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.

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.

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.

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.

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.

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.

Moving down market

Editorial by Matt Bud from the May 23, 2018 Newsletter

I have often been heard to say that it’s always better to be working. Being overqualified for most of the jobs published out in the world can be a little unsettling. But, I think you just have to accept it as a fact of life that once you have 20-30 years of work experience, you have probably done everything at least once. The new and exciting part of your work life is now in doing the same things you have done before, but with different people and in different companies. The model that most of us have in our minds is based on our experience. (What else could it be based on?) The experience for many of us baby boomers [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
San Francisco, CA May 29, 2018

Time

7:00 AM to 9:00 AM

Location

EB SF FENG
Robert Half Offices,
Bishop Ranch 3,
2613 Camino Ramon,
San Ramon

Agenda

EB SF FENG - San Ramon

Facilitator: Norbert Walz with Attila Bardos and Rob Gardner of RHMR


The Discussion Topic for this meeting is
What is your marketing plan for achieving your goal?

Our goal as a group is to help people evaluate their “Regular Full Time Opportunities” and go to market strategies. We discuss new technologies and how to leverage plus work on the basics of how to refine your elevator pitch. What is working for you and what is not working for you?
As our facilitator Norbert Walz has said, “the best time to look for an opportunity is when you don’t need to”. So bring to the meeting your personal and business development goals and prepare to contribute and enjoy the difference a community can bring. (comment contributed by Steve Peterson)

Directions

Richmond, VA May 29, 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

San Francisco, CA May 30, 2018

Time

6:00 PM to 8:00 PM

Location

Robert Half Management Resources
50 California Street 10th Floor
San Francisco, CA 94111
roberthalfmr.com

Agenda

Theme - Hiring in a Difficult Economy - One of Full Employment

Featured Speakers - Paul LoPresto, Metro Market Manager, Accountemps (a Robert Half Company) and John N. Lee, Resource Manager, Robert Half Management Resources

Agenda
6pm - 6:45pm: Introductions and Networking
6:45pm - 7:45pm: Featured Speakers, Paul LoPresto and John N. Lee
7:45pm - 8pm: Next Meeting and Wrap up

Directions

Long Island, NY May 30, 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

San Antonio, TX May 30, 2018

Time

7:00 PM to 8:00 PM

Location

Encino Branch Library
2515 East Evans Road
San Antonio, TX 78259

phone:210-207-9250

Agenda

It is important 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.

The objective of the meeting 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. The meeting is a chance to share resumes, practice 90-second announcements, and swap job hunting tips.

We are again attempting to build an active San Antonio Chapter of the FENG and would appreciate your attendance.

Directions

www.google.com/search?q=2515+East+Evans+Road%2C+San+Antonio%2C+TX&rlz=1C1VFKB_enUS684US684&oq=2515+East+Evans+Road%2C+San+Antonio%2C+TX&aqs=chrome..69i57.3622j0j7&sourceid=chrome&ie=UTF-8

Banking May 31, 2018

Time

5:30 PM to 7:30 PM

Location

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 515-739-1034
Access code: 588787#

Please mute your phones *6.

Agenda

Please join us for a Marty Latman presentation on In-Transition – Now What do I do?

Attendees at all levels will learn about the obstacles they need to overcome during this period to succeed, the methods they need to use to change their situation and ways to make being in-transition a productive, meaningful and positive time in their lives.
Biography:
Marty Latman, CPA, CISA, called by many people as the “Best Networker” they know, is the Managing Partner of Latman Advisory Services LLC. From business consulting to financial advisement to professional career development, Latman Advisory Services is dedicated to helping you achieve your personal or business goals. Possessing a skill set that combines finance, operations and technology, Marty has been successful in organizing start-up companies, turning around organizations, and setting strategic direction for companies prior to starting Latman Advisory Services LLC. He has worked in both public and private industry. He works extremely well with individuals who want to advance their careers and is known as a “match maker” and “people helper”. Marty has been a guest speaker to many networking groups where he has discussed various career development topics including networking, interviewing techniques and advance career planning strategies. He has spoken at the Annual Conference of the Institute of Management Accountants (IMA), Financial Executive International (FEI), Financial Planning Association of NJ (FPANJ), Media Communication Association – International (MCA-I), Career Networking Group (CNG), Phi Beta Kappa, Careers-in-transition (CIT), The Wharton Club, Breakfast Club, ChemPharma, and others. Marty has been a guest on the radio show www.1077TheBronc.com and CFO Studio where he has discussed network skills and how networking advances your career. He has also spoken to students and alumni at Montclair State University, Kean College, and New Jersey Institute of Technology. Marty is a graduate of The State University of New York-Albany, and a resident of Franklin Lakes, New Jersey.

The meeting schedule is:
5:30 – 5:45 PM Networking
5:45 – 5:50 PM Introductions and Housekeeping
5:50 – 7:00 PM Speaker, Marty Latman
7:00 – 7:30 PM Networking







The meeting schedule is:
5:30 – 5:45 PM Networking
5:45 – 5:50 PM Introductions and Housekeeping
5:50 – 7:00 PM Speaker,
7:00 – 7:30 PM Networking





Please register by 2:30 PM on Monday before meeting or you may be wait-listed. Building security requires we provide a list of attendees before the meeting.

If you cannot make the meeting, please use the web site to un-register.

ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.


Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 515-739-1034
Access code: 588787#
Please mute your phones *6.



Directions

757 Third Avenue is between 47th and 48th Streets, near Grand Central Terminal

Insurance May 31, 2018

Time

5:30 PM to 7:30 PM

Location

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 515-739-1034
Access code: 588787#
Please mute your phones *6.

Agenda

Please join us for a Marty Latman presentation on In-Transition – Now What do I do?

Attendees at all levels will learn about the obstacles they need to overcome during this period to succeed, the methods they need to use to change their situation and ways to make being in-transition a productive, meaningful and positive time in their lives.
Biography:
Marty Latman, CPA, CISA, called by many people as the “Best Networker” they know, is the Managing Partner of Latman Advisory Services LLC. From business consulting to financial advisement to professional career development, Latman Advisory Services is dedicated to helping you achieve your personal or business goals. Possessing a skill set that combines finance, operations and technology, Marty has been successful in organizing start-up companies, turning around organizations, and setting strategic direction for companies prior to starting Latman Advisory Services LLC. He has worked in both public and private industry. He works extremely well with individuals who want to advance their careers and is known as a “match maker” and “people helper”. Marty has been a guest speaker to many networking groups where he has discussed various career development topics including networking, interviewing techniques and advance career planning strategies. He has spoken at the Annual Conference of the Institute of Management Accountants (IMA), Financial Executive International (FEI), Financial Planning Association of NJ (FPANJ), Media Communication Association – International (MCA-I), Career Networking Group (CNG), Phi Beta Kappa, Careers-in-transition (CIT), The Wharton Club, Breakfast Club, ChemPharma, and others. Marty has been a guest on the radio show www.1077TheBronc.com and CFO Studio where he has discussed network skills and how networking advances your career. He has also spoken to students and alumni at Montclair State University, Kean College, and New Jersey Institute of Technology. Marty is a graduate of The State University of New York-Albany, and a resident of Franklin Lakes, New Jersey.

The meeting schedule is:
5:30 – 5:45 PM Networking
5:45 – 5:50 PM Introductions and Housekeeping
5:50 – 7:00 PM Speaker, Marty Latman
7:00 – 7:30 PM Networking



Please bring a name badge, your resume, business cards and be prepared with your elevator speech to the meeting.





ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.



Please bring a name badge, a list of target companies, your resume, tent cards (with name), business cards and be prepared with your elevator speech to the meeting.

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 712.432.0360 Access code: 588787#

Directions

757 Third Avenue is between 47th and 48th Streets, near Grand Central Terminal

Indianapolis, IN May 31, 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: Working For A Private Equity Owned Company

Speakers: Matt Howard, CFO of Indiana Limestone Company and Gene Wolf, VP of Finance of the Heartland Food Products Group, LLC

Agenda:
- 6:00 - 6:30 pm: General Networking
- 6:30 - 6:45 pm: Welcome and Introductions
- 6:45 - 8:00 pm: Our Program
- 8:15 pm: Adjournment

Presentation:
CFO-types who comprise the FENG’s membership work in a variety of industries, forms of corporate organization (sole proprietorship, partnership, LLP, LLC, C Corp, etc.), profit status (for-profit, not-for-profit, unit of government or quasi-government), and ownership structure (private, public, closely-held or widely distributed). Increasingly, fully or partially private equity (PE) owned firms comprise a growing component of the employment landscape for CFOs, and present unique challenges and opportunities.

In this FENG member moderated and presented session, we’ll explore this reasonably recent entrant into the Central Indiana ownership landscape. We’ll explore questions such as: Who are these firms? What makes them unique? What is unique about working there? How is the CFOs role different or similar to other ownership structures? How can one prepare to be a CFO for a PE-owned firm? How does a transitioning CFO gain access to that network? Is it common to go from one PE-owned firm to another as transactions occur? What is the investment/buy/sell process like? And more…

Bring your own questions also!

For this session we’ll have two panelists with long experience in the segment, Matt Howard and Gene Wolf.

Speaker's bios:

Matt Howard:
Matt is the current CFO of Indiana Limestone Company, having served in that role for the last 4 years, following financial service with firms such as Harlan Laboratories, Inc., Ingersoll Rand, Numonyx and Intel. Matt is a CPA, and earned both an MBA and BS from the Kelley School of Business, Indiana University, Bloomington, IN. Matt was honored as a 2016 IBJ CFO of the Year (https://www.ibj.com/articles/61431-cfo-of-the-year-matt-howard).

Gene Wolf:
Gene currently serves as the VP of Finance of the Heartland Food Products Group, LLC, and has served in that role for the last 15 years, having guided the firm from private ownership to partially PE-owned in the last several years. Gene is also a proud graduate of the Kelley School of Business, Indiana University, Bloomington, IN.

Join us for an evening of education and enlightenment!

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

Monmouth/Ocean, NJ Jun 2, 2018

Time

8:30 AM to 10:30 AM

Location

PANERA Bread
531 Soloman Way
Freehold, NJ 07728

Phone:(732)308-1605

Agenda

BREAKFAST MEETING: MONMOUTH/OCEAN Chapter in Freehold, NJ

- 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.

Marty Mussman
Jim Hockenberry

Directions

Use the following link for directions to the Freehold Panera Bread: http://goo.gl/maps/YUPB8

Minneapolis, MN Jun 4, 2018

Time

7:15 AM to 9:00 AM

Location

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

Agenda

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.

Directions

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


London, United Kingdom Jun 4, 2018

Time

11:00 AM to 1:00 PM

Location

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

Agenda

Monday Job 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

Louisville, KY Jun 4, 2018

Time

11:45 AM to 1:15 PM

Location

Napa River Grill
Westport Village
1211 Herr Lane
Louisville, KY 40222

Agenda

Join us for lunch.

Agenda:
- Networking
- Sharing leads

It is important to you in your career to stay connected to The FENG. Whether you are currently employed or in transition, 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.

Meetings provide 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.

Attire: business casual



Directions

- Free Parking
- www.napariverlouisville.com/#!map/ca7e

Susquehanna Valley, PA Jun 4, 2018

Time

6:00 PM to 8:00 PM

Location

Alvernia University
Alvernia Upland Center Building, second floor, Room 227
540 Upland Avenue
Reading, PA 19611

Agenda

READING

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

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

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

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

Attire is business casual.

Members of BENG and FEI are also invited to attend.

Directions

www.google.com/search?q=540+upland+avenue+reading+pa&sourceid=ie7&rls=com.microsoft:en-US:IE-SearchBox&ie=&oe=&rlz=1I7TSNP_en&gws_rd=ssl

- As you enter the building go up the stairs or the elevator and turn right through the door to room 227.
- Free parking at the facility.

San Diego, CA Jun 5, 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.

Phoenix, AZ Jun 5, 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: "The Business Sales Solution - Valuation and Types of Buyers"

Speakers: Mark Johnson, Partner, B2B CFO and Michael Rapisand, Partner, B2B CFO

Presentation:

1. What is the #1 concern business owners have about selling their business?

2. Which type of buyer is best for you?

3. Preparing for the frustrating surprises


Speakers' bios:

Mark Johnson:
Mark R. Johnson, MBA, brings more than 39 years of diverse financial and operational experiences from closely held small and medium size entities to large public companies serving as a CFO, CPA, and a Project Consultant. His background includes Senior Manager with a Big 4 public accounting firm, senior management positions with several Fortune 500 retailers, as the chief financial officer for a family owned $250 million retailer and two startup ventures here in Arizona as the chief accounting officer. Recently he served as the Project Lead Consultant on Sarbanes-Oxley internal controls documentation and testing for several casinos in Las Vegas and a $2 billion equipment leasing company in Scottsdale. He has also instructed accounting and auditing courses for post graduate students at schools such as Arizona State University and Western International University locally.

As a partner with B2B CFO® for the past nine years he has served small family owned business owners in diverse industries including, construction, healthcare, education, hospitality, variable print media, food manufacturing and auto glass repair with bank financing, budgeting strategic planning, due diligence and IT software integration. Mark is a Certified Business Transition Expert™ working with business owners that need assistance and a plan to exit from their business now or in the future.

Michael Rapisand:
Michael is a Partner with B2B CFO®, the world's largest CFO Services firm with over 225 partners nationally and more than 7,000 years of combined experience. He helps business owners achieve higher levels of success by using their proven five-step process, The B2B CFO® Game Plan™. Every company needs a Chief Financial Officer; now all companies can afford one with B2B CFO®.

With over 35 years of professional finance and general management experience, Michael helps businesses grow and prosper. He provides consulting services to privately-held businesses in the $3M-$75M range, partnering for a long-term professional relationship, and working on an as-needed affordable basis. This allows his clients to retain company expertise and knowledge capital in-house, without the fully loaded cost of a full-time executive. Working together with the client, he helps increase profitability, control costs, and remove barriers to success.

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 Jun 5, 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

Asset Management Jun 7, 2018

Time

6:00 PM to 7:30 PM

Location

Hinduja Group Offices
520 Madison Avenue 34th FL
New York

Agenda

Networking starts at 5:30 PM
Speaker Presentation at 6:00pm -7:00pm
There will be time for networking after the presentation.

Guest Speaker: Gontran de Quillacq will speak to us about the VIX index and Derivatives

Speaker:

Gontran de Quillacq has over 20 years of quantitative investment experience. A leading arbitrager and proprietary trader, he spearheaded the distribution of quantitative investment research through access derivatives and structured notes, opening the domain of portable alphas. His career in research and portfolio management gave him an experience, ranging from cash equities & deltaone to exotic options, at top-tier firms like Societe Generale, Lehman Brothers, Tykhe Capital, Nomura and HSBC, both in London and on Wall Street. He joined Clinton in 2017, after consulting for the world’s leading hedge funds on due diligence of investment strategies and portfolio managers. He is an expert witness and legal consultant.
Mr. de Quillacq is a alumnus of the Ecole Normale Supérieure de Lyon in theoretical physics, obtained his doctoral degree in electrical engineering at Sup’Elec and became in 1995 an alumnus of HEC Paris (MBA, Finance). He was an international fellow in atomic physics at the Stanford Research Institute and a visiting scholar in differential algebra at UC Berkeley. Mr. de Quillacq served as an army officer during the first Gulf war.

Directions

Bergen County, NJ Jun 7, 2018

Time

6:30 PM to 8:30 PM

Location

Bethlehem Lutheran Church
155 Linwood Avenue
1st Floor Parlor Room
Ridgewood, NJ

Agenda

Skillfully Connecting With Your Clients - It’s Not All About The Money
Building strong relationships with colleagues and clients is an essential component to being successful in your role as a financial executive. Today's saturated marketplace includes many others like you who have your same technical skills, making it all the more important to differentiate yourself from others.
It is no longer good enough to be an expert in your field, you must also know how to authentically and strategically build, nurture and maintain relationship connections. Investing this time with every client, regardless of how busy you are, strengthens relationships, generates revenue and increases job satisfaction. During this meeting, Lauren Hammer, founder of Hammer Leadership, will offer strategies for developing meaningful relationships and skillfully engaging in challenging conversations, while representing yourself with honesty and integrity.
Hammer Leadership is an executive coaching firm that promotes professional excellence and personal responsibility. Lauren focuses on emotional maturity and it's link to skillfully managing challenges, obstacles and decision making with greater clarity, responsibility and confidence. Her clients successfully strengthen important personal and professional relationships and experience increases in job satisfaction, professional development and financial success. Lauren’s coaching engagements include working individual professionals, business owners and partners, family businesses, executive teams and rising leaders.
Since 2001, Lauren Hammer has introduced her clients to new ways of thinking about their professional roles. Her training includes post-graduate studies in Bowen Family Systems Theory from the Bowen Center for the Study of Family in Washington D.C. and the Princeton Family Center for Education in Princeton, New Jersey. She also received advanced training in leadership coaching from Leadership Coaching Inc. in Rochester, New York, where she has taught the Advanced Leadership Course and maintains a strategic partnership. She also teaches continuing education courses at Rutgers University. Lauren earned an undergraduate degree from Rutgers University and two master’s degrees from New York University.
Additional information about Hammer Leadership can be found at www.HammerLeadership.com. Lauren Hammer can be reached directly at 908-246-0987 or lhammer@hammerleadership.com.

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

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

Regards,
Marty Latman

Directions

Please contact Marty Latman for directions:

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

St. Louis, MO Jun 9, 2018

Time

8:00 AM to 10:00 AM

Location

UHY Advisors
15 Sunnen Drive, Suite 108
St. Louis, MO 63143

Agenda

- 8:00 - 8:30 am: Coffee & Conversation
- 8:30 - 8:50 am: Welcome; Agenda; New/1st Time Attendee Introductions; Business Items
- 8:50 - 9:00 am: Success Stories
- 9:00 - 10:00 am: Topical Discussion & Tabletop Networking
- 10:00 am: 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.

Directions

2-step driving instructions to UHY Advisors

#1: Print a Google map: http://maps.google.com/maps/ms?ie=UTF8&oe=UTF-8&hl=en&q=&msa=0&om=1&z=16&ll=38.610734,-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.

Los Angeles (Orange County), CA Jun 12, 2018

Time

8:15 AM to 9:15 AM

Location

Webster University
32 Discovery
Suite 250
Irvine, CA

Please park in the back of the building in deference to the tenants

Agenda

Directions

The meeting will be held at Webster University, 32 Discovery, Irvine
Doors open by 8:00 am.
Light refreshments will be provided.
Please park behind the building in deference to the tenants.

Please RSVP on the FENG website

Latest Posts on The FENG Forum
General Posts Forum Posted By Replies Posted Last Reply
Sample Chart of Accounts for a General Contra... Matt Christensen   5 04/12/18 05/23/18
Office Space Avilable Richard Pino   0 05/22/18 --/--/--
Executive Representation, Placement and Consu... Joe Tumbarello   2 05/18/18 05/22/18
MRP Software recommendations Maurice Twomey   0 05/19/18 --/--/--
Adaptive Insights Implementation / Intacct GL Chuck Jordan   0 05/17/18 --/--/--
Pros/cons of incorporating as an independent ... Neeraj Juneja   0 05/15/18 --/--/--
Tax CPA for Small Multinational Clients Joe Faris   0 05/13/18 --/--/--
Execujobs - Mark Rich John Nicola   6 04/26/12 05/09/18
Job Offer from Neo Logistics Group http://neo... Rajan Mehta   0 05/08/18 --/--/--
Must sell my automotive accessory manufacturi... Ed Beeman   1 04/25/18 05/06/18
Search:
Login to Post