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.

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.

The Economist offers authoritative insight and opinion on international news, politics, business, finance, science, technology and the connections between them. With a growing global circulation and a reputation for insightful analysis and perspective on every aspect of world events, The Economist is one of the most widely recognized and well-read current affairs publications. A recipient of many editorial and marketing awards, The Economist was recently named the most trusted news source in the 2017 Trusting News Project Report.

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.

Bringing cloud computing to finance and accounting, Sage Intacct is the #1 financial management solution and the only AICPA-endorsed solution for cloud financials. Sage Intacct applications are designed to improve company performance and make finance more productive.

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.

When is enough, enough?

Editorial by Matt Bud from the April 19, 2018 Newsletter

The story goes that if a frog is thrown into a pot of boiling water he will have the good sense to jump out. On the other hand, if you put a frog in cold water and slowly turn up the heat, he will boil to death. (Please don’t try this at home. I like frogs. I am sure you can verify the veracity of this proposition on the Internet somewhere.) There are similar effects in the world for things like allergies. You can tolerate many things to which you are theoretically allergic, however, once you hit some predetermined level, you begin sneezing and your tolerance for the whatever you are allergic to is temporarily greatly lowered and you will [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
London, United Kingdom Apr 23, 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 28th 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

San Francisco, CA Apr 24, 2018

Time

7:30 AM to 9:00 AM

Location

EAST BAY / San Ramon
Robert Half Corporate Office
2613 Camino Ramon, BR3
San Ramon, CA 94583

Agenda

Held on the last Tuesday, 7am-9am

Directions

Chicago (Suburban), IL Apr 24, 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.

Richmond, VA Apr 24, 2018

Time

6:00 PM to 7:00 PM

Location

Tavern 19
600 Founders Bridge Boulevard
Midlothian, VA 23113

Agenda

Please join us for an evening of networking with your peers from various disciplines. This is a great opportunity to meet new people, catch-up with old friends and discuss any issues you have on your mind.

It is important to you in your career to stay connected to The FENG whether you are currently employed or in transition. One can never have enough networking contacts. You need to continually nurture the friendships you make through The FENG. "The Power of Networking. The Power of Friendships." is what we are all about.

Your chapter leadership will be delighted to see you there.

Directions

https://www.google.com/maps/place/Tavern+19/@37.5437376,-77.6868187,17z/data=!3m1!4b1!4m5!3m4!1s0x89b16ef629ba4e7b:0x4e039746cdea221c!8m2!3d37.5437334!4d-77.6846246

Dallas, TX Apr 24, 2018

Time

6:00 PM to 8:00 PM

Location

Bravo Technical Resources, Inc.
Heritage Square I
4835 LBJ Freeway, Suite 1000
Dallas, TX 75244
972-419-1655

Agenda

Topic: Personal Branding Introductions

Speaker:Paula Calise, Principal, Linked Executive Search

Presentation:
Often called Personal Branding, the core concept is introducing yourself to people in a way that the listener understands the essence of your professional life. Once scripted and perfected, your branded introduction is a durable asset. It will serve as your networking introduction, as your LinkedIn profile summary, the opening to your bio, as the professional summary of your resume, and for internal meetings with new partners or executives. Learning objectives include improving your personal pitch and how to hone your branding.

Speaker's bio:
Paula specializes in filling hard to fill positions, completing over 450 searches since founding Linked Executive Search. Paula is known for rapidly finding talent to fill key positions that fit the company, culture and team effortlessly – delivering quality candidates who can step in and immediately produce positive results. Across many professions and industries, Paula often fills jobs that have been open for 6 weeks to 6 months, with others having tried to fill these roles prior to Paula being invited to do so. Named as a 2017-2018 Best of the Best Recruiting Firms by Forbes. https://www.forbes.com/best-executive-recruiting-firms/list/#search:linked

As a hiring manager by profession, Paula fills jobs like her clients would themselves, if they had the time. With years of leadership in sales and marketing from Viscem, TXU Energy, LexisNexis and IBM, she brings a wealth of placement experience and knowledge to every client Linked Executive Search serves.

Paula is a frequent speaker and instructor. Her two areas of concentration are career development/job search skills and personal branding. Among other venue and organizations where she speaks, she is an instructor in the Cox Business School's Business Leadership Center and the Executive MBA program, both at Sothern Methodist University, and the UTD EMBA program for mid-career professionals.

Paula earned an undergraduate degree in HR from the University of Connecticut and an MBA from the University of Houston. She is actively involved in community volunteerism and leadership. Paula serves on the Dean’s Advisory Board at the University of North Texas College of Business. She is a board member of the Dallas/Ft. Worth Retail Executive Association, co-founder of Dallas Executive Women’s Network Group, a founding member and Vice President of The Board Connection, and a former Assistant Vice President of Southwest Higher Education Authority.

ABOUT LINKED:
Headquartered in Dallas, Texas, LINKED, a Calise company, is a leading executive search firm that specializes in filing hard to fill positions, finding the perfect mid-career and executive matches for hard-to-fill management positions. Using a client-friendly business model, LINKED leverages its hiring expertise to identify the best and brightest candidates for its clients. Named as a 2017-2018 Best of the Best Recruiting Firms by Forbes. www.linkedexec.com

Paula Calise
Principal
paula@linkedexec.com
214-316-2519

This is a joint meeting with The FEI.

Directions

http://www.mapquest.com/maps?address=4835+Lyndon+B+Johnson+Fwy&city=Dallas&state=TX&zipcode=75244&latitude=32.926569&longitude=-96.823458&geocode=ADDRESS&redirect=true

The Building is behind the Wyndham Hotel on the northwest side of LBJ and the Tollway.

If you are headed east on 635:
- Take the 22A exit, for Dallas North Tollway (do not get onto the Tollway).
- Turn left at the light after the exit (follow the signs to the Galleria)
- Turn left on westbound access road to 635.
- Turn right at the first road past the Tollway entrance. (If you miss the road you can turn into the Wyndham Parking lot)
- The building says "Imprimis" on the east & west sides and C-Beyond on North and South. We are behind the Wyndham Hotel, just west of the Oxy building.
- You can park in visitors parking to the right side of the building (when you are driving up).
- You may enter from either side of the building from the parking lot. We are on the 10th floor.

If you are headed west on 635:
- Take the exit for Dallas North Parkway.
-Stay on the access road to 635 west (do not get onto the Tollway).
- Turn right at the first road past the Tollway entrance (just at the bottom of the hill, past the Oxy Building) (If you miss the road you can turn into the Wyndham Parking lot)
- The building says "Imprimis" on the east & west sides and C-Beyond on North and South. We are behind the Wyndham Hotel, just west of the Oxy building.
- You can park in visitors parking to the right side of the building (when you are driving up).
- You may enter from either side of the building from the parking lot. We are on the 10th floor.

If you are headed south on the Tollway:
- Take the Alpha Road/Galleria Mall exit.
- Go through the light at Alpha (you will curve to the left just after Great Indoors)
- Turn right at the 2nd light. onto Galleria Road
- We are the third building on the left.
- The building says "Imprimis" on the east & west sides and C-Beyond on North and South. We are behind the Wyndham Hotel, just west of the Oxy building.
- You can park in visitors parking to the left side of the building (when you are driving up).
- You may enter from either side of the building from the parking lot. We are on the 10th floor.

If you are headed North on the Tollway:
- Take the Alpha Road/Galleria Mall exit.
- Turn left to get to 635 west (you will not get onto the highway), and stay in the right-hand lane on the access road.
- Take the first right, at the Heritage Square sign. (If you miss the road you can turn into the Wyndham Parking lot).
- The building says "Imprimis" on the east & west sides and C-Beyond on North and South. We are behind the Wyndham Hotel, just west of the Oxy building.
- You can park in visitors parking to the right side of the building (when you are driving up).
- You may enter from either side of the building from the parking lot. We are on the 10th floor.

Houston (The Woodlands), TX Apr 25, 2018

Time

7:15 AM to 9:00 AM

Location

One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

Agenda

Topic: “A CFO’s Guide to a Capital Market Transaction”

Speaker: Richard (Rick) G. Wilson, Jr., Managing Director, Crutchfield Capital

Agenda:
- 7:15 am – 7:35 am: Networking
- 7:35 am – 7:50 am: Chapter Announcements and Self-Introductions
- 7:50 am – 8:40 am: Speaker Presentation
- 8:40 am – 9:00 am: Networking

CPE Credit: will be available

Presentation:
The discussion will include:
- the current state of the private capital markets
- key factors driving valuations
- developing the financial story
- transaction process demands
- advance planning

Speaker's bio:
As an investment banker, commercial banker and public accountant, Rick Wilson has over thirty years of experience assisting clients in achieving their financial and strategic objectives.

Before joining Crutchfield Capital Corporation, Mr. Wilson served as Managing Director at GulfStar Group and De Bellas & Co. Mr. Wilson began his career as a CPA at Ernst & Young, and later served as Senior Vice President for First City National Bank. He has advised over 100 companies in seller representations, buyer engagements, and valuation and litigation assignments in both growth and distressed situations. His industry experience includes diverse sectors such as human capital and staffing services, energy services, real estate, financial services, and other business services.

Mr. Wilson holds a Bachelor of Science degree in Accounting and a Master of Science degree in Finance from Louisiana State University. He is licensed with FINRA as a General Securities Representative and General Securities Principal.

Rick Wilson
Crutchfield Capital
713.961.0496
rgw@crutchfieldcapital.com


Sponsor: The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houstons Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.

The Talance Group
713-357-9598 office
www.talancegroup.com

Directions

https://www.google.com/maps/place/One+Hughes+Landing/@30.1720425,-95.4723102,17z/data=!3m1!4b1!4m5!3m4!1s0x864736ce2e6a1433:0x97dcfd50d599cb51!8m2!3d30.1720379!4d-95.4701162

Boston, MA Apr 25, 2018

Time

7:30 AM to 9:30 AM

Location

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

(Free parking in the garage below the building that overlooks Rte 128)

Agenda

Topic:

Why CEOs Choose Consulting CFO Firms

This is Part 1 of a two-part series offered by FENG and FEI. Both sessions provide an important opportunity for all financial executives to better understand the market for Consulting CFOs. Many of us are thinking about how serving as a Consulting CFO could fit into our own careers; others are thinking about hiring services of others. Together, these two events will allow you to better understand Consulting CFOs. You will leave with a clearer sense of how you can take advantage of the industry.
Part 1: FENG will sponsor a panel of four Boston practitioner firms, at the April 25 meeting. The panel will include the leadership of B2B CFO, CharlesRiverCFO, Consero and Tech CXO. It will be moderated by Russell Follansbee, a director of high tech banking services at Silicon Valley Bank. You will get to know four of the leading practitioners in the Boston market. You will have a chance to reflect on their firms’ unique business models. Details and a link to registration are below.

Part 2: FEI will host a discussion of setting up your own CFO consulting practice, at the June 5 FEI Careers meeting. This session will be led by Larry Kramer, a Managing Partner of Foundation Management Associates. It will include a panel presentation with Q&A, as well as a light supper and time of informal networking. FENG members are welcome at this event. For details and registration: Link to FEI

FENG, Part 1: Why CEOs Choose Consulting CFO firms
Moderator: Russell Follansbee
Russ is a Director on Silicon Valley Bank’s Technology team in Boston. In his nine years at SVB, Russ has partnered with high growth technology companies at all life stages, from pre-seed to publicly traded. Russ’ team helps entrepreneurs move bold ideas forward and increases their probability of success by offering unparalleled industry expertise alongside targeted financial services. With commercial, international and private banking services, SVB helps address the unique needs of innovators.

Chris Thomajan (TechCXO)
Chris delivers fractional financial leadership to emerging growth, technology companies. Chris has been a CFO for over 25 years in a variety of industries, including: biotech, medtech, software, digital media, Internet services and investment banking. Chris was a founding partner of America’s Growth Capital, a boutique investment bank focused on emerging growth technology companies. Since joining TechCXO in 2007, Chris has worked with outstanding companies such as Mashable, Adheron (acquired by Roche in October 2015), Decibel Therapeutics, Relay Therapeutics, Mascoma Corp., Lycera Corp. Catabasis Pharmaceuticals (IPO in June 2015), and Ektron (acquired by Accel/KKR in December 2014). Connie is co-founder of CRCFO and also leads the strategic direction of the company. She sits on the board of Center for Women and Enterprise (CWE) and formerly on the boards of directors at YWCA Boston, and Massachusetts Growth Capital Corporation (MGCC), she sits on the audit committees for CWE and and MetroWest YMCA. She is on the advisory board of Decision Insight and tweets as CFOBiz and runs a community social media page. Connie advises companies on accounting and finance matters, specializes in M&A, Pre-IPO and SEC, SOX and SAS 115. Previously, she was the Managing Partner of Patina Solutions - Boston Practice, a professional services firm deploying experienced professionals to its clients at the executive and management levels. Prior to that, Connie was the Managing Director of Accounting Management Solutions. She ran both the Boston and New York AMS Business Solutions practices. Previous to that, Connie was the Managing Director of Resources Global Professionals – Boston Office which she helped take public in December of 2000. Connie started her career at Deloitte after graduating from Stanford University

Eric Sockol (Consero)
Eric is a senior executive with strong financial, leadership, and general management skills. Eric served as a Chief Financial Officer for 20+ years of dynamic, growth-oriented companies that range from entrepreneurial start-ups to highly profitable public companies. As CFO of 6 technology companies, Eric’s Industry experience includes online advertising and publishing ,E-Commerce, enterprise SaaS, professional services, software development, large scale distribution and fulfillment and clean energy. Eric is a Managing Director of Consero. Consero provides back-office finance and administrative expertise with integrated software to give clients clarity, scalability and confidence at a fraction of the cost, time and effort of building and maintaining an in-house finance and accounting department. Consero has ~ 450 employees and services ~ 250 customers on a monthly basis.
Leo Casey (B2B CFO)
Leo has 40 +years of broad based financial, operational and general management experience in private and public multinational company roles such as President & CEO, CFO, COO, EVP of Finance & Operations, VP Finance, Corporate Controller, Director of Information Management, Mfg. Controller, Distribution Controller, Sales Controller, Logistics Controller and Manager of Accounting Services. Leo became a Partner at B2B CFO® in May 2009 and has helped business owners in several industries bring their companies to higher levels of success through a proven six-step process, The GamePlan. Leo brings positive energy to his clients/prospects, with uncompromised honesty and integrity, a dedicated focus to becoming part of his client’s culture for the long-term, building value (more cash and more profit) and improving exit options when business owners are ready to transition from their businesses.

FENG Presentation/Agenda:
7:30 AM – Coffee/Juice & Light Networking
8:00 AM – Introductions & 30 Second Elevator Pitches
8:15 AM – Panel & Interactive Discussion
9:00 AM – Wind-down, and Final Networking Discussions
9:30 AM - Adjourn

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.

San Francisco, CA Apr 25, 2018

Time

5:30 PM to 7:30 PM

Location

Robert Half
50 California, 10th Floor,
Golden Gate Conference Room
San Francisco, CA

Agenda

Topic: Leveraging Social Media to Create a Strategic Winning Job Search for the Active and Confidential Job Seekers

Speaker: Paul LoPresto, Metro Marketing Manager at Robert Half, has over 16 years of experience in recruiting, training and management in two of the world’s largest finance recruiting firms. In his last role as Managing Director in Denver, he managed 5 specialized business lines as well as the presidents social media committee. He facilitated training over 70 branches on using social media to maximize business results. He is highly skilled in training individuals to use social media to grow networks as well as enhancing your personal and professional brand.



Also can you please make the change to meeting times to 5:30pm - 7:30pm? This will allow members the first 30 minutes to network and they can stay additional 30 minutes afterwards to network as well.

Directions

Susquehanna Valley, PA Apr 25, 2018

Time

6:00 PM to 8:30 PM

Location

Murray Securus
39 North Duke Street
Lancaster, PA 17608

Agenda

LANCASTER

1. Each attendee 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. Please bring your "one pager" (twenty-five copies).
a. This should provide your contact information at the top.
b. Followed by a brief overview of you and your background.
c. Finally your target company list and a list of people you would like to meet.
2. One Pager should be handed out to the attendees just before you make your presentation, thus helping them to provide you with targeted assistance and advice.
3. Please have copies of your resume available to hand out 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.
4. Bring a name tag to wear and a "name" tent card to place on the table in front of you.
5. If you represent a business, please bring business cards and/or flyers.

Attire: Business casual


Thanks to Pete Wengrenovich for providing the location.

Directions

Parking: There is parking in the rear of the building if you take the Grant Alley back behind the Murray Insurance building. The entrance is in the back also.

https://www.google.com/maps/place/39+N+Duke+St,+Lancaster,+PA+17602/@40.0391756,-76.3034399,17z/data=!3m1!4b1!4m2!3m1!1s0x89c624ed07e01471:0xc5337a9fe4fec9de

Philadelphia-Suburban, PA Apr 25, 2018

Time

6:00 PM to 8:00 PM

Location

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



Agenda

Host
Matt Sullivan CEO, TalentFlex

Speaker:

Tips for Personal Branding on LinkedIn – Presented by Chadd Balbi, Talent Acquisition Consultant

Join our interactive session lead by talent acquisition expert and blogger, Chadd Balbi of ORS Partners, on creating your personal brand as a thought leader in the financial industry on LinkedIn.

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

Agenda:

6:15pm - Networking

6:45pm - Member Introductions & Chapter Update

7:00pm - Open Discussion - Q2 2018 Job Market Outlook

7:30pm - Q&A

7:45pm - Meeting Wrap Up

Directions

Miami (Palm Beach/Treasure Coast), FL Apr 25, 2018

Time

6:30 PM to 8:00 PM

Location

Okeechobee Boulevard Branch Library
5689 West Okeechobee Boulevard
West Palm Beach, FL 33417

Agenda

General Networking

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

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.
As always, this is a great opportunity to network, practice your "elevator" speech with fellow FENG members.

Practicing your 90-second announcement 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 bring:
- Name Badge
- Personal Contact cards
- Resumes
- Your 90-second elevator speech

Attire: business casual

Your chapter leadership will be delighted to see you there.

Directions

From I-95: Travel to Okeechobee Boulevard (Exit 70). Drive west on Okeechobee Boulevard (approximately 3-1/2 miles), past Haverhill Road. Library will be on your right, next to Dunkin Donuts.

From Florida’s Turnpike: Take the Okeechobee Boulevard (east) exit off of the Turnpike. Drive east on Okeechobee Boulevard (approximately 1/4 mile). Library will be on your left, next to Dunkin Donuts.

Long Island, NY Apr 25, 2018

Time

6:30 PM to 8:30 PM

Location

Grant Thornton –
445 Broadhollow Road,
Suite #300
Melville, NY 11747

Agenda

TBD

As always, be sure to bring about 15 copies of your resume; a supply of business cards may come in handy for networking as well. Please polish your 2 minute 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.

We plan on starting the meeting promptly at 6:30 PM, but attendees may begin to arrive anywhere from 6:00 PM for informal networking.


Directions

Houston (Katy/Sugar Land), TX Apr 26, 2018

Time

7:30 AM to 9:15 AM

Location

Fellowship Church
22765 Westheimer Parkway
Community Room
Katy, TX 77450
www.thefellowship.org

Agenda

Topic: Franchise Workshop

Speaker: Cynthia Mora, Franchise Specialist

Agenda: 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.

Presentation:
Many experienced and talented individuals are deciding to take more control of their careers, financial objectives, and personal goals by going into business for themselves.

If you are considering business ownership then this seminar is for you.

The following topics will be discussed:
- Why do people consider business ownership?
- What is the risk involved in owning your own business?
- What’s the best path: starting from scratch, buying an existing business or investing in a franchise?
- What does it cost to start a franchise?
- Why does franchise ownership work for people transitioning out of corporate America?

FranNet offers a no cost franchise consulting service matching individual goals, skills, and financial qualifications with carefully screened franchise opportunities.

Speaker's bio:
Cynthia Mora has been involved with the franchising industry for over twenty years starting with her broadcast career where she worked closely with many national and international franchise companies, such as McDonalds, KFC, Pizza Hut, and Subway to name a few, helping them develop and execute marketing and promotional plans.

Six years ago, Cynthia decided to follow her dream of business ownership and started her own marketing firm. Having created a business from scratch, Cynthia has a great appreciation for the advantages that franchises offer. Leveraging the understanding she gained from years of working in the franchise world as well as her experience as a business owner, Cynthia has excelled as a FranNet Franchise Specialist, walking clients through the process and assisting them in discovering the benefits of franchise ownership while making clear the challenges and limitations. Cynthia has built a solid reputation in Houston with a very loyal client base who see her as a trusted partner always looking out for their best interests.

What Cynthia has to offer her clients:
Cynthia will work closely with you to understand who you are; not just your work experience and skills, but also your personal goals, values, and interests. She will then coach you through the FranNet Four Step Research Process that matches you, the client, with franchise opportunities and ensures that you get the information you need to make the best decision. Cynthia's goal is to match you with the best and most affordable franchises that coincide with your strengths and resources. Plus, her services are free! Contact her today to get started!

Cynthia Mora
Franchise Specialist
2000 North Loop, Suite 160
Houston, Tx 77018
(713) 589-9699
cmora@frannet.com
www.frannet.com

Directions

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.

https://www.google.com/maps/place/22765+Westheimer+Pkwy,+Katy,+TX+77450/@29.7336737,-95.7629392,17z/data=!3m1!4b1!4m2!3m1!1s0x864120dd5c0aecd5:0xd2d51cd9ec9ed006

Indianapolis, IN Apr 26, 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: What haven’t you heard about the new tax law?

Speaker: Chad L. Halstead, JD, partner in Katz, Sapper & Miller’s Tax Services Group

Presentation:
The Tax Cuts and Jobs Act of 2017 signed into law last December provided a major overhaul to the previous tax legislation. While the prepayment of state taxes was widely covered by the media, the tax bill provides for many other changes to the previous law that are important to mention but may have gone largely unnoticed. Let’s take a closer look at some of the new tax bill changes and the effect they may have on your 2018 tax planning.

Our Speaker:
Chad Halstead is a partner in Katz, Sapper & Miller’s Tax Services Group. With a strong background in analytical research and technical review of federal tax issues, Chad identifies innovative solutions to minimize taxes for his clients. He regularly guides clients through the development and implementation of tax structures from which government incentives can be received on a tax-free or tax-deferred basis. This experience spans the country, providing Chad unique insight into the nuances of dealing with local economic development entities and their advisors. He is a frequent speaker and author on this issue. Additionally, Chad is a member of the firm’s Restructuring and Bankruptcy Services Group, where he designs strategies to exclude or defer the recognition of income due to debt forgiveness. Chad has consistently employed pre-bankruptcy and pre-debt workout strategies that have minimized or eliminated potential tax exposure for his clients.

Chad graduated magna cum laude with a Bachelor of Science degree in business administration from Indiana University, and he received his Juris Doctorate from Indiana University Maurer School of Law. He is a member of the Indiana State Bar Association and Indianapolis Bar Association, where he serves as chair of the Tax Section. Chad is admitted to practice law in the state of Indiana

Please help me 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.

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

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.

Vaco Indianapolis
Consulting Contract Direct Hire Solutions
8720 Castle Creek Pkwy, Suite 321 Indianapolis, IN 46250
317.712.3047
www.Vaco.com

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

Tulsa, OK Apr 30, 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

San Diego, CA May 1, 2018

Time

8:00 AM to 10:00 AM

Location

PricewaterhouseCoopers (PwC)
5375 Mira Sorrento Place, Suite 300
San Diego, CA 92121

(in Sorrento Mesa)

Agenda

Topic/Speaker: TBA

Meetings are for members, prospective members and invited guests only. For non-members, RSVP is required by writing to chapter chair, Dan Ruchman at DRuchman@aol.com. Please include a one or two sentence description of who you are, and your interest in attending the meeting. Thank you.

CPE Credits: Reminder for those members maintaining their professional certifications - we offer the documentation for Continuing Professional Education (CPE) credits for our speaker presentations. For those members interested in this, you may complete the appropriate forms, which we'll have available at the meeting, for 1.0 hours of CPE credit

Sponsor: Breakfast refreshments will be provided by sponsor - TBA.

Directions

http://maps.google.com/maps?f=q&source=s_q&hl=en&geocode=&q=5375+Mira+Sorrento+Place,+San+Diego,+CA&aq=0&sll=37.0625,-95.677068&sspn=39.729049,92.724609&ie=UTF8&hq=&hnear=5375+Mira+Sorrento+Pl,+43;San+Diego,+California+92121&z=16

PwC is near the 805, just off of Scranton Road, a block north of Mira Mesa Boulevard, close to Qualcomm and Karl Strauss.

- Just off of 805 and Mira Mesa Blvd.
- If coming north on 805, exit Sorrento Valley Road
- Go straight at the signal and turn into the driveway for the two buildings you see on the right
- Once in the garage, drive to the left to the second set of elevators, to the East Tower.
- Take the elevator to the Plaza level and then switch to the bank of elevators to the 3rd floor.
- There is ample free parking in the garage or in the adjacent parking lot near the Scranton/Mira Mesa Food Court.
- Parking is Free.

Mexico City, Mexico May 1, 2018

Time

8:00 AM to 9:00 AM

Location

http://pegaso.anahuac.mx/radio/
Radio Anáhuac
Universidad Anáhuac México Norte
Or: AM 1670/1670 de AM

Agenda

Topic: The plastic industry and its performance in Mexico

Speaker: Tomas Rodriguez, CEO of Interplastic

Directions

Phoenix, AZ May 1, 2018

Time

3:30 PM to 5:00 PM

Location

First Western Trust Scottsdale
7025 North Scottsdale Road, Suite 100
Scottsdale, AZ 85253

Agenda

Topic: Fast Acting, Results Based Advice to Beat Procrastination and Boost Productivity

Speaker: Arnold Hickey, Senior Advisor, Quantum Leap Business Advisors

Presentation:
Presented by Arnold Hickey, this dynamic and motivational presentation is like switching on a light. You’ll discover the most important areas of your business to focus on to put more profit in your pocket this year. You can use these practical insights to accomplish better results immediately!

Speaker's bio:
Arnold Hickey took the opportunity to apply his team building expertise to the world of Commercial and Residential Real Estate first in his native Edmonton and most recently in the competitive Phoenix Arizona market. During the past 18 years Arnold has owned and operated 2 real estate brokerages and a mortgage lending company where he has hired and trained nearly 100 licensed real estate agents. After completing the Quantum Leap training and seeing the results in applying it in his own life, he knew that he had to bring this Quantum Leap business advisors platform to the market place and train other business owners in 10 Core success factors including lead generation, sales, margin increase, team, systems and much more.

Arnold Hickey
Quantum Leap Business Advisors Arnold@quantumleapbusinessadvisors.com
Phone: 602-346-1032
Phoenix, AZ

Directions

https://maps.google.com/maps?q=First+Western+Trust+Scottsdale,+7025+North+Scottsdale+Road,+Suite+100&hl=en&sll=41.172425,-73.278118&sspn=0.121979,0.338173&t=h&hq=First+Western+Trust&hnear=7025+N+Scottsdale+Rd+%23100,+Scottsdale,+Arizona+85258&z=16

Montgomery/Bucks County, PA May 1, 2018

Time

6:00 PM to 8:00 PM

Location

Giant Food Store
315 York Road
Community Room, 2nd Floor
Willow Grove, PA 19090

Agenda

The meeting will start at 6:00 P.M. 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.

BE SURE TO BRING YOUR RESUME OR ONE PAGE MARKETING PIECE! As well as a name badge and name tent for the table.

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

Your chapter leadership will be delighted to see you there.

Dress: business casual

Directions

www.google.com/maps/place/GIANT+Food+Store/@40.1465518,-75.1169542,17z/data=!3m1!4b1!4m2!3m1!1s0x89c6b02e97c28a7b:0x65d3c7d67d14a03

Energy & Natural Resources May 2, 2018

Time

7:00 AM to 8:45 AM

Location

Cafe Express
1101 Uptown Park Boulevard
Houston, TX 77056

Agenda

Energy SIG meeting

Topic: TBD


Coffee provided by our sponsors, Manhattan Resources.

Directions

West Loop and Post Oak in Uptown Park

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