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.

Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. We deliver comprehensive, automated, cloud-based solutions that are fast, accurate, and easy to use. Our Compliance Cloud™ platform helps customers manage complicated and burdensome tax compliance obligations imposed by state, local, and other taxing authorities around the globe.

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

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.

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.

Bringing cloud computing to finance and accounting, Intacct’s award-winning applications are preferred by the AICPA and in use by more than 8,500 organizations. Intacct applications are designed to improve company performance and make finance more productive.

Birds of a feather

Editorial by Matt Bud from the June 27, 2017 Newsletter

We are fortunate in the financial professions to be blessed with a very high degree of transferable skills. Still, the next job for most of us isn’t going to be all that much different from our last one. While it is certainly possible that we will change industries, it is less likely that we will change the skill sets needed in our day to day work. What typically happens in any recession is that certain industries take a downward turn and many of the folks in those industries lose their jobs. It used to be that this was limited to old line industries, but as we have seen in recent years, it can even affect the stars of just last [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Indianapolis, IN Jun 29, 2017


6:00 PM to 8:30 PM


12000 Exit Five Parkway
Fishers IN 46037-7940


Title: What doesn’t kill us makes us stronger. 

Speaker: Michelle Sybesma, Owner, Professional Skills Consulting, Inc. 

- 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 speaker will be Mrs. Michelle Sybesma, long-time owner and lead consultant of Professional Skills Consulting, Inc., and a long-time Fishers resident and community stalwart (Rotary, Chamber of Commerce, etc.). For this evening, however, her message is not primarily professional in nature, but deeply personal.

You see, on August 29, 2015, her husband, Bryan, was involved in a bicycle accident, suffering a traumatic brain injury (TBI), which changed their lives dramatically from that day forward. Michelle and Bryan’s story of the accident, his medical treatment, rehabilitation and recovery (Michelle calls today’s Bryan “Bryan 2.0”), the support network which allowed Michelle and her family to cope and function and the lessons learned from their experience provide meaningful insights for us all as we proceed through life, and face life’s inevitable ups and downs, twists and turns, bumps and bruises. For many of these events and happenings in the road of life, there is no roadmap to follow as we cope, adjust and adapt. Perhaps the best teacher is the experience of others who have faced daunting obstacles and challenges. Although the specific traumatic event is certainly unique to the person, time and place, Michelle and her family’s experience is living proof of the old adage that “what doesn’t kill us makes us stronger.” In this case, literally.

So, come hear the story of a modern miracle in recovery and adaptation. It will be an evening you won’t regret attending.

Please note: This meeting is not open to the general public. Only current or potential FENG members with approximately 15 years of finance experience are invited to attend.

Please help me thank our chapter sponsors:

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.

From a small office in the Hyatt Hotel in downtown Indianapolis, to the Capital Center, the canal and currently our Fishers facility, OfficeWorks has been a leader in delivering tailored solutions to business, government, learning, and healing environments for 32 years. From entrepreneurial startups to large corporations, the OfficeWorks team of 57 employees including 17 dedicated furniture installers, is here to help customers become more successful and help them create great places to work, learn, and heal.


Reno (Northern Nevada), NV Jun 30, 2017


7:00 AM to 8:30 AM


Swill Coffee and Wine
3366 Lakeside Court
Reno, NV 89509


It has been a while since the Reno Chapter has met. Please register and join us for breakfast (BYOB – buy your own breakfast).

The initial meeting will focus on getting to know one another and discuss how we want to move forward with the Chapter.


Monmouth/Ocean, NJ Jul 1, 2017


8:30 AM to 10:30 AM


531 Soloman Way
Freehold, NJ 07728




- For the first 15 minutes, get your coffee and talk freely among yourselves.

- At 8:45, General announcements. 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).
Then we’ll split the group into sub-groups of no more than 10 people with a facilitator for each group. Depending on the number of attendees, we may ask someone to run a group. The group splits will be based on mutual interest: financial services, consulting, manufacturing, accounting, etc..

- 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.

- Everyone can stay as long as they want, but the leader will make sure everyone has an equal chance to talk based on the 10:30 break.

I will update the attendance list for everyone who shows up. It will be available on the website for about a month.

PLEASE BRING: a name-tag, business cards, and copies of your marketing material.

DRESS: informal (jeans are fine)

Please note this is just a few blocks down the street from CentraState Hospital.

COST: This is an informal meeting. We will ask everyone to buy their own coffee and snack and join us at the biggest table we can find.

We look forward to seeing you.

Tom Bocchino
Marty Mussman
Don Sondak


Use the following link for directions to the Freehold Panera Bread:

Minneapolis, MN Jul 3, 2017


7:15 AM to 9:00 AM


Near Pickerman's Deli, Room 140, 701 Xenia Ave, Golden Valley, MN. The meetings are held in a meeting room that is adjacent to Pickerman's Deli


First Monday FENG / FEI Minneapolis Career Transitions Group Networking Meeting

Objective: To connect financial executives who are in transition from different industries, for the purpose of networking toward gainful employment for all attendees. Attendees are all working to find the next opportunity (all jobs are temporary) and we like to encourage everyone who attends to offer up to the group any opportunities that you know about which do not fit your background, or that you have no interest in pursuing.

To-Do's: Please prepare a brief summary of your background to present to the group. Please be prepared to discuss your target industry, size, whether private or public, location preferences; and describe your goal for your next opportunity.

Who Should Attend? This meeting is open to all financial executives including the directors, managers and above that report to the office of the CFO.


The Deli is located in the Golden Hills Office Center Building - Two blocks North of 394 and Xenia.

London, United Kingdom Jul 3, 2017


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, June14th so that Goodman Masson receives sufficient notice to provide the adequate space.

SEATING IS LIMITED TO 10 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

Miami (Palm Beach/Treasure Coast), FL Jul 5, 2017


6:30 PM to 8:00 PM


Palm Beach County Library 
3650 Summit Boulevard 
West Palm Beach, FL 33406


Topic: "Seven Strategies for Peak Performance"

Presenter: Eric Stoller, President of the Les Brown Institute

Eric Stoller Bio:
Prior to becoming President of the Les Brown Institute, Eric was president of Strategic Seminars and Training.

Eric has specialized in creating memorable events and training programs designed to increase personal performance, make new contacts and help companies and individuals reach their goals and dreams.

Eric has over 25 years of expertise in producing seminars and training programs. He has created events such as the Champion Mindset events and the Personal Power Expo. He has delivered over 5000 presentations and seminars in his career.

In addition Eric has worked with the top experts in the field of personal development. Including Brian Tracy, Denis Waitley, Herb Cohen, Jim Rohn, Og Mandino, and Omar Periu and Les Brown.

As president Eric’s goal is to assist new members in building their business and realizing their dreams and to use the experience of the faculty to help members leverage their success.

Les Brown and the Les Brown Institute:
As one of the world’s most renowned motivational speakers, Les Brown is a dynamic personality and highly-sought-after resource in business and professional circles for Fortune 500 CEOs, small business owners, non-profit and community leaders from all sectors of society looking to expand opportunity. For three decades he has not only studied the science of achievement, he’s mastered it by interviewing hundreds of successful business leaders and collaborating with them in the boardroom translating theory into bottom-line results for his clients.

Les Brown and his Team at The Les Brown Institute are committed to motivating and training today’s generation to be achievers and leaders. Bringing together the most powerful group of Professional Speakers, Trainers, and Coaches WORLDWIDE to make a difference across the globe today.

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.


From I-95: Take I-95 to Southern Blvd. (Exit 68), go west to Congress Ave., then south to Summit Blvd. Turn right on Summit Blvd., Library is midway between Congress Ave. and Military Trail on the left.

From Florida’s Turnpike: Take the Turnpike to Southern Blvd., go east to Jog Road, then south to Summit Blvd. Turn left on Summit Blvd. to Library on right.

Philadelphia-Downtown, PA Jul 6, 2017


6:00 PM to 8:00 PM


KPMG Offices
1601 Market Street, 36th floor
Philadelphia, PA 19103


OPEN Networking

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

Please bring about 15 copies of your one-pager to hand out to all attendees as we work together to find new job opportunities, helpful information, and new networking partners to assist you in your career transition.

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

About the chapter:

Our goal is to give each member an opportunity to meet with peers, share job leads and create a sharp focus of your career search target in the minds of our members so they can provide you with job leads and networking contacts.

When arriving, please check in with security in the lobby and indicate that you will be attending the FENG meeting on the 36th floor with KPMG. Take the elevator bank furthest to your left to the 36th floor.

Dress is business casual.


Directions from Route 95 South or North:
Take Central Philadelphia exit. You will be on the Vine Street Expressway. Take the Museum Area Exit off to right. You will be on 22nd Street. Make your 1st right (Ben Franklin Parkway). Make right onto 21st Street. Stay on 21st until you reach Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th Floor.

Directions from Ben Franklin Bridge:
Stay in left lane coming off of bridge. Take Vine Street expressway. Take the Museum Area Exit off to right. You will be on 22nd Street. Make your 1st right (Ben Franklin Parkway). Make right onto 21st Street. Stay on 21st until you reach Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th floor.

Directions from Walt Whitman Bridge:
Stay in middle lane line coming off of bridge. Follow signs for Route 76 West. Take 30th Street Station Exit (Exit #39). Go to second light and make a right onto Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th floor.

Directions from Route 76 West:
Follow 76 West to Vine Street Expressway Exit. Take the Broad Street Exit (stay on the right side). Make right turn onto JFK Boulevard. Stay on JFK Blvd then make a left onto 21st Street. Stay on 21st until you reach Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th floor.


From New Jersey:
Take Patco High Speed Line to last stop(16th & Locust). When above ground, take 16th Street north (next street is Walnut) until you get to Market Street. Smart Devine is located at 1601 Market Street on the 36th floor.

From PA Suburbs & Center City:
The closest train stop to the Smart Devine office is 15th Street. Call Septa at (215)568-7800 to find out best way to get to this stop.

St. Louis, MO Jul 8, 2017


8:00 AM to 10:00 AM


UHY Advisors
15 Sunnen Drive, Suite 100
St. Louis, MO 63143


- 8:00 - 8:30: Coffee & Conversation
- 8:30 - 8:50: Welcome; Agenda; New/1st Time Attendee Introductions; Business Items
- 8:50 - 9:00: Success Stories
- 9:00 - 10:00: Topical Discussion & Tabletop Networking
- 10:00: Formal Meeting Adjourns (Continued Ad Hoc Networking Encouraged)

The primary purpose of Chapter meetings is to provide an opportunity for you to meet, network, and learn from your FENG friends. We normally break into small groups for two or three 20-to-30 minute Tabletop Networking sessions. Session begins with each person taking 60-90 seconds to introduce themselves (strict limit; great "elevator speech" practice for an initial contact with a potential networking source) covering:
- Who I am
- Where I work or worked last
- What I'm looking for
- What I need help with

The rest of Tabletop session is informal conversation focusing on your distinctive competencies, future plans, and target companies, and how FENG members can help in your search. It is especially useful for those in active search to bring resumes and business cards to hand out so your new friends can read about your background and have a record for future network contacts/opportunities.

Dress is business casual. Bring some resumes and business cards to exchange.


2-step driving instructions to UHY Advisors

#1: Print a Google map:,-90.32856&spn=0.007646,0.014462&msid=100518440492906639277.00000111c6999a49b4193

#2: Turn west off South Big Bend Blvd on to Sunnen Drive (into Sunnen Business Park): Go 3/10ths mile west from S. Big Bend (through 2 roundabouts traffic circles). Turn right (north) into the last parking lot on your right just before the metro train tracks (this is past the first parking lot with the UHY sign, which is UHY's front entrance--we enter at UHY's west side door nearest their training room). The Suite 108 entrance is not visible from the parking lot, but it is just left of Suite of 109 which is easy to see from the parking lot. Follow the FENG signs from the Suite 108 door to the UHY training room.

Chicago (Downtown), IL Jul 11, 2017


7:30 AM to 10:30 AM


Salo LLC
560 West Washington Blvd., Suite 230
Chicago, IL 60661

Salo LLC plans to have someone stand by the door towards the beginning as guests are arriving, but will have directions on the window on how to call to get up here as well.


Topic/Speaker -

“Incorporating LinkedIn into your Financial Executive Level Career Transition Strategy for Today and for Tomorrow”
• 2 Hour PowerPoint Presentation and Web Demo

Key Areas Addressed:

♣ Understand the basic to advanced features of LinkedIn.
♣ Learn how to build a powerful individual profile to highlight your industry/finance/accounting expertise, and how define your leadership role from your previous company(s).
♣ Leverage LinkedIn to reconnect and network more effectively with fellow peers, business partners, service and product providers.
♣ Build a world class network through LinkedIn by networking more effectively and efficiently.
♣ And learn more to leverage immediately after the demo and presentation…

LinkedIn Speaker Bio:

Larry Kaufman is the Managing Director for the Midwest Central Region at Experis Finance, Senior Sales Leader and Rainmaker. Larry has been a Global Published LinkedIn Public Speaker/Trainer for over 9 years. He is a past presenter to FENG and he has presented to CEO Associations, CEO Roundtable of Chicago, Vistage (Vistage Approved Speaker), Renaissance Executive Forums, FEI, CFOLG, TMA (Turnaround Management Association), AM&AA (Alliance for Merger & Acquisition Advisors), M & A Firms, Private Equity Firms, The Real Estate Industry, Hospitality/Hotel Industry, REIA (Real Estate Investment Association). He has also presented to Board Members, Human Resource Executives, ITA (Illinois Technology Association), the Manufacturing and Distribution industry, Construction Companies, Engineering Firms, Electrical Contractors, Commercial Flooring Companies, Banks, Insurance and Law Firms.

Larry has been in sales and sales leadership roles for the past 28 years. He has hired and developed inside and outside sales forces in healthcare, banking to consulting firms in the BPO and the accounting industry as well. Larry has also worked on his own helping small, mid-market to larger companies recruit talent to their organizations and helping them with corporate introductions to expand their client base.

We will also do networking amongst members and then a general discussion on job search topics and other topics that members might want to discuss.

We share new ideas on networking/career search topics as well as references/introductions into target company opportunities. We look forward to more interactive discussions for advice to conquer our career search challenges and provide additional introductions/references on opportunities we are pursuing.

Details are as follows:
(1) Business Casual attire is appropriate.
(2) Host is providing beverages and snacks as well as name tags (be sure to thank our gracious hosts!).
(3) Parking –The train is the best option as the meeting location within blocks of Ogilvie and Union Stations. There are two parking lots near the offices: Presidential Towers garage – located on Madison and Jefferson or an open lot at Washington and Des Plaines.
(4) Suggested donation: $0.00 (again, be sure to thank our gracious hosts!).
(5) Bring 35-40 copies of your resume/handbill.
(6) RSVP deadline is Monday, July 10, 2017 at Noon CT.

Please Register:

Members login: this will take you to your personal home page. Check box for this event.

Guests of members are welcome. Register on this link:

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 hope to see you at the FENG meeting. If you have any questions please contact:

Downtown Chicago Sub-Chapter Chairs:

Steve Eschbach
(312) 550-9965

Matt Oey
(312) 255-1887


San Diego, CA Jul 11, 2017


8:00 AM to 10:00 AM


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

(in Sorrento Mesa)


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 Please include a one or two sentence description of who you are, and your interest in attending the meeting. Thank you.

Breakfast and Meeting Sponsor: As usual, we will have breakfast refreshments for all attendees.

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


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.

Los Angeles (Orange County), CA Jul 11, 2017


8:15 AM to 9:15 AM


Webster University
32 Discovery, Suite 250
Irvine, CA
Please park behind the building in deference to the tenants.


Speaker TBA

NOTE: Doors open at 8AM


San Francisco, CA Jul 11, 2017


5:30 PM to 7:30 PM


Robert Half Management Resources
50 California Street, 10th Floor
San Francisco, CA


Food and refreshments will be provided by Robert Half Management Resources.

One (1) hour of Accounting and Auditing (A&A) CPE Credit will be granted to all attendees of the presentation.


5:30-6:00 PM – Networking
6:00-7:00 PM – Presentation
7:00-7:30 PM – Networking


Houston, TX Jul 11, 2017


6:00 PM to 8:00 PM


The Marriott Hotel
1750 West Loop South,
Diamond Room
Houston, TX 77027


TOPIC: Networking for Introverts, Extraverts and In-Between Verts
SPEAKER: 'Absolutely Abby', Abby Kohut, Staffing Symphony

Do you attend networking meetings or company events and walk away feeling like you could have been more successful
in meeting more people? Do you wait for others to approach you? Do you feel anxious when you try to start a
conversation? In today’s world networking isn't just for those NOT working. It’s a powerful personal and professional tool
we can all use to leverage relationships. To advance in your project management career, it's imperative that you get
comfortable with networking. But why just be comfortable when it can actually be fun??? Walk away from this interactive
event knowing:
• How to explain what you do so people will remember you
• Why being specific when asking for help is important
• How to identify the right networking opportunities for you
• What “paying it forward” is all about
• Why networking is simply making new friends
• How to turn your networking magic into long term relationships

Abby Kohut, who is known in the job search world as Absolutely Abby, is the President of Staffing Symphony, LLC and author of "Absolutely Abby's 101 Job Search Secrets." In the past 18 years, Abby held corporate recruiting positions in a variety of industries and is responsible for helping 10,000 people get hired. Her website, which was selected as one of the “Top 100 Websites for Your Career” by Forbes, teaches candidates secrets the Absolute truth about the job search process that other recruiters won't tell you. was also mentioned on CNBC as one of three top websites for career changers. Abby is one of the “Top 100 Influential People Online” according to Fast Company Magazine and is known as "Ask Abby" on LinkedIn. She has provided job search tips on Fox 5, NBC, CBS, ABC, Monster, Real Simple, The Ladders, Bloomberg Radio, and Forbes. Recently, CEOWORLD Magazine rated Abby “One of the Top 25 Women for your Job Search” and Business News Daily rated @Absolutely_Abby as "One of Top 10 Twitter Accounts Every Jobseeker Should Follow". Since 2012, Abby has been on a mission to help one million job seekers and is currently driving around the USA on a nationwide tour to accomplish that goal.

Food and parking courtesy of our sponsors, Donovan & Watkins.

6:00-6:40 Informal networking
6:40-6:45 Chapter announcements
6:45-7:00 New member introductions
7:00-8:00 Abby Kohut

All members and prospective members are welcome! Dress is business casual.


Call 713-547-4400 (For Directions Only)

From the 610 loop & Post Oak Boulevard exit, stay on southbound feeder road. The Marriott Hotel is on the right hand side, just past the intersection with Hallmark Drive but before the intersection with San Felipe. Park in the hotel car park on the south side of the property.

New Orleans, LA Jul 11, 2017


6:30 PM to 7:30 PM


Puccino’s Coffee
Lakeside Shopping Center
3301 Veterans Memorial Boulevard
Metairie, LA 70002


This meeting will be an open networking style with members sharing about themselves, current status, career plans/goals, etc.


Westchester, NY Jul 11, 2017


7:00 PM to 9:00 PM


Hitchcock Church
Greenacres and Walworth Avenue
Scarsdale, NY




The Hitchcock Church is located at the intersection of the Greenacres and Walworth Ave in the Greenacres section of Scarsdale, right off the Bronx River Parkway (BRP). It is also a very short walk from the Hartsdale Station on Metro North’s Harlem Division Line. (It is just up the block and over the Parkway from the northeast end of the station. Enter through the second door up the street doors. We will meet in the Hancock Room.)

By Train: Metro North’s Harlem Division Line to Hartsdale Train Station. Walk to the north end of station, up the hill, and over the short bridge. The Church will be directly ahead of you.

Bronx River Parkway South to Exit 16, make a left at the stop sign and cross over BRP and make a right into Church parking lot. Enter at through the large portal doors.

Bronx River Parkway North to Exit 15, make a right at the stop sign and make a left at the first traffic light. Make another left after next traffic light, proceed downhill around the church and make a left into its parking lot.

From Sprain Brook Parkway, exit for Rte. 100B Dobbs Ferry Road/Ardsley, make a left on exit and go east to the double set of traffic lights. At the second light make a right (after Texaco gas station) and continue east until you pass past Central Avenue and through the village of Hartsdale. After crossing the Metro North tracks and BRP, follow the directions as above for BRP North.

From points East of Scarsdale (including the Hutchinson River Parkway), take Exit 22 off Hutchinson Pkwy, Mamaroneck Road, and make a right of either northbound or southbound exit. Continue on Mamaroneck Road for 2-3 miles until a T intersection (Post Road). Make a left and an immediate right onto Fenimore Road. Go until the next traffic light and make a right onto Walworth Ave. At the next traffic light make a left and go around the church to its parking lot.

From the Tappan Zee Bridge: Stay on 287 east; Get off at Exit 5, 119 east. Go just past the Westchester County Center and make a left turn so that you are in front of the County Center. You will then make a quick right turn onto the Bronx River Parkway South. Take the BRP South to Exit 16 (Hartsdale Train Station), make a left at the stop and cross over BRP and, make a right into Church's parking lot

Atlanta, GA Jul 12, 2017


5:00 PM to 7:00 PM


Building 100, conference room 1
Concourse Pkwy, NE
Atlanta GA 30328


Speaker: TBA

Bring your best 30 second elevator speech and contact cards

Remember "Networking is a Contact Sport"


Westport, CT Jul 12, 2017


5:00 PM to 7:00 PM


Temple Israel in Westport, CT. We meet in the Temple’s Board Room, on the first floor. The entrance is through the Temple’s administrative offices on the left hand side of the main entrance. Alumni members are always welcome!


Please try to be on time. I never punish those who show up on time by starting late. And, you honestly do miss something when you arrive late.

The beginning of the meeting will be devoted to members delivering their 90-second announcements so we can learn more about each other.

Our very special guest speaker for this meeting is Ian Kennedy, most recently President of The Schegg Group.

After 13 years at The Schegg Group, 10 as President, Ian retired late in May. We are his last engagement prior to his and his wife Karen's move to their new home in Venice, FL in a couple of weeks.

Ian spent the bulk of his career in the insurance industry and primarily investment linked products. He is a recovering accountant having started his career in accounting functions and becoming a divisional controller before moving on to roles in product management, operations, customer service and general management. Ian and Karen lived in Sydney Australia where he was CEO of Australian Skandia.

Ian is a tireless networker and has helped 100's of professionals move on to their next roles.

His topic is:

"So, what did I learn in my 53 year career?"

Talking points:
1. Just say yes
2. Be ready to move on
3. Be willing to move about the country and the world
4. I'll do that


With regard to future meetings, please mark your calendars for the second Wednesday of the month and try to keep this date available. Interviews, work, and family emergencies are good exceptions.

In order to get the maximum benefit from our meeting:

1. Bring a name badge and/or "tent" to the meeting.*
2. Bring copies of your résumé and/or business cards.
3. Polish your 90 second announcement.

*(A tent is a 8" x 12" piece of cardboard folded in half with your name on BOTH sides.)

You should plan that the formal session will end no later than 6:30 PM so that the remaining 1/2 hour can be spent on a "scramble". Everyone should stay alert during the 90 second announcements so that when we break for individual networking you are able to connect in depth with as many people as possible. I want to strongly emphasize the importance to your job search of making a personal connection to other members.

If you bring a BIG name badge & big tent, this will also help. There is nothing more embarrassing than to get engrossed in a conversation with someone and have to ask them to repeat their name! Make it easy for others to remember you.


The directions to Temple Israel are very easy. Take the Merritt Parkway to Exit 42.

FROM NEW YORK: At the bottom of the ramp, turn right onto Route 57 North (Weston Road). At the 2nd stop light, turn right onto Lyons Plains Road.

FROM NEW HAVEN: At the bottom of the ramp, turn left onto Route 57 North (Weston Road). At the 1st stop light, turn right onto Lyons Plains Road.

There is a fork in the road just prior to the Temple. Lyons Plains Road branches off to the left, Coleytown Road to the right. Stay to the right on Coleytown. Temple Israel will be on your right at 14 Coleytown Road. Do not park in front of the building. A large parking lot is located at the end of the driveway past the main entrance. The number at the Temple is 203-227-1293.

Raleigh, NC Jul 12, 2017


6:00 PM to 8:00 PM


Date: Wednesday, July 12, 2017

Time: 6:00 pm to 8:00 pm

Place: Principal Financial Group
4141 Park Lake Avenue, 5th Floor
Raleigh, NC 27612

Host: Robert Half Management Resources, Don Plato, AVP /Div. Dir.


Topic: Social Engineering Fraud

You are Chief Financial Officer of your company; and you are on a well-deserved vacation. On a cruise, neutral waters, completely off the grid.

You can take vacations like this knowing that you’ve got one of the hardest working Controllers around “minding the store”. One Friday evening, your Controller is the only person remaining in the office when she receives an e-mail from your CEO. Your Controller has been with the company long enough to know that her CEO never stops working. It is not at all unusual for him to be “working a deal” and e-mailing his people late on a Friday or Saturday night. The CEO explains that he needs to get a vendor he has been working with paid ASAP and can’t get in touch with you to process the payments. The e-mail trail includes e-mails from you that indicate you are in favor of this transaction and includes a copy of the invoice.

Being a good soldier, the Controller does not want to bother you or slow down the payment since clearly from the e-mail trail, you are on board with this transaction. So, she quickly sets up the wire for $28,523.49 to pay this invoice.

Just like that, this invoice is paid. Unfortunately, neither you nor your CEO have ever heard of this vendor and the money has disappeared into the abyss of the international banking system. Also, unfortunately, your bank is not at fault and is not responsible for the loss. Law enforcement can't help either. This money is not recoverable. D&O or other traditional insurance products won't address the issue either.

Does this sound like a nightmare you can wake up from and everything will be alright? Unfortunately, it is all too real... and it has a name: Social Engineering Fraud.

Social Engineering Fraud is endemic throughout the U.S. and Europe. You think Cyber-related risks are IT’s problem? Think again.

On July 12th, we will dive into Social Engineering Fraud. Why and how it’s keeping CFO’s up at night; and what to do about it.

Speaker: Grant Bell, Marsh & McLennan

Grant Bell is a member of Marsh & McLennan’s FINPRO resource group, and co-leads the firm’s Life Science practice for the Southeastern U.S. He will lead us in a discussion through the social engineering industry – as it has become an industry, how these claims happen; and what you and your company should be thinking about for readiness.



From I-40 (Wade Ave)
•Take the Edwards Mill Exit and head northeast. (2.8 mi.)
•Turn right onto Park Lake Road. (.2 mi.)
•Go to the building on the right.
•Best parking is behind the building.

From US-50 (Glenwood Ave)
•Turn southwest onto Creedmoor Road (US-50) (.7 mi.)
•Turn Left onto Park Lake Road. (.2 mi.)
•Go to the building on the right.
•Best parking is behind the building.

Susquehanna Valley, PA Jul 12, 2017


6:00 PM to 8:00 PM


RBC Wealth Management
635 N 12th Street, 2nd Floor
Lemoyne, PA 17043



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.

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


Parking Free at Facility

New York, NY Jul 13, 2017


6:00 PM to 8:00 PM


Wells Fargo Securities
150 East 42nd Street, 25th Floor
New York, NY 10017


Alyssa Gelbard will speak to us about
Career Advancement and Branding

Optimizing Your Personal Brand
Whether looking for a job, board role, new clients, business opportunities or speaking engagements, it's important that you optimize your personal brand and communicate it in a strong and consistent manner. In this interactive session, we'll cover ways to strengthen your brand across your LinkedIn profile, bio, resume, social media channels and emails. We'll also explore perspectives you may not have considered when networking, interviewing or attending meetings, and how your professional image and personal style reflect your brand as well.

Alyssa Gelbard is the Founder and President of Resume Strategists Inc., a leading career consulting and personal branding firm. With a strategic and personalized approach, Resume Strategists helps executives and experienced professionals confidently market themselves to achieve their career goals.

Alyssa is a sought-after expert on career advancement and personal branding, known for her highly personalized approach to working with clients, helping them gain confidence to enable success in their career pursuits. She also conducts presentations and workshops for companies, professional associations and nonprofits.

A recurring featured speaker at the renowned 92nd Street Y and NYU’s Center for Career Development, Alyssa is also chair of the Career Management Committee of the NY Chapter of Financial Executives International and an elected member of the Tufts University Alumni Council, serving on the Career Services Committee.

As an Adjunct Professor and member of the Advisory Board of the Van Loan School of Graduate and Professional Studies at Endicott College, Alyssa developed and teaches Preparing For Careers In Sports in their Masters in Sports Administration program.

Alyssa has an MBA in Marketing from NYU’s Stern School of Business and a BA in Sociology from Tufts University.


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