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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.

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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.

Making small talk

Editorial by Matt Bud from the September 21, 2017 Newsletter

I have never considered myself a social butterfly, but I guess for many of us financial types it is difficult to start a conversation with someone we don’t know. If you give a little thought to conversations you have had over your life with people not known to you, you will fondly remember the favorite topic most of those discussions began with was the weather. (As you know, everyone talks about the weather but no one does anything about it, but I digress.) If weather isn’t the chosen topic, traffic, sports (How about those Yankees?) will all suffice. Religion and politics are generally not good ideas for conversation openers with strangers. I suppose the reason that one might start out [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Tulsa, OK Sep 25, 2017

Time

11:45 AM to 1:00 PM

Location

Hideaway Pizza
Cherry Street, 1419 East 15th Street
Tulsa, OK 74120

Agenda

Informal Networking Luncheon

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.

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.com/maps/search/Hideaway+Pizza,+1419+East+15th+Street,+Tulsa,+OK+74120/@36.1326019,-96.0448496,15z

San Francisco, CA Sep 26, 2017

Time

7:00 AM to 9:00 AM

Location

FENG East Bay Networking Group (EBNG) Robert Half Corporate Office
Bishop Ranch 3
2613 Camino Ramon
San Ramon, CA 94583

Agenda

FENG East Bay Networking Group (EBNG) Breakfast Meeting


Informal coffee and networking

Directions

Directions to Robert Half - San Ramon.

https://www.google.com/maps/place/2613+Camino+Ramon,+San+Ramon,+CA+94583/@37.7684303,-121.9588258,17z/data=!3m1!4b1!4m2!3m1!1s0x808ff29ab37b3563:0x3db730a847817c62





Banking Sep 26, 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

Guest Speaker: Beverly R. Daniel, Career Counseling & Coaching Services, CareerGrowth Group

Please join us for "Riding The Wave-Creating and Advancing Your Career for 2020 and Beyond" with thought provoking insight from a career counselor and coach Beverly Daniel. If you are looking to advance your career within your current organization, or actively searching for a new role, Beverly has important information to help you succeed in achieving your goals!

Beverly's Bio:

Beverly R. Daniel, MS, MBA, founder of the CareerGrowth Group, is a well-known business executive and management consultant in the human capital development and management field. She has spoken and lectured throughout the USA on the topics she knows best from over 25 years’ experience in: career management and development, executive coaching, executive search, and leadership development and leadership training. She coaches executives and management-level professionals in the midst of career changes, as well as professionals reaching to attain new levels of success in their chosen fields. She has expanded her practice to help entrepreneurs develop strategic business plans and marketing (new business) plans. Also she also provides consulting to professional societies and their staff members.

Previously, she served as an executive search consultant to numerous clients from major FORTUNE 500 companies; in 1998, Consulting Magazine named Beverly to their “Ten Best” list of search professionals for outstanding service in the management consulting field.

Beverly is a well-known speaker and panelist (CBSCNY). In addition, Beverly has developed programs for alums of numerous universities through the USA and the world. Recently, she has delivered programs for corporate women’s groups at such companies as Allianz AG and Motorola.

Beverly holds a BS and MS in Psychological Counseling. She holds an MBA in Management from Stern School of Business, New York University.

The meeting schedule is:
5:30 – 5:45 PM Networking
5:45 – 5:50 PM Introductions and Housekeeping
5:50 – 7:00 PM Speaker, Bev Daniel
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 Sep 26, 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

Guest Speaker: Beverly R. Daniel, Career Counseling & Coaching Services, CareerGrowth Group

Please join us for "Riding The Wave-Creating and Advancing Your Career for 2020 and Beyond" with thought provoking insight from a career counselor and coach Beverly Daniel. If you are looking to advance your career within your current organization, or actively searching for a new role, Beverly has important information to help you succeed in achieving your goals!

Beverly's Bio:

Beverly R. Daniel, MS, MBA, founder of the CareerGrowth Group, is a well-known business executive and management consultant in the human capital development and management field. She has spoken and lectured throughout the USA on the topics she knows best from over 25 years’ experience in: career management and development, executive coaching, executive search, and leadership development and leadership training. She coaches executives and management-level professionals in the midst of career changes, as well as professionals reaching to attain new levels of success in their chosen fields. She has expanded her practice to help entrepreneurs develop strategic business plans and marketing (new business) plans. Also she also provides consulting to professional societies and their staff members.

Previously, she served as an executive search consultant to numerous clients from major FORTUNE 500 companies; in 1998, Consulting Magazine named Beverly to their “Ten Best” list of search professionals for outstanding service in the management consulting field.

Beverly is a well-known speaker and panelist (CBSCNY). In addition, Beverly has developed programs for alums of numerous universities through the USA and the world. Recently, she has delivered programs for corporate women’s groups at such companies as Allianz AG and Motorola.

Beverly holds a BS and MS in Psychological Counseling. She holds an MBA in Management from Stern School of Business, New York University.

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

Washington, DC Sep 26, 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

Matt Bud will present "Winning the Interviewing Game." He will be joined by Doug Fine and Bruce Lynn.

Space is limited so you must register!

Our agenda is:
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
6:40-7:30: Presentation - “Winning the Interviewing Game” by Matt Bud.
7:30-8:30: 90-second announcements, adjournment

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.

Dallas, TX Sep 26, 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: Mirror Image Groups

Speakers: Bob Walker, The FENG Dallas Chapter Chair and John Casey, Managing Partner at John Casey & Associates

Presentation:
Bob Walker and John Casey will discuss “Mirror Image Groups” and how these groups can help high level job seekers. They will provide a discussion of how to administer and run an effective group. They will also touch on suggested requirements, protocol and expectations.

Forming a mirror image group can speed up the job search process and provide valuable job leads and support. Learning objectives include a hands on approach to starting one of these groups and making it effective.

Speakers' bios:

John Casey:
John uses his functional and industry experience coupled with his talent network to help companies find financial, operations and sales talent. His career focuses on servant leadership, which combines his ability in finance with a passion for selling and for helping others. John seeks to build new relationships with CFOs and CEOs needing help in finding talent.

John is the Founder and Managing Director of John Casey & Associates, a boutique talent firm providing general management, financial and human resources consulting and interim staffing services. His firm specializes in helping manufacturing, distribution, retail, professional services and energy companies.

Prior to working at Hudson in an executive search role, John held executive positions in several large companies including Pepsico, Brierly Partners and Doskocil. John was the Co-leader of Tatum's Dallas office and is the founder of CEO Netweavers, the largest CEO networking organization in the US. John has an undergrad degree from Georgetown and an MBA from Harvard.

Bob Walker:
Bob is an Investment Advisor with over 20 years’ experience in the financial services industry. He is a Registered Financial Advisor and Portfolio Manager assisting businesses and individual clients in developing and implementing workable strategies to help them reach their financial objectives.

He was named in Texas Monthly as among the top 7% of advisors in Texas, and in the top 3% in Dallas in 2010 and 2011 by Five Star Wealth Manager.

Bob began his career at Arthur Young, CPAs, and was an international banker for 15 years at a major money center bank in charge of Europe and the Middle East. He has been a CFO at several companies. As a former accountant and CFO, Bob’s distinctive qualifications and experience work to help improve his clients’ positions. He is a graduate of the Thunderbird Graduate School and Northern Arizona University. He holds a Masters Degree in International Management and Business Administration.

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.

Richmond, VA Sep 26, 2017

Time

6:00 PM to 7:00 PM

Location

Tavern 19
600 Founders Bridge Boulevard
Midlothian, VA 23113

Agenda

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.

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

Directions

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 Sep 26, 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 Sep 27, 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: Gaining Control/Losing Control: IT Trends and the CFO

Speaker: Casey Hall, Chief Information Officer, Aventine Hill

CPE Credit: 1 Free Credit

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:
Information Technology has enabled companies to achieve global scale and process efficiencies while enhancing basic operational and financial control. The latest trends in cloud, internet of things, Big Data, block chain, algorithms, machine learning and others offer even greater potential efficiencies but introduce entirely new risks to companies. This discussion will share highlights of what new technology is becoming available and how CFOs will be faced with thinking differently about processes, financial information, and risks.

Casey Hall’s bio:
Casey Hall has 25+ years’ experience in business and IT leadership roles in industries ranging from manufacturing to financial services. He is currently a CIO at Aventine Hill Partners providing CIO advisory services to client CEOs, COOs, and CFOs across diverse industries. Casey has driven large scale business process improvements, global & local scale system implementations, merger/acquisition IT integration, and divestiture transition. He has assessed and provided IT strategy and ERP roadmaps for companies ranging in size from $50 million to $1 billion in revenue.

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

Tucson, AZ Sep 27, 2017

Time

6:00 PM to 8:00 PM

Location

Rio del Sol
2550 East River Road, Clubhouse
Tucson, AZ 85718

Agenda

Please join Myrna Newman, the new Tucson Chapter Chair, for a meet and greet.

Topics to be discussed:
1. Vision for the Tucson Chapter
2. Topics for future meetings
3. Dates/times/types of meetings in the future

Directions

https://www.google.com/maps/place/Rio+del+Sol/@32.2834984,-110.9365117,17z/data=!3m1!4b1!4m5!3m4!1s0x86d6722528879789:0x1cfbf0b09b774e94!8m2!3d32.2834939!4d-110.9343177

Susquehanna Valley, PA Sep 27, 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

Indianapolis, IN Sep 28, 2017

Time

6:00 PM to 8:30 PM

Location

***New Location***
Castle Creek Conference Center
5875 Castle Creek Pkwy N Drive,Suite 171
Indianapolis, IN 46250

Agenda

Title: Cyber Security

Speaker: Douglas Bray, President of Bray Technologies

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

Presentation:
Cyber Security covers a wide range of situations that at times may be difficult to address until trouble hits. Discussing the impact from security incidents that occur from poor security practices are even more difficult conversations. The phrase “If only I had done….” is echoed way too often. Being aware is our best defense. Douglas Bray will briefly discuss and define a selection of the threats: Intellectual Property Theft, Ransomware, Identity Theft, Corporate Wire Fraud, Embezzlement, and Corporate Network Breach. Doug will go into further depth with real case examples reflecting facts of the incident, resolution, solutions to prevent reoccurrence and available legal resources for a selection of these threats.

Our Speaker:
Douglas Bray is President of Bray Technologies, an IT support company focusing on small to midsized business, which he started in 1995. Doug received his Associates degree from Ivy Tech, received additional training from Data Tech Institute for computer repair and data recovery, and followed up with a Bachelor of Science in Business Administration from Indiana Wesleyan University. Prior to opening Bray Technologies, Doug honed his skills at several well recognized companies: Logo7, Bindley Western Drug, Software Alternatives Inc, Southwestern Bell Telecom and KLF business communications. His skill set of programming, computer networking, file servers, computer repair, data recovery as well as many other technology areas of expertise developed while working for these companies set the stage for opening Bray Technologies.

Doug is passionate about data recovery. He takes great satisfaction in recovering precious data for his clients. His efforts and focus in data recovery naturally progressed in to forensic endeavors. When the internet came alive to the general public in the 90’s, the need for firewalls and cyber security and qualified individuals to assist companies in setting the proper systems and protocols. Doug studied at the SANS Institute and received his GIAC Certified Forensic Examiner – GCFE in 2012.

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=9758
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.

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

Location: provided by VACO

Please help us thank our chapter sponsors:

VACO Indianapolis:
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.

OfficeWorks:
From a small office in the Hyatt Hotel in downtown Indianapolis, to the Capital Center, the canal and currently our Fishers facility, OfficeWorks has been a leader in delivering tailored solutions to business, government, learning, and healing environments for 32 years. From entrepreneurial startups to large corporations, the OfficeWorks team of 57 employees including 17 dedicated furniture installers, is here to help customers become more successful and help them create great places to work, learn, and heal.

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

Minneapolis, MN Oct 2, 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

First Monday FENG / FEI Minneapolis Career Transitions Group Networking Meeting

Objective: To connect financial executives who are in transition from different industries, for the purpose of networking toward gainful employment for all attendees. Attendees are all working to find the next opportunity (all jobs are temporary) and we like to encourage everyone who attends to offer up to the group any opportunities that you know about which do not fit your background, or that you have no interest in pursuing.

To-Do's: Please prepare a brief summary of your background to present to the group. Please be prepared to discuss your target industry, size, whether private or public, location preferences; and describe your goal for your next opportunity.

Who Should Attend? This meeting is open to all financial executives including the directors, managers and above that report to the office of the CFO.

Directions

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


London, United Kingdom Oct 2, 2017

Time

11:00 AM to 1:00 PM

Location

Goodman Masson's offices
120 Aldersgate Street, 7th floor
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, September 27th 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

Susquehanna Valley, PA Oct 2, 2017

Time

6:00 PM to 8:00 PM

Location

NEW LOCATION

Alvernia University
Student Center, Second Floor
418 Veronica Commons
Reading, PA 19611
or
913 Greenway Terrace
Reading, PA 19611

Agenda

READING

PLEASE NOTE: Alvernia University has offered the two addresses to assist in navigation to the new location. Directions are below.

Topic: "The Value Proposition Letter"

Speaker: Lynne Williams, Executive Director of the Philadelphia Area Great Careers Group

Presentation:
What is a value proposition letter? It’s a brief statement (100-150 words) that succinctly explains the unique qualities, skills, and accomplishments of a candidate. In other words, it states how you will add value to a company. Using persuasion, value proposition letters explain how you can solve a problem or fix a pain point in a company better than anyone else thanks to your expertise and unique offerings” (Williams, 2016).

This is a snippet from chapter 8 of the book Find Your Fit: A Practical Guide to Landing the Job You Love published by the ATD and available to purchase from Lynne Williams at www.greatcareersphl.org/shop or in person without shipping costs for $25.
Learn the who, what, where, when, why, and how of the Value Proposition Letter, and how it differs from the cover letter.

Imagine poking your head in a CEO's door, and he or she looks up from the desk and asks:
- What do you want?
- What good are you ... exactly?
- What makes you so special?
- What's in it for me?
- Why should you get the big bucks?
- Why should I waste my time talking to you?
- What problems can you fix for me?
- In fact, why should I care that you even exist?

Networking will follow directly after the presentation.

BIO Lynne M. Williams:
Lynne M. Williams, BS, MA, ABD is the Executive Director of the Philadelphia Area Great Careers Group, a 501(c)3 nonprofit, which is an organization that provides support and resources for career transition and career management and has almost 2700 members on the Meetup. Lynne is also the owner of Around the Clock Executive Helper, a part-time virtual assistance business established in 1994, which creates updated resumes and LinkedIn profiles for jobseekers and entrepreneurs. As an avid networker who builds relationships, Lynne helps others as a servant leader and community volunteer. She does training workshops on LinkedIn as well as career transition topics such as the Applicant Tracking System, Art of Networking, Personal Branding, and other technology and social media topics. She has also done extensive doctoral research and writing on Web 2.0 Social Media applications and is a contributing author to the book Find Your Fit: A Practical Guide to Landing the Job You Love available at www.greatcareersphl.org/shop along with 15 other career coaches and Dick Bolles, the author of What Color is Your Parachute?. Connect with her on LinkedIn at: www.linkedin.com/in/lynnewilliams

Attire is business casual.

Members of BENG and FEI are also invited to attend.

Directions

Because the location for this meeting is on the main campus, please plan to arrive a little earlier to give yourself time to park and walk to the student center.

1. 913 Greenway Terrace: is across the street from the entrance closest to the Student Center.

2. 418 Veronica Commons: the address the fire company uses for the Student Center

3. If you are coming from our usual meeting place, the Alvernia Upland Center Building on 540 Upland Avenue:
- Turn left on to Upland Avenue (toward cemetery)
- Cross railroad bridge
- Immediately turn left onto St. Bernardine Street
- Immediate right on to Greenway Terrace
- Proceed up small hill, past Convent property
- Pass first AU driveway, Adams street
- Turn left on Veronica Parkway
- Student Center is ahead on your right
- Building has two glass stair towers

Campus Map:
http://www.alvernia.edu/about/reading/PDF/alvernia_map.pdf

San Diego, CA Oct 3, 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: Paradoxical Leadership

Speaker: Pamela Stambaugh, the Founder and President of Accountability Pays

We will have a presentation featuring Pamela Stambaugh, the Founder and President of Accountability Pays and a popular speaker in San Diego on issues of corporate leadership and performance. Pam will be speaking to us on Paradoxical Leadership, discussing some fundamental issues with which leaders of all kinds, in all fields, must wrestle.

Details to follow.

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 breakfast refreshments for all attendees.

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 Oct 3, 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: Tax Advantaged Planning for Businesses and Owners

Speaker: Tiffany House, Vice President/Partner, MasterTech Financial Advisors, Inc.

Presentation:
We will discuss examples of tax advantaged strategies with an interactive dialog. The topics will include:
- Alternatives to traditional qualified plans as a substitute or enrichment for retirement income
- Capital gains, income tax and estate tax advantages of selling a business using Charitable Remainder Trusts
- Creating or enhancing work place culture through the use of the Arizona State Tax Credit
- Income tax strategy using a Grantor Styled Charitable Lead Trust

Speaker’s bio:
Tiffany House is a financial advisor and a Chartered Advisor in Philanthropy (CAP®). She is dedicated to Charitable Planning and helping her business owner clients create a MasterGame Plan™ that incorporates their intellectual, ethical and financial legacy. She is passionate about educating women regarding financial matters to help them create a legacy of their own design and steward wealth to future generations while considering civic responsibility.

Tiffany is empowered by participating as an active member of the community, and she enjoys public speaking and mentoring charitable organizations. She is the President of Planned Giving Round Table of Arizona (PGRT) and she is actively involved with many organizations including, ASU, Feeding Matters, AT Still University, Southwest Autism Research & Resource Center (SARRC), ValleyLife and the YWCA. She is also a member EO Accelerator, CAEPC and Scottsdale Leadership Class 31.

Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

Tiffany Teel House, CAP®
MasterTech Financial Advisors, Inc.

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 Oct 3, 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 Oct 3, 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 Oct 4, 2017

Time

6:30 PM to 8:00 PM

Location

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

Agenda

General Networking

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

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

As always, this is a great opportunity to network, practice your "elevator" speech with fellow FENG members. 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.

Please bring:
- Resumes
- Your 90-second elevator speech

Attire: business casual

Your chapter leadership will be delighted to see you there.

Directions

www.google.com/maps/place/3650+Summit+Blvd,+West+Palm+Beach,+FL+33406/@26.6648202,-80.0996603,17z/data=!4m5!3m4!1s0x88d8d7dffa164d65:0x5dbeb801bbc86900!8m2!3d26.6630273!4d-80.0977828

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.

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