The Alliance of Merger & Acquisition Advisors is the acknowledged leading International association and credentialing body for Middle Market M & A Professionals. Our leadership and people have unrivaled multidisciplinary expertise in the financial services industry.

Mergermarket Group is a media company that delivers actionable corporate financial news, intelligence and analysis from around the world that’s independent, insightful and indispensable. Mergermarket Group also organizes 70+ financial conferences a year. Click above to learn more.

Having thoughts about starting a business and want to find out your options? The business consultants at The Entrepreneur Option can help you find the right business path for you. Whether you are in career transition, ready to leave the corporate world, making an investment for your future, or just ready to be your own boss, The Entrepreneur Option will guide you to the right path.

Founded in 1954, ACG is a global organization with 58 chapters and over 14,000 members. Doing business is at the heart of the ACG membership experience. Chapters in the U.S., Canada, Europe and Asia bring dealmakers together to help them achieve their business and professional goals.

BlueSteps is an online career management service designed exclusively for management-level professionals worldwide, from Director through C-suite. As a service of the Association of Executive Search and Leadership Consultants, BlueSteps enables senior executives to make their career profile accessible to over 8,000 executive search professionals in more than 75 countries. Through the FENG’s partnership with BlueSteps, all members of The FENG are eligible to receive a discount on BlueSteps membership. To learn more, visit bluesteps.com.

cfo

B2B CFO® was established in 1987 to give CFOs an alternative to W-2 employment. We provide the infrastructure, training and marketing tools to assist CFOs with a viable alternative.

Maintaining your self-esteem

Editorial by Matt Bud from the February 15, 2018 Newsletter

Maintaining your self-esteem during a job search can be difficult at times, especially if your search has been going on for any length of time. So much of who we perceive ourselves to be comes from the reflection of our personalities upon those with whom we are engaged on a daily basis. Cut off from an office environment where folks were bringing us checks to sign, we tend to lose sight of the fact that we haven’t changed. All that has changed is that we don’t see as many folks every day to give us that kind of reinforcement. There is a great importance to visualizing success. In brief, it takes just as much energy to think negatively as it [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
San Francisco, CA Feb 19, 2018

Time

7:30 AM to 9:00 AM

Location

PENINSULA / San Mateo:
Held on the 3rd Monday, 7:30am-9:00am
Robert Half Management Resources
1850 Gateway Dr.
San Mateo, CA 94404

Agenda

Meeting Agenda
NEW NETWORKING TECHNIQUES
Networking for Success
1. 7:30 – 8:00 Network with Senior Financial Executives

2. 8:00 – 9:00 Planning for a Successful 2018 Job Search

Directions

San Francisco, CA Feb 19, 2018

Time

7:30 AM to 9:00 AM

Location

PENINSULA / San Mateo:
Held on the 3rd Monday, 7:30am-9:00am
Robert Half Management Resources
1850 Gateway Dr.
San Mateo, CA 94404

Agenda

Meeting Agenda
NEW NETWORKING TECHNIQUES
Networking for Success
1. 7:30 – 8:00 Network with Senior Financial Executives

2. 8:00 – 9:00 Planning for a Successful 2018 Job Search

Directions

London, United Kingdom Feb 19, 2018

Time

11:00 AM to 1:00 PM

Location

Goodman Masson's offices
120 Aldersgate Street
London UK EC1A 4JQ

Agenda

UK Job Hunt Club

AGENDA: please see “Notes” lower down this message for additional details

1. Introductions (15m)
- News about past members
- Scope of this and future meetings
2. Elevator pitches – 30 seconds (45m) (1)
3. Job Search Metrics (15m) (2)
4. Networking, sharing leads (10m)
5. Focus topics (20m)
6. Round up with Paul (15m)
7. AOB/Items for next agenda (5m)

Notes to agenda:
(1) Elevator pitches – (eg telecon with recruitment agent. Each member gets 5 mins which allows for c. 3 - 4 minutes feedback. (I will keep the stop-watch)

(2) Metrics - As well as your backward review, we are incorporating targets for the next two weeks. This will help give you an added incentive to press on with your search.

A spreadsheet will be sent to those members who register to be filled out with instructions to return prior to Monday’s meeting. David Levenson will collate the results for circulation at the meeting.

Please RSVP: by WEDNESDAY, February 14th so that Goodman Masson receives sufficient notice to provide the adequate space.

SEATING IS LIMITED TO 12 MEMBERS. If you register and can NOT attend, please remove your name from the list.

This meeting is open to FENG members ONLY.

Also, if you find a job, please let us know in order to share the goods news with the rest of the team as well as to update your directory. In addition, please make sure that you update your membership directory listing by going to: http://www.thefeng.org, and filling out the form you will find there.

Directions

Tube station Barbican

Nashville, TN Feb 20, 2018

Time

7:15 AM to 8:45 AM

Location

LBMC
201 Franklin Road
Brentwood, TN 37027

Agenda

Topic:Perception vs. Reality: What is the truth and why it matters

Speaker: Marc A. Wolfe, a certified International Coach Federation (ICF) executive coach, Marc A. Wolfe Enterprises, LLC

Presentation:
What do we need to be aware of when it comes to how we process? Why not caring isn't the best option and how to know what our limitations are. Join us as we take a very easy to understand look at what we "sense" in our business lives.

Speaker's bio:
Chief thought provoker, Marc A. Wolfe sees the world of business with a vision of what it can be versus where it is. As an (ICF certified) executive coach, he is passionate about assisting businesses and executives in achieving greater success through his expertise in communication, business processes, and technology solutions. He guides them through a process that provides clarity, direction, and results while gaining new perspectives.

As an entrepreneur, Marc has started six businesses, four by the time he was 28. His experience with Fortune 500 and mid-sized clients include Becton Dickinson, The Mayo Clinic, CNBC, Toys R Us, Turner Broadcast Systems, Bermuda Yellow Pages, Billy Graham Evangelistic Assoc., Dave Ramsey and Tiffany & Co.

Marc has been contacted for his strategic insights by consulting firms and nationwide media. He is working on a book entitled “Yeah But… A Guidebook for Moving Life Forward & Leaving Excuses and Alibis Behind”

Marc has a Bachelor of Science in Marketing from Fairleigh Dickinson University. He is married and they have two teenage daughters. Originally from NJ, Marc and his family now live outside Nashville, TN.

Sponsor: Coffee and bagels are provided compliments of LBMC.

Directions

https://www.google.com/maps/place/201+Franklin+Rd,+Brentwood,+TN+37027/@36.0333376,-86.7909135,17z/data=!3m1!4b1!4m5!3m4!1s0x88647b25ad97909b:0xd189f0689598a698!8m2!3d36.0333333!4d-86.7887195

Instructions for parking and building entry:
Please come to 201 Franklin Road at the corner of Franklin Road and Maryland Way in Brentwood. Please park on the second floor (or P2 level) of the parking garage. Please DO NOT park on P1 /Office Visitor Parking. Take parking garage elevator (south side of garage down to the P1 level take pathway to the lobby. Once at the lobby take the elevator to the 3rd floor. The FENG meeting will be held in the Multipurpose conference room which is to the right coming off the elevators.

Not-for-Profit Feb 20, 2018

Time

6:00 PM to 8:00 PM

Location

Edwin Gould Foundation
Boardroom
55 Exchange Place, Suite 602
New York, NY

Agenda

John Peace of Accountnet will discuss trends and solutions in the accounting software market - Microsoft Corp direction and Solutions available for nonprofits and NGO’s. John is a Microsoft Dynamics reseller.

John Peace is Accountnet’s managing director and Microsoft Certified professional. His background includes experience as a new business creative in a top 10 worldwide advertising agency, Darcy Masius Benton and Bowles. John heads the marketing and sales team and works with Microsoft when organizing ongoing events and shows. John designed the training room at the Accountnet data center and contacts customers to be trained on the proper versions of Dynamics. His team sends newsletters to customers and potential customers, and he is the initial point of contact for all new customers. He has developed, along with Anne-Claire McAllister, the Extended Relationship Analysis, or ERA, needs assessment that Accountnet provides for potential clients. He also initiated the ATR, in advance of new sales, and sometimes- without any sales goals in mind. This is whereas Accountnet does an accounting technical review, and sometimes is a chart of accounts analysis only. The ATR varies from client to client. John is highly concerned about customer satisfaction, and he has close associations with all clients.

Directions

55 Exchange Place is located between Broad and William Streets
Nearby subways
J to Broad Street (last stop)
2,3 to Wall Street
4,5 to Wall Street

You must present a photo ID to the security guard in the lobby. Then take the elevator to the 6th floor and follow the hallway to the Edwin Gould Foundation conference room.

Chicago (Suburban), IL Feb 20, 2018

Time

6:00 PM to 8:30 PM

Location

Rosemont Park District Building
6140 Scott, 2nd Floor
Rosemont, Illinois 60018
(847) 823-6685

Agenda

Doors will open at 6:00pm and we will have pizza delivered shortly after 6:00pm.

There will be a $10 charge to cover cost of the room and the pizza. Dress is business casual.

- 6:00pm to 6:30pm: We will have informal networking, if you can, be there for this part of the meeting, some people have said they enjoy this the most – it is a great opportunity to meet new people, catch-up with old friends and discuss any issues you have on your mind.

As always, be sure to bring 15-20 copies of your resume or handbill; a supply of business cards may come in handy for networking as well. Please polish your 90-second presentation! Your networking time is a value added activity for you and your peers; practice your 'elevator speech' and try it out with your friends at FENG, compare contrast and revise it until you hear it in your sleep. This platform skill will serve you long after you land your next assignment.

Alumni members are encouraged to attend this meeting and participate in the discussion - it is a great way to give back to the group, and to maintain and build your network.



Directions

From 90 or 294 take the O'Hare exit, and then exit again on Mannheim Rd. North.

Take Mannheim north to Higgins Rd.

Turn right on Higgins and go to the first light.

On the right you should see entry to Village of Rosemont. Take this entry to the guard gate.

Tell the guard you are going to the park district building. Proceed south from the guard shack and the road will curve to the left and then intersect with Kirschoff. Go south (right) on Kirschoff several blocks and it will go straight into the parking lot at the back of the Rosemont Park District Building (you will need to enter at the front of the building).

Free parking is available both in the back and the front (Scott Street) of the building.

Our meeting will be in the upstairs meeting room.

Lehigh Valley, PA Feb 20, 2018

Time

6:00 PM to 8:00 PM

Location

Ben Franklin TechVentures
Mountaintop campus of Lehigh University
116 Research Drive, Solarium on the 4th Floor, Room 4408
Bethlehem, PA 18015

Agenda

This is a joint meeting with the Lehigh Valley Business Executive Networking Meeting.

1. Attendees will get a chance to deliver their two-minute elevator speech
2. Share recent successes and failures
3. Present networking requests
4. Discuss job search questions and concerns
5. Apprise the group of any new searches, requests, etc. that they have become aware of

Preparation:
1. Bring a name tag to wear and a "name" tent card to place on the table in front of you
2. If you represent a business, please bring business cards

Attire: Business casual

Directions

Directions:
http://nep.benfranklin.org/about/contact/directions-ben-franklin-techventures-and-headquarters/

Kansas City, KS Feb 20, 2018

Time

6:30 PM to 8:30 PM

Location

CBIZ  
700 W 47th Street, #1100
Kansas City, MO 64112
(816) 945-5500

Agenda

Business Meeting

Topic: Impress your boss with tax savings ideas

The CBIZ Tax Incentives Group will show us some of the great opportunities to save taxes and earn credits for your companies, in both Kansas and Missouri.

Please bring:
- Personal Contact cards
- Name Tag
- A Friend who might be interested in joining The FENG!

Dress: Business Casual

Directions

- Do NOT park in CBIZ underground parking or you will be locked in. Instead use the free parking garage across the street.

-www.google.com/maps/place/CBIZ/@39.0427873,-94.5973385,17z/data=!3m1!4b1!4m5!3m4!1s0x87c0efb7dbadbd89:0xe7412970cbfc6aa1!8m2!3d39.0427832!4d-94.5951445

Boston, MA Feb 21, 2018

Time

7:30 AM to 9:30 AM

Location

Morse, Barnes-Brown, Pendleton, 230 Third Avenue, Waltham
at CityPoint 4th Floor Conference Room

Agenda

What the heck is “digital” and what does it mean for YOU? Today’s CFO is playing a crucial role in digital transformation. Whether you are now looking for a new job, or are between searches, this presentation will ground you in the leading edge technology topics CEOs expect you to know about. Once defined as the head of the accounting and finance functions, the CFO’s role has expanded beyond this traditional definition to a true corporate leader. The modern day CFO has a deeper impact on added components of an organization including: people, process, technology, reporting and risk. As the technology platforms and risk environment in which a company operates continue to transform, so does the role of today’s CFO. This presentation will give insight into what “digital” is and how it’s impacting the middle market and the modern-day chief financial officer. It will also explore some incremental and transformative technologies that can be leveraged to capitalize on digital innovation.”

7:30 AM – Coffee/Juice & Light Networking
8:00 AM – Introductions & 30 Second Elevator Pitches
8:15 AM – Presentation & Interactive Discussion on Networking and the Job Search Process
9:00 AM – Wind-down, and Final Networking Discussions
9:30 AM - Adjourn

Speaker's bio:
Bill serves as RSM’s national management consulting leader, a role he’s held since 2015. He is responsible for setting the strategic direction of management consulting and ensuring the practice employs the latest technologies, methodologies, and approaches to assist RSM’s middle market clients in improving performance.

Bill joined RSM in 2010, with the firm’s acquisition of Caturano and Company. He speaks frequently to professional and industry groups on topics that include digital transformation, strategy, technology trends, outsourcing and risk management.

Directions

230 Third Ave is conveniently located off of Exit 27, Winter St/Third Ave in Waltham on Rte 128. There is free parking in the garage below the building that overlooks Rte 128.

Denver, CO Feb 21, 2018

Time

5:00 PM to 7:00 PM

Location

6300 S. Syracuse Way, Suite #120,
Englewood, CO 80111

This Legacy Cascade building on South Syracuse between East Caley Avenue and Peakview Avenue.

Agenda

Topic: Use LinkedIn to Enhance Your Professional Brand
Field of Study: Personal Development
Guest Speaker: Joyce Feustel

Learning Objective
Note: This event is a workshop, please bring your laptop

• Provide examples of good LinkedIn profiles
• Discuss how much information to include in your profile
• Talk about what to exclude in your profile
• Explain how to tie your profile to your resume, but not duplicate your resume
• Mention the importance of references and number of people linked to your profile
• Advise on the best level to be a member of LinkedIn

Bio
Joyce Feustel is a social media tutor and trainer who makes using social media simple, easy and fun. Through her business Boomers’ Social Media Tutor, she provides one-to-one tutoring sessions and group trainings to a wide range of clients, organizations and companies in the Denver metro area.


* * *
This is an intermediate level group live lecture presentation and do not require any advance preparation or pre-required education. The free registration can be made in advance online or the day of the presentation. Attendance is free so no refund is offered.
* * *
Complaint Resolution Policy: Please contact FENG Colorado Chairman George Thomas gxthomas@gmail.com or Co-Chairman Jaime Velasco jaicevel@hotmail.com.
Note: FENG Colorado has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy.
* * *

Future Denver Meetings:

1. March 2018 - How 2018’s Markets Might Impact YOU (Alexander Aubrey)
2. April 2018 – Social Event
3. May 2018 - TBD

Directions

Miami (Fort Lauderdale), FL Feb 21, 2018

Time

6:00 PM to 8:00 PM

Location

Right Management
1301 East Broward Blvd.
Suite 200
Fort Lauderdale FL 33301

Agenda

Speaker Connie Chiara, President & CEO, Corporate Benefit Partners
Topic: Negotiate Your Best Possible Price Group Health Insurance – How the Market Really Works

Our meeting will run from 6 pm till 8 pm as usual on the third Wednesday of the month.

Bring business cards and plan on networking. Please note:
- Attendance is limited, but all are welcome.
- Bring business cards and plan on networking.

Directions

Broward Blvd. EAST to NE 13th Avenue, turn left and pull into parking lot on right. There is plenty of parking so please observe the parking signs.



San Jose/Silicon Valley, CA Feb 21, 2018

Time

6:00 PM to 8:00 PM

Location

The San Jose/Silicon Valley Chapter

Location:
Robert Half Management Resources, OfficeTeam
2350 Mission College Blvd, Santa Clara, CA 95054

The meeting room is on the second floor and you will need to be escorted because the elevators are badge controlled.

If you are planning to attend, please register to help our hosts plan for their hospitality needs.
Walk-ins are certainly welcome too! Feel free to pop in.

Food and refreshments will be provided.

Silicon Valley Chapter Co Chairs -

David Paul
Ronald Koling
Taj Gulamani

Agenda

Agenda:

6:00-8:00 PM
- Networking with Financial Executives - Greet, meet and eat

- Elevator pitch practice and feedback

- Target Company Round Up - Seek connection vectors for introductions

- Seminar Round Up - other local networking opportunities

Directions

Directions to Robert Half OfficeTeam Santa Clara:

Robert Half Management Resources is located at 2350 Mission College Blvd, Santa Clara, CA 95054. Our meeting is on the second floor and you will need an escort for the elevator because the building has badge access security control. You may text or call one of the co-chairs if you arrive after 6pm.

There is free onsite parking.

https://www.google.com/maps/dir/''/officeteam+santa+clara/@37.2092425,-122.5019576,10z/data=!4m8!4m7!1m0!1m5!1m1!1s0x808fc9939e94d2f5:0x59de71bb64bcce82!2m2!1d-121.9668869!2d37.3870582

Susquehanna Valley, PA Feb 21, 2018

Time

6:00 PM to 8:00 PM

Location

Lee R. Glatfelter Library
Penn State York
1031 Edgecomb Avenue
York, PA 17403-3326

Agenda

YORK

The objective of our meetings is to give each member an opportunity to continually hone their networking skills, meet their peers, share job leads and develop networking opportunities.

Each attendee will get a chance to deliver their two-minute elevator speech, share recent successes and failures, present their networking requests, discuss their job search questions and any concerns they may be struggling with, and apprise the group of any new searches, requests, etc. that they have become aware of.

Please bring at least twenty-five copies of your “one pager”. This should provide your contact information at the top, followed by a brief overview of your background, and finally your target company list and a list of people you would like to meet. They should be handed out to the attendees just before you make your presentation, thus helping them to provide you with targeted assistance and advice.

Please have copies of your resume available to handout to those interested parties who may want to learn more about you or pass it on to individuals they think may be interested in talking to you. Also, bring a nametag to wear and a “name” tent card to place on the table in front of you.

Members of BENG and FEI are also invited to attend.

Directions

https://www.google.com/maps/place/Penn+State+York/@39.951014,-76.704275,17z/data=!3m1!4b1!4m2!3m1!1s0x89c88ecc709b4e31:0x36799e96802630be

Los Angeles (South Bay), CA Feb 21, 2018

Time

6:00 PM to 8:00 PM

Location

Automobile Driving Museum
610 Lairport St.
El Segundo, CA 90245
www.theADM.org

Agenda


Speaker: Justin Wilson
VP State Street Global Advisors

Topic: Economy and the Markets

Networking and a light meal will start at 6 PM.

Thanks to Corporate Strategies, Fisher & Phillips LLP & Retirement Benefits Group for generously sponsoring our events.

Directions

Exit 105 Freeway at Nash. Cross Imperial turn right on Maple, then left on Lairport.

Free parking is available in the Museum lots on either side of the Museum and on the street.

Bergen County, NJ Feb 21, 2018

Time

6:30 PM to 8:30 PM

Location

Robert Half Office
Park 80 West Plaza II
250 Pehle Avenue Suite 502
Saddle Brook, NJ 07663

Agenda

February 21, 2018 – Alex Freund – “3 Cutting Edge Communications You Can’t Afford to Ignore” -Robert Half Offices – Saddle Brook, NJ

Are you overlooked for positions? Ever feel the hiring manager just "didn't get you"? Do you dread the "tell me about yourself" question?

Getting ahead is often the result of getting a leg up, especially in a job search or in advancing in one's career. If you no longer want to be viewed as "one of the pack" but as a unique, sought-after candidate, this seminar is for you.

You know yourself. The challenge is how to communicate who you are in a way that differentiates you from your competition quickly and concisely. Fortunately, there are three types of communication that can create important, strategic advantages for you: 1) the "tell me about yourself" question, 2) the elevator pitch, and 3) the value proposition.

Every interaction is an opportunity to position yourself as the only candidate who should be considered. Too often, the "tell me about yourself" and elevator pitch are often viewed as warm-up or insignificant exchanges of pleasantries - a huge mistake!

You have the ability to shine whether you have 15 seconds or 15 minutes and this seminar will show you how. You will examine the nuances behind communication exchanges and experience how small tweaks can greatly increase the impact of your direct and indirect communications with hiring managers. You will be able to identify the nuances of what is required for effective communications and which communication tool is best in different situations. Plus, a step-by-step template will be provided for each of the 3 tools so that you can create your own compelling communications.

In this seminar, you will:
¬¬
• Discover the hidden intent behind the "tell me about yourself" question
• Understand the purpose of and differences between tell me about yourself, the elevator pitch, and value proposition
• Identify how and when to use each to your advantage
• Be able to create an engaging "tell me about yourself" response, elevator pitch, and value proposition
• Be able to communicate who you are concisely and effectively
• Interact with others confidently and outshine your competition

Known as “The Landing Expert,” Alex Freund helps his clients land new positions and promotions through effective interviewing. As a former director at Honeywell, Sanofi and Tyco International, Alex has hired hundreds.

Currently, Alex is career coach with expertise in improving interviewing and making them confident and comfortable in the interviewing process. Alex has helped more than 700 clients ranging from managers to senior executives and CEOs in a multitude of industries.

Alex is well-known via his volunteering in several job-search networking groups where he is a frequent presenter, conducts workshops on interviewing, effective resumes, and LinkedIn in addition to publishing a blog written specifically for job seekers. Alex also teaches a course for people in transition via the Princeton Adult School and publishes The Landing Expert List, a free directory of job-search networking groups via his website at landingexpert.com.

Alex is a graduate of Cornell University and speaks five languages.


Please reserve your seat for the meetings by signing up at the www.TheFENG.org website under Bergen County Chapter Meetings. I can be reached at the following:

201-919-2607 - Cell
201 337-7554 – Home
646-710-4677 - Office
martylatman@gmail.com

Regards,
Marty Latman

Directions

Please contact Marty Latman for directions:

201-919-2607 - Cell
201 337-7554 – Home
martylatman@gmail.com

Greensboro (Piedmont Triad), NC Feb 22, 2018

Time

4:00 PM to 6:00 PM

Location

Rixster Grill
3815 Tinsley Drive
High Point, NC 27265

Agenda

Strictly Social

27265 Finger food and drinks provided. Bring 5 cans of of food and get a ticket for 2 free drinks.

To Register: Signup occurs through the event hosts' process --

Linked-In Greensboro:
https://www.linkedin.com/groups/665757/665757-6366390070999609344

As a change to our past practices, we are looking to piggyback FENG social gatherings with other networking activities in the Triad. Consider this an active learning experience - get out to meet some new faces and practice networking, all while knowing that there will be other FENG people at the event (so there will always be a friendly face to carry on a conversation).

These 'Strictly Social' piggyback events are an opportunity to extend your connections and meet interesting neighbors.

Directions

https://www.google.com/maps/dir/''/rixster+grill+high+point+nc/data=!4m5!4m4!1m0!1m2!1m1!1s0x8853059b5c1bb52f:0x1e5973f4dbb070fa?sa=X&ved=0ahUKEwi4p9be7q_ZAhUmuVkKHSl7ANgQ9RcIngEwCw

Indianapolis, IN Feb 22, 2018

Time

6:00 PM to 8:30 PM

Location

Castle Creek Conference Center
5875 Castle Creek Pkwy N Drive, Suite 171
Indianapolis, IN 46250

Agenda

Topic: Managing Risk but Creating Capital

Speaker: Stephen B. Fox, Senior Portfolio Management Director and Managing Director of Wealth Management with Morgan Stanley Wealth Management

Agenda:
- 6:00 - 6:45 pm: General Networking
- 6:45 - 7:15 pm: Welcome and Introductions
- 7:15 - 8:00 pm: Our Program
- 8:15 pm: Adjournment

Our Program:
We strive to bring to this group a wide variety of relevant and useful topics throughout the program year. Our programs address personal development, networking, topical education, and skill development for the practicing CFO.

We are pleased to welcome Stephen B. Fox, Senior Portfolio Management Director and Managing Director of Wealth Management with Morgan Stanley Wealth Management. Steve will introduce an opportunity for companies to manage catastrophic (low probability high severity) risk (virtually all CFOs manage risk) in a tax efficient manner utilizing an on-shore captive insurance structure. It’s likely few small and middle-market CFOs have considered this type of sophisticated tax-advantaged opportunity as they typically utilized by larger companies, as Captive Insurance is a risk management solution Fortune 500 companies have been using for decades. Now, successful small and mid-sized business owners are using this tool to help protect and grow their companies. This is a topic every practicing (or aspiring) CFO should become familiar with as a way to maximize a CFOs value to the enterprise and ownership.

A Captive Insurance Company is a licensed insurance company, owned and controlled by a business owner, to tax efficiently protect the business against catastrophic risk. It does the same things as a traditional insurer does – determines risk, issues policies, accepts insurance and pays claims – but the similarities end there.

With a Captive, once claims and operation expenses are paid, premium funds have the potential to grow, often on a tax-advantaged basis. These monies can be paid out as distributions or potentially be used to defray cost of business growth by providing a loan of captive surplus to the operating company.

Speaker's Bio:
Steve Fox, has spent his entire 28 year career with Morgan Stanley. His exclusive focus is on working with private business owners and their companies. He is a Managing Director, and is co-head of a national team – The Brunner Fox Group. Steve has developed extensive expertise in tax minimization and business risk mitigation strategies for business owners. Educationally, Steve earned a B.S. in Finance from Miami University, Oxford, OH, and an MBA in Finance/International Business from the Kelley School of Business, Indiana University, Bloomington, IN. He also has earned the prestigious CIMA designation from the Wharton School of Business, University of Pennsylvania

Please note: This is a private meeting. Current or prospective FENG members (having 15+ years of finance experience) are invited to attend.

Donations: We will have a donation jar at the meeting please help us make this work by contributing.

Sponsor: Vaco Indianapolis
Because we won’t have food service at this location, VACO has graciously offered to order food and provide refreshments. To make sure we have enough food, but not too much, please register.

Please help us thank our chapter sponsor:
For a combined 50 years, we've done all the worrying for you. VACO Indianapolis has the experience, resources and connections to find even the most specialized talent. Our tenure in the market means we’re always in the loop - gauging the pulse of Indianapolis businesses, industries and trends. We live and breathe a partnership mentality and go the extra mile to add value in all that we do. We also partner with the community and are involved with the Financial Executives International (FEI), Financial Executives Networking Group (FENG) and SEC Pros.

Directions

https://www.google.com/maps/place/5875+Castle+Creek+Pkwy+N+Dr+%23171,+Indianapolis,+IN+46250/@39.9154239,-86.070221,17z/data=!3m1!4b1!4m5!3m4!1s0x8814b2cca6181e37:0xf7e6c3268bc6cd41!8m2!3d39.9154239!4d-86.0680323

Washington, DC Feb 22, 2018

Time

6:00 PM to 8:30 PM

Location

Robert Half Management Resources
Tysons Corner
1751 Pinnacle Drive, Suite 1600
Mclean, VA 22102
Tel: 703.847.1496 ext 50146 (Sean Moran)

Agenda

TOPIC: Successful Communication - Essential Financial Messaging to Boards
CPE CREDIT: 1.0


SPEAKERS: Paul Preziotti, Johnson Lambert LLP and A. Michael Gellman, Fiscal Strategies 4 Nonprofits

Space is limited so you must register!

AGENDA:
6:00-6:30: Networking
6:30-6:40: Call to order, agenda review, announcements, and introduction of host, Sean Moran, Client Service Director – Robert Half Management Resources
6:40-7:45: Presentation - “Successful Communication - Essential Financial Messaging to Boards” by Paul Preziotti and A. Michael Gellman, (including Q&A).
7:45-8:30: 90-second announcements, adjournment

COURSE DESCRIPTION:
Providing financial information and reports to your nonprofit organization's board of directors is a well-known and expected best practice. How this is done varies widely and can too often be performed ineffectively. We will explore with you through case study examples how to effectively provide pertinent and relevant financial information to your board in a manner they can readily understand and use to monitor the health of their organization and advance mission, sustainability and value. Multiple financial management messaging platforms and templates will be provided along with strategies to get buy-in, acceptance and enhance use.

LEARNING OBJECTIVES:
Objective 1: Learn how to isolate financial management factors relevant for effective fiduciary board oversight and enhance resource management

Objective 2: Discover why financial over messaging to your board is just as dysfunctional and damaging as not delivering
financial reports to your board

Objective 3: Learn how to assemble a package of board financial reports that best
allows boards to meet their dual roles of fiduciary management and advancing mission and value



SPEAKER BIOS:
Paul Preziotti, CPA, is a Principal for the multi-office CPA firm, Johnson Lambert LLP. He is
responsible for providing audit, consulting services and engagement management to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Additionally, Paul is responsible for the oversight and coordination of our firm's internal training for the not-for-profit niche. Paul received his Bachelor of Science in Accounting and Bachelor in International Business degrees from the University of Maryland, and he joined Johnson Lambert after graduating. He is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He was also recently appointed to the 2016 AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year. Furthermore, he is a past chair for the GWSCPA's Nonprofit Finance & Accounting Symposium. Additionally, Paul serves as a board and audit committee member for Food for Others, as a board and audit committee member for St John's Community Services and on the AICPA's Uniform Accountancy Act Committee.

A. Michael Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations and a founding principal partner for Fiscal Strategies "4" Nonprofits where the primary
focus is helping legacy organizations and new organizations build and achieve a sustainable and financially healthy future. Mr. Gellman was a former 20-year Shareholder for Rubino & Company, Chartered, CPA's and Consultants. Mr. Gellman has been designing, installing, interpreting and teaching budget and projection based systems and financial management systems for over 30 years. He has conducted numerous seminars and has written articles on budgeting, reserve and investment policies, financial management, fiscal sustainability, leading economic indicators for nonprofits, and the impact on governance and transparency and accountability. Organizations and Institutions Mr. Gellman has spoken before include; American Institute of Certified Public Accountants (AICPA), Greater Washington Society of CPA's (GWSCPA's), and numerous nationally recognized nonprofit organizations. Mr. Gellman teaches courses and has made presentations for Georgetown University, George Washington University, Virginia Tech, State of Maryland Nonprofit Financial Management and Fundraising Workshops, Center for Nonprofit Innovation, Volunteers of America, National Urban League, United States Conference on Aids and many other nonprofit organizations.




CPE Credit: 1.0
LEVEL: Basic
NASBA CATEGORY: Finance
PREREQUISITES: Basic Education in Finance and Accounting
DELIVERY METHOD: Live
CPE SPONSOR: U.S. Transactions Corp Sponsor ID 138278 NASBA

Directions

Google Maps:
https://www.google.com/maps/dir//1751+Pinnacle+Dr+%231600,+McLean,+VA+22102/@38.9212109,-77.2984112,12z/data=!4m8!4m7!1m0!1m5!1m1!1s0x89b64aee22e934b5:0x2e2fe09de9ea37f6!2m2!1d-77.2283712!2d38.9212318

Building is located one block from Tysons II Galleria Mall.

Tulsa, OK Feb 26, 2018

Time

11:45 AM to 1:00 PM

Location

Hideaway Pizza
Cherry Street, 1419 East 15th Street
Tulsa, OK 74120

Agenda

Informal Networking Luncheon

The objective is to give each member an opportunity to continually hone their networking skills, meet their peers from various disciplines, share job leads, ideas, and develop networking opportunities.

This is a great opportunity to meet new people, catch-up with old friends and discuss any issues you have on your mind.

Directions

www.google.com/maps/search/Hideaway+Pizza,+1419+East+15th+Street,+Tulsa,+OK+74120/@36.1326019,-96.0448496,15z

Philadelphia-Suburban, PA Feb 26, 2018

Time

6:00 PM to 8:00 PM

Location

TalentFleX Solutions corporate office
2570 Boulevard of the Generals,
Building 100 Washington Square, Suite X
Audubon, PA 19403

Agenda

The Philadelphia Suburban Chapter has formed a strategic alliance with TalentFleX Solutions , a contingent recruiter and temporary assignment firm lead by Matt Sullivan. Matt has generously made his corporate office available for a Special Meeting in February located at;

TalentFleX Solutions corporate office
2570 Boulevard of the Generals,
Building 100 Washington Square, Suite X
Audubon, PA 19403

The focus will be a dedication to growing and enhancing your professional network!

Join the discussion… Data Analytics & Corporate Performance: What Finance Leaders Need to Know NOW.



Agenda:
6:15pm - Networking
6:45pm - Member Introductions & Chapter Update
7:00pm - Open Discussion - Data Analytics & Corporate Performance: What Finance Leaders Need to Know NOW
7:30pm - Q&A Session
7:45pm - Meeting Wrap Up

Featured Speakers/Moderators:

Matthew Sullivan

Matthew is the President and a co-founder of TalentFleX Solutions (TFX), a business and technology consulting firm offering recruiting solutions in the Information Technology, Data Science & Analytics, Finance & Accounting, and Human Resource fields. As President, Matthew is responsible for the overall strategic direction of the firm. He leads the acquisition of new business and works with clients to find and hire the best talent for their organizations. Matthew has nearly 20 years of experience as a talent acquisition professional and is a trusted business advisor to executives regarding their talent acquisition solutions and strategies to enhance their companies’ human capital advantage.

Brian Felice

Brian has more than 10 years of experience working with mid-market & global 2000 organizations. Supporting the office of the CFO, Brian has helped clients create a vision for financial data analysis, data governance, and planning. Currently Brian works for Anaplan, a SaaS based Planning & Budgeting Application as an Enterprise Account Executive. Prior to Anaplan, he worked for Workiva (NYSE: WK) as an Account Executive supporting Capital Markets and IPO Readiness.

Please plan to join us at this Special Meeting

Best regards,
Tom Pilko





The focus of our meeting is networking. The networking objectives for the meeting are:
To give each member of our group an opportunity to meet with peers, share job leads and create a sharp focus on his or her career search target in the minds of our members. This allows members and guests to provide you with job leads, networking contacts and strategic search advice.

Come prepared to deliver your 2 minute drill (90 second announcement), share your recent successes, describe your job search plans for the next month, and bring job search questions and concerns you may struggling with, so the group may provide you with assistance.

It is important that you bring copies of your target list of companies and people you would like to meet. Also bring enough copies of your profile for other members. These are necessary tools you need so that people will know how to help you.

Attire is business casual.

Directions

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