Sponsored by These Financial Organizations

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.

Proformative is the largest and fastest growing online resource and professional network for senior finance, accounting and related professionals focused on career success. Our community-driven content, which comes from thousands of senior level professionals and renowned subject matter experts, allows our constituency to make better decisions; driving efficiencies, top line growth, and career success.

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.

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.

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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.

Editorials from The FENG Daily Newsletter

Your many product benefits

Editorial by Matt Bud from the October 5, 2015 Newsletter

One of the biggest problems you face as a senior financial executive is that you have too many product benefits. In a very real sense, you are too good to be true. For those of you who have been hearing you are “over qualified,” let me suggest to you that you are. After over 20 years of work experience, how could you not be over qualified in some sense? That said, being “over qualified” is a good thing. You just have to learn how to sell it. Let me first deal with the words “over qualified” and explain why they are used. The purpose of using these words after an interview, whether by phone or in person, is to create [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Phoenix, AZ Oct 6, 2015


3:30 PM to 5:00 PM


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


Topic: The Top Ten Things you and your Clients Need to Know in Today's Credit and Banking Environment

Speakers: Trish Stark, President, First Western Trust Bank in Scottsdale and Derren G. Thompson, Senior Vice President-Senior Relationship Manager, First Western Trust Bank in Scottsdale

1. Key factors for a strong credit file for a commercial loan

2 How Dodd Frank legislation has changed the banking landscape

3. Key elements to consider from the operational side of banking
a. How fraud is impacting clients
b. New technologies that help clients maximize cash flow

4. Questions and Answers

Speaker's bios:

Trish Stark:

As President, Trish is responsible for building and strengthening new and existing wealth, investment management, trust and private banking client relationships for First Western Trust. Trish orchestrates a diverse team of financial professionals to provide an exceptional, holistic compliment of financial services to clients, their families and their businesses. Prior to joining First Western, Trish served in several senior executive roles for Bank of America’s Treasury Management Division, including serving as National Treasury Management Sales Executive focusing on the Business Banking Client Segment. She has been in the banking/financial services industry for over 25 years.

- Master of Business Administration from Arizona State University
- Bachelor of Marketing from Arizona State University

- Trustee on the Arizona State University Board of Trustees
- Member of Arizona State University Foundation’s Women in Philanthropy
- Trustee on the Catholic Community Foundation Board of Directors
- Member of the Central Arizona Estate Planning and Paradise Valley Estate Planning Councils
- Chairman Emeritus of the Phoenix Children’s Hospital Board of Directors where she served as Chairman of the Operating Board, as well as Chairman of the Quality and Patient Safety, and Finance Committees during her 18 year tenure on the board
- Member of Valley Leadership Class XIV

Trish enjoys spending time with her husband Greg and son Matthew. They enjoy golf, snow skiing, and travel

Derren G. Thompson:

Derren is responsible for providing relationship management for High Net Worth clients focusing on lending, banking, and trust services in the Scottsdale, Arizona office. Previously, he was Vice President at J.P. Morgan, Private Wealth Management, managing client businesses in Arizona, Utah, and Colorado. He also managed a team of employees that included Bankers, Investment Advisors, and banking specialists. Prior to his work at J.P. Morgan, Derren was Vice President of Zions Park City bank where he was responsible for the originations/underwriting of residential, commercial construction in Summit and Wasatch Counties.

- Bachelor of Science degree in Finance (minor in accounting) at the University of Utah
- Member of Mortgage Bankers Association

- Boy Scouts of America-Leader
- Pop Warner Little league football and baseball-Coaching

- Fly Fishing
- Motorcycles
- Mountain Biking
- Reading
- Traveling



Montgomery/Bucks County, PA Oct 6, 2015


6:00 PM to 8:00 PM


Giant Food Store (Community Room)2nd Floor
315 York Road
Willow Grove, PA 19090


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 is business casual



Energy & Natural Resources Oct 7, 2015


7:00 AM to 9:00 AM


Cafe Express
1101 Uptown Park Boulevard
Houston, TX 77056


Networking, 7:00-7:30 AM.
Topical discussion, 7:30-8:30 AM
Networking,8:30-9:00 AM


West Loop and Post Oak in Uptown Park

Asset Management Oct 7, 2015


5:15 PM to 7:15 PM



Wainwright Investment Counsel, LLC
One Boston Place (201 Washington St), Floor 41
Boston, MA 02108


There is a parking garage right next door. Nightly rates after 5:00PM.

Go to the 41st floor. Off the elevator, go to the wall with the company's sign. Then go right, through the glass door and ring the door bell.... Refreshments will be available (no $ charge).

You should bring copies of a one page summary of your background, your resume or at least your business card along with a list of companies that you are targeting and/or looking for information.


Los Angeles (South Bay), CA Oct 7, 2015


6:00 PM to 8:00 PM


Toyota USA Auto Museum
19600 Van Ness Avenue
Torrance, CA 90501

Networking and a light meal will start at 6 PM.


“Employee Benefit’s Role in Managing Human Capital”
• Understand the changes in human capital demographics
• Employees changing attitudes, goals and requirements
• Learn about employee benefit strategies that address the change in Human Capital
• Identify cultural shift in your staff
• Develop strategic solutions to accommodate changing demographics in your firm

Speaker: Daniel Maniaci
In 1975, Dan started his own insurance agency, Maniaci Insurance Services, Inc, located in Palos Verdes. Dan has distinguished Maniaci Insurance Services, Inc. in the insurance industry for its commitment and dedication to service to the policy holder. Dan and his partners formed United Benefit Advisors in 2005. This firm is national in scope and is the fifth largest producer of employee benefits in the nation. The firm serves 48,000 private and public corporations and is a trusted advisor to 6.5 million employees.

Networking and a light meal will start at 6 PM.

Thanks to Decton Staffing and McGladrey for generously sponsoring our events.


Approximately 6 blocks south of 190th St. Van Ness is between Western and Crenshaw off the 405 freeway. Exit Western to 190th, then west to Van Ness and south to the museum.

Parking is available in front of the building.

Miami (Palm Beach/Treasure Coast), FL Oct 7, 2015


6:30 PM to 8:00 PM


Okeechobee Boulevard Branch Library
5689 West Okeechobee Boulevard
West Palm Beach, FL 33417


It is important to you in your career to stay connected to The FENG. One can never have enough networking contacts. Whether you are currently employed or in transition, you need to continually nurture the friendships you make through The FENG. "The Power of Networking. The Power of Friendships." is what we are all about.

The objective of the meeting is to give each member an opportunity to continually hone their networking skills, meet their peers from various disciplines, share job leads, ideas, and develop networking opportunities.

The format of our meeting consists of sharing our resumes with each other, 90-second announcements, and the sharing of job hunting tips. We also discuss a topic of interest to those assembled. If we have a guest speaker, that takes about an hour of the meeting. We try to leave up to a ½ hour for members to connect individually after the meeting.

Practicing your 90-second announcement in the comfort of your own home is a good thing to do, but it is hardly enough. The missing element is a live audience. The additional benefit is that the live audience you will encounter at a meeting of The FENG will also be a friendly audience so you can improve this important tool.

We have made your preparation very simple too. The night before the meeting, download the attendance list and print it off. Study the backgrounds of those scheduled to attend so you will know who you want to meet. If you want to print off a professional looking name badge and/or a table tent, we have tools for you to use out on our website. All you have to do is sign in. Under “Members Only, Member Downloads, Other useful documents,” you will find easy use files with our official logo.

Chapter meetings represent a golden opportunity that honestly shouldn’t be missed. Your chapter leadership will be delighted to see you there.

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


From I-95: Travel to Okeechobee Boulevard (Exit 70). Drive west on Okeechobee Boulevard (approximately 3-1/2 miles), past Haverhill Road. Library will be on your right, next to Dunkin Donuts.

From Florida’s Turnpike: Take the Okeechobee Boulevard (east) exit off of the Turnpike. Drive east on Okeechobee Boulevard (approximately 1/4 mile). Library will be on your left, next to Dunkin Donuts.

Portland, OR Oct 8, 2015


5:30 PM to 7:45 PM


The offices of:
Bullivant Houser Bailey PC
888 SW 5th Avenue
Portland, OR 97204


FENG - Portland Chapter Monthly Meeting

Topic: TBD
Speaker: TBD

Come meet with your fellow finance and accounting executive and senior professional chapter members face-to-face.

For those in career transition and for those looking to expand their professional network, the monthly meeting is a great place to start.

Hear the latest news and trends on the Portland market as well as interesting opportunities and business developments.

- 5:30 - Networking with Food & Beverages Sponsored by Bullivant Houser Bailey PC

- 6:15 - Host & Speaker Introduction and Presentation

- 7:00 - Attendee Introductions & Additional Networking

DRESS: Business Casual

BRING: Business Cards & Job Leads


Link to map:

New York, NY Oct 8, 2015


6:00 PM to 8:00 PM


Lee Hecht Harrison Offices
The Helmsley Building
230 Park Avenue, Sixth Floor, Suite #600
New York, NY


Presentation: So, you got the interview. Congratulations. Now what?

Coach Hof will show you how to prepare for and score at the interview, and get the job; how to ask the right questions, and listen for the right answers. He’ll coach you on “putting your best (face) forward”, and how to make the most of your physical presence to communicate with integrity, and passion. And have fun in the process.

Guest Speaker, Mark Hofmaier is a Leadership, Sales Performance, and Communications skills coach, and Executive level presentation skills trainer. Clients hire him to increase productivity, lead confidently, and improve their performance to peak levels. Mark received his certification as a coach and Energy Leadership professional from iPEC - the Institute for Professional Excellence in Coaching. http://www.markhofmaier.com

5:30-6:00PM Registration
6:00-6:15PM Introductions
6:15-7:00PM Mark Hofmaier Presentation Part I
7:00-7:30PM :30 Elevator pitches and open networking
7:30-8:00PM Mark Hofmaier Presentation Part II

Meeting Notes:
Coffee, tea, and snacks will be served at the meeting.

Please turn off cell phones at the beginning of the meeting.

The dress code is business casual.


Located at 230 Park Avenue and East 45th Street in front of Grand Central Terminal. The Helmsley Building, 6th floor, Suite 600

Baltimore, MD Oct 8, 2015


6:30 PM to 8:00 PM


Towson Public Library
320 York Rd.
Towson, MD 21204-5179


Joint FENG/BENG Meeting

This is the perfect outlet to provide you with:

employment information,
opportunities for networking,
emotional support, and
tools to accelerate your job search.

For those who have not been to this library, there is paid parking attached to the library and a Cafe on the main floor serving coffee sandwiches etc.
Networking meetings provide members with an opportunity to sharpen their networking skills, meet peers from various disciplines and share business opportunities and job leads.
How it works:
Each participant delivers an "elevator speech" letting the group know what type of job or specific business connection you are seeking
The other participants share leads, connections and suggestions. Each participant delivers an "elevator speech" letting the group know what type of job or specific business connection you are seeking
What to bring to each meeting:
Bring 15 copies of a ONE-PAGER -- a single piece of paper -- featuring job history, skills, objectives and contact info. If you distribute this page at the start of your presentation, fellow attendees are much better able to deliver feedback and ideas.
Bring a "tent card" with your name to place in front of your seat (a folded 8 ½ x 11 sheet of paper works great)
You can also bring your resume for review


Princeton, NJ Oct 8, 2015


7:00 PM to 8:50 PM


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


TOPIC / GUEST SPEAKER: Informal meeting

• Until our attendance increases a bit, our evening meetings will follow our popular breakfast meeting format. 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).


Part 1: 5 - 10 minutes: Informal networking / Announcements. I will dedicate the first few minutes of the meeting to informal networking. I would like to take this time to get your thoughts concerning attendance and the speaker format.

Part 2: “Present your “30 Second” Commercial (15 minutes). Please get to the point. It’s NOT about you. This is a marketing presentation. Be specific – what makes you special? What are you offering? How do you add value? No one wants to know why you left your previous job or how many years you have been working. Please note that because of time, I will ask everyone to keep his / her commercial to 30 seconds. I will cut people off after 40 seconds.

Part 3: Informal “breakfast format” session. Bring your questions and problems. Everyone will get a chance to address his issues.

Part 4: Informal Networking, Part 2 (if time allows)



Cabs available from 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.

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.

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.

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.

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.

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