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2005 - 2006 Season
14th Annual Golf Tournament April 24, 2006
Gold Sponsors: Oracle Retail, Protiviti, KPMG, Ernst & Young, Alliance Data Systems, Deloitte and Touche and PricewaterhouseCoopers
Tournament Winners: Top Three Finishing Teams - 1st Place - Gerry Martinez, Richard Ramirez and Paul Lobue with JCPenney Company 2nd Place - Jeff Miller, Freddy Hulder, Andrew Sadler and Andy Irvin 3rd Place - Scott Convery, Jace Campbell, Susan Siegmund and David Pansing
April 12, 2006
A L M E Y E R S Senior Vice President, Business Development
Topic: "Innovation"
Al is Senior Vice President, Business Development for Retail Forward, Inc. Al runs the Dallas office of Retail Forward where 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, South and Central Regions of the U.S. Al also serves as a member of Retail Forward’s Executive and Management Committees. 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. Al serves on the Board of Directors of the Retail Executives Association in Dallas. Al holds an MBA in finance from Michigan State University and a BA in economics from Ohio Wesleyan University.
March 22, 2006
B O B S H E F F I E L D
Assistant to the
Special Agent in Charge
U.S. SECRET SERVICE
Bob graduated from the University of Texas at El Paso with a Bachelor of Science Degree in Criminal Justice. He started his Law Enforcement career with the El Paso Police Department and has served in the Secret Service for the past 20 years in El Paso, New York, U.S. Secret Service Headquarters, and Dallas. His current assignment involves supervision of the North Texas Electronic Crimes Task Force.
February 15, 2006
M I C H A E L C O P E L A N D
L O
W E ' S
Michael Copeland has served as regional vice president of store operations for Lowe’s Region 5, responsible for the greater Dallas-Fort Worth area, since December 2003. Previously, he served as regional vice president in the mid-west, and helped to open Lowe’s first stores in the Chicago area. Copeland joined Lowe’s in 1993, and has more than 28 years of retail experience, having served in a number of increasingly responsible positions in the company. In addition, Copeland was as a member of the Duncanville, Texas city council from 1986 to 1991 and served as Mayor Pro-Tem during his term. He has also been active in leadership roles in a number of non profit organizations in the Dallas-Fort Worth area.
January 11, 2006
M A R K R. L E N Z
Group Senior Vice
President
Mr. Lenz was promoted to Group Senior Vice President and Chief Financial Officer of Zale Corporation in February 2003. In his position, he oversees the Accounting and Control, Planning, Tax, and Treasury areas of the company. His career with Zale Corporation began in 1988, and he held progressive management positions in the Corporate Accounting and Financial Control areas before being promoted to Vice President, Controller in 1995. Prior to joining Zale, he spent nine years with a national accounting firm, advancing to the position of senior manager. In that role, he served public retail, wholesale and manufacturing companies in the audit practice. Mark has more than 26 years of experience in all areas of accounting, financial reporting and internal controls. He holds a bachelor's degree in accounting from the University of Texas at Arlington and is a Certified Public Accountant. Mark also is a Past President of the DFW REA.
November 16, 2005
B R E N D A N L. H O F F M A N
Brendan Hoffman is President and CEO of Neiman Marcus Direct, the direct marketing and fulfillment business of The Neiman Marcus Group. Neiman Marcus Direct produces more than 80 catalogs annually for the Neiman Marcus and Horchow brands, including the Neiman Marcus Christmas Book. Mr. Hoffman is also responsible for Neiman Marcus Online, which operates web sites under NeimanMarcus.com, BergdorfGoodman.com, and Horchow.com. Neiman Marcus Direct generates sales of 500 million dollars per year and has a staff of over 1500 employees. Mr. Hoffman has been with The Neiman Marcus Group since 1998 serving in both the Bergdorf Goodman and Neiman Marcus divisions where he has held positions in both merchandising and management. Prior to joining Neiman Marcus, Mr. Hoffman held positions with Deloitte Consulting and Lord and Taylor. He is a graduate of the University of Pennsylvania and has an M.B.A from the Wharton School of Business at the University of Pennsylvania. Brendan lives in Dallas with his wife and two children.
October 19
D A V I D G. B A R N E S Senior Vice President & Chief Financial Officer of
David G. Barnes serves as Senior Vice President and Chief Financial Officer of RadioShack Corporation. He joined the company on April 18, 2005. Barnes oversees RadioShack's finance, treasury, accounting and investor relations functions. Prior to joining RadioShack, Barnes was the chief financial officer of Coors U.S., Coors Brewing Company, Golden, Colo., a position he held since 2002. He also served on the board of directors of several affiliated companies, including Rocky Mountain Metal Container, Coors Distributing Company and CerMex. Barnes joined Coors in 1999 as vice president and directed all financial planning and treasury activities. From 1994 to 1999, he held progressive financial management positions with Yum Brands (formerly the restaurant division of PepsiCo), including chief financial officer and head of restaurant development for Taiwan, Hong Kong and mainland China. In addition, Barnes held strategic planning, analysis and business development positions from 1990 to 1994 with Asea Brown Boveri, an industrial electronics company. From 1989-1990, he was manager of strategy and planning with Motorola, Schaumberg, Ill. Barnes began his career as a consultant with Bain and Company, Boston, Mass. Barnes earned a bachelor of arts degree in applied mathematics in 1983 from Yale University, New Haven, Conn., and a master of business administration degree in finance and marketing in 1987 from the University of Chicago, Chicago, Ill.
September 7
M A R I L Y N I V E R S O N Chief Operating Officer of
The 2005-2006 Season of the Dallas/Fort Worth Retail Executives Association (REA) kicked off Wednesday evening, September 7th. Past President, Roland Funk of JCPenney was recognized and applauded for his many years of service and dedication to the organization, as well as Sally Johansen and Patty Storozuk also of JCPenney. Our guest speaker, Marilyn Iverson, COO of Army and Air Force Exchange Services (AAFES), received a standing ovation from the more than 80+ members and guests on hand who listened to her address how AAFES is helping to take care of our troops both at home and at war, as well as AAFES disaster relief efforts, including Katrina. The Army and Air Force Exchange Service (AAFES)- now in its second century of service – remains committed to its mission of providing quality goods and services at competitively low prices and generating earnings to support morale, welfare and recreation (MWR) programs. This $9 billion dollar global retail organization provides products and services to authorized customers worldwide. Earnings fund new and improved exchange stores with most of the earnings going to MWR programs – more than $242 million in 2004. AAFES’ shelf prices provide customers an average 22.09 percent overall savings compared to the competition. Customers can enjoy exchange benefits in many ways, with the greatest value being AAFES pledge to “Go Where You Go.”
Marilyn Iverson is Chief Operating Officer for the Army and Air Force Exchange Service (AAFES) in Dallas, Texas. Iverson received her Bachelor's of Science Degree from Indiana University, and later completed her Master's Degree at Golden Gate University. She began her career in 1971 at the former Ohio Valley Exchange Region as a Procurement Clerk. While working in AAFES facilities, her positions have included those of Operations Manager, Sales and Merchandise Manager, Store Manager, General Manager and Deputy Region Chief/Retail Manager. She moved to HQ AAFES in 1994 as Vice President of the Specialty Stores SBG. Iverson became Senior Vice President of the Main Stores Strategic Business Group in July 1995 and assumed the position of Senior Vice President of the Sales Directorate in October 1996. She became Senior Vice President for the Central Region in November 1997. From August 1999 to September 2001, Iverson served as the Senior Vice President of the AAFES-Europe Region and from September 2001 to December 2002, she was the Senior Vice President of the Eastern Region. Her staff positions have included those of Buyer, Chief of Inventory Control, Assistant Chief of Merchandising, Branch Chief in Plans Directorate and Program Manager in Change Management Directorate. Iverson was promoted to Special Rate in May 1995.
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Platinum Sponsor: SAS Institute,
