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TSB's Executive Business Curriculum

For owner-operated business leaders, the Executive Business curriculum is designed to leverage your existing experience and give you the additional depth of knowledge to take your firm and career to the next level without interrupting the management of your existing business. The program targets overall leadership development as well as foundational principles to give you the tools to grow your business and communicate in the ever complex business world in which we operate.

The program will be held over three trimesters beginning January 2019. There will be two three-hour sessions monthly targeting foundational and functional knowledge useful to the business owner. In addition, participants will be responsible for outside work equal to two hours for every hour of class time. This could be reading, researching or preparing information for class time discussion. Overall, the Executive Business Curriculum encompasses approximately 50 hours of instruction. The candidate will be responsible for $500 towards the cost of the program.

To be considered for admission to this program, please submit your completed application by December 31, 2018.

Curriculum Overview - Summer 2018 Class

FIRST TRIMESTER SECOND TRIMESTER THIRD TRIMESTER
July 18 - October 17, 2018 November 7, 2018 - March 6, 2019 March 20 - June 19, 2019
Foundational Knowledge Functional Knowledge Functional Knowledge
Accounting Principles
Budgeting/Forecasting
Tax for Business Owners
Ratio Analysis/Benchmarking
Capital Sources/Funding
Economics for Business
Entrepreneurial Operating System
Sales Management
Marketing and Branding
Leadership
Executive Communication
Fraud Protection
Legal Environment for Business
Human Resources
IT and Cyber Security

Curriculum Overview - Spring 2019 Class

FIRST TRIMESTER SECOND TRIMESTER THIRD TRIMESTER
January 23 - April 24, 2019 May 8 - August 14, 2019 August 28 - November 6, 2019
Foundational Knowledge Functional Knowledge Functional Knowledge
Accounting Principles
Budgeting/Forecasting
Tax for Business Owners
Ratio Analysis/Benchmarking
Capital Sources/Funding
Economics for Business
Entrepreneurial Operating System
Sales Management
Marketing and Branding
Leadership
Executive Communication
Fraud Protection
Legal Environment for Business
Human Resources
IT and Cyber Security

Ideal Candidate Profile

The ideal candidate for the TSB Academy would include the following characteristics:

  • CEO or primary management of a healthy business
  • Seeking education to take their business to the next level
  • For businesses up to $20 million in revenue
  • Candidate must be committed to two 3-hour sessions per month for 3 trimesters
  • Candidate must complete all required preparation prior to class
  • Candidate must actively participate in all sessions
  • Candidate must not miss more than two sessions
  • Candidate agrees to give feedback to the Academy at the end of the period to assess effectiveness

TSB Academy would consider accepting up to two people from the same company; e.g., CEO and another key player.

An existing Texas Security Bank relationship is not required.

Space is limited, so it may not be possible to accommodate all candidates.

First Trimester - Summer 2018 Class

Date/Time Topic Instructor
Wednesday, July 18, 2018
1:00-4:00 pm
Introduction to the Academy
Accounting Principles and Financial Statement Analysis
Craig Scheef
Chris McKee
Wednesday, July 25, 2018
1:00-4:00 pm
Budgeting/Forecasting Casey Herr
Wednesday, August 15, 2018
1:00-4:00 pm
Financial Statement Analysis and Other Issues Related to Accounting Chris McKee
Wednesday, September 5, 2018
1:00-4:00 pm
Tax Planning for the Business Owner Clint Pugh
Wednesday, September 19, 2018
1:00-4:00 pm
Capital Sources/Funding an Enterprise Chris Jones
Wednesday, October 3, 2018
1:00-4:00 pm
Ratio Analysis/Benchmarking Ben Parkey
Wednesday, October 17, 2018
1:00-4:00 pm
Economics for Business ITR Economics

 

Second Trimester - Summer 2018 Class

Date/Time Topic Instructor
Wednesday, November 7, 2018
1:00-4:00 pm
Sales Management The Blueprint Reggie Marable
Wednesday, November 14, 2018
1:00-4:00 pm
Sales Management The Blueprint Reggie Marable
Wednesday, December 5, 2018
1:00-4:00 pm
Marketing and Branding Corbett Guest
Wednesday, January 16, 2019
1:00-4:00 pm
Traction-Entrepreneurial Operating System Jeff Whittle
Wednesday, February 6, 2019
1:00-4:00 pm
Traction-Entrepreneurial Operating System Jeff Whittle
Wednesday, February 20, 2019
1:00-4:00 pm
Leadership Training Mark Fenner
Wednesday, March 6, 2019
1:00-4:00 pm
Executive Communications  

 

Third Trimester - Summer 2018 Class

Date/Time Topic Instructor
Wednesday, March 20, 2019
1:00-4:00 pm
Participant Speeches  
Wednesday, April 3, 2019
1:00-4:00 pm
Protecting Your Business Against Fraud Felix Lozano III
Wednesday, April 17, 2019
1:00-4:00 pm
Legal Environment for Business Ed McQueen
Wednesday, May 1, 2019
1:00-4:00 pm
Legal Environment for Business Ed McQueen
Wednesday, May 15, 2019
1:00-4:00 pm
IT and Cyber Security Dave McOlgan
Wednesday, June 5, 2019
1:00-4:00 pm
Human Resources Terri Swain
Wednesday, June 19, 2019
1:00-4:00 pm
Wrap Up and Graduation Craig Scheef

First Trimester - Spring 2019 Class

Date/Time Topic
Wednesday, January 23, 2019
1:00-4:00 pm
Introduction to the Academy
Accounting Principles and Financial Statement Analysis
Wednesday, February 13, 2019
1:00-4:00 pm
Budgeting/Forecasting
Wednesday, February 27, 2019
1:00-4:00 pm
Financial Statement Analysis and Other Issues Related to Accounting
Wednesday, March 13, 2019
1:00-4:00 pm
Tax Planning for the Business Owner
Wednesday, March 27, 2019
1:00-4:00 pm
Capital Sources/Funding an Enterprise
Wednesday, April 10, 2019
1:00-4:00 pm
Ratio Analysis/Benchmarking
Wednesday, April 24, 2019
1:00-4:00 pm
Economics for Business

 

Second Trimester - Spring 2019 Class

Date/Time Topic
Wednesday, May 8, 2019
1:00-4:00 pm
Sales Management
Wednesday, May 22, 2019
1:00-4:00 pm
Sales Management
Wednesday, June 12, 2019
1:00-4:00 pm
Marketing and Branding
Wednesday, June 26, 2019
1:00-4:00 pm
Traction-Entrepreneurial Operating System
Wednesday, July 10, 2019
1:00-4:00 pm
Traction-Entrepreneurial Operating System
Wednesday, July 24, 2019
1:00-4:00 pm
Leaders Develop Leaders
Wednesday, August 14, 2019
1:00-4:00 pm
Executive Communications

 

Third Trimester - Spring 2019 Class

Date/Time Topic
Wednesday, August 28, 2019
1:00-4:00 pm
Protecting Your Business Against Fraud
Wednesday, September 11, 2019
1:00-4:00 pm
Legal Environment for Business
Wednesday, September 25, 2019
1:00-4:00 pm
Legal Environment for Business
Wednesday, October 9, 2019
1:00-4:00 pm
IT and Cyber Security
Wednesday, October 23, 2019
1:00-4:00 pm
Human Resources
Wednesday, November 26, 2019
1:00-3:00 pm
Wrap Up and Graduation

TSB Academy Instructors

Craig Scheef currently serves as the Chief Executive Officer, President and Chairman of the Board of Directors for Texas Security Bank. Craig is the founder of Texas Security Bank, committed to advancing the champions of free enterprise. Craig is a 30-year commercial banker, who is a trusted resource for owner man-aged businesses.

Casey Herr currently serves as the Market President for Garland and is a Senior Vice President for Texas Security Bank. Casey is a former entrepreneur and business owner who is passionate about working with owner-operators of small- to mid-sized companies.

Chris Jones currently serves as Chief Lending Officer, Executive Vice President and a member of the Board of Directors for Texas Security Bank. Chris has been in the financial services industry for 30+ years, serving in various roles from Middle Market Lending to Business Development. He was President of Allied Capital Partners before becoming one of the Founders of Texas Security Bank.

ITR Economics provides businesses with the best economic intelligence to reduce risk and drive practical and profitable business decisions. ITR analyzes your company's data against thousands of markets autonomously, helps the business understand what markets it relates to best, and finds new opportunities for growth.

Mark Fenner, President of Rise Performance Group, is a Maxwell Certified Leadership Coach, certified in Wiley's PXT Select and CheckPoint 360 leadership assessments, as well as Everything DISC and 5 Behaviors of a Cohesive Team. Combining this training with decades of on-the-ground experience has allowed Mark to help hundreds of organizations shape their workforce into world-class leaders.

Reggie Marable is Vice President, Enterprise Corporate Sales for Salesforce.com. His experience includes 18 years at Sprint with roles in direct sales, sales leadership, solutions engineering, project management, network operations and customer service.

Ed McQueen is a partner with Bell Nunnally Attorney & Counselors. His practice focuses on corporate, commercial and real estate finance. Ed concentrates in the areas of complex commercial and real estate lending transactions, structured finance, corporate workouts, complex commercial transactions, debt restructuring, asset based finance, leveraged buyouts and syndicated loan transactions.

Terri Swain is the founder and managing partner of The HR Consultant, a Fort Worth based human resources consulting firm specializing in Equal Employment Opportunity, Affirmative Action, and employee relations. She has managed major reorganizations and staffing during mergers and acquisitions; designing and implementing performance management systems; developing start-up human resource plans; and developing corporate diversity initiatives.

Chris McKee is the managing partner of Venturity Financial Partners, a professional services firm providing accounting and finance services on an outsourced basis to small, growing companies in the Dallas/Fort Worth market.

Clint Pugh is the managing partner of Saville, Dodgen & Co. He is an accountant and trusted business advisor, providing proactive tax planning and compliance services for individuals, corporations, partnerships, estates and trusts. He assists clients in various industries such as construction, real estate, professional services, oil & gas and agriculture.

Ben Parkey is the Dallas Market President of Texas Security Bank. He has over 20 years banking experience as a Commercial Banker and Team Leader. Ben is an active member of Conscious Capitalism and the Dallas Executive Educational Program.

Jeff Whittle is the Founder of Whittle & Partners, a Dallas-based consulting boutique dedicated to helping entrepreneurs, owners and leadership teams build better businesses. Jeff moderates deep-dive conversations around the challenges, opportunities and issues faced by entrepreneurs taking their business to the next level.

Corbett Guest, CEO of Imaginuity, has nearly 20 years of experience leading digital strategies and creative services for Fortune 500 clients. Imaginuity is a Dallas-based full-service digital marketing agency and consultancy, empowering organizations to build meaningful connections for the digital age.

Dave McOlgan is an IT Security and Compliance consultant with All Covered, a leading provider of IT compliance and cyber security services. Dave helps clients create an effective information security culture and improve operational efficiency and effectiveness through solid strategy and planning.

Felix Lozano, III is the Partner in Charge of Whitley Penn's Dallas office. Felix has more than 30 years of experience in auditing public and private companies. He oversees the Audit practice at the firm, with a focus on manufacturing, wholesale & retail, employee benefit plans and not-for-profit industries.

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