Professional Documents
Culture Documents
Military Service:
United States Air Force, SSgt, Medical Evacuation Corpsman, Honorably discharged
after 42 months of service including 17 months in Southeast Asia. VA determined
service-connected disability of 10%. Documentation available.
BY THE NUMBERS:
- more than 60 quarters of filings (10Q or 10K) with the SEC as either the princ
ipal executive or accounting officer for public companies (Brock Hotel, Chuck E.
Cheese, Al Copeland Enterprises (Popeyes), Sonic Drive In, and the viaLink Comp
any) and 100+ filings, mostly Form 8K's
- two Initial Public Offerings: Al Copeland Enterprises and the viaLink Company
- More than 100 conference calls to shareholders as CEO or CFO and many financia
l presentations to security analysts worldwide.
- three secondary public offerings: Brock Hotel, Sonic Drive In, the viaLink Com
pany
- 13 Annual reports (Brock, Popeyes, Sonic, and viaLink)
- 12 PIPE Transactions, Private Investment in Public Equity, the viaLink Company
- 10 major bond issue placements for National Convenience Stores, Brock Hotel, a
nd Al Copeland Enterprises
- 10 Indentures negotiated National Convenience Stores and Al Copeland Enterpris
es
- 1 hostile takeover, Popeyes Fried Chicken of Church's Fried Chicken
- Over $2 billion in 20+ bank financings negotiated with five public companies
- 1 Commercial Paper Issue negotiated (not implemented) program, Sonic Drive In
- 1 ESOP negotiated, National Convenience Stores
- 5 major franchise financing programs negotiated and executed for franchisees o
f Church's, Popeyes, Sonic Drive In
- 5 major Information systems conversions (hardware, systems software, and appli
cation software conversions, all).
- 3 major new company wide point of sale systems installations (Church's, Popeye
s, and Sonic Drive In)
- Established first national purchasing information system for both company and
franchised restaurant operations, Popeyes and then repeated at Sonic Drive In.
- 25+ strategic acquisitions of companies, both franchisees and competitors
- 5 major supply chain management systems installed at Popeyes, Sonic Drive-In,
and Casa Linda Homes as CFO and at Dairy Farms and Vilore Foods as a consultant.
- Served on three Boards of publicly held companies (Chuck E Cheese, Popeyes, vi
aLink)
BUSINESS HONORS
1996 Judge, Entrepreneur of the Year Award (sponsored by Ernst&Young, USA Today,
and NASDAQ)
1990 - 1998 Who's Who in Finance and Industry as published
1982 - 2005 Member of the Financial Executives Institute (Houston, Dallas, Oklah
oma City, San Antonio) 23 years (no chapter in McAllen)
1998 - President of Financial Executives Institute, Oklahoma City
1979-1984 Co-founder, Corporate Cash Managers Association, then name changed to
Treasury Management Association, then to the Association of Financial Profession
als, current. Co-founder of treasury management certification program
1982-84 Board Member of the Electronic Funds Transfer Association
COMMUNITY INTERESTS
Houston:
1978-1979 President of the LSU Alumni Association, Houston, Texas. Awarded the B
est Chapter Award for the LSU Alumni Association and Best Fund Raising for the L
SU Alumni Association (the only time before or since for a chapter to win both a
wards simultaneously)
1980-1982 March of Dimes, Walkathon Chairman, the major fund raising event in Ho
uston
San Antonio:
1984-1987 Boy Scout Council member for San Antonio
1985-1986 United Fund Board Budget Director for the San Antonio United Fund
New Orleans:
1988-1992 United Fund Board Member, New Orleans
1988-1992 United States Olympic Committee, Louisiana Fund Raising Chairman
Oklahoma City:
1994-1999 Metropolitan Library Commission, Board member, taxing and policy autho
rity for the library system for all of Oklahoma County.
1995-1996 Oklahoma Welfare Reform Commission, Commissioner
1994-2000 Board member of the Central Oklahoma American Red Cross Chapter, Oklah
oma City (serving as Treasurer, Audit Committee Chair, Fund Raising Chair, and D
isaster Services Chairman )
1995 Director of the Compassion Center for the victim's families for the Oklahom
a City Bombing, awarded the Glow Austin Award from the American Red Cross, their
highest award for this volunteer service immediately following the bombing in A
pril, 1995
1995-1998 Chairman of the Board of the Southern Tissues and Transplantation Agen
cy for the American Red Cross for the southwest United States
1996-2000 Board member of the Leadership Oklahoma City
1996-2000 Co-founder and Board member of the Youth Leadership Exchange, served a
s its first chairman
1999-2000 Chairman of the Oklahoma City Chapter, American Red Cross
1999 - American Red Cross, Award Volunteer of the Year ( along with 100 others n
ationwide ) for my service and organizational response to the F5 Tornado that hi
t Midwest City, Oklahoma in May, 1999
Dallas:
2000-2003 Board Member of the Dallas Chapter, American Red Cross, Cheryl Jones E
xecutive Director
2001 Fund Raising Chairman for the Dallas Chapter
1996-2000 Board Member of the Church of the Servant Methodist Church, Oklahoma C
ity, Norman Neaves, Senior Minister, worked with youth groups
2000-2004 Board Member of the Lovers Lane United Methodist Church, Dallas, Texas
, Stan Copeland, Senior Minister, worked on disaster recovery plans for Dallas o
n the behalf of the UMC of Dallas
McAllen:
2006 and 2008 Volunteer with the Salvation Army in providing food and water to c
ommunities in need after the hurricanes that devastated Mexican border towns.