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.

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 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.

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.

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.

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.

Maintaining your focus

Editorial by Matt Bud from the April 27, 2017 Newsletter

Life is made up of a lot of endless details. And, as financial people, the endless details are where we shine. I have said from time to time that eating an elephant is best done one bite at a time. (Mustard would probably also be a good idea.) Most tasks, no matter how enormous they may seem at the time, are actually finite in nature. By finite, I mean to say that if we work on them in our usual diligent manner, at some point they are finished. The approach I take to planning is based on the recognition that there are 1 day plans, 1 week plans, 1 month plans, 3 month plans and 1 year plans. There are [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Minneapolis, MN May 1, 2017

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

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.

Susquehanna Valley, PA May 1, 2017

Time

6:00 PM to 8:00 PM

Location

Alvernia University
Alvernia Upland Center Building,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

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 May 2, 2017

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: Cost Segregation: What is it... and how does it work?

Speaker: Joel Grushkin, Regional Director of Cost Segregation Initiatives (CSI)

Presentation:
Cost segregation is a method of speeding up the tax depreciation deduction on real property. This enables a company, or an individual holding real property for investment, to reduce the tax lives of portions of their real estate assets from the usual 39 years or 27-1/2 years into much shorter life asset depreciation classes and, by so doing, to accelerate depreciation deductions, reduce tax liabiilty and increase cash flow.

Cost seg has been around for years, but it continues to be a significantly under-utilized technique for reducing taxes in accordance with IRS regulations. It is a program not be undertaken casually, and will generally involve the efforts of accountants, engineers, and cost segregation tax specialists. It is also a program with very straightforward logic and specifics. When done right, using procedures certified by the American Society of Cost Segregation Professionals, it is no longer a risky strategy.

And, above all, it is a program from which the cost savings and cash flow improvements can be rather large.

In his talk, Joel will cover a number of things:
- What is cost segregation, and how does it work?
- What is a "cost seg study", and why is it necessary?
- What kind of real estate qualifies?
- Is the exercise accountant-driven, or engineering-driven?
- When should a cost seg study be done?
- What is the scope of potential cash flow improvement?
- Are there risks involved in implementing cost segregation?

Because of the nature of this topic as being not just a financial exercise, please feel free to bring as your guest any colleague from the engineering or general management side of the business, to enhance his or her knowledge and to enrich the discussion.

At the end of the session, we should all understand the basic strategy behind a cost segregation program and how to implement it, and to make a broad determination as to whether a company -- either your current company, a client company or a future one -- can benefit from initiating cost seg.

About our Speaker:
Joel Grushkin is speaking to the FENG for the second time on this subject, with his first talk having been very well received several years ago. Joel IS0 "Mr. Cost Segregation" in the San Diego area. He is the Regional Director of Cost Segregation Initiatives (CSI, not to be confused with the TV program of similar name), a real estate specialty-consulting firm, providing cost segregation studies and other cash-flow solutions to commercial property owners throughout the United States. Joel knows his stuff really well.

Joel brings over forty years of executive experience to the CSI organization. His background includes eleven years with Arthur Young & Company (now Ernst & Young) as a Principal and director of the firm’s Management Services Practice. He was also a member of AY’s National Real Estate Industry Specialty Practice Group. His cost segregation experience covers the gamut of property types and vertical markets, encompassing studies for developers and owners of commercial real estate, including but not limited to office buildings, shopping centers, manufacturing and distribution centers, specialty medical facilities, automotive dealerships, hotels, restaurants, financial institutions and multi-family residential.

For the last six years Joel has also been an instructor of continuing education courses for two organizations providing CE to CPA’s, CFP’s, and financial advisors on a national basis.

Prior to Joel’s involvement in CSI he was a founding shareholder and Chairman of the Private Equity/Venture Capital Practice Group of DHR International, the nation’s fifth largest, retained executive search firm.

Joel was also COO of Edward Carpenter & Associates, a consulting firm specializing in consultation to financial institutions, real estate developers, the FHLBB and FSLIC in the areas of economic feasibility, capital formation, governance, M&A and regulatory affairs. Joel previously held positions of CEO, COO, and VP Corporate Development at either the holding company or operating company levels in conglomerates with holdings in real estate development, home building, financial services, mortgage banking, retail/entertainment and automotive.

He has been a guest lecturer at San Diego State University, University of California-Berkeley, Orange County Forum for Corporate Directors, and the San Diego Venture Group. He is a past member of the Board of Directors of DHR International, the San Diego Venture Group, and Compliance Coach, sold to FIS. He is currently on the Advisory Board’s of Soteria Intelligence, and Aerovu Technologies.

This promises to be an interactive and enlightening meeting, on a subject in which financial executives are typically the initiators and main drivers within their companies.

Who can attend: 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.

Breakfast and Meeting Sponsor: As usual, we will have coffee, bagels and other refreshments for all attendees. Sponsoring our meeting and generously providing the refreshments will be Scott Krawitz and Faith Thomas of People Driven Solutions, providers of virtual CTO services, solutions implementation and targeted talent acquisition and retention. This will be PDS's first time as a FENG sponsor, and we're most pleased to have them at our meeting.

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

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 May 2, 2017

Time

3:30 PM to 5:00 PM

Location

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

Agenda

Topic: Legal tips to Navigate Small Business Operations Successfully

Speaker: Gene Kadish, Attorney, Kadish & Anthony Law Group

Presentation:
Mr. Kadish will address:
- Preventative Maintenance: Periodic legal review of business organizational structure and documentation prevents nasty and expensive surprises.
- LLC vs. Corporation – Risks and Rewards: Choice of business entity.
- Business Forms – Useful tools or Legal Minefields: Most customer related forms constitute legally binding contracts and should be treated as such.
- Proactive Planning: Family owned businesses tend to have unique issues that require creative and oftentimes unconventional solutions.
- Unforeseen Circumstances: How to get quick answers to resolve sudden challenges.

Speaker's bio:
Over the past thirty years, Gene Kadish has represented numerous individuals and businesses covering a wide range of Business and Real Estate matters. His business clients include restaurateurs, real estate investor/developers, landlords, tenants, real estate brokers, property managers, and convenience store owners. He has helped organize and form dozens of business startups, including LLC's, corporations and limited partnerships. Mindful of saving time and money for his clients, Mr. Kadish promotes resolving disputes through negotiated settlements rather than litigation. Prior to entering private practice, he was part owner and CEO of an established family-run construction-related business with over 100 employees. His experience as a business owner has given him priceless insight into the day-to-day operations that go in tandem with running a business.

Directions

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

Montgomery/Bucks County, PA May 2, 2017

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

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


Princeton, NJ May 2, 2017

Time

7:00 PM to 8:45 PM

Location

Mercer County Public Library,
West Windsor Branch
333 North Post Road, Princeton Junction, NJ 08550

Agenda

Agenda

As the meeting nears, I will flesh out the details of the agenda. In the meantime, here’s the basic agenda:

i. Informal networking (15 minutes)
ii. Announcements, etc. (10 minutes)
iii. Present Elevator Pitch
(10-15 minutes)
iv. Speaker or “breakfast”
format session (1 hour)
v. Informal networking
(as time permits)

Please note we have to leave the library by 8:50pm.

Directions

From PRINCETON JUNCTION TRAIN STATION (5 minutes):

Cabs available from southbound side.

SOUTHBOUND SIDE:
Exit parking lots via Vaughan Drive.
Left onto Alexander Road.
Cross narrow bridge over railroad tracks.
At T intersection, turn right.
Proceed 0.5 miles. Library is on right side.

NORTHBOUND SIDE:
From parking lots, turn right onto Wallace Circle/Road
Right onto Alexander Road.
Continue about 1.0 mile. No turns.
Library is on right side.

From NEW BRUNSWICK:
Route One South to Princeton.
Past Sarnoff Corporation on left side.
Past Washington Road.
Exit at Alexander Road, not for Princeton but for West Windsor/Princeton Jct.
Head East back over highway towards Princeton Jct.
Proceed about 1 mile.
Cross narrow bridge over railroad tracks.
At T intersection, turn right.
Proceed 0.5 miles. Library is on right side.

From TRENTON, I95 or I295:
Route One North to Princeton.
Past Market Fair Mall on left side, Carnegie Center on right.
Past Hyatt Hotel on right side.
Exit at Alexander Street.
Atop ramp, turn right at light.
Proceed about 1 mile.
Cross narrow bridge over railroad tracks.
At T intersection, turn right.
Proceed 0.5 miles. Library is on right side.

From FREEHOLD/HIGHTSTOWN:
Rt. 33 to Rt. 571/Princeton-Hightstown Road.
Rt. 571/Princeton-Hightstown Road to Princeton Jct.
Past West Windsor High School on left side.
Left at light onto Clarksville Road.
Right at light onto North Post Road.
Proceed 0.1 miles. Library is on left side.

From PRINCETON/SOMERSET:
Route 206 South to Princeton.
On 206, straight thru light across Cherry Valley Road.
Still on 206, straight thru light past Mountain Avenue
Still on 206, straight thru light across Robeson Place/Hodge Road (YMCA on left side)
Left at light at Nassau Street/Stockton Street
IMMEDIATE right onto Mercer Street.
First left onto Alexander Street.
Proceed to Route One: thru 2 lights, across canal, thru 1 light, over the overpass.
Proceed about 1 mile.
Cross narrow bridge over railroad tracks.
At T intersection, turn right.
Proceed 0.5 miles. Library is on right side.

Miami (Palm Beach/Treasure Coast), FL May 3, 2017

Time

6:30 PM to 8:00 PM

Location

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

Agenda

Topics:
1. Professional Networking Relationships: How to build trust faster and more effectively for business.
2. Professional Referral Relationships: How to increase the quantity and quality of referrals from your clients and other professionals.

Speaker: Jeff Tockman, Founder, Tockman Consulting

Tockman Consulting is a Business Development Consulting firm in South Florida which specializes in helping businesses and professional firms improve their strategy and tactics to grow through referrals and professional relationships.

If your company brings on most new clients through “word of mouth,” referrals from clients to new prospects, networking, Center Of Influence relationships, and/or participating in groups, events and organizations, then Jeff Tockman can help improve your company’s results.

If your firm is already great at getting referrals, perfect. Jeff works with successful firms to take them to an even higher level of success. He works one-on-one and runs group meetings on a recurring basis while improving areas such as goal setting, assessment of prior activity and results, SWOT analysis, organization, contact database management, time/calendar management, motivation, accountability, and skill-building. Working together helps you grow your business and acquire new clients and customers.

Tockman Consulting tracks your goals, activity and results when it comes to your Center of Influence (COI) relationships, client advocates, testimonials, introductions, recommendations, professional organizations, charity involvement, community groups, sales contacts, events attended, and meetings held. In every meeting you will always talk about the bottom line so you never lose focus on the purpose of the work together, more profit.

Jeff Tockman Bio:
Jeff has a BA in Justice and Political Science and graduate degrees in Law (JD) and Business Administration (MBA).

Growing up the son of a family law attorney and family counseling psychotherapist, Jeff came to value learning, understanding and explaining the way things work (especially the mind), building relationships, and humor. His goals and vision for the future include building the most sought-after networking groups in South Florida and becoming a recognized expert in business development through referrals.

For over 10 years his career was in financial services as a sales manager of financial advisors, equity research analyst, financial advisor, and sales training manager. He moved to Florida in April of 2009 and the following month started Professional Social Networking Group (PSNG.org). He has used and improved his networking skills to grow the group to thousands of members and an average of over 100 people at each event. In 2010, Jeff founded Tockman Consulting (TockmanConsulting.com) and started consulting with clients about business development. For the past three years he has been running two private networking groups and currently spends his time organizing and facilitating events and working to help his business consulting clients build their businesses through referrals.

Jeff Tockman, JD, MBA
Tockman Consulting
LinkedIn.com/in/JeffTockman
Jeff@TockmanConsulting.com
561-755-7764
Business Development Consultant
"The Referral Navigator"
TockmanConsulting.com

Please bring:
- Name Badge
- Personal Contact cards
- Resumes
- Your 90-second elevator speech

Attire: business casual

Directions

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

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

Princeton, NJ May 4, 2017

Time

6:00 PM to 9:00 PM

Location

Offices of CohnReznick, LLP
23 Christopher Way
Eatontown, NJ 07724

> note - this is close to Exit 108 off the Garden State Parkway

Agenda

Special Joint NJ Chapter FENG Meeting

THE HOSTS:
• Matt Bud, Chairman of the Financial Executive Network Group
• Jim Farrell, former head of Ocean/Monmouth
• Greg Hampson and Ray Miller, Co-heads of the Warren Chapter
• Jim Hockenberry, Princeton Chapter Head
• Marty Latman, Bergen Chapter Head
• Marty Mussman, Ocean/Monmouth Chapter Head

AGENDA:

• 6:00pm - 6:30: Informal networking. Doors will open at 6:00 and people can meet informally and network. I expect traffic will be a problem so I want to give people time to arrive before we start the meeting formally.
• 6:30 - 6:35: Opening remarks, introductions, and thank yous - Jim Hockenberry, Jim Farrell
• 6:35 - 6:45, someone from CohnReznick
• 6:45 - 7:30: Matt Bud - where are we today and the future directions of FENG. Insights into the current job market.
• 7:30 - 8:00: Marty Latman - will discuss the history of FENG, the issues you run into by candidates who do not do the simple things (i.e. outgoing signature on emails, labeling of resumes) and networking.
• 8:00-8:15: Greg Hampson & Ray Miller
• 8:15 - 8:35: Jim Hockenberry & Marty Mussman will discuss the popular “Princeton Breakfast Meeting Format.”
• 8:35 - 8:50: Informal Networking Part II

Directions

Monmouth/Ocean, NJ May 4, 2017

Time

6:00 PM to 9:00 PM

Location

Offices of CohnReznick, LLP
23 Christopher Way
Eatontown, NJ 07724

> note - this is close to Exit 108 off the Garden State Parkway

Agenda

PRELIMINARY

THE HOSTS:
• Matt Bud, Chairman of the Financial Executive Network Group
• Jim Farrell, former head of Ocean/Monmouth
• Greg Hampson and Ray Miller, Co-heads of the Warren Chapter
• Jim Hockenberry, Princeton Chapter Head
• Marty Latman, Bergen Chapter Head
• Marty Mussman, Ocean/Monmouth Chapter Head

AGENDA:

• 6:00pm - 6:50: Informal networking. Doors will open at 6:00 and people can meet informally and network. I expect traffic will be a problem so I want to give people time to arrive before we start the meeting formally.

• 6:50 - 7:00: Opening remarks, introductions, and thank yous - Jim Hockenberry, Jim Farrell

• 7:00 - 7:10, someone from CohnReznick
• 7:10 - 7:25: Matt Bud
• 7:35 - 8:00: Marty Latman
• 8:00 - 8:25: Jim Hockenberry & Marty Mussman will discuss the popular “Princeton Breakfast Format” and may have a live 10 minute “workshop” with a volunteer
• 8:25 - 8:40: Greg Hampson & Ray Miller
• 8:40 - close: Informal Networking Part II

Directions

Asset Management May 4, 2017

Time

6:00 PM to 7:30 PM

Location

HBI/Hinduja Group Offices
520 Madison Ave, 34th FLOOR
New York, NY
Entrance on 53rd between 5th and Madison

Agenda

Networking starts at 5:30PM

Speaker Presentation at 6:00pm -7:00pm
There will be time for networking after the presentation.

Guest Speaker, Paul Hickey, will speak about Market Analysis.

Paul Hickey, a founder of the Bespoke Investment Group, is a twenty year veteran of Wall Street whose breadth of experience runs the spectrum of equities, fixed income, and structured products. Paul is a staple on financial news networks for his unique ability to analyze data and his deep historical knowledge of the markets, appearing frequently on CNBC, Bloomberg TV, Bloomberg Radio and Fox Business, and his reports and findings have been extensively featured in publications including The Wall Street Journal, The New York Times, The Financial Times, Barron’s, and USA Today.

Prior to founding Bespoke, Paul served over six years as a research analyst for Birinyi Associates, Inc. He was at Salomon Smith Barney from 1997 to 2000 on the firm’s Emerging Markets fixed income structured products desk. Paul graduated from the College of the Holy Cross in 1996 with a BA in Economics. With his wife Hope, Paul is the proud parent of four daughters, Brennan, Claire, Jane, and Mara.

Paul and his partners were just featured in Barron’s interview section this weekend. http://www.barrons.com/articles/another-year-of-double-digit-gains-1492836720?mod=BOL_hp_highlight_9



To attend, RSVP on the Asset Management webpage at http://www.thefeng.org/membersonly/

Guests of members are welcome too.

Hope to see you there.

--
Tom McFarland
40 Cherry Avenue
New Rochelle, NY 10801-5337
914-500-8601

Directions

Warren County, NJ May 4, 2017

Time

6:00 PM to 9:00 PM

Location

Offices of CohnReznick, LLP
23 Christopher Way
Eatontown, NJ 07724

> note - this is close to Exit 108 off the Garden State Parkway

Agenda

Special Joint NJ Chapter FENG Meeting

THE HOSTS:
• Matt Bud, Chairman of the Financial Executive Network Group
• Jim Farrell, former head of Ocean/Monmouth
• Greg Hampson and Ray Miller, Co-heads of the Warren Chapter
• Jim Hockenberry, Princeton Chapter Head
• Marty Latman, Bergen Chapter Head
• Marty Mussman, Ocean/Monmouth Chapter Head

AGENDA:

• 6:00pm - 6:30: Informal networking. Doors will open at 6:00 and people can meet informally and network. I expect traffic will be a problem so I want to give people time to arrive before we start the meeting formally.
• 6:30 - 6:35: Opening remarks, introductions, and thank yous - Jim Hockenberry, Jim Farrell
• 6:35 - 6:45, someone from CohnReznick
• 6:45 - 7:30: Matt Bud - where are we today and the future directions of FENG. Insights into the current job market.
• 7:30 - 8:00: Marty Latman - will discuss the history of FENG, the issues you run into by candidates who do not do the simple things (i.e. outgoing signature on emails, labeling of resumes) and networking.
• 8:00-8:15: Greg Hampson & Ray Miller
• 8:15 - 8:35: Jim Hockenberry & Marty Mussman will discuss the popular “Princeton Breakfast Meeting Format.”
• 8:35 - 8:50: Informal Networking Part II

Directions

Philadelphia-Downtown, PA May 4, 2017

Time

6:00 PM to 8:00 PM

Location

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

Agenda

Workshop Title- "Get Seen: Reduce Obscurity and Stand Out as a Financial Executive"

Speaker- Brandi Baldwin-Rana, PhD

Link to Full Bio- www.linkedin.com/in/doctorbrandi

Objectives

Participants in this leadership development session will:

· Understand the importance of differentiating their leadership brand from others in their industry.
· Learn how to identify and articulate the leadership qualities that will attract ideal employers/clients.
· Create a personalized strategy to accelerate their career goals in 2017.
The objective is to give each member an opportunity to continually hone their networking skills, meet their peers from various disciplines, practice their elevator speeches, share job leads, ideas, and develop networking opportunities.

Bio
Dr. Brandi is recognized as a leader in helping companies design employee development programs to develop, engage, and retain their top talent. She is currently the Interim CEO of YouAdvise.Me, the flagship brand of her Millennial Ventures firm. Dr. Brandi speaks at over 30 corporations and conferences annually to teach on various topics related to millennials, employee engagement, entrepreneurial leadership, and talent development. She was recently appointed from a pool of over 400 professionals to Mayor Jim Kenney's 2017 Millennial Advisory Committee, and was formerly featured as a part of the Philadelphia Business Journal's "People on the Move" campaign in 2015.She is the author of, "Put in Work: Gain Respect, Influence Others, and Get Results as a New Leader" [Available on Amazon.com and Kindle]


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

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


About the chapter:

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

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

Dress is business casual.

Directions

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

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

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

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

PUBLIC TRANSPORTATION:

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

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

Bergen County, NJ May 4, 2017

Time

6:30 PM to 8:30 PM

Location

Offices of CohnReznick, LLP
23 Christopher Way
Eatontown, NJ 07724
note - this is close to Exit 108 off the Garden State Parkway

Agenda

SPECIAL MEETING ANNOUNCEMENT FOR
JOINT NEW JERSEY CHAPTER MEETING

THURSDAY MAY 4, 2017 – 6:00 PM to 9:00 PM

This is a special meeting hosted by ALL the FENG New Jersey Chapters. All FENG Members Are Welcome, including those from the Westchester, Bucks, the Philly chapters, and Westport. It has been several years since we had such a meeting, and we are excited to announce it.


PLEASE PRE-REGISTER using FENG’s RSVP Feature. Sign-up once through any of the NJ chapters - Bergen, Warren, Princeton, or Ocean/Monmouth. If you don’t sign-up, you are most welcome anyway.

DRESS: Business casual

LOCATION:
Address: Offices of CohnReznick, LLP
23 Christopher Way
Eatontown, NJ 07724
> note - this is close to Exit 108 off the Garden State Parkway

THE HOSTS:
• Matt Bud, Chairman of the Financial Executive Network Group
• Jim Farrell, former head of Ocean/Monmouth
• Greg Hampson and Ray Miller, Co-heads of the Warren Chapter
• Jim Hockenberry, Princeton Chapter Head
• Marty Latman, Bergen Chapter Head
• Marty Mussman, Ocean/Monmouth Chapter Head

AGENDA:

• 6:00pm - 6:50: Informal networking. Doors will open at 6:00 and people can meet informally and network. I expect traffic will be a problem so I want to give people time to arrive before we start the meeting formally.
• 6:50 - 7:00: Opening remarks, introductions, and thank yous - Jim Hockenberry, Jim Farrell
• 7:00 - 7:10, someone from CohnReznick
• 7:10 - 7:25: Matt Bud - where are we today and the future directions of FENG. Insights into the current job market.
• 7:35 - 8:00: Marty Latman - will discuss the history of FENG, the issues you run into by candidates who do not do the simple things (i.e. outgoing signature on emails, labeling of resumes) and networking.
• 8:00-8:15: Greg Hampson & Ray Miller
• 8:15 - 8:40: Jim Hockenberry & Marty Mussman will discuss the popular “Princeton Breakfast Meeting Format.”
• 8:40 - close: Informal Networking Part II
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:
646-710-4677 - Office
201-919-2607 - Cell
201 337-7554 – Home
martylatman@gmail.com

Monmouth/Ocean, NJ May 6, 2017

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.


Tom Bocchino
Marty Mussman
Don Sondak

Directions

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

London, United Kingdom May 8, 2017

Time

11:00 AM to 1:00 PM

Location

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

Agenda

UK Job Hunt Club

1. 90 Second elevator pitch. (45")

2. Metrics - activity for the last 2 weeks. (30")
- Networking - number of e-mails/meetings/calls
- Number of company interviews
- Number of Headhunter / Agency interviews
- Number of applications for roles (adverts, job boards, etc.)

3. Open Session. Job sharing (30")
- Share job leads, networking events, other opportunities
- Share any job searching insight

4. Agree agenda for next meeting. (15")

Please RSVP: by WEDNESDAY, March 15th so that Goodman Masson receives sufficient notice to provide the adequate space.

SEATING IS LIMITED TO 10 MEMBERS. If you register and can NOT attend, please remove your name from the list.

This meeting is open to FENG members ONLY.

Also, if you find a job, please let us know in order to share the goods news with the rest of the team as well as to update your directory. In addition, please make sure that you update your membership directory listing by going to: http://www.thefeng.org, and filling out the form you will find there.

Directions

Tube station Barbican

Los Angeles (Orange County), CA May 9, 2017

Time

8:15 AM to 9:15 AM

Location

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

Agenda

Speaker TBA

NOTE: Doors open at 8AM

Directions

Houston, TX May 9, 2017

Time

6:00 PM to 8:00 PM

Location

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

Agenda

Speaker: Vira Trevino-Garcia, vCFO

Online tools for jobseekers.

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

6:00-6:40 Informal networking
6:40-6:45 Chapter announcements
6:45-7:00 New member introductions
7:00-8:00 Vira Trevino-Garcia

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


Directions

Call 713-547-4400 (For Directions Only)

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

Eastern Europe May 9, 2017

Time

6:30 PM to 9:30 PM

Location

Baltic Restaurant
74 Blackfriars Road
London SE1 8HA
United Kingdom

Agenda

Topic/Special Guest: Details to follow.

Drinks at 6:30; Dinner is at 7:30 pm.

Chapter meetings represent a golden opportunity for members currently employed as well as those seeking employment that honestly shouldn't be missed. This is a great opportunity to meet new people, catch-up with old friends and discuss any issues you have on your mind.

Directions

https://www.google.co.uk/maps/place/Baltic+Restaurant+and+Bar/@51.5034961,-0.1070657,17z/data=!3m1!4b1!4m5!3m4!1s0x487604a549d14475:0xf65c1dc86b7ddfb6!8m2!3d51.5034928!4d-0.104877

Charleston, SC May 9, 2017

Time

6:30 PM to 8:00 PM

Location

Crowne Plaza
4831 Tanger Outlet Boulevard, Plantation Board Room
North Charleston, SC 29418

Agenda

TBA

Attire: Our meetings will be "relaxed" Business Professional

Directions

https://www.google.com/maps/place/4831+Tanger+Outlet+Blvd,+North+Charleston,+SC+29418/@32.8749764,-80.0177026,17z/data=!3m1!4b1!4m5!3m4!1s0x88fe635bed8ef0e9:0x2668f6f8f1ed25a4!8m2!3d32.8749764!4d-80.0155139

New Orleans, LA May 9, 2017

Time

6:30 PM to 7:30 PM

Location

Puccino’s Coffee
The Place Plaza Shopping Center
3301 Veterans Memorial Boulevard
Metairie, LA 70002

Agenda

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

Directions

https://www.google.com/maps/place/Puccino's+Coffee/@30.0084526,-90.161005,17z/data=!3m1!4b1!4m5!3m4!1s0x8620b02464c658fb:0x8503b43d54c87227!8m2!3d30.008448!4d-90.158811

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