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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.

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.

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They aren’t making any more of it

Editorial by Matt Bud from the January 16, 2018 Newsletter

Ah, that very useful invention of mine, the day stretcher. If only it actually worked. Not only doesn’t it work, but it would also appear that there is nothing one can do about time that is lost. Once time has passed, it is gone. (When sailing, it is similar to what I call the sploosh syndrome, which I apply to anything that falls over board that doesn’t float.) It is a shame we can’t make our days longer or actually make up for lost time, but it is one of those “facts of life” that we can’t do anything about. All that is left for us to do is to make the best use of the time we have each [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Denver, CO Jan 17, 2018


5:00 PM to 7:00 PM


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

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


Topic: The Role of Power in Leadership

Field of Study: Personal Development

Guest Speaker: Vanita Bellen

Learning Objective
• Explore the definition of power in the 21st century
• Describe the seven bases of power
• Explain the forces effecting the use of power in the workplace
• Review ways CFO’s are applying power in business
• Describe techniques to enhance power styles

Vanita Bellen is an executive coach and leadership consultant with more than 25 years of experience in human resources, organizational development and served as a senior leader in healthcare organizations. She blends neuroscience, systems theory, change principles, and world class leadership theory and practices to expertly support her clients in uncovering new ways of thinking that enhance their effectiveness as leaders. Vanita hold a professional designation in coaching, is a Neuro-Linguistic Program (NLP) practitioner and a certified mediator. She teaches at the University of Denver at the graduate level in Strategic Human Resource Management and Healthcare Leadership programs and is a published author.

* * *
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 or Co-Chairman Jaime Velasco
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. February 2018 - Use LinkedIn to Enhance Your Professional Brand (Joyce Feustel)
2. March 2018 - How 2018’s Markets Might Impact YOU (Alexander Aubrey)
3. April 2018 – Social Event


Cincinnati, OH Jan 17, 2018


5:30 PM to 8:00 PM


Kenwood Towers
8044 Montgomery Road
1st Floor Conference Center
Cincinnati, OH 45236

There is plenty of FREE parking available both inside and outside the building.



Basic Framework of Meeting:
5:30-6:00 PM - General Networking
6:00-6:30 PM - Introductions/9-second announcements
6:30-7:30 PM - Speaker Presentation
7:30-8:00 PM - General Networking

Festivities begin at 5:30 pm.

Pizza and refreshments will be provided by our friends and colleagues at Vernovis.

An evening not to be missed. I look forward to seeing as many of you as can make it.

Basic Framework of Meeting:
5:30-6:00 PM - General Networking
6:00-6:30 PM - Introductions/9-second announcements
6:30-7:30 PM - Speaker Presentation
7:30-8:00 PM - General Networking


Intersection of I-71 & Montgomery Road

There is plenty of FREE parking available both inside and outside the building.

Miami (Fort Lauderdale), FL Jan 17, 2018


6:00 PM to 8:00 PM


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


Randy Friedlander, Senior Vice President, Wealth Advisor and a Senior Investment Management Consultant at Morgan Stanley
Topic: Randy will be giving us valuable insight from Morgan Stanley’s 2018 investment outlook. Attendees will gain knowledge from a well-versed resource and an opportunity to ask investment questions.

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


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 Jan 17, 2018


6:00 PM to 8:00 PM


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


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 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.''/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 Jan 17, 2018


6:00 PM to 8:00 PM


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



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.


Los Angeles (South Bay), CA Jan 17, 2018


6:00 PM to 8:00 PM


South Bay Ford
5100 W. Rosecrans Avenue
Hawthorne, CA 90250


Plan to join us for our January meeting at our new, freeway close venue, South Bay Ford.

Dianne Savoie, founder of Luminosity Coaching LLC, will discuss how to choose a corporate coach and the tangible ROI from corporate coaching.

Full details are posted on EventBrite.

Tickets ($10) are mandatory due to the secure location. RSVP and purchase your tickets on EventBrite if you plan to attend:

Guests and potential new members are welcome when accompanied by a member.

Networking and a light meal will commence at 6 PM.

One hour of CPE credits is available for those who need it.

The meeting will take place January 17at SOUTH BAY FORD. SOUTH BAY FORD is located at 5100 W Rosecrans Ave., Hawthorne. DO NOT PARK ON THE DEALERSHIP LOT- see parking map below.

Thanks to our sponsors: Retirement Benefits Group, Fisher & Phillips and Corporate Strategies Inc. for their ongoing support and to South Bay Ford for providing the venue.

Remember to bring your name badges (templates attached).

About the venue:
South Bay Ford - 5100 Rosecrans Avenue (at the 405 Freeway)
Secure floor; Tickets required
$10 Fee - Please register here
Parking lot is behind the dealership (see map below)
Enter through the side (service) door – follow signs
No smoking on the dealership property
Be on time.

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.


Exit 405 Freeway at Rosecrans. One block east turn right on Ocean Gate, then right on Court Way

Free parking is available in back of the dealership to the right of the former Sports Authority store. DO NOT PARK IN THE DEALERSHIP LOT.

Bergen County, NJ Jan 17, 2018


6:30 PM to 8:30 PM


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


January 17, 2018 – Ted Gerber – “Influencing, Negotiating and Managing Conflict as Core Competencies to Effective Transition into a New Role” -
Transitioning into a new CFO or senior financial executive role is not always easy. Often many executives find they have difficultly acclimating to a new organization and culture. This is often why these executives do not succeed in staying with their new organization. Staying in the job not only getting the job is critical. Developing key stakeholder relationships and on going alignment with their changing expectations are essential for success. A key critical skill to build strong stakeholder relationships is the ability to influence, negotiate and manage conflict effectively.

The presentation will focus on the evolving role, challenges and expectations for the CFO and other financial executive level positions, the real and self imposed barriers that get in the way of increasing effective influence and negotiating internally. It will also focus on how to more effectively apply the necessary skills to break down the barriers and align with key stakeholders at the beginning of a new job and organization to ensure success. Lessons learned from many years of coaching CFO’s and other financial executives will be used to address these challenges and provide concrete skills to insure effective transition into a new role.

As a organizational development consultant, executive coach, trainer and team facilitator since 1989, Ted Gerber has worked with organizations in the United States, Europe, Africa, Canada and Latin America.

Ted’s experience includes assisting executives in addressing and resolving issues in business strategy, conflict management/negotiations, organizational and leadership development, influencing skills and team alignment. His background further includes experience in facilitating strategic planning and alignment sessions with senior management teams.

Ted’s unique skills are based on over twenty-five years of experience as a mediator, executive, consultant, trainer and coach. This has enabled him to assist executives to be more effective leaders by increasing their ability to negotiate, manage conflict and influence others more effectively. He helps individuals and teams strategically and tactically to operate with a win/win mind set to effectively influence others especially in today’s matrix organizations.

Ted has a Master’s Degree in Industrial Relations from the University of Illinois and has worked with companies in a broad range of industries, including financial services, consumer products, food, pharmaceuticals, technology, utilities, consumer health care, hospitality, government, fragrance and manufacturing etc.

Ted can be reached at 201-264-1043 or Ted’s website is

Please reserve your seat for the meetings by signing up at the 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

Marty Latman


Please contact Marty Latman for directions:

201-919-2607 - Cell
201 337-7554 – Home

Memphis, TN Jan 17, 2018


7:00 PM to 8:45 PM


Germantown Community Library
1925 Exeter Road
Germantown, TN 38138
Library telephone (901) 757-7323


Come prepared to present your 90-second introduction. The meeting will end early enough to allow for networking afterwards.

Please be sure to bring your:
- Name badge and tent
- Business cards to exchange
- Resume copies (optional) for distribution
- List of target companies or job leads (for active members)

DRESS: Business Casual


Germantown Community Library:
In the Conference Room, turn right at front entrance.

Houston (Katy/Sugar Land), TX Jan 18, 2018


7:30 AM to 9:15 AM


Fellowship Church
22765 Westheimer Parkway
Community Room
Katy, TX 77450


Topic: “STRIVE – The 6 Step Plan for Effective Career Transition”

Speaker: Doug Thorpe, President & Managing Partner, HeadwayExec

Doug will take you through an easy-to-understand and proven method for enhancing your job search. We will explore these critical elements:
- Finding your passion
- Targeting the opportunities
- Creating a value proposition
- Writing a resume that tells the right story
- Winning at networking and interviewing
- Making the job stick

Speaker's bio:
Doug Thorpe is a leadership advisor for business Owners and Entrepreneurs. He helps busy people discover new heights in their own leadership ability to make a difference. Mr. Thorpe can show you the tools, measurable action steps, and proven ways to improve performance.

He can find any small business owner a MINIMUM of $10,000 in less than 45 minutes… guaranteed… and without spending a cent on marketing or advertising. Using a proven method for evaluating your company, Mr. Thorpe performs a complete diagnostic on you and your skills to determine the exact steps you need to take in order to grow your business from where it is right now to where you really want it to be.

He is an author of "The Uncommon Commodity", his breakout book written in a common sense way, to help managers become better leaders. If you have questions about being a better Leader or feel stuck where you are, you have found the right place to get answers.

His leadership blog at is followed by over 170,000 worldwide. He has been named to multiple Top 50 and Top 100 lists as a most influential leadership blogger.

Mr. Thorpe’s credentials include certification as a John Maxwell Coach and Motivational Speaker. He has presented messages and keynotes to thousands of event attendees.

Doug Thorpe
President & Managing Partner
Phone: 832.998.8309
Mobile: 281.467.5692

The meeting will begin and end with networking, business card exchanges, 90 second elevator speech practice opportunities as well as Resume review drop-offs. The middle of the meeting will be our guest speaker.


Corner of Westheimer & Peek

Parking: There is lots of free parking as well as a great Coffee Shop called Kosmos in the corner of the main Church building where the Community room is located.,+Katy,+TX+77450/@29.7336737,-95.7629392,17z/data=!3m1!4b1!4m2!3m1!1s0x864120dd5c0aecd5:0xd2d51cd9ec9ed006

Baltimore, MD Jan 18, 2018


8:30 AM to 11:30 AM


Ledgent Staffing
36 South Charles Street, Level 2
Baltimore, MD 21201


3 hours of FREE CPE Credit


- ACCOUNTING: Financial Instruments and CECL (current expected credit loss)

- AUDIT: SAS 132, Going Concern

- SMALL BUSINESS: Rev Rec Implementation Part 1

There are only 25 certifications available for each CPE session, so please be sure to secure your space immediately.

Breakfast is provided and the event is a great opportunity to network with local accounting & finance colleagues.


Date: Thursday, January 18, 2018
Time: 8:30 AM to 11:30 AM

Ledgent Staffing
36 South Charles Street
Baltimore, MD 21201

Agenda: 3 hours of FREE CPE Credit

Topics: TBA

There are only 25 certifications available for each CPE session, so please be sure to secure your space immediately.

Breakfast is provided and the event is a great opportunity to network with local accounting & finance colleagues.

- Available in Building Garage

New York, NY Jan 18, 2018


6:00 PM to 8:00 PM


J.P. Morgan Securities
277 Park Ave, 3rd floor
(Just North of Grand Central Terminal) 47th St.
New York, NY 10172


Discover what it takes to create the ideal career and ideal salary!

Some people seem to attract success, power, wealth and the job of their dreams with very little conscious effort.
Others conquer with great difficulty,
and many will fail miserably to reach their ambiltions

During our time together we will discuss:
What's really sabotaging your success?
When did it start?
Identify your strongest subconscious and conscious belief in regards to business/career opportunity.
What are the behaviors and beliefs contributing to either defeat or success?
How to move forward powerfully.

All participants will walk away with clarity and strength needed to
pursue career goals.

Speaker: Jolene Brackett has been providing a variety of consulting services that has helped 100's of people overcome belief patterns that have been obstacles to their success.

Her training in Kinesiology, Emotional Freedom Technique, Personal Development Coaching and Hypnotherapy support clients in achieving their professional goals. Jolene recognizes that building a dynamic career can only happen when you break old patterns and beliefs that no longer support future growth.

Jolene has worked with clients in both Canada and the US as well as appeared on television and radio. Along with a multitude of workshops she hosts throughout the year, she has developed a year long coaching program that creates a powerful foundation that supports you both personally and professionally. On a personal note, she is avid hiker, lover of travel, and runs a food drive in support of her local food bank.


Fort Worth, TX Jan 18, 2018


6:00 PM to 8:00 PM


Fort Worth CPA Society
550 Bailey Avenue, Suite 225, Conference Room
Fort Worth, TX 76107


Topic: Keys to the Executive Job Search

Speaker: Jim Ashworth, Partner with Joseph Michaels International

Check in from 5:30 pm

Jim Ashworth will discuss keys to the executive job search, including some key tips on moving your search forward.

Speaker’s bios:
As Partner with Joseph Michaels International, Jim Ashworth plays a key role in placing senior level accounting and financial professionals with client companies within the North Texas area. Jim is well recognized within our industry as one of it’s top professionals. Jim Ashworth is a long-term member of The Pinnacle Society, a national organization with membership reserved to the top 75 in our profession. Jim’s work ethic, experience and passion for his work have allowed him to take an important role in the development of the consulting team at Joseph Michaels International. Jim is an active supporter of the business and accounting schools of his alma mater the University of Texas at Arlington. With a seemingly endless supply of energy Jim’s “hobbies” include work, community involvement, song writing, grandkids and the occasional round of golf.


Princeton, NJ Jan 20, 2018


8:30 AM to 10:45 AM


510 Nassau Park Boulevard, Princeton, NJ 08540
(609) 514-1456 / phone

Please note that this is NOT the Panera Bread in downtown Princeton. It is the Panera bread near Wegmans.


The FENG Princeton breakfasts are designed for members to get to know each other in a relaxed and informal setting. There is no agenda – this will give you time in a different forum to interact, receive individualized attention, and help each other.

Although the meeting is informal, here’s how we structure it:
• For the first 15 minutes, get your coffee and talk freely amongst yourselves.
• At 8:45, I will make a few announcements. I’ll ask if anyone has something they want to share with the group. Then, everyone will have a chance to say their elevator pitch (no more than 30 seconds, please).
o One of our attendees made the suggestion that everyone who attends should be a job lead or something else to share with the group. I encourage this but will not make a requirement. Anyone who wants to contribute something to the group can do so here.
• Then we’ll split the group into sub-groups of no more than 8-10 people facilitated by a leader. Depending on the number of attendees, we may ask someone to run a group. The group splits will be done on a random basis which facilitates a good mix.
• Within each sub-group, everyone will have a chance to talk about his / her issues and how the group can help, job search problems / opportunities, etc. Come prepared – if you want us to critique your resume or networking document, bring enough copies to distribute. Know what you want to achieve in the time we give you. I expect everyone will have the floor for about 5-7 minutes depending on attendance. In order to facilitate the conversation, I often ask people:
> What is your competitive advantage?
> What do you do differently that marks you out from others?
> How do you provide value?
> What are you known for? What do you want to be known for in a couple of years’ time?

These are a bit like interview questions, but often I am trying to find the gold in your value proposition that might not be as clear to others as it is to you. (Questions taken from a newsletter article – Jan 21, 2014 – provided by Ken Witt, Raleigh FENG Chapter).
• Everyone can stay as long as they want, but the leader will make sure everyone has an equal chance to talk based on the 10:45 break.


I suggest it is best to go to the Panera Bread website for specific directions and maps.

London, United Kingdom Jan 22, 2018


11:00 AM to 1:00 PM


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


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, January 17th 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:, and filling out the form you will find there.


Tube station Barbican

Cleveland, OH Jan 22, 2018


5:45 PM to 7:45 PM


Eton Collection
2nd Floor Conference Room,
28601 Chagrin Boulevard,
Beachwood, OH 44122
I-271 and Chagrin, East of the interchange; The entrance is right next to Stone Oven Café


5:45 to 6:00pm Informal Networking

6:00 to 6:30pm Welcome; Introduction of First Time Attendees; Elevator Pitches; Good News Announcements

6:30 to 7:15pm The speaker will be Mark Young, Meyers, Roman, Friedberg & Lewis

7:15 to 7:35pm Member issues, ideas and requests for assistance

7:25 to 7:35pm Clean-up. Please replace chairs and clean up the room. We must be completely out of the room by 7:40pm.

7:35 to ? pm Adjourn to TAZA for food, drink and additional networking.

Bring plenty of business cards.

Review prior meeting attendee lists and develop a Plan to talk to members that you don’t know well. Bring a new technique or question to the Networking Event to practice in a safe environment. Keep your eyes open for mutually beneficial connections, they’re everywhere.

The best option for parking will be the West Side Market parking lot. It is free and open to the public. The lot is directly behind the brewery.


I-271 and Chagrin Boulevard, east of the interchange.

The 4-5 story building is next to the Stone Oven Café.

Charlotte, NC Jan 22, 2018


6:00 PM to 8:30 PM


Packard Place
222 S Church St,
Charlotte, NC 28202
(704) 248-5660


‘Supply Chain Finance’: What is it, and how tech is unleashing hidden profits for mid-sized companies?

Presenter/Speaker: Noam Mani, a serial entrepreneur and a savvy business & technology professional. Throughout his career, Noam launched successful tech companies, helped managements & boards of multinational corporations boost results and served at elite technology units at the Israeli defence forces.

Today, Noam is CEO of Quartix (, a Charlotte based Fintech company making ‘supply-chain finance’ available to mid-sized companies too. Quartix is a graduate of Queen-City Fintech, a technology accelerator sponsored by Bank of American and Wells Fargo.

Please remember: This is not Tom Maupin’s Chapter, this is your Chapter. Please come to this meeting and bring a fellow FENG member.

RSVP Acceptance and payment are required as we have limited seating. Please RSVP acceptance through The FENG website ( Please call Tom Maupin at 704-756-6609 or email: should you have trouble going through the website.

Please call Tom Maupin on his cell phone (704) 756-6609 if you get lost or need additional information on the meeting.

Monthly chapter meetings are on the second Monday of the month, are casual and generally last an hour providing members time for 1:1 networking or small group gatherings for dinner or cocktails afterwards.

We would like to spend the first 30 to 60 minutes doing our rounds of introductions and network leads and then adjourn to a mutually agreed upon location for adult beverages and conversation.

Please mark your calendars and plan to attend!

The regular meeting agenda will include:

1. Introductions for first time attendees and exchange of resumes (bring 15 copies of your resume to share, or a brief objective and biographical summary). Bring name tent.
2. Sharing your 60-second announcement (optional).
3. Share individual search and success stories.
4. Share leads - Please make an effort to identify potential leads or contacts to share.
5. Bring your membership list.
6. Please try to be on time though we understand traffic can be a challenge.


Packard Place is located on South Church Street between 3rd & 4th Streets. Church is one way going South. There are parking garages at 4th & Church on both sides of the street. Suggest that attendees access 4th Street, which is one way going West, from Tryon or College and park at either of the garages at 4th & Church. Packard Place will be in the middle of the block on the right side as you head toward Romare Bearnden Park.

Greensboro (Piedmont Triad), NC Jan 22, 2018


6:00 PM to 7:30 PM


Robert Half/Accountemps - host
Shared Conference Room at
202 Centreport Drive
2nd Floor - Suite 220
Greensboro, NC 27409


PLEAS NOTE: Note this is the fourth Monday, the meeting was pushed out a week because of the ML King Holiday.

As Financial Executives we are intimately aware of transitions. Month-end, quarter-end, year-end, etc. are all transition points in our daily professional lives. The ending of a position, for whatever the reason, is a transition point as well. As we move into the New Year let us resolve to be more active in supporting those who are in an active career transition.

Please register and support a member as they transition from Alumni back to Active status.

To Bring: 90 second introduction

Practicing your 90-second introduction in the comfort of your own home is a good thing to do, but it is hardly enough. The missing element is a live audience. The additional benefit is that the live audience you will encounter at a meeting of The FENG will also be a friendly audience so you can improve this important tool.

Please RSVP:
Using the RSVP feature will allow an attending member to:
- Receive a directory of all members who plan to attend. The directory includes their backgrounds from the FENG database.
- This directory can be used for your personal networking during or after the meeting.
- Allow the chapter chair to know how many people will be attending the meeting.

All FENG members, active and alumni, are welcome. Alumni members are also encouraged to attend. Please bring a guest who is interested in joining The FENG.


This is off NC68, just North of the NC-68 intersection with I-40 (in other words, the Airport exit, going towards the airport). After the I-40 stoplights, access to CentrePort Drive is the first stoplight (not too far down the road - maybe a 1/4 mile from the intersection mentioned above). Take an immediate left, the building past the Embassy Suites (not where Robert Half offices are).

Conference room is on the second floor.
Door locks at 6 pm.

Minneapolis, MN Jan 23, 2018


4:30 PM to 8:00 PM


Brookview Golf Course
200 Brookview Pkwy S
Golden Valley, MN 55426

This is a joint meeting with FEI. FENG members who are not FEI members will pay $15.00 to attend the event. Please don't let that stop you from attending this valued added meeting!


FEI Twin Cities Event
Career Management Series
Tuesday, January 23, 2018
Brookview Golf Course

Event Schedule:

4:30-5:45 Registration, Apps & Networking
5:45-6:00 Presentation from Karen Blacik
6:00-7:40 Presentation from Larry Kaufman
7:40-8:00 Cookies, Coffee

Program Overview:
Topic: Introducing and Understanding The Latest LinkedIn Platform: Source Talent, Research Acquisitions, Conduct Due Diligence, Secure a New Career Opportunity & More

Larry Kaufman is a global speaker on LinkedIn and a published author on LinkedIn. LinkedIn continues to evolve and financial executives need to have a presence and understanding of how to use this business networking tool beyond having a profile. Larry will help us better understand the new platform launched in Q1 of 2017. He will discuss specific functionality that will apply to any financial role or level from networking, sourcing talent for finance, accounting and treasury teams, and investigating acquisitions, conducting due diligence and performing proactive and reactive career searches.

Larry Kaufman - LinkedIn

Larry Kaufman is the Managing Director for the Midwest Region for Experis Finance overseeing sales and operations. He has been a global published LinkedIn speaker/trainer for over nine years. Larry has presented to CEO associations, Vistage (Vistage approved speaker), Renaissance Executive Forums, TMA (Turnaround Management Association), AM&AA (Alliance for Merger & Acquisition Advisors), and REIA (Real Estate Investment Association). In addition, he has presented to firms in many industries including the following: M & A firms, private equity firms, real estate, accounting, law, banks, hospitality/hotel industry, manufacturing and distribution industry, transportation, logistics, white glove delivery, construction, engineering, electrical contractors, and commercial flooring. Larry has also spoken to board members and human resource executives and he works with C-level outplacement organizations helping executives leverage LinkedIn to find their next senior level position.

Larry has been in sales and sales/operations leadership roles for the past 28 years. He has hired and developed inside and outside sales forces in healthcare, accounting and consulting firms. Larry has also worked on his own helping small to large companies recruit talent for their organizations, as well as facilitating corporate introductions to expand their client base.


Nashville, TN Jan 23, 2018


5:00 PM to 7:30 PM


Hillwood Country Club
6201 Hickory Valley Road
Nashville, TN 37215


Topic: "Girls, Math and Finance"

Speaker: Maura Cunningham, Founder & Executive Director, Rock the Street, Wall Street

To RSVP: For this meeting ONLY:

- Deadline to register is Thursday, January 18th
- When registering, please let them know you are a FENG member
- Seating is on a first come - first serve basis, and it is limited seating.

Please join us for a joint dinner with the Nashville FEI chapter. There is NO charge for the dinner.

- 5:00 p.m.: Networking/Cocktails
- 6:00 p.m.: Sit Down Monthly/Dinner Meeting
- 6:30 p.m.: Keynote Speaker

Premise: You can draw a straight line from age 9 to adulthood as to why we see so few women participating in financial decisions and entering into financial professions.
- Middle and high school girls underestimate their math capabilities and are still not choosing technical careers where the jobs are growing 20% annually.
- We lose girls in math at age nine in the U.S. This is a uniquely American and Western European problem.
- Researchers have changed their focus to socialization and attitudinal explanations for college majors and career choices. Are parents to be held responsible?
- Women hold a paltry 6.4% of CEO positions in America’s 500 biggest companies.
- Two out of three women state that they know little to nothing about finance.
- Over 80% of teachers in the U.S. self report that they are not competent to teach personal finance.
- Two components of math anxiety
- The study of finance can be fun!
- Women in the financial markets
- The government sector weighs in
- Field Research - What the teachers are telling us
- The three components of the RTSWS program
- Student stock analysis - an example
- What you can do as a financial professional to get more women into finance.

Speaker's bio:
Maura Cunningham is the Founder and Executive Director of Rock the Street, Wall Street, a 501(c)(3) non-profit organization. Maura's span of 25 years of financial services experience includes her beginnings on Wall Street where she worked at Merrill Lynch Capital Markets in Real Estate Syndication, UIT's and Mortgage Backed Securities. Maura then headed south and developed a successful financial planning practice on the east coast of Florida then later in Nashville, Tennessee.

Maura stays current with the market by trading index options. She founded Rock The Street, Wall Street in 2013 when she saw the vast majority of women bewildered by their financial choices and the meager percentage of women leading the financial services sector and S&P 500 companies, currently at 4.6%, a drop from a 40 year high of 5% in 2013. Thus far, Rock The Street, Wall Street, founded right here in Nashville, has introduced the subjects of savings and investments to over 600 girls in both private and public high schools across 5 cities including Chicago, Dallas/Ft. Worth, Memphis, Nashville and New York. Students learn the HOW and WHY of investing, and in the process become more comfortable with financial math.

This past fall, Maura was invited to participate at a STEM (Science, Technology, Engineering and Math) conference at The White House, created a formal partnership with the CFP Board and rang the closing bell at Nasdaq in recognition of her efforts to eradicate financial illiteracy and bring more women into the M of STEM, finance. Rock The Street, Wall Street has been featured in Forbes Magazine, ThinkAdvisor, Business Insider and Accounting Today. In March 2015, Maura was honored in New York City at the Catalyst annual gala.


Chicago (Suburban), IL Jan 23, 2018


6:00 PM to 8:00 PM


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


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

There will be a $5 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.


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.

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