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 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.

Private Equity International's seventh annual Operating Partners Forum is the premier private equity operations event bringing together the largest community of operating partners, suppliers and resources in North America. The Forum is a unique opportunity to hear first-hand accounts from operating partners in tandem with C level executives on how to deliver value creation strategies, top line growth and drive EBITDA improvement at the portfolio level.

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.

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.

Buddy up

Editorial by Matt Bud from the October 19, 2017 Newsletter

If there is one enduring truth about The FENG it is that we are a circle of friends. It started with the individual who sponsored you, and ends with … well, it doesn’t end. Just as friends don’t let friends drive drunk, friends also shouldn’t let friends feel alone during their job search. I called one of our members recently to follow up on an old piece of correspondence and was greeted by a drone. Hey, I’m feeling a little down today. (Really? Who knew?) I recognize that the job market isn’t what it used to be when we were in our youth, but then, what is? The important thing is that right now, each and every day, you have [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
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.

Richmond, VA Oct 24, 2017

Time

6:00 PM to 7:00 PM

Location

Tavern 19
600 Founders Bridge Boulevard
Midlothian, VA 23113

Agenda

PLEASE NOTE: This is one week earlier than our regular meetings.

Topic: "Turn accounts payable into accounts profitable"

Speaker: Eric Waldenmaier, VP of Business Development, Paymerang

Presentation:
Learn how Best-in-Class AP departments are getting paid to eliminate vendor checks and reallocate months AP resources, in less then 20 hours!


This is a great opportunity to catch up with old friends and network with new ones whether you are currently employed or in transition.

Attire: Business casual 

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

Chicago (Suburban), IL Oct 24, 2017

Time

6:00 PM to 8:30 PM

Location

Rosemont Park District Building
6140 Scott, 2nd Floor
Rosemont, Illinois 60018
(847) 823-6685

Agenda

Doors will open at 6:00pm and we will have pizza delivered shortly after 6:00pm.

There will be a $5 charge to cover cost of the room and the pizza. Dress is business casual.

- 6:00pm to 6:30pm: We will have informal networking, if you can, be there for this part of the meeting, some people have said they enjoy this the most – it is a great opportunity to meet new people, catch-up with old friends and discuss any issues you have on your mind.

As always, be sure to bring 15-20 copies of your resume or handbill; a supply of business cards may come in handy for networking as well. Please polish your 90-second 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.

Directions

From 90 or 294 take the O'Hare exit, and then exit again on Mannheim Rd. North.

Take Mannheim north to Higgins Rd.

Turn right on Higgins and go to the first light.

On the right you should see entry to Village of Rosemont. Take this entry to the guard gate.

Tell the guard you are going to the park district building. Proceed south from the guard shack and the road will curve to the left and then intersect with Kirschoff. Go south (right) on Kirschoff several blocks and it will go straight into the parking lot at the back of the Rosemont Park District Building (you will need to enter at the front of the building).

Free parking is available both in the back and the front (Scott Street) of the building.

Our meeting will be in the upstairs meeting room.

Houston (The Woodlands), TX Oct 25, 2017

Time

7:15 AM to 9:00 AM

Location

One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

Agenda

Topic: The Baby Boomer Tsunami™

Speaker: Jim Anderson with B2B CFO

Agenda:
- 7:15 am – 7:35 am: Networking
- 7:35 am – 7:50 am: Chapter Announcements and Self-Introductions
- 7:50 am – 8:40 am: Speaker Presentation
- 8:40 am – 9:00 am: Networking

Presentation:
Now that the Boomers are preparing to retire. They own more businesses than any generation before them, or probably than any in the future. The Boomer business owners face a challenge like none other. Just as they have done everything else together, the Baby Boomer business owners are going to sell their companies at the same time.

The US Census numbers those born between Jan 1946 and Dec 1964 at about 78,000,000.
Assuming they began to retire Jan 2011 and assuming a straight-line rate, about 4,105,000 will retire annually through Dec 2029.

The SBA Office of Advocacy reports there are 27.9 million small businesses in 2010 (having 500 or less employees)

Research sources state that Baby Boomers own more than 12,000,000 of those businesses.
More than 60% of those businesses are going to change hands, meaning the business will not be transferred to children or other family member.

Learn about The 10 Steps of The Exit Strategy™ by B2B CFO®

Directions

https://www.google.com/maps/place/One+Hughes+Landing/@30.1720425,-95.4723102,17z/data=!3m1!4b1!4m5!3m4!1s0x864736ce2e6a1433:0x97dcfd50d599cb51!8m2!3d30.1720379!4d-95.4701162

St. Louis, MO Oct 25, 2017

Time

5:30 PM to 7:30 PM

Location

Seven Gables Inn
Gables Room
26 North Meramec Avenue
Clayton, MO 63105

Agenda

Please join us for an evening of Hors d'Oeuvres, Cash Bar and Networking

Your cost: $5.00 cover charge includes a ticket for your first drink

Attendance is for The FENG Saint Louis Members and Strategic Partners Only

To RSVP: Please write to happyhour@thefengstl.org

Directions

www.google.com/maps/place/Seven+Gables/@38.6512149,-90.3415341,17z/data=!3m1!4b1!4m5!3m4!1s0x87d8cb2adfd3d517:0x7b4e34da5e3951a4!8m2!3d38.6512107!4d-90.3393401

Hartford, CT & Springfield, MA Oct 25, 2017

Time

5:30 PM to 7:00 PM

Location

TBD

Agenda

Next Meeting:
WHEN:
October, 2017 5:30 pm - 7:00 pm

AGENDA:
90-second announcements so we can learn more about each other
General Networking

In order to get the maximum benefit from our meeting:
1. Bring a name badge and/or "tent" to the meeting.*
2. Bring copies of your résumé and/or networking profile and business cards.
3. Polish your 90 second announcement.

The Hartford CT/Springfield MA Chapter welcomes active and alumni members from ALL FENG chapters. Guests are welcome with review by chapter leadership.

Dress: Networking with Professionals

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

Directions

Tampa, FL Oct 25, 2017

Time

5:30 PM to 8:30 PM

Location

Vaco Tampa
4030 Boy Scout Boulevard, Suite 100
Tampa, FL 33607

Agenda

Topic: Always be Networking

Speaker: Randy Lay

Randy Lay, one of our distinguished members, will be speaking on why you NEED to always be networking.

Randy has a long and distinguished career and we are pleased to have him speak to the chapter again. Randy is a turnaround expert.

Most recently Randy led the turnaround of Lazydays RV, the world's largest RV dealer through the restructuring of $138MM in high yield debt and navigation through a prepackaged CH 11 filing that was approved in Delaware in 5 weeks.

In addition, he managed the Company's return to profitability which included acting as interim CEO. During Randy's tenure, Lazydays acquired 4 additional locations and returned $65MM to shareholders.

Prior to Lazydays, Randy worked as a turnaround consultant and also restructured Universal Access, a competitive telecommunications provider through the restructuring of the business, expansion of its product offerings, and the ultimate sale of the business at an above market multiple to an international acquirer.

Please join us to hear Randy's perspective on why you NEED to always be networking.

Directions

https://www.google.com/maps/place/4030+W+Boy+Scout+Blvd,+Tampa,+FL+33607/@27.9661694,-82.5123212,17z/data=!3m1!4b1!4m2!3m1!1s0x88c2c3ae1043065b:0xc9acb3ed8ff38c54

Susquehanna Valley, PA Oct 25, 2017

Time

6:00 PM to 8:30 PM

Location

Murray Securus
39 North Duke Street
Lancaster, PA 17608

Agenda

LANCASTER

1. Each attendee will get a chance to deliver their two-minute elevator speech.
2. Share recent successes and failures.
3. Present networking requests.
4. Discuss job search questions and concerns.
5. Apprise the group of any new searches, requests, etc. that they have become aware of.

Preparation:
1. Please bring your "one pager" (twenty-five copies).
a. This should provide your contact information at the top.
b. Followed by a brief overview of you and your background.
c. Finally your target company list and a list of people you would like to meet.
2. One Pager should be handed out to the attendees just before you make your presentation, thus helping them to provide you with targeted assistance and advice.
3. Please have copies of your resume available to hand out to those interested parties who may want to learn more about you or pass it on to individuals they think may be interested in talking to you.
4. Bring a name tag to wear and a "name" tent card to place on the table in front of you.
5. If you represent a business, please bring business cards and/or flyers.

Attire: Business casual


Thanks to Pete Wengrenovich for providing the location.

Directions

Parking: There is parking in the rear of the building if you take the Grant Alley back behind the Murray Insurance building. The entrance is in the back also.

https://www.google.com/maps/place/39+N+Duke+St,+Lancaster,+PA+17602/@40.0391756,-76.3034399,17z/data=!3m1!4b1!4m2!3m1!1s0x89c624ed07e01471:0xc5337a9fe4fec9de

Long Island, NY Oct 25, 2017

Time

6:30 PM to 8:30 PM

Location

Marcum
10 Melville Park Road
Melville, NY 11747
516.653.7375

One traffic light south of the LIE, on the east side of Route 110)

Agenda

Erik Hansen will be the guest speaker for the LI chapter's October 25th meeting. He will be speaking about:

- job search strategies
- making the most of working with recruiters
- suggestions for "refreshing" your search after a period of time
- suggestions on presenting your background in a concise, meaningful way

Erik's bio:


Erik Hansen Bio

Over 17 years of recruiting experience encompassing IT/Telecom, Accounting/Finance and Supply Chain for companies ranging from sole proprietorship to Fortune 500. Erik has been recruiting in the accounting/finance field since 2003 and brings a large network of clients and candidates in the NY Metro region. His current firm, Parker + Lynch has 80 offices across the country, locally; Hauppauge, Manhattan, Stamford (CT), Edison (NJ), Paramus (NJ) and Parsippany (NJ). Erik staffs for clients at all levels, from staff accountants to CFO’s and everything in between.

His candidates and clients appreciate his communication and availability. Unlike others in the field, Erik does his best to follow up and returns emails and phone calls even when he has no update or any new opportunities to pursue for you. While he can’t guarantee placement of everyone he meets, Erik always tries to offer assistance, be it resume advice, interviewing tips, insight into specific companies in the area and so on.




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

https://www.google.com/maps/dir/''/marcum+melville/@40.7756928,-73.4861729,12z/data=!3m1!4b1!4m8!4m7!1m0!1m5!1m1!1s0x89e82a34f3298bdb:0x78fb39f308491589!2m2!1d-73.416133!2d40.775714

Houston (Katy/Sugar Land), TX Oct 26, 2017

Time

7:30 AM to 9:15 AM

Location

Fellowship Church
22765 Westheimer Parkway
Community Room
Katy, TX 77450
www.thefellowship.org

Agenda

Topic: "Houston, Pathway to the World.”

Speaker: Hank Moore, Futurist and Corporate Strategist™

Presentation:
One of the legends of Houston pays tribute to the others.

Speaker's bio:
The speaker will be Hank Moore, Futurist and Corporate Strategist™. His topic is "Houston, Pathway to the World.”

His book is "Houston Legends," the definitive history of Houston, through the prism of business, commerce and entrepreneurship. Hank knew and worked with most of the Houston power leaders, including the Worthams, Mastersons, Hobbys, Connallys, Ortons, Laniers, George Mitchell, Ima Hogg, George R. Brown, Ben Love, etc. They got him on boards and entrenched in community service. He will also discuss his new book, “Pop Icons and Business Legends."

Hank Moore won the Lifetime Achievement Award from Volunteer Houston, for community leadership. He is the highest level of business overview expert and is in that rarified circle of experts such as Peter Drucker, Tom Peters, Steven Covey, Peter Senge and W. Edwards Deming. Drucker termed Hank Moore's Business Tree™ as the most original business model of the past 50 years. The Business Tree™ is his trademarked approach to growing, strengthening and evolving business, while mastering change.

Hank Moore has advised many of the top CEOs on strategy, leadership and growth, including Disney, Marriott, Hewlett-Packard, AT&T, United Way, Texaco and hundreds more. He advises companies about the Big Picture issues which profoundly affect the business climate. He has presented Think Tanks for five U.S. Presidents and has spoken at six Economic Summits.

Mr. Moore has provided senior level advising services for more than 5,000 client organizations (including 100 of the Fortune 500), companies in transition (startup, re-engineering, mergers, going public), public sector entities, professional associations and non-profit organizations. He has worked with all major industries over a 40-year career. He advises at the Executive Committee and board levels, providing Big Picture ideas.

- Phone: (713) 668-0664
- E-mail address: hankmoore4218@sbcglobal.net
- Website address: http://www.hankmoore.com
- Pop Icons and Business Legends book website: http://www.americanbusinesslegends.com
- Houston Legends book website: http://www.houstonlegends.net
- Video on YouTube, at this link: https://www.youtube.com/watch?v=F5fP7BI-7ao&feature=em-share_video_user
- Facebook address: http://www.facebook.com/hank.moore.10
- LinkedIn address: http://www.linkedin.com/profile/view?id=43004647&trk=tab_pro


Agenda:
The meeting will begin and end with networking, business card exchanges, 90 second elevator speech practice opportunities as well as Resume review drop-offs. The middle of the meeting will be our guest speaker.

Directions

Corner of Westheimer & Peek

Parking: There is lots of free parking as well as a great Coffee Shop called Kosmos in the corner of the main Church building where the Community room is located.

https://www.google.com/maps/place/22765+Westheimer+Pkwy,+Katy,+TX+77450/@29.7336737,-95.7629392,17z/data=!3m1!4b1!4m2!3m1!1s0x864120dd5c0aecd5:0xd2d51cd9ec9ed006

Indianapolis, IN Oct 26, 2017

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

Title: Selling yourself as a Consultant

Speaker: Peter Ritz, B2B CFO and Indianapolis FENG member

To RSVP:
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, we need you to either:

1. Register on the website:
a. Members: www.thefeng.org/membersonly/ this will take you to your personal home page. Check box for this event.  
b. Guests: www.thefeng.org/chapters/rsvp.php?tid=9759
OR
2. Reply that you will be attending to: fengindy@gmail.com

Donations: We will have a donation jar at the meeting please help us make this work by contributing.

Agenda:
- 6:00 - 6:45 pm: General Networking
- 6:45 - 7:15 pm: Welcome and Introductions
- 7:15 - 8:00 pm: Our Program
- 8:15 pm: Adjournment

Please note: This is a private meeting. Current or prospective FENG members (having 15+ years of finance experience) are invited to attend.

Speaker’s bio:
Pete is an energetic, broad-based financial professional with over 30 years of experience and a history of leadership and excellence. Pete has a passion for helping to bring a business owner's vision to reality with integrity and transparency. After beginning his career at Arthur Andersen in Chicago he went on to serve in a variety of management roles including CFO, Treasurer, Assistant Treasurer, Division Controller, Corporate Accounting Manager, and Audit Officer. These roles were in private and public companies that ranged in size from start-up to Fortune 500. His industry experience includes technology, personnel staffing, government, distribution, long term care, engineering, banking and public accounting.

Pete received his undergraduate degree in economics from DePauw University. He went on to earn his MBA from Indiana University with an emphasis in accounting. He holds a CPA certificate from the State of Illinois and is a Certified Cash Manager. He and his wife Verlyn live in Westfield, Indiana. He has three grown step-children and six step-grandchildren. In his spare time Pete is involved in many activities at his church. He enjoys playing bass guitar as well as running. He also serves on the board and finance committees of two local non-profit organizations.

Sponsor:
For a combined 50 years, we've done all the worrying for you. VACO Indianapolis has the experience, resources and connections to find even the most specialized talent. Our tenure in the market means we’re always in the loop - gauging the pulse of Indianapolis businesses, industries and trends. We live and breathe a partnership mentality and go the extra mile to add value in all that we do. We also partner with the community and are involved with the Financial Executives International (FEI), Financial Executives Networking Group (FENG) and SEC Pros.

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

Portsmouth, NH Oct 26, 2017

Time

6:00 PM to 8:00 PM

Location

Sheraton Portsmouth Harborside Hotel
250 Market Street
Lobby Bar
Portsmouth, NH 03801

Agenda

Come join us at an informal networking event. It’s been a while since the last meeting!

We will be gathering ideas on how/when to have more regular meetings.

Please register. If you cannot make the meeting, use the website to un-register.

Directions

https://maps.google.com/maps?q=Sheraton+Portsmouth+Harborside+Hotel,+250+Market+Street,+Portsmouth,+NH&hl=en&sll=41.172425,-73.278118&sspn=0.109574,0.295601&oq=Sheraton+Portsmouth+Harborside+Hotel+250+Market+Street&t=h&z=16

London, United Kingdom Oct 30, 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

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, October 25th 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

Latest Posts on The FENG Forum
General Posts Forum Posted By Replies Posted Last Reply
Champaign/Urbana IL interim roles Mike Topa   0 10/19/17 --/--/--
Merger Integration - Need someone with Extens... Brandon Cradeur   0 10/19/17 --/--/--
Adaptive Joseph Tarzia   4 10/11/17 10/16/17
General Ledger software recommendations Eric Stevens   7 09/21/17 10/11/17
Customer Acquisition Cost (CAC) Joseph Tarzia   1 10/11/17 10/11/17
Best and quickest way to look at your financi... Paul Howarth   2 10/08/17 10/11/17
Executive Compensation - Beauty/Cosmetics John Beck   4 09/19/17 10/04/17
Initial coin offering /virtual currency /tok... Emerson Galfo   0 10/04/17 --/--/--
Seeking a Controller for Cherry Hill NJ area Steve Vogel   2 09/26/17 10/04/17
XERO Accounting software Mauricia Cebulec-Gardner   5 09/08/17 10/02/17
Search:
Login to Post