The FENG Banking S.I.G.

Next Meeting

When:

12/12/2017 – 5:30 PM to 7:30 PM (Reserve a spot at this event)

Where:

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:

Please join us for a presentation by Martin Ferrer, as he discusses his new leadership role at Grant Thornton providing technical accounting and CFO advisory services to the insurance industry. In addition, Martin will reflect on how he was able to redefine, rebrand, and evaluate himself as a person and professional.

BIO:
MARTIN FERRER, CPA
Senior Manager - Insurance Advisory Services
Grant Thornton

Martin is one of the leaders in the US Insurance Practice and helps lead the practice’s Financial Management service line. Martin joined Grant with over 15 years of public and private accounting experience. Martin primarily focuses on insurance clients and has extensive experience in financial reporting, consolidations, SEC reporting, auditing, technical accounting, mergers and acquisitions, budgeting & forecasting, regulatory compliance, SOX, process improvements, and enterprise transformation. With successful leadership experience, Martin utilizes his vast background, knowledge, and professional skill set to contribute to Grant Thornton’s business growth.

Prior to joining Grant Thornton, Martin was a Controller for AIG’s North American P&C operations and general managing agents. In this role Martin was responsible for the controllership functions of over 125 legal entities, technical accounting implementations, revenue contract review, stand-alone US GAAP financial statement preparation, purchase accounting for mergers & acquisitions; and developing high performance teams.

Martin was also a senior audit manager for KPMG LLP. Martin was responsible for performing and managing integrated audits and quarterly reviews of several large Fortune 500 companies and mid-size public companies in accordance with SEC, PCAOB, and U.S. GAAP requirements. Martin has extensive experience with SEC documents such as 10-K, 10-Q, 8K, S-8, and annual reports. Martin also served as a national instructor and campus recruiter for KPMG.

Martin graduated from the State University of Old Westbury with a Bachelor’s of Science in Accounting.
Martin is a Certified Public Accountant in New York State

Professional memberships
• American Institute of Certified Public Accountants
• Society of Insurance Financial Managers



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






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


About the Banking S.I.G.

The Banking SIG is comprised of Senior Banking, Broker Dealer, and other Financial services professionals.

Grant Thornton
THEY HAVE MOVED TO
757 Third Avenue (between 47th and 48th Streets) - 9th Floor
New York, NY 10017

Teleconferencing instructions:
Meetings start at: 5:30 pm EST / teleconference bridge open at 5:55 pm
Phone number: (712) 432-0360 (new number)
Access code: 588787#

ALWAYS check the particular meeting details to ensure that teleconferencing will be offered. Some meetings due to their format or location may not support teleconferencing.

We endeavor to have monthly networking meetings with guest speakers in NYC. The meetings cover themes of interest impacting banks, Thrifts, Hedge Funds, Assset and Alternative Funds Management firms, broker dealer, Investment banks,and other financial services organizations. Themes cover the role of:

- Audit and risk management
- Compliance & corporate governance
- Treasury/asset-liability management pre and post financial crisis
- Managing relations with regulators(central banks) and auditors
- Managing pension plans/investment management process
- Role of credit risk monitoring including real estate and commercial loans
- Importance of conservative lending and good underwriting standards
- Role of boards in properly overseeing Banks and Financial Institution counterparties
- Quantify/measure and properly assess trading risk
- New trends/issues impacting banks/financial institutions.

Typically meetings in New York City are held the 3rd Tuesday of the month based on venue and speaker availability. The purpose is to inform, engage audience, create a meaningful Q&A and good interaction between speakers and audience with a pre-post card exchange/greeting with speakers and members of audience thus increasing interaction and networking for all involved. We encourage FENG members to get involved and contribute with ideas, speakers, venue selection or other suggestions as needed. The speakers are "experts" in their respective areas of interest and we try to attract an audience with knowledge, expertise and strong interest in theme discussed but meetings are open to all FENG members on a first come, first serve basis.

In addition, the Banking SIG may have a business card/meet and greet event on a sporadic basis thus allowing FENG members to meet each other, network and exchange views with other banking/FI professionals in an unstructured, relaxed setting. In addition to helping FENG members network with each other and guest speakers of interest, we aim to educate and inform all banking SIG members on new trends that shape financial services industry on a day to day basis.

S.I.G. Leadership

Tom Wilson
thwilson23@gmail.com
(914) 589-9616

OUR SPONSORS:

cfo