The FENG Nashville, TN Chapter

Next Meeting

When:

06/20/2017 – 7:15 AM to 8:45 AM (Reserve a spot at this event)

Where:

LBMC
201 Franklin Road
Brentwood, TN 37027

Agenda:

Topic: "Understanding The DOL Fiduciary Rule and 401K Fees"

Speaker: Jeanne J. Fisher, Financial Advisor and Retirement Plan Specialist with ARGI

Presentation Description:
The DOL's highly publicized Fiduciary Rule goes into partial affect in April of 2017, with full compliance required by the end of next year. The regulation has sent shock waves through the financial services industry that will reverberate all the way down to the individual investor. This presentation will provide an overview of the rule and how it will affect your company's 401k plan.

Presentation Learning Objectives: (What the attendee will walk away from your session having learned) Three objectives are required:
- Learning Objective #1: What the new rule is and what it hopes to accomplish.
- Learning Objective #2: How it will affect your company's 401(k) plan with regards to fees and expenses, service standards, fiduciary liability etc.
- Learning Objective #3: What questions you should be asking your advisor as a plan administrator and as an individual investor.
- Learning Objective #4: Ways to determine if your plan is in compliance.

Biography:
Mrs. Fisher is a Certified Financial Planner™ with ARGI, a comprehensive wealth management firm. She serves as a 401k and retirement plan specialist for ARGI, and designs and manages a range of employer-sponsored retirement plans. She has a Master’s in Business Administration from the University of Kentucky, and is a Certified Plan Fiduciary Advisor from the National Association of Plan Advisors. Jeanne was honored to be selected as Kentucky’s Ambassador for the CFP® Board. As an ambassador, she is frequently interviewed for national publications, including: NPR’s “Here and Now”, Forbes, Investor’s Daily Business, The Guardian, “Women Rocking Wall Street” Podcast, etc. She’s presented financial seminars to more than 50 associations in the Kentucky, Indiana, and Tennessee area.

Jeanne J. Fisher, CFP®, CPFA, MBA
Financial Advisor, Retirement Plan Specialist
ARGI
1048 Ashley Street, Suite 301
Bowling Green, KY 42104
270.843.4115 phone
270.843.4113 fax
www.argi.net

FINDING FINANCIAL CLARITY

Sponsor: Coffee and bagels are provided compliments of LBMC.

Directions

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

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


About the Nashville, TN Chapter

Welcome to the Nashville Chapter of FENG, the Financial Executives Networking Group. We currently have approximately 500 members, including Nashville residents as well as many remote members interested in following the goings-on of our chapter here in Middle Tennessee. Our goal is to be the premier networking resource for finance executives in the Greater Nashville Area. We provide ongoing career management services and a forum for financial executive networking, as well as helping our members with job search and transition support through the distribution of a large number of Middle Tennessee area job postings.

Nashville FENG members benefit directly from the support available from the National FENG organization. The national group provides a daily newsletter, including a featured editorial article of topical interest to financial execs, announcements and Q&A from members, and senior level financial job postings around the world. Social networking and internet connectivity have made professional networking an even more powerful career management tool. It is a time-tested method, providing the single best source of business and job opportunities. The ties among our members, and between our members and those of the other chapters around the country, are many and frequent.

Here are some details about our local chapter:

Membership Mix:
The Nashville FENG Chapter draws from a deep and geographically diverse pool of management talent and financial disciplines, including corporate finance, private and public accounting, FP&A, financial services, M&A, auditing, SOX compliance, IFRS convergence planning, tax and treasury. Out-of-town residents with an active interest in Nashville are welcome to join and attend any group events.

Organization:
The Nashville Chapter of FENG exists under the purview of the national FENG, a 501c(3) not-for-profit organization. The Nashville Chapter is run by its Chairman, Mark Myers. Input from Chapter Members is always welcome by Mark.

Meeting Dates, Time and Location:
With rare exceptions, we meet the third Tuesday of each month, at 7:15-8:45 a.m. at the offices of LBMC (201 Franklin Road Brentwood, TN 37027). Meetings begin with 15 minutes of networking, followed by personal introductions and a guest speaker(s) on a timely topic of interest.

Meeting Topics 2017:
January 17, 2017: Selling Your Finance Expertise: How to Assess a Company’s Financial Needs and Close the Deal, Frank Williamson, Founder, Oaklyn Consulting
February 21, 2017: Best Practices for Job Search, A Brainstorming Discussion
March 21, 2017: Capital Project and Risk Management Fundamentals, Hardeman (Hardy) Seaborn, PE, PMP, I.C. Thomasson Associates, Inc.
April 18, 2017: “IT In or Out,” Craig Cooper, Senior Manager in Healthcare & Technology Solutions with the Franklin based Provisions Group and Stuart Cooper, Senior Technology Solutions Manager for the Nashville office of TekLinks
May 16, 2017: Social Media – An Advanced Discussion for Today's Financial Executives, Martin Plumlee, CEO, Plumlee & Associates LLC
June 20, 2017: Understanding The DOL Fiduciary Rule and 401K Fees, Jeanne J. Fisher, Financial Advisor and Retirement Plan Specialist with ARGI
July 18, 2017: Changing Careers, John McLallen, Employment Facilitator, Nashville Career Advancement Center
August 15, 2017: Becoming a Thought Leader in the Financial Industry, Jeff Bradford, The Bradford Group
September 19, 2017: TBD
October 17, 2017: Topic related to Continuous Improvement, Stephen Gibson, PE, CSCP, PMP, Continuous Improvement Project Manager, I.C. Thomasson Associates, Inc.

Past Programs:

2016:
January 19, 2016: Successful Strategies to leverage 2016 Employment Trends, Britt Cumbie, Financial Recruiter, LBMC Staffing Solutions
February 16, 2016: Making Your Best Better: What Your Values Have to do With Your Success, Leadership, and Wellbeing; Ryan Blanck, CPF, CPT, Founder & CEO, Deviate
March 15, 2016: The Coming Tidal Wave of Wealth Transfer, Jeff Brasher, Managing Partner, Alliant Capital Advisors, LLC.
April 19, 2016: Resilience as a Competitive Advantage, Terry Humphrey, CPC, PCC, Executive Coach, Terry Humphrey LLC
May 17, 2016: Making the Leap from CFO to CEO, Interactive Attendees build the content with Mark Myers as facilitator
June 21, 2016: Becoming the Right Fit, Dan Ryan, Principal, Ryan Search & Consulting
July 19, 2016: Advanced Interviewing - How to Improve Short-Term Success & Long-Term Career Satisfaction, Martin Plumlee, Senior Principal, Plumlee Associates
August 16, 2016: Technology Impact on the office of the CFO, Jeff McCorpin, CEO, LBMC Technology Solutions Inc.
September 20, 2016: The Psychology of Followership, Dan Haile, Managing Principal, Haile Coaching & Leadership
October 12, 2016, Wednesday (2nd Week): Build Trust, Minimize Client Risk, Increase your Credibility, David Behr, EdgeSeminars
November 15, 2016: LBMC Story, Mike Cain, Co-Founder, LBMC
December 20, 2016: Score, For the Life of Your Business, Michael Moody, Chapter Chair, SCORE Nashville

2015:
January 20, 2015: The Resume: “The Good, The Bad and The Ugly” - Roland Lundy, Partner, The Buffkin Group
February 17, 2015: Cancelled due to inclement weather and treacherous road conditions
March 17, 2015: Compliance is your friend, Gordon Grigg, President, Life-Business-Management
April 21, 2015: Brand Recovery / Brand Discovery, Mila Grigg, CEO, MODA Image and Brand Consulting
May 14, 2015 (THURSDAY): Necessary Endings: Why are they so difficult and how do I know when it is time - Carl Roberts, Retired President, ThinkingAhead, & Dean of the School of Business for Williamson College
June 16, 2015: Personalized Productivity: Thriving in a Distracting, Disorganized World, Sara Skillen, Owner, SkillSet Organizing
July 21, 2015: LinkedIn – why it matters even more today and how to leverage successfully, Martin Plumlee, Senior Principal, Plumlee & Associates, LLC
August 18, 2015: Professional Trust and Progress: Two Sides of the Same Coin, Kayla Barrett, CEO, Organization Impact, LLC
September 15, 2015: CFO Tips and Insights for Effective Accounting Software Selections, Meredith Schultenover & Glenn Saunders, Kraft Enterprise Systems
October 20, 2015: Business Is the Contact Sport and, in Nashville, It Is WHO You Know, Not Necessarily What You Know.... , George Armistead, Revenue Source Group and Answers by Armistead
November 17, 2015: Why We Love to Hate HR, Art Smith, Executive Director, Tennessee Society of Human Resource Management
December 15, 2015: Are you READY for 2016 – 10 things to do now to accomplish your goals?, Dennis Jackson, Managing Partner, WorX Solutions Management LLC

2014:
January 21, 2014: WTF! - Where's The Focus, Andy Bailey, Petra Coach
February 18, 2014: Never Apply for a Job Again: Break the Rules, Cut the Line, Beat the Rest, Darrell Gurney, CareerGuy.com
March 18, 2014: Credit Risk in the New World, Tate Parker, Agent & Expert Witness, Coface North America
April 15, 2014: Emotional Intelligence: It’s Not How Smart You Are, But How You Are Smart; Edy Nash, President/CEO, E. Nash Associates
May 20, 2014: LinkedIn for Personal Branding & Career Management, Annakate Ross,Director of Digital Services, McNeely Pigott & Fox Public Relations
June 17, 2014: It's not only about the numbers,...Change Management happens through people, Lauren Rowe, MyHealthDIRECT
July 15, 2014: VC/PE Firms for the Financial Executive, Vic Gatto, Partner, Solidus
August 19th, 2014: Don’t Fix Your Leaks With Horse Manure, Dick Wells, The HardLessons Company
September 16th, 2014: Opportunities in our Entrepreneurial Ecosystem, Sam Lingo, COO, The Nashville Entrepreneur Center
October 21, 2014: Reputation Risk – How to build, keep and repair your reputation, Kim Riley, President, Hylant Group
November 18, 2014: Relationships at Work…That Work, Mark Cappellino, Leadership Consultant, Executive Coach
December 16, 2014: Job Search Success Stories - A Panel of Successful Job Seekers

2013:
January: LinkedIn: Connecting 2.0 - Travis Jones, Nashville Business Journal
February: Blood Sweat & Fears (Corporate to Entrepreneurship) - Jim Cumbee
March: Making That Great First Impression to Get Hired - Tim Shaver, Vistage International
April: Creating Interest, Emmie Brown, Senior Partner Business Consultant and Coach, Southwestern Consulting
May: Words Mean Nothing If I Can’t See What You Are Saying, Mila Grigg, President, MODA Image Consulting
June: New Rules for Lease Accounting, Chad Milom, CPA, Partner – Accounting and Assurance Services, LBMC
July: Job Search Success Stories Part II - A Panel of Successful Job Seekers
August: Is Franchise Ownership a Viable Career Option? Dan Aronoff, FranNet
September: Executive Computer Hacks, Joel Widmer, Fluxe Digital Marketing
October: What is My Worth?, Mike Umphres, Compensation Advantage
November: Current Tax Topics for Financial Executives, Jeff Talley, Partner - Tax Services, LBMC
December: Tell Your Story and Make Them Care - Resume Tips to Get Noticed and Land Interviews, Lacy Nelson, CEO, now2planB Executive and Career Coaching

2012:
January: Making That Great First Impression to Get Hired - Jim Holmes
February: Top 5 Integrity Issues in Job Search and Hiring - Nance Reece
March: Increasing Your Presence - Dan Ryan
April: Preventing Connections From Falling Through the Cracks - Ivie Burns
May: Landscape of Capital Raising in the Nashville Market - Panel TBD
June: LinkedIn for Job Seekers - Travis Jones
July: Making (Dollars and) Sense of Today's Business Headlines - Lance Williams
August: Building Productive Relationships With Recruiters - A Panel of Executive and Corporate Recruiters: Steve Bogacki (Acadia Healthcare), Debbie Elliott (LBMC Strategic Staffing), and Matt Lowney (The Buntin Group)
September: Demystifying the Resume Rhetoric - Walter Tieck (Right Management)
October: Personal Branding - Kimberly Pace (Vanderbilt Owen Graduate School of Management)
November: Topic: Success for the Seasoned Search – the Benefit of Being Overqualified - Abby Kohut, Author, Speaker & Recruiter - www.AbbyAcrossAmerica.com
December: Job Search Success Stories - A Panel of Successful Job Seekers

Useful Links:

The Nashville Chapter has a LinkedIn Group entitled Nashville FENG (http://www.linkedin.com/groups?gid=143227&trk=hb_side_g).

The Nashville Chapter is also supported via volunteers by the Nashville Chapter of Financial Executives International (http://www.financialexecutives.org/KenticoCMS/Communities/Chapters/Nashville.aspx).

Chapter Leadership

Mark Myers
mark.myers@comcast.net
(615) 260-0782
As a Certified Career Management Coach, my passion is connecting others to achieve their goals and helping in their career transition and networking pursuits.

Seasoned finance and accounting professional with 11 years in public accounting and 15 years in private industry, followed by 3 years in a business development role for a global professional services firm. After a time of building my coach practice, I returned to the accounting field, serving as CFO for a regional engineering firm for 17 months while the firm was going through an acquisition. Recently, returned to public accounting serving small businesses and non-profits. Clients during career included an array of businesses from small closely-held businesses to Fortune 500 firms.

Adjunct faculty responsibilities at two local universities include business and accounting topics in an Engineering Management Masters' Degree program, and Career Success topics in a 'degree-completion' program.

Other volunteer activities include Financial Executives International, TN Society of CPAs, AICPA, IMA, International Coaches Federation, and Tennessee Coaches Alliance.

Future Meetings

07/18/2017
07:15 AM to 08:45 AM
LBMC
201 Franklin Road
Brentwood, TN 37027

08/15/2017
07:15 AM to 08:45 AM
LBMC
201 Franklin Road
Brentwood, TN 37027

09/19/2017
07:15 AM to 08:45 AM
LBMC
201 Franklin Road
Brentwood, TN 37027

10/17/2017
07:15 AM to 08:45 AM
LBMC
201 Franklin Road
Brentwood, TN 37027

11/21/2017
07:15 AM to 08:45 AM
LBMC
201 Franklin Road
Brentwood, TN 37027

12/19/2017
07:15 AM to 08:45 AM
LBMC
201 Franklin Road
Brentwood, TN 37027


For Meeting Information, Please Contact:
Mark Myers
mark.myers@comcast.net
(615) 260-0782

OUR SPONSORS: