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.

BlueSteps is an online career management service designed exclusively for management-level professionals worldwide, from Director through C-suite. As a service of the Association of Executive Search and Leadership Consultants, BlueSteps enables senior executives to make their career profile accessible to over 8,000 executive search professionals in more than 75 countries. Through the FENG’s partnership with BlueSteps, all members of The FENG are eligible to receive a discount on BlueSteps membership. To learn more, visit bluesteps.com.

The Acclaim Group helps corporations maximize the value and performance of their real estate locally, nationally and internationally. Our uniquely wholistic & collaborative approach consistently yields superior results. Acclaim’s innovative & strategic solutions transform corporate real estate into a true enabler of your company’s business plan.

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.

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.

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.

Handling compensation negotiations

Editorial by Matt Bud from the October 17, 2017 Newsletter

Money makes the world go around, or so they say. If this is the case, can there be any more delicate subject to bring up with a potential employer than your potential salary? There was a comment I heard on “Streets of San Francisco” many years ago that is applicable here: “First liar never stands a chance.” As applicable to salary negotiations, it is always better to let the potential employer put something on the table before you try to improve upon it. It is just good negotiating to find out the relevant range before saying anything. The danger of presenting your salary demands too early in the process is considerable. The acceptable price of anything someone might want to [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Denver, CO Oct 18, 2017

Time

5:00 PM to 7:00 PM

Location

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

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





Agenda

Customer Relationship Management: Why it is important for the Financial Executive

Field of Study: Social Environment of Business

Guest Speaker: Shannon Cosart

Learning Objective

1. Why CRM matters…
2. Case study:
a. Footprints matter
b. Continuity matters
c. Design the customer experience
d. Examples: Marketing Optimization and Telematics
3. Keys to CRM financial success
a. Turnover
b. Attention to detail
c. Continuous Improvement
4. CRM provider market place
5. Future of CRM providers
Bio

Shannon Cosart is the Financial Controller for the North American division of Concentrix, a subsidiary of SYNNEX. Shannon graduated from the University of North Carolina at Chapel Hill with a Bachelor of Arts degree in Education. He received his MBA in Finance and Operations from Wake Forest University and obtained the Sara Lee Leadership Scholarship.

After receiving his MBA, Shannon began working for IBM. While at IBM, he developed a unique version of Activity Based Costing that IBM used within its hardware development process. IBM patented this process that Shannon developed. Later he joined IBM’s CRM division. Three and a half years ago, IBM sold this division to Concentrix. Since that sale, Shannon has been the Financial Controller for Concentrix’s North American division.

This is an intermediate level group live lecture presentation and do not require any advance preparation or pre-required education. The free registration can be made in advance online or the day of the presentation. Attendance is free so no refund is offered.

Complaint Resolution Policy: Please contact FENG Colorado Chairman George Thomas gxthomas@gmail.com or Co-Chairman Jaime Velasco jaicevel@hotmail.com.

Note: FENG Colorado has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy.


Future Denver Meetings:

1. November 2017 – Managing Up, Out, and Down: Keys to Advancing Your Business and Your Career (Kathleen Winsor-Games)
2. December 2017 – Christmas Social
3. January 2018 - The Role of Power in Leadership (Vanita Bellen)






This is an intermediate level group live lecture presentation and do not require any advance preparation or pre-required education. The free registration can be made in advance online or the day of the presentation. Attendance is free so no refund is offered.

Complaint Resolution Policy: Please contact FENG Colorado Chairman George Thomas gxthomas@gmail.com or Co-Chairman Jaime Velasco jaicevel@hotmail.com.

Note: FENG Colorado has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy.






****************************************

You can now earn 1 FREE CPE Finance Credit for those attending our FENG Denver meetings.

This is an intermediate level group live lecture presentation and do not require any advance preparation or pre-required education. The free registration can be made in advance online or the day of the presentation. Attendance is free so no refund is offered.

Complaint Resolution Policy: Please contact FENG Colorado Chairman George Thomas gxthomas@gmail.com or Co-Chairman Jaime Velasco jaicevel@hotmail.com.

FENG Colorado has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy.


Bring your business cards and practice your 60 second announcement



We look forward to see all of you.


Do not miss the opportunity and join your fellow FENG members for a night of social networking.!!



Chapter meetings will be every third Wednesday of the month, from 5 to 7pm in the DTC area and often have speakers covering interesting and current topics. While we currently do not offer CPE credits, we are working towards being able to provide this in the future. Monthly meeting invitations are sent to local members and it helps us plan for room sizing, snacks, etc., if you would RSVP.

Your ideas and suggestions will help shape activities to the groups best interests, so please share your thoughts and ideas on topics or speakers of interest.

The Members Only LinkedIn Group (COLORADO FINANCIAL EXECUTIVE NETWORKING GROUP) is a key means of local communication on topics ranging from meetings to events and to job postings. Remember to register and to be announce yourself in this forum.

Please join us to keep and build the value of membership in our circle of friends. We are the local arm of a great networking group for financial executives. The group allows you to build and practice the networking skills that Matt Bud mentions in the daily newsletter and practice makes perfect.

Directions

Cincinnati, OH Oct 18, 2017

Time

5:30 PM to 8:00 PM

Location

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

Agenda

Cancelled

Festivities begin at 5:30 pm.

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

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

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


Directions

Intersection of I-71 & Montgomery Road

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

Raleigh, NC Oct 18, 2017

Time

6:00 PM to 8:00 PM

Location

Stancil & Company (CPAs)
4909 Windy Hill Drive
Raleigh, NC 27609

Host: Henry White & Ken Martin

Agenda

Our October meeting has been moved back a week from our normal meeting time to the 18th so it is after the tax filing extension due date.

Our annual Friends of FENG meeting will be held in October again this year to give people in transition time to take advantage of the year-end hiring activity.

Event: This is Raleigh’s Annual Friends of FENG meeting.

We have many recruiters lined up to join us. This is a great opportunity to meet and network with a number of recruiters in one evening and set up a day and time to get together to discuss your expertise and their opportunities that just might be a match for you.

Directions

Directions:

Stancil & Company (4909 Windy Hill Drive) is in north Raleigh just north of Millbrook Road between Atlantic Ave. and Falls of the Neuse Road. From the Falls of Neuse Road, head east on Millbrook. In about 1/4 mile, turn left onto Windy Hill Drive. Stancil & Co. is in the first block on the left.

San Jose/Silicon Valley, CA Oct 18, 2017

Time

6:00 PM to 8:00 PM

Location

The San Jose/Silicon Valley Chapter

Location:
Robert Half Management Resources, OfficeTeam
2350 Mission College Blvd Ste 800, Santa Clara, CA 95054

If you are planning to attend, please register to help our hosts plan for their hospitality needs.
Walk-ins are certainly welcome too! Feel free to pop in.

Food and refreshments will be provided.

Silicon Valley Chapter Co Chairs -

David Paul
Ronald Koling
Taj Gulamani

Agenda

Agenda:

6:00-8:00 PM
- Networking with Financial Executives - Greet, meet and eat

- Elevator pitch practice and feedback

- Target Company Round Up - Seek connection vectors for introductions

- Seminar Round Up - other local networking opportunities

Directions

Directions to Robert Half OfficeTeam Santa Clara:

Robert Half Management Resources is located at 2350 Mission College Blvd, Suite 800, Santa Clara, CA 95054. Our meeting is on the second floor and you will need an escort for the elevator because the building has badge access security control.

There is onsite parking.

https://www.google.com/maps/dir/''/officeteam+santa+clara/@37.2092425,-122.5019576,10z/data=!4m8!4m7!1m0!1m5!1m1!1s0x808fc9939e94d2f5:0x59de71bb64bcce82!2m2!1d-121.9668869!2d37.3870582

Miami (Fort Lauderdale), FL Oct 18, 2017

Time

6:00 PM to 8:00 PM

Location

Randstad
2050 Spectrum Boulevard
Fort Lauderdale, FL 33309

Agenda

Speaker: Debbie Wemyss, Independent LinkedIn Specialist, Corporate Coach, Marketing Pro. Our guest is a highly sought after speaker focused on leveraging LinkedIn for job seekers, professionals and business owners. Debbie has been featured in The Palm Beacher magazine and coaches individuals and corporate teams. Whether you are interested as a job seeker, looking to improve the effectiveness of your corporate team, or are a business owner or consultant trying to drive business you will not want to miss this presentation. Space is limited so please sign up early for this presentation.
Topic: Maximizes Your Presence on LinkedIn

http://dwconsultingsolutions.com/


Our meeting will run from 6 pm till 8 pm as usual on the third Wednesday of the month.

Bring business cards and plan on networking. The building closes at 5:30 pm, however a representative from Randstad will be there to let us in.Please note:
- Attendance is limited, but all are welcome.
- Bring business cards and plan on networking.

Directions

Quick directions from I-95: Take Commercial Blvd exit west, turn left on NW 21st Ave and the building is on the left (see Randstad sign).

https://www.google.com/maps?q=2050+Spectrum+Blvd,+Fort+Lauderdale,+FL+33309&hl=en&sll=26.19238,-80.204527&sspn=0.168514,0.22934&oq=2050+Spectrum+Blvd.+Fort+Lauderdale,+FL++33309&hnear=2050+Spectrum+Blvd,+Fort+Lauderdale,+Broward,+Florida+33309&t=m&z=16

There is plenty of parking.


Los Angeles (South Bay), CA Oct 18, 2017

Time

6:00 PM to 8:00 PM

Location

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

You must register on Eventbrite for this event.

Agenda

Presentation- Seven Issues Every Business Faces

Jay Marks gets executive teams “on the same page” and helps leaders improve communication, alignment and accountability for results in their organizations. Fixing the “growing pains” of successful large and mid-size firms by providing organizational and people management expertise is the focus of his practice.

You will learn:
1. What is employee engagement and why does it matter
2. What do good managers do in today’s work environment
3. Basics of succession planning
4. Keys to managing change and complexity
Speaker-

Jay Marks has over 25 years of experience as a senior advisor in organizational development and human relations. His expertise includes advising executives and their teams, change management, executive coaching, strategy retreats, talent & succession management, meeting facilitation, global teams, organization design, survey design & implementation, and management training. Jay has worked closely with executive teams to plan and implement organizational initiatives and management programs across all functional areas in the U.S., Europe and Asia.
Tickets ($10) are mandatory due to the secure location. RSVP and purchase your tickets on EventBrite if you plan to attend:
https://www.eventbrite.com/e/7-management-issues-every-business-faces-and-what-to-do-about-them-tickets-38528973196?aff=YahooGroup

Guests and potential new members are welcome when accompanied by a member
About the venue:
• South Bay Ford - 5100 Rosecrans Avenue (at the 405 Freeway)
• Secure floor; Tickets required
• $10 Fee - Please register here
• DO NOT PARK IN THE DEALERSHIP
• Parking lot is behind the dealership (see map below)
• Enter through the side (service) door – follow signs
• No smoking on the dealership property
• Be on time.

Directions

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

Free parking is available in back of the dealership to the right of the former Sports Authority store.

Susquehanna Valley, PA Oct 18, 2017

Time

6:00 PM to 8:00 PM

Location

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

Agenda

YORK

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

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

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

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

Members of BENG and FEI are also invited to attend.

Directions

https://www.google.com/maps/place/Penn+State+York/@39.951014,-76.704275,17z/data=!3m1!4b1!4m2!3m1!1s0x89c88ecc709b4e31:0x36799e96802630be

Bergen County, NJ Oct 18, 2017

Time

6:30 PM to 8:30 PM

Location

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

Agenda

Paul Hatrak, CPA, CGMA, Certified Business Coach, Explains How to Better Communicate for Success
Communicating For Success: Watch Your Language!
Have you ever lost an important sale or networking connection and wondered why?
It could be because you are selling and networking the same way with everyone and not tailoring your activities to each person’s behavioral style.
You could be missing as much as 75 percent of your opportunities by doing this.
Paul will lead an interactive discussion that will help you understand the universal language of DISC (dominance-influence-steadiness-compliance).
DISC is concerned with how we act and our way of doing things.
You will gain an understanding of your own behavioral style, recognize the behavioral style of others, and be able to adapt and blend your style for greater, more effective communication and relationships (personal and professional).
Course Outline

1. Results Based Networking Skills
2, Create Your Memorable Marketing Message
3. Millennials In The Workforce
4. Skills for Success
5. Personal & Professional Branding
6. DISC Behavior Styles & Exercise
7. Learning Styles
8. Simon Sinek - What’s Your Why - Golden Circles
9. Purpose, Mission & Vision Statements
10. Carnegie Triangle
11. Networking Questions
12. Identify Your Ideal Client, Strategic Partners & Advisory Committee
13. Create Your Avatar
14. Dealing With Customers, Connectors & Competitors
About Paul Hatrak, CPA, CGMA, Certified Business Coach

As President of Hatrak Associates, LLC and a FocalPoint Certified Business Coach, Paul's mission is to work with entrepreneurially minded professionals who are seeking to grow themselves professionally and personally.

He combines a lifetime of business ownership and leadership experience with content from one of the world’s best-known business coaches, Brian Tracy, to deliver desired outcomes for his clients by identifying gaps in their business and providing the tools to fill those gaps.

Paul held senior financial management positions in large and small companies, holding such titles as Regional Finance Officer and Controller.

As Regional Finance Officer of Willis Group Holdings, he directed finance activities impacting the $100M New York Metro region.

Paul joined Willis from Marquis & Associates Inc. where he was a Partner and controller.

He also has previous audit and tax experience with Deloitte & Touche.

Paul holds a BS in Accounting from King's College and is a CPA, licensed in Pennsylvania.

He is also a licensed Property & Casualty, Health and Personal Lines Producer in New Jersey.

Paul is a member of the American Institute of Certified Public Accountants (AICPA), New Jersey Society of Certified Public Accountants (NJSCPA), Financial Executives International (FEI), and serves on the board of the National Speakers Association – New Jersey (NSA-NJ).

He is also avid networker, connector and golfer.
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

Memphis, TN Oct 18, 2017

Time

7:00 PM to 8:45 PM

Location

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

Agenda

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

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

DRESS: Business Casual

Directions

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

Baltimore, MD Oct 19, 2017

Time

8:30 AM to 11:30 AM

Location

Ledgent Staffing
36 South Charles Street
Baltimore, MD 21201

Agenda

3 hours of FREE CPE Credit

Topics:

- ACCOUNTING:

- AUDIT:

- SMALL BUSINESS:

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

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

Directions

www.google.com/maps/place/36+S+Charles+St,+Baltimore,+MD+21201/@39.2879883,-76.6176525,17z/data=!3m1!4b1!4m5!3m4!1s0x89c803602a75e55f:0xb723dd93242fc3cb!8m2!3d39.2879842!4d-76.6154638 
- Available in Building Garage
- Meeting Held on 2nd Floor

Austin, TX Oct 19, 2017

Time

6:00 PM to 8:00 PM

Location

Celis Brewery
10001 Metric Blvd.
Austin, TX 78758


Agenda

Fun Networking Happy Hour

This event will be casual happy hour for networking and catching up with
each other. Come and go as needed; cover your own tab, and bring a potential
FENG member with you.

Bring business cards and name tags, and resumes.

Directions

Fort Worth, TX Oct 19, 2017

Time

6:00 PM to 8:00 PM

Location

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

Agenda

Topic: Career Transition Workshop

Speaker: Steve Sfamenos, Director of Talent Management at Career Partners International (CPI)

Presentation:
Steve is an outplacement and HR expert who will be talking about various career transition topics including:
1. Managing Change
2. Resume Writing
3. Research & Using Technology
- Internet Research
- LinkedIn
- Social Media
4. References
5. Interviewing
6. Job Offers and Negotiations

He will provide a good overview of ways to make your job search more effective. Learning objectives include giving attendees tips and ideas that will help them land their next job.

Speaker's bio:
As a Human Resources Consultant, Steve provides subject matter expertise, leadership guidance and professional services to business owners, executive leadership, and managers in various industries including financial services, energy, information systems, and engineering. He possesses expertise in Strategy Development and Alignment, Talent Acquisition, Coaching, Performance Management and Leadership Development. In these capacities, Steve has become a trusted advisor to company leaders and developed results driven training programs and cultural enhancement initiatives for clients.

Steve has gained more than 25 years of relevant business experience with a focus on HR Management. His background spans all HR disciplines and includes strategies to groom the next generation of leaders, policy development, legal compliance, and risk management. Steve’s experience encompasses organizational development, start-ups, and acquisitions & divestiture projects in multiple business sectors. Steve holds a Master’s Degree in Labor Relations and a Bachelor’s in Psychology from West Virginia University. He earned an Executive Coaching certification from the University of Houston and is a licensed benefits broker.

Director of Talent Management
- Performance Management and Leadership Development
- Strategy Development and Alignment
-Talent Acquisition
- Coaching
- Masters Degree in Labor Relations from West Virginia University
- Certified Executive Coach

Career Partners International
2000 Bering, Suite 150 Houston, Texas 77057
713.784.3197
www.cpitexla.com

Directions

www.google.com/maps/place/Fort+Worth+Chapter,+Texas+Society+Certified+Public+Accountants/@32.7530135,-97.365919,17z/data=!3m1!4b1!4m5!3m4!1s0x864e73e8f5cc932d:0xdd47f68a90eff69a!8m2!3d32.753009!4d-97.363725

Spokane, WA Oct 20, 2017

Time

7:00 AM to 8:00 AM

Location

Starbucks
1217 North Hamilton Street
Spokane, WA 99202

near Gonzaga University

Agenda

Networking Meeting

Please join us for coffee and networking with your peers from various disciplines. Our objective is to support each other, give each member an opportunity to continually hone their networking skills, share leads and discuss general intelligence about the market.

Please bring:
- Name Badge
- Personal Contact cards

Directions

https://www.google.com/maps/search/Starbucks,+1217+North+Hamilton+Street,+Spokane,+WA/@47.6690707,-117.3969373,16z/data=!3m1!4b1

Chicago (Downtown), IL Oct 20, 2017

Time

7:30 AM to 10:30 AM

Location

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

Agenda

Agenda -

Topic: Connecting Effortlessly

Many of us don’t look forward to networking – it’s something we discipline ourselves to do as a best business practice hoping that our efforts will pay off for us down the line, especially when it comes to times of transition. But what if we took some of the pressure off and started looking at networking as connecting? Amy Langer, the “super connector” who co-founded Salo in 2002, has mastered connecting effortlessly by turning small talk into meaningful connections. Learn how Amy made a shift in her approach that transformed her relationships. When you walk away from this discussion, you will know how to:

- Turn small talk into meaningful connections
- Make a lasting impact with your elevator pitch
- Shift your mindset to ensure you are connecting with people in a memorable way & deepen current relationships

Speaker:

Amy Langer is the Co-founder of Salo, an independent board member, successful entrepreneur and industry thought leader. Salo is a staffing and consulting firm that drives business outcomes in finance, accounting and human resources by strategically placing senior-level professionals. At Salo Amy has driven company growth and brand affinity through keen analysis of market gaps, architecting and leading innovative strategy and establishing sustainable and scalable infrastructure. Her unwavering commitment to creating an exceptional corporate culture and service environment has led Salo to be widely recognized for setting industry standards relative to innovative culture, superior client service and workforce flexibility.

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 Wednesday, October 18, 2017 at Noon CT.

Please Register:

Members login: http://www.thefeng.org/membersonly/ this will take you to your personal home page. Check box for this event.

Guests of members are welcome. Register on this link:
http://www.thefeng.org/chapters/rsvp.php?tid=9954

Also, please email Steve.

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

Downtown Chicago Sub-Chapter Chairs:

Steve Eschbach
SPEschbach@gmail.com
(312) 550-9965

Matt Oey
mattoey@hotmail.com
(312) 255-1887

Directions

Princeton, NJ Oct 21, 2017

Time

8:30 AM to 10:45 AM

Location

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

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

Agenda

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

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

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

Directions

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

Banking Oct 24, 2017

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: 712.432.0360 Access code: 588787#

Agenda

Presentation by Joel S. Salomon on his Upcoming Book: Mindful Money Management: Memoirs of a Hedge Fund Manager.

Joel will give a sneak preview of his upcoming book, Mindful Money Management.

A testimonial from an insurance company CEO gives an insightful description: “Joel followed a path less travelled to pursue a dream that many in the financial community share. While he was successful in achieving his ‘dream job’ of running a hedge fund, the experiences that followed led to a personal transformation and enlightenment that may surprise many readers. Joel provides a candid account of his journey, including successes, failures and a number of interesting direction changes along the way. His story shares a behind the scenes view of the realities involved in starting and running a hedge fund along with uniquely personal observations coupled with a great fabric of philosophical insights from other experts that Joel admires. This book will be instructional to those interested in professional investing as well as anyone interested in learning to truly follow their dreams.”

JOEL SALOMON BIO
In 2016, Joel shifted his focus to assisting individuals as a Prosperity Coach where he works closely with his clients to help identify and overcome the roadblocks standing in their way of personal financial freedom.
In 2012, Joel launched his own hedge fund, SaLaurMor Capital (named after his daughters, Lauren and Morgan). This was a dream that Joel had had from the early 1990s. Since inception he outperformed the hedge fund index and in many significant down months, he was able to consistently generate positive returns for his investors. Prior to SaLaurMor, Joel was a portfolio manager at Citi where he managed a long/short equity and credit portfolio focused on insurers, asset managers, and specialty finance companies. Joel successfully grew that portfolio from under $100 Million in 2008 to $700 Million in 2011. In each full year as portfolio manager, he generated positive returns, including in 2008 when the market collapsed 40%. Joel has spent over 20 years analyzing, rating, and reporting on global insurers. He has over a decade of experience investing in financial stocks, and working at insurance and reinsurance companies. Joel was designated a Fellow of the Society of Actuaries in 1992 and has been a Chartered Financial Analyst since 1995. Joel holds a bachelor’s degree from the University of Rochester where he graduated Magna Cum Laude with a double major in Mathematics and Statistics.
Joel Salomon is committed to helping people become financially free. He can be reached at joel@salaurmor.com.


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





Directions

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

Insurance Oct 24, 2017

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: 712.432.0360 Access code: 588787#

Agenda

Presentation by Joel S. Salomon on his Upcoming Book: Mindful Money Management: Memoirs of a Hedge Fund Manager.

Joel will give a sneak preview of his upcoming book, Mindful Money Management. A testimonial from an insurance company CEO gives an insightful description: “Joel followed a path less travelled to pursue a dream that many in the financial community share. While he was successful in achieving his ‘dream job’ of running a hedge fund, the experiences that followed led to a personal transformation and enlightenment that may surprise many readers. Joel provides a candid account of his journey, including successes, failures and a number of interesting direction changes along the way. His story shares a behind the scenes view of the realities involved in starting and running a hedge fund along with uniquely personal observations coupled with a great fabric of philosophical insights from other experts that Joel admires. This book will be instructional to those interested in professional investing as well as anyone interested in learning to truly follow their dreams.”
Biography:
JOEL SALOMON BIO
In 2016, Joel shifted his focus to assisting individuals as a Prosperity Coach where he works closely with his clients to help identify and overcome the roadblocks standing in their way of personal financial freedom.
In 2012, Joel launched his own hedge fund, SaLaurMor Capital (named after his daughters, Lauren and Morgan). This was a dream that Joel had had from the early 1990s. Since inception he outperformed the hedge fund index and in many significant down months, he was able to consistently generate positive returns for his investors. Prior to SaLaurMor, Joel was a portfolio manager at Citi where he managed a long/short equity and credit portfolio focused on insurers, asset managers, and specialty finance companies. Joel successfully grew that portfolio from under $100 Million in 2008 to $700 Million in 2011. In each full year as portfolio manager, he generated positive returns, including in 2008 when the market collapsed 40%. Joel has spent over 20 years analyzing, rating, and reporting on global insurers. He has over a decade of experience investing in financial stocks, and working at insurance and reinsurance companies. Joel was designated a Fellow of the Society of Actuaries in 1992 and has been a Chartered Financial Analyst since 1995. Joel holds a bachelor’s degree from the University of Rochester where he graduated Magna Cum Laude with a double major in Mathematics and Statistics.
Joel Salomon is committed to helping people become financially free. He can be reached at joel@salaurmor.com.


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

Rochester, NY Oct 24, 2017

Time

5:30 PM to 6:30 PM

Location

Panera Bread
16 Courtney Drive
Perinton, NY 14450

Phone: (585) 425-0527

Agenda

Rochester

Topic: How are you going about Implementing ASC 606 Revenue Recognition in 2018.

Agenda:
We will have an open discussion on the topic followed by networking.

Chapter meetings represent a golden opportunity that shouldn’t be missed whether you are currently employed or in transition.

Please bring:
- a Friend who is interested in joining The FENG

Directions

https://www.google.com/maps/place/Panera+Bread/@43.0684518,-77.4399411,17z/data=!3m1!4b1!4m2!3m1!1s0x89d1330e45719b91:0xb79db813761c7f5c

Dallas, TX Oct 24, 2017

Time

6:00 PM to 8:00 PM

Location

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

Agenda

Topic: Career Transition Workshop

Speaker: Steve Sfamenos, Director of Talent Management at Career Partners International (CPI)

Presentation:
Steve is an outplacement and HR expert who will be talking about various career transition topics including:
1. Managing Change
2. Resume Writing
3. Research & Using Technology
- Internet Research
- LinkedIn
- Social Media
4. References
5. Interviewing
6. Job Offers and Negotiations

He will provide a good overview of ways to make your job search more effective. Learning objectives include giving attendees tips and ideas that will help them land their next job.

Speaker's bio:
As a Human Resources Consultant, Steve provides subject matter expertise, leadership guidance and professional services to business owners, executive leadership, and managers in various industries including financial services, energy, information systems, and engineering. He possesses expertise in Strategy Development and Alignment, Talent Acquisition, Coaching, Performance Management and Leadership Development. In these capacities, Steve has become a trusted advisor to company leaders and developed results driven training programs and cultural enhancement initiatives for clients.

Steve has gained more than 25 years of relevant business experience with a focus on HR Management. His background spans all HR disciplines and includes strategies to groom the next generation of leaders, policy development, legal compliance, and risk management. Steve’s experience encompasses organizational development, start-ups, and acquisitions & divestiture projects in multiple business sectors. Steve holds a Master’s Degree in Labor Relations and a Bachelor’s in Psychology from West Virginia University. He earned an Executive Coaching certification from the University of Houston and is a licensed benefits broker.

Director of Talent Management
- Performance Management and Leadership Development
- Strategy Development and Alignment
-Talent Acquisition
- Coaching
- Masters Degree in Labor Relations from West Virginia University
- Certified Executive Coach

Career Partners International
2000 Bering, Suite 150 Houston, Texas 77057
713.784.3197
www.cpitexla.com

This is a joint meeting with The FEI.

Directions

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

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

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

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

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

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

Washington, DC Oct 24, 2017

Time

6:00 PM to 8:30 PM

Location

Boardroom of Cherry Bekaert LLP
Conference Room, Suite 400
1934 Old Gallows Road, 4th Floor,
Vienna, VA, 22182

Agenda

TOPIC: Automation/Innovation in Payments
CPE CREDIT: 1.0


SPEAKER: Cindy O'Neill, President, Priority Holdings LLC

Space is limited so you must register!

AGENDA:
6:00-6:30: Networking
6:30-6:40: Call to order, agenda review, announcements, and introduction of host, Rick Schneider, Tax Partner – Cherry Bekaert
6:40-7:45: Presentation - “Automation/Innovation in Payments” by Cindy O'Neill, including Q&A.
7:45-8:30: 90-second announcements, adjournment

COURSE DESCRIPTION:
Automation/Innovation in Payments continues to be a lagging performance area for many companies in America. Payments includes not just Accounts Receivables and Accounts Payables, but also expense reporting. Many organizations continue to also be heavily oriented around AR collections and AP invoice payment with manual checks. The use of manual check payments is associated with among the highest cost factors of an accounting/finance organization.

In addition, bank account fraud, exacerbated by the widespread use of checks, continues to be the leading vehicle for leakage of cash assets and unlimited financial exposure.

Automation in payments can help to mitigate these internal costs and risks. ACH payments are one solution, but in recent years the increase in single use virtual cards has augmented automation and made it possible for corporations to enjoy “cash-back” rebates that only consumers have benefited from in the past. The introduction of new software applications has also helped increase efficiencies.

The effective automation of payments can also impact the ability of the organization to perform meaningful budgeting, cash flow, and financial reporting.

This presentation reviews best practices that companies have implemented to automate payment processing in their organization to increase efficiencies, reduce cost, improve working capital, and even realize non-operating income.

LEARNING OBJECTIVES:
- Learn about new payment processing technologies.

- Learn how companies use innovative payment solutions to turn their Accounting department into a profit center.

- Learn how to make your accounting department more efficient

SPEAKER BIO:
Ms. O’Neill spent 17 years in treasury management banking, holding leadership positions at Wells Fargo and Bank of America. Later she worked for VISA International as Head of Global Product Management and Region Head of U.S. Commercial business. She joined Priority Holdings LLC as President - Commercial Payments Division in 2017.

Ms. O’Neill has a Bachelors of Science degree from the University of Southern California and an Executive Certification from the Columbia Business School.


CPE Credit: 1.0
LEVEL: Basic
NASBA CATEGORY: Finance
PREREQUISITES: Basic education in finance
DELIVERY METHOD: Live
CPE SPONSOR: U.S. Transactions Corp Sponsor ID 138278 NASBA

Directions

I-495 Beltway to Exit 47A (Leesburg Pike/Rte. 7) towards
Tysons Corner. Make left at first light into Fairfax Square, opposite the
entrance to the Tysons Corner Mall, after merging onto Rte. 7 West. Turn immediately
left onto service road in front of Fairfax Square buildings and proceed to last turn before gas station.
Make right at this turn and enter parking garage at last entrance on right at end of road. Meeting is
on 4th floor of building across from parking garage.

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