TSB Academy - Executive Training Program

Topic	Date	Instructor
Champions of Free Enterprise	Wednesday, Jan. 11	Craig Scheef
Building a Healthy Balance Sheet	Wednesday, Jan. 25	Ben Parkey
Traction: Entrepreneurial Operating System	Wednesday, Feb. 8	Jeff Whittle
Accounting Principles I	Wednesday, Feb. 22	Chris McKee
Accounting Principals II	Wednesday, Mar. 1	Chris McKee
Capitalization & Funding	Wednesday, Mar. 22	Chris Jones
Negotiating	Wednesday, Apr. 5	Ed McQueen

Topic	Date	Instructor
Wealth & Succession Planning	Wednesday, Apr. 19	Loic LeMener
Hiring and Retaining Top Talent	Wednesday, May 3	Jamie Crosbie
Tax Planning for Business	Wednesday, May 17	Clint Pugh
HR: Creating a Respectful Workplace	Wednesday, May 24	Terri Swain
Success Metrics to Scale your Business	Wednesday, Sep. 6	Risk Sapio
Selling with Certainty	Wednesday, Sep. 20	Bryan Flanagan

Topic	Date	Instructor
Economics for Business	Wednesday, Oct. 4	Jamie Britton
Executive Communications	Wednesday, Oct. 18	Amy Power
Cyber Security & Fraud	Wednesday, Nov. 1	Mark Vallejo & Scott Hardin
Create a Culture of Accountability	Wednesday, Nov. 15	Bart Kohnhorst
Is Your Company Investment Grade?	Wednesday, Nov. 29	Zane Tarence
World Class Customer Service & Graduation	Wednesday, Dec. 6	Shon Cass

TSB Academy Instructors

The TSB Academy is led by the best of their industries to bring their experience to bear on your education.

Craig Scheef

Chief Executive Officer, President and Chairman of the Board of Directors Texas Security Bank

Craig Scheef

Chief Executive Officer, President and Chairman of the Board of Directors Texas Security Bank

Craig is the founder of Texas Security Bank. With total assets of over $1 billion, the bank is committed to advancing the champions of free enterprise. Craig is a 33-year commercial banker, who is a trusted resource for owner managed businesses.

Chris McKee

Managing Partner Venturity Financial Partners

Chris McKee

Managing Partner Venturity Financial Partners

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.

Chris Jones

Chief Lending Officer, Executive Vice President, Board of Directors Texas Security Bank

Chris Jones

Chief Lending Officer, Executive Vice President, Board of Directors 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.

Clint Pugh

Managing Partner Saville, Dodgen & Co

Clint Pugh

Managing Partner Saville, Dodgen & Co

Clint 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.

Ed McQueen

Partner Frost Brown Todd LLP

Ed McQueen

Partner Frost Brown Todd LLP

Ed's 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.

Ben Parkey

Dallas Market President Texas Security Bank

Ben Parkey

Dallas Market President Texas Security Bank

Ben 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

Founder Whittle & Partners

Jeff Whittle

Founder Whittle & Partners

Jeff 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.

Terri Swain

Founder and Managing Partner The HR Consultant

Terri Swain

Founder and Managing Partner The HR Consultant

Terri 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.

Jamie Britton

EVP, Chief Financial Officer and Chief Operating Officer Texas Security Bank

Jamie Britton

EVP, Chief Financial Officer and Chief Operating Officer Texas Security Bank

Mr. Britton brings a breadth of financial services experience and will be an important addition to the Texas Security Bank leadership team. Assuming the majority of Mr. Keith’s areas of responsibilities as he transitions to the President role, Mr. Britton will lead the Finance [and Technology] organization[s], ensuring the Bank is ready to support its clients and markets as it accelerates into the coming phase of growth.

Mr. Britton joins from Texas Capital Bank where he served most recently as the Director of Investor Relations and Corporate Finance. He played an instrumental role in the organization as it transitioned through a pivotal point in its history, first providing analytical rigor and support during the development of its new strategic plan and then as a key member of the leadership team responsible for communicating the Bank’s strategy to shareholders, analysts, and other key stakeholders.

During his time with Texas Capital Bank, Mr. Britton also held various leadership positions in the areas of asset-liability management, liquidity planning, and performance measurement, including the implementation and administration of the management reporting system on which the firm’s performance measurement methodologies were built. Mr. Britton also played a key role in developing Texas Capital Bank’s capital planning and stress testing frameworks, which leveraged the experience he developed with SunTrust Bank as a central member of the team focused on managing the institution’s capital position through the financial crisis and later building out its CCAR and stress testing processes.

After graduating from Arizona State University with a degree in mathematics, Mr. Britton started his career with Andersen Consulting, where he helped clients in the energy and chemicals spaces upgrade their risk management processes and optimize their pricing decisions through improved analytics. Upon transitioning to the financial services industry, Mr. Britton pursued and earned his master’s degree in quantitative and computational finance from the Georgia Institute of Technology and is now a CFA (R) charter holder.

Mark Vallejo

Client Success Manager Solis Security

Mark Vallejo

Client Success Manager Solis Security

Mark Vallejo has been a Client Success Manager at Solis since November 2019 and works with mid-size and small commercial clients across the US and Canada to address their cybersecurity gaps and ensure the protection of their businesses. Prior to joining Solis, Mark spent 30 years at IBM Corp. helping his enterprise clients in the banking, financial services, retail, and energy industries leverage technologies such as big data, analytics, retail automation, and high-performance computing to drive growth in sales and profitability. He also spent seven years as a commercial lender at two large Texas-based banks in the 1980s. Mark graduated from Texas Tech University, has worked to keep at-risk kids in San Antonio in school, and has a passion for fitness and strength training in the wee hours of the morning.

About Solis Security:

Established in 2003, Solis Security began with a mission to help community and regional banks establish best practices and implement solutions for information security and compliance. Our founder and CEO, Terry Oehring was dedicated to delivering customized security solutions based on the unique needs of the organizations he served, and at a price, they could afford. He understood that the enterprise solutions available were too complex for organizations with small IT Teams to manage, and often too robust and expensive for smaller companies to afford. He made it his mission to deliver solutions that helped his clients address regulatory compliance, without a lot of extras that raised the price. Almost twenty years later, Solis works under the same principals. In 2019, after being acquired by CFC Underwriting, who has one of the largest cybersecurity underwriting teams in the world, Terry, along with Solis President, technology industry veteran Derek Wright, committed to maintaining our core tenets to provide custom cybersecurity solutions at a fair price. We have evolved to focus on all areas of security and cybersecurity for small and medium sized businesses, working with organizations from 10 to 5000+ employees in a broad range of industries. Additionally, we deliver Incident Response and Forensics services for CFC policy holders experiencing Business Email Compromise, Malware, Ransomware attacks, and Zero-Day exploits. That experience informs Solis Security’s Managed Security Services offerings by giving us insight into the most current cyber threats.

Scott Hardin

VP of Sales Solis Security

Scott Hardin

VP of Sales Solis Security

Scott Hardin has been Vice-President of Sales at Solis Security since early 2021. As the executive responsible for client satisfaction and sales, Scott is responsible for ensuring that our clients are delighted and well-protected and that Solis exceeds is growth goals. Prior to joining Solis, Scott owned and managed the New Horizon Computer Learning Centers for 25 years where his team of 350 employees delivered IT training to commercial clients across 31 states. Outside of work, Scott enjoys his involvement in the Entrepreneurs' Organization (EO), hunting wild game and supporting his Texas Aggies.

About Solis Security:

Zane Tarance

Partner & Managing Director Founders Advisors

Zane Tarance

Partner & Managing Director Founders Advisors

Zane Tarence, Partner, and Managing Director of Founders Advisors’ Technology Practice is an experienced investment banker, entrepreneur and recognized expert on the growth and monetization of privately owned companies. Over the past 20 years, Zane has led and completed more than 90 technology deals, including facilitating the sale of some of the largest lead generation internet businesses in the United States.

Before joining Founders, Zane independently and successfully built and sold two technology businesses to publicly traded companies, resulting in a keen understanding of the traits necessary to build a valuable company and close an exceptional deal. Zane has more than 25 years of experience as an operator, investor, and dealmaker in the technology arena. Prior to becoming an entrepreneur, Zane began his career at IBM, where he learned the intricate workings of the company’s technology ecosystems and led its Internet consulting practice in the Southeast.

Zane is a noted speaker at many national conferences and has authored numerous articles on how private companies raise growth capital and how they are bought and sold. He is also founder of the preeminent SaaS and Technology Summit, Silicon Y’all, and author of “17 Reasons Your Company Is Not Investment Grade and What to Do About It”. Zane is currently a Board member of Samford Universities Brock School of Business, Reliance Financial Group, Birmingham Venture Club, Lake homes Realty, and Digital Media Holdings. Zane is involved with several ministries including Marriage Ministries at Church of the Highlands, Global Media Outreach, Highlands College, and Route1520 Ministries.

Jamie Crosbie

CEO/Founder, Peak Performance Mindset Speaker ProActivate

Jamie Crosbie

CEO/Founder, Peak Performance Mindset Speaker ProActivate

Jamie has over 20 years of success across sales leadership, talent acquisition and executive management. She is the author of “The Power of 2, Exponential Sales Leadership”, specializing in Peak Performance Mindset workshops. Having served as VP of Training and Development at Career Builder and Founder of ProActivate, she understands how to motivate, shape and lead successful teams. Jamie received her Bachelor of Science in Journalism with a minor in Business from the University of Kansas. She has also pursued post graduate work with an emphasis in Entrepreneurial Management from the University of Dallas.

Shon Cass

Senior Vice President Texas Security Bank

Shon Cass

Senior Vice President Texas Security Bank

Shon Cass is a Senior Vice President and Founder at Texas Security Bank. Shon is currently the Northeast Region Market President and Department Manager over the integrated Sales, Support and Operations team. The "ISST" is a unified team that consists of Relationship Support, Customer Service, Cash Management Operations Deposit Operations, Payment Processing and Business Development.

Shon has been in banking and financial services for over 20 years, working for firms such as Lutheran Brotherhood Financial Services, Wells Fargo Bank and Bank of Texas/BOKF. Prior to banking, Shon had the privilege of working alongside one of his brothers in a family owned jewelry business and then later another brother and father in a family owned grocery business. Shon attributes his strong work ethic and passion to serve clients to his entrepreneurial background.

Shon is engaged to be married in 2020 to his fiance Maria. Maria has 2 children ages 12 & 19 and Shon has 3 adult children ages 22, 23, and 27. In 2018 Shon moved his 89 year old mother into his home and became her full-time caregiver Shon is a member of the Rockwall Breakfast Rotary Club, Garland Noon Exchange Club, C12 Group and the Fiserv Precision Advisory Council. In his spare time, he loves to build anything and spend time with his friends and family.

Loic LeMener

President Opus Wealth Management

Loic LeMener

President Opus Wealth Management

Loic LeMener is founder and President of Opus Wealth Management in Dallas, Texas. He has spent the last 20 years assisting families with complex financial situations.

A few of Opus’ differentiated services are:

Forward looking multi-year tax analysis
White glove family health care planning*
Design and diagramming complex estate planning strategies
Business owner liquidity/succession/exit strategies
Single owner contingency planning
Investment access to private equity, private debt, and direct equity
Full-time ERISA (401k) plan dedicated staff & resources*

The Opus team is supported by the Belpointe Family Office which brings a range of family office level services to families that require them.

In the spirit of the book “The Checklist Manifesto” which argues that today’s knowledge worker is overwhelmed, the Opus team has created a proprietary checklist of over 500 items. This disciplined operational process greatly enhances the team’s ability to bring to bear the right strategies at the right times.

Loic received his Masters in Business Administration from Southern Methodist University, studying Finance, Accounting and Portfolio Management. He has also earned the Certified Financial PlannerTM and Chartered Financial Analyst® designations.

In his free time, Loic is an avid reader, with his favorite topic being “value investing.” His favorite investors are Warren Buffett, Ben Graham, Charlie Munger, Seth Klarman, Howard Marks, and Jeremy Grantham. On weekends he enjoys firing up the grill and spends time with his “two other kids” his Kamado Joe and Traeger. Loic is married to Carey LeMener and they have two children.

*through strategic partnerships

Amy Power

President The Power Group LLC

Amy Power

President The Power Group LLC

Amy Power is the founder and president of The Power Group LLC headquartered in Dallas TX. She works hand-in-hand with CEOs and marketing directors of nationally known brands as well as entrepreneurial ventures.

Amy has been a publicist for more than 20 years. She has public relations and marketing experience that spans the following industries: consumer packaged goods, commercial real estate, franchising, outsourcing, telecommunications, sports marketing, automotive and aviation, luxury marketing, medical and dental, nonprofits, as well as a wide array of retail concepts.

Her experience and client roster include work for national brands such as Pepsi-Cola, Frito-Lay, and Borden to emerging brands such as Vacation in a Bottle, Which Wich, and the Cavanaugh Flight Museum.

Bart Kohnhorst

President LGS - Crestcom Intl.

Bart Kohnhorst

President LGS - Crestcom Intl.

Bart Kohnhorst is the President of LGS-Crestcom, a leading member of the global Crestcom International network that operates in 60 countries and has over 25,000 clients (and more than 200 in North Texas) having worked with most of the Fortune Most Admired Companies large and small.

Crestcom International, the award winning and AIA, NASBA, PMI & SHRM CEU credit partner has a 30 year track record of working with companies and leaders to deliver real results.

Leadership development raises performance within organizations and enables practitioners to reach their true potential and create better workplaces while competing more effectively. Companies that invest in effective leadership development typically outperform their peers. They are more efficient, profitable, and resilient, regardless of external circumstances.

Prior to becoming a DFW business owner Bart held General Management, Sales, Marketing and Product Management leadership roles in a career that has spanned Japan and Asia, Northern Europe and North America Region performance responsibilities for large multi-nationals as well as startups and middle market companies. His P&L responsibilities spanned from $7M to $115M in annual top line revenue.

His work experience spans CPG with Dunhill and Cartier, technology / CX & Customer Experience sectors with Nortel Networks, Citrix and Samsung. He also worked with regional healthcare providers to support population health and telehealth technology initiatives. Prior to his current role, Bart was at General Electric working with smart buildings and energy solutions and lighting, in a new GE venture.

Bart is a member of the Dallas Symphony Orchestra Corporate Committee, fundraising to bring music and instruments to underserved areas of south Dallas. He also works with major non-profits focused on family and children’s services and education, in the region. Bart serves on the advisory board to the President of Thunderbird School of Global Management at Arizona State University.

Now that his kids have graduated, you might find him cycling around the region, and partaking in other outdoor activities. He also actively participates in the wonderful cultural and dining venues and opportunities available to us in the DFW region.

Bryan Flanagan

President Flanagan Training Group

Bryan Flanagan

President Flanagan Training Group

In 1984, Bryan joined the Zig Ziglar Corporation. He served as the Director of Corporate Training for Zig for over 25 years working with a variety of companies, industries, and clients. Bryan then founded Flanagan Training Group in 2005. He designs and delivers training programs which improve team and individual productivity and growth. He has authored numerous training programs including his sales book “Now, Go Sell Somebody Something” and “Bryan Flanagan on Sales and Motivation.” His latest book is entitled “So, You’re New to Sales.” Bryan understands the corporate marketplace and what it takes to achieve success in today’s competitive environment.

Rick Sapio

CEO Mutual Capital Alliance

Rick Sapio

CEO Mutual Capital Alliance

Since 1994, Rick has been CEO of MCA, an investment holding company which has made more than 100 investments. Since 2003, Rick has been a co-founder/GP of Mutual Capital Partners, a PE firm with three funds. He co-authored the best-selling book, Who’s In Your Room: The Secret to Creating Your Best Life. He launched the term Catalyzing Statement™ in his TEDx Talk in Italy. Rick’s life purpose is to inspire entrepreneurship, which led Rick to start www.BusinessFinishingSchool.com (“BFS”); a virtual learning platform designed to help businesses scale quickly and profitably, which has helped thousands of people the past 10 years. Rick learned that business growth and success are accelerated when a few key principles are applied. He created these “Foundational Business Principles” that form the frame of BFS to help successful people become more grounded and focused in their business and personal lives. He is a 1987 graduate of Rutgers University, with a B.S. in Industrial Engineering, and resides in Dallas, Texas with his wife and their four young children.

TSB Academy

Improve your business expertise. Improve your business.

The TSB Academy was designed with the business owner in mind.

TSB’s Executive Business Training Academy

GRADUATE BENEFITS

Graduate Testimonials

Ideal Candidate Profile

Executive Business Curriculum

Overview

CURRICULUM SCHEDULE

TSB Academy Instructors

Craig Scheef

Chris McKee

Chris Jones

Clint Pugh

Ed McQueen

Ben Parkey

Jeff Whittle

Terri Swain

Jamie Britton

Mark Vallejo

Scott Hardin

Zane Tarance

Jamie Crosbie

Shon Cass

Loic LeMener

Amy Power

Bart Kohnhorst

Bryan Flanagan

Rick Sapio

Apply to TSB Academy

Speaker Series

Resources

TSB Academy Improve your business expertise. Improve your business.

The TSB Academy was designed with the business owner in mind.

TSB’s Executive Business Training Academy

GRADUATE BENEFITS

Graduate Testimonials

Ideal Candidate Profile

Executive Business Curriculum

Overview

CURRICULUM SCHEDULE

TSB Academy Instructors

Craig Scheef

Chris McKee

Chris Jones

Clint Pugh

Ed McQueen

Ben Parkey

Jeff Whittle

Terri Swain

Jamie Britton

Mark Vallejo

Scott Hardin

Zane Tarance

Jamie Crosbie

Shon Cass

Loic LeMener

Amy Power

Bart Kohnhorst

Bryan Flanagan

Rick Sapio

Apply to TSB Academy

Speaker Series

Resources

TSB Academy

Improve your business expertise. Improve your business.