and transactional processing teams. October 8th Dinner Meeting
C H A R L E S H. (CARY) T U R N E R
PIER 1 IMPORTS, INC.
Executive Vice President and Chief Financial Officer
Mr. Turner's topic for the evening is "Managing in Uncertain Times"
Charles Turner was promoted to Executive Vice President in March of
2002. Oversees all aspects
of Finance, Strategic Planning, Investor Relations, The Pier (England),
Cargo Kids,
Information Systems, Treasury, Controller and Tax.
Charles joined Pier 1 Imports in 1992 as Vice President,
Controller.
Prior to joining Pier 1, he served as Group Controller for JC Penney
from 1988 to 1992.
As Group Controller, he worked with various JC Penney
subsidiaries to formulate a business plan and to provide the
controllership function and management information to operate the
enterprise.
Prior to JC Penney, he worked at KPMG Peat Marwick as Senior Manager
from 1979 to 1988.
His responsibilities included auditing and consulting with many
retail and distribution companies including JC Penney, Melville Corp.
and Tiffany.
Received a Bachelor of Science degree in Commerce from the University of
Virginia, 1979.
Charles is married and the father of three girls (17,15,13).
Civic and Board Involvement: Board of Directors for The Elder-Beerman Stores Corp.; Board of Directors for the Boys & Girls Clubs of Greater Fort Worth; University of Virginia McIntire School of Commerce Foundation Board; Jefferson Scholars National Advisory Board Fort Worth Rotary Club.
11th Annual Golf Tournament Rescheduled Date from May 2003 September 17, 2003
PricewaterhouseCoopers LLP, Ernst & Young LLP, KPMG LLP and Deloitte & Touche LLP
Tournament Winners: Top Three Finishing Teams - 1st Place - Paul Lobue, SAS Institute; Keith Morrow, 7-Eleven Corp.; Mark Zahorik, Rapp Collins; & Denis Wojcik, SAS Institute 2nd Place - Scott Miracle, Jim Bradow, Kevin White & Doug Manko - all with Ernst & Young LLP 3rd Place - Jason Viers, Dan Hornback, Matt Evans, & Adam Vageley - all with Footstar
Closest to the Pin - Paul Estep with JCPenney Corp.
Longest Drive - Layne Campman with Parson Consulting
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SAS Institute,
