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Sharing our knowledge

Editorial by Matt Bud from the April 23, 2017 Newsletter

From time to time, I write an editorial that generates very thoughtful responses from our members. I hope that all of you appreciate those individuals who write in as much as I do. It is an important part of The FENG, that we each take the time to share our knowledge with one another on topics large and small. There are so many ways to share our knowledge. If you are bashful and not interested in communicating with a large audience, there are local meetings and those weekly new member listings where you can pick up the phone and TAKE THE TIME to share what you have learned with one individual at a time. That is as important as writing [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
San Francisco, CA Apr 25, 2017

Time

7:00 AM to 9:00 AM

Location

East Bay, SF FENG
Robert Half Offices
Bishop Ranch 3
2613 Camino Ramon
San Ramon



Agenda

Facilitator: Norbert Walz with Attila Bardos

The Discussion Topic for this meeting is
Do you have a marketing plan for 2017?

Our goal as a group is to help people evaluate their “Regular Full Time Opportunities” and go to market strategies. We discuss new technologies and how to leverage plus work on the basics of how to refine your elevator pitch. What is working for you and what is not working for you?
As our facilitator Norbert Walz has said, “the best time to look for an opportunity is when you don’t need to”. So bring to the meeting your personal and business development goals and prepare to contribute and enjoy the difference a community can bring. (comment contributed by Steve Peterson

Norbert A Walz, MBA CPA CMA
Interim CFO / Controller
9000 Crow Canyon Road - #226
Danville, CA 94506
925-216-5409 cell - norbert_walz@yahoo.com
profile - http://www.linkedin.com/in/norbertwalz

Directions

Tampa, FL Apr 25, 2017

Time

5:30 PM to 8:00 PM

Location

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

Agenda

Topic: Getting the most out of LinkedIn

Speaker: Dennis Fredrickson, Chief Executive Officer/Chief Financial Officer at CFO Solutions Resource

Photographer: Joe Sale, owner of Tampa Image Factory

Presentation:
Come learn the latest advanced techniques for leveraging LinkedIn.

Dennis will tell you how to:
- Create a compelling professional profile
- Build and cultivate your brand
- Leverage and manage your connections
- Join and use groups to extend your network

Also joining us will be Joe Sale, owner of Tampa Image Factory. Joe will be taking professional headshots for use in your LinkedIn profile for the discounted price of $20/person.

Don’t miss this opportunity to get the most out of LinkedIn!

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

Dallas, TX Apr 25, 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

The Toyota presentation has been cancelled and will be rescheduled to later in the year.

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.

Your chapter leadership will be delighted to see you there.

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.

Los Angeles (Hollywood/Santa Monica), CA Apr 25, 2017

Time

6:00 PM to 9:00 PM

Location

Tavern Restaurant
11648 San Vicente Boulevard,
Brentwood CA

Meet in Bar area
Non-hosted bar

Agenda

FENG Spring Cocktails,
Tavern Brentwood

https://www.facebook.com/FENGLosAngeles/
http://www.tavernla.com/contact.html


Great opportunity to reconnect with your finance colleagues in Los Angeles
Valet parking available in back of restaurant, or street parking available

6:00 PM – 9:00 PM

Dinner reservations are available, please reach out in advance if would like to stay for dinner.


https://www.facebook.com/FENGLosAngeles/

Directions

http://www.tavernla.com/contact.html

Richmond, VA Apr 25, 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

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 Apr 25, 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.

Not-for-Profit Apr 25, 2017

Time

6:00 PM to 8:00 PM

Location

Brennan Center for Justice

NEW LOCATION
120 Broadway
Suite 1750
New York, NY
(between Pine and Cedar Streets)

Tele-conferencing instructions for those members outside the NYC Tri-state area:
- We usually dial in at 6:15 pm EST
- Conference Dial-in Number: (712) 432-0850
- Participant Access Code: 445296#

Agenda

This month we are meeting on the 4th Tuesday because our usual 3rd Tuesday conflicts with Passover.

We are presenting a panel discussion among three nonprofit finance executives who transitioned from the for profit sector. They will share their experiences in making the jump to nonprofit.

Scheduled Panelists:
1- Jennifer Solomon, COO & CFO, The Art Students League of New York, who transitioned from a career in equity research and investor relations
2 - Mark Abrahams, CFO, Chief Investment Officer, and Interim CEO, FJC, A Foundation of Philanthropic Funds, who transitioned from a career in corporate finance and investment banking
3 - Arlene Bascom, CFO, Green-Wood Cemetery, who transitioned from a career in corporate finance

Moderator: Paul Konigstein, Co-chair, FENG NFP SIG

Directions

Closest subway station is Wall Street on the 4 & 5 lines.

Also nearby is the Fulton Street station on the 2,3,4,5,A,C,J, and Z lines

Houston (The Woodlands), TX Apr 26, 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: Houston Office and Industrial Real Estate Update – the Window is open

Speaker: Patrick Duffy, President of the Houston office of Colliers International

Agenda:
- 7:15 am – 7:35 am: Networking, coffee and light breakfast
- 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

CPE Credits: one CPE credit hour

Presentation:
- Update on current market status and trendline for office and industrial space in Houston.
- Availabilities, Rents, Concessions, etc.
- Update on the new FASB 13 accounting rules impacting treatment of leases

Speaker's bio:
Pat is President of the Houston office of Colliers International. Pat relocated to Houston from Florida where he served as President of the Colliers offices in Tampa Bay, Orlando and Southwest Florida.

Pat has over 34 years of experience in commercial real estate as a producing broker, educator, sales manager and managing broker. Pat enjoys assisting people with creating strategic and tactical plans leveraging his broad-based commercial brokerage background as a practitioner, manager and instructor.

Pat has been an instructor for CORENET and Colliers University. As President of the Colliers Houston office, he has direct responsibility for recruiting, training and managing the sales and leasing teams, property management and business plan creation and coordination for the company.

Patrick Duffy MCR
President | Houston
Colliers International Houston, Inc.
1233 West Loop South, Suite 900
Houston, TX 77027

Direct +1 713 830 2112
Mobile +1 727 460 3215
Main +1 713 222 2111
Fax +1 713 986 4412
patrick.duffy@colliers.com
www.colliers.com

2013/14/15/16 Best Places To Work

Sponsor: Our breakfast sponsor is Aston Carter, a Professional Finance and Management Recruitment Firm.

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

Susquehanna Valley, PA Apr 26, 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 Apr 26, 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

General Networking


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

Houston (Katy/Sugar Land), TX Apr 27, 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: Why all employers need to adopt a strategy to deal with Type 2 diabetes

Speaker: Brian Sekula, PhD, President and CEO of the Health Performance Institute

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.

Presentation:
Brian will talk about type 2 diabetes and why all employers need to adopt a strategy to deal with type 2 diabetes.

- Over the last 15 years, no condition has been more expensive to our healthcare system than type 2 diabetes.
- It’s more than just type 2 diabetes – Insulin resistance is predictive of cancer, hypertension, cardiovascular disease and more
- Why the standard approach doesn’t work
- How your organization can implement an effective strategy

Speaker's bio:
Currently serving as the President and CEO of the Health Performance Institute, Brian has been involved in the health industry since 1990.

Education Brian completed his doctoral studies at the University of Houston with a degree in physiology and statistics.

Work Experience Prior to starting the Health Performance Institute more than a decade ago, Brian was a college professor at the University of Houston, with a joint appointment at the UT School of Public Health.

He taught graduate and undergraduate courses in research methods, cardiovascular disease and cardiovascular disease epidemiology. His research focused on obesity, genetics, nutrition and physical activity.

Prior to becoming a college professor, Brian was a research scientist/data analyst at NASA-JSC, where he worked in the Space and Life Sciences Division. He worked on teams that conducted research on astronauts and long-term health after exposure to zero gravity.

Personal Brian is a native Texan, born in San Antonio and raised in South Texas. He is married with two daughters, both of which are heavily involved with club volleyball. In his spare time, Brian enjoys reading, food, hunting (with his compound bow) and woodworking.

In addition to the above, he has been known (on occasion) to enjoy a great cigar and well-aged glass of single malt scotch.

Health Performance Institute
2245 Texas Drive, Suite 300
Sugar Land, TX 77479
Phone: 281-566-2594
Fax: 281-566-2505 www.briansekula.com www.hpiacademy.net www.hpirecipes.com

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 Apr 27, 2017

Time

6:00 PM to 8:30 PM

Location

OfficeWorks
12000 Exit Five Parkway
Fishers IN 46037-7940

Agenda

Topic: Update on Transportation Funding In Indiana

Speaker: Beth Bauer, Executive Director of the American Council of Engineering Companies of Indiana (ACEC Indiana)

Presentation:
2017 Indiana General Assembly + Road Funding = Good for Indiana! Plus other Triumphs, Defeats and Surprises at the Statehouse

Beth will give some history & perspective on why so much emphasis on Road Funding now, and some of the effort to get it passed, as part of the larger view of this session, and the competing interests for funding and time, coalition work, relationship-building, and managing message with different audiences.

Speaker's bio:
Beth Bauer serves as the Executive Director of the American Council of Engineering Companies of Indiana. ACEC Indiana is a professional trade association representing over 100 consulting engineering firms across the state, comprising about 5,000 employees who design roads and bridges, clean water and waste water systems, structures, mechanical & electrical systems, redevelopment of brownfields, and more.

Beth has nearly 30 years of association management experience specializing in the “built environment,” starting in 1989 as Government Affairs Director with the Indiana Builders Association. She next served as the Oregon Builders Association Executive Director, and then returned to Indiana where she is going on 13 years with ACEC.
She is a Certified Association Executive by the American Society of Association Executives, holds her MBA from Pepperdine University, and a B.S. in Political Science from Utah State University. She is registered lobbyist and a member of the Government Affairs Society of Indiana.

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

After much hard work by Shelley Murdock, Tom Bastin and Jim Dunmyer we have secured a new location for our meetings. FENG member Gary Hegeman has graciously opened the doors at OfficeWork in Fishers where he is the COO.

Because we won’t have food service at Office Works, Gary has graciously offered to order pizza and provide refreshments. To make we have enough food but not too much, please RSVP.

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.

Please help me thank our chapter sponsors:

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.

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/12000+Exit+5+Pkwy,+Fishers,+IN+46037/@39.9636771,-86.0029171,17z/data=!3m1!4b1!4m5!3m4!1s0x8814b4655fc3dc71:0x1e027073acac8221!8m2!3d39.9636771!4d-86.0007284

Washington, DC Apr 27, 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

Kathy Dempsey, Certified Professional Coach, Energy Leadership Index Assessment, Expert Practitioner, MBA, CPA
 
In this presentation especially if you are a crossroads in your life and are yearning to move forward in your career, Kathy will discuss 4 inner blocks that can stop you.  Inner blocks are those produced within you.  They disrupt and distract you from success.  The four inner blocks are: (1) beliefs you have about your world and your environment, (2) ways in which you apply and integrate your past experiences into the present moment, (3) interpretations you create about events and people and, (4) that inner critic that derails your attempts to achieve and accomplish your goals.  By looking at these inner blocks carefully and objectively, you can release the hold they have on you and become more successful.       
 
About Kathy:  Kathy has been a member of the FENG for several years.  Kathy worked for 25 years in various financial roles including CFO and COO.  She worked for a Fortune 500 company, large professional associations and a business consulting firm.  During this time, she found that she enjoyed coaching and mentoring she became a certified professional coach.  She coaches her clients on how to find and live their ideal career. 

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.

Minneapolis, MN May 1, 2017

Time

7:15 AM to 9:00 AM

Location

Near Pickerman's Deli, Room 140, 701 Xenia Ave, Golden Valley, MN. The meetings are held in a meeting room that is adjacent to Pickerman's Deli

Agenda

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

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

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

Directions

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

Susquehanna Valley, PA May 1, 2017

Time

6:00 PM to 8:00 PM

Location

Alvernia University
Alvernia Upland Center Building,Room 227
540 Upland Avenue
Reading, PA 19611

Agenda

READING

The objective of our meetings is to give each member an opportunity to continually hone their networking skills, meet their peers, share job leads and develop networking opportunities.

Each attendee will get a chance to deliver their two-minute elevator speech, share recent successes and failures, present their networking requests, discuss their job search questions and any concerns they may be struggling with, and apprise the group of any new searches, requests, etc. that they have become aware of.

Please bring at least twenty-five copies of your “one pager”. This should provide your contact information at the top, followed by a brief overview of your background, and finally your target company list and a list of people you would like to meet. They should be handed out to the attendees just before you make your presentation, thus helping them to provide you with targeted assistance and advice.

Please have copies of your resume available to handout to those interested parties who may want to learn more about you or pass it on to individuals they think may be interested in talking to you. Also, bring a nametag to wear and a “name” tent card to place on the table in front of you.

Attire is business casual.

Members of BENG and FEI are also invited to attend.

Directions

As you enter the building go up the stairs or the elevator and turn right
through the door to room 227.

Free parking at the facility.

San Diego, CA May 2, 2017

Time

8:00 AM to 10:00 AM

Location

PricewaterhouseCoopers (PwC)
5375 Mira Sorrento Place, Suite 300
San Diego, CA 92121

(in Sorrento Mesa)

Agenda

Topic: Cost Segregation

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

Our presenter will be Joel Grushkin, the Managing Director of Cost Segregation Initiatives (CSI), a specialty-consulting firm that has generated several hundred million dollars of cash flow from strategic tax savings for over 6,000 clients, utilizing the technique known as cost segregation. Joel will guide us through the principles, the basics and the nuances behind Cost Segregation.

Stay tuned for the full announcement next week, with info on Joel, his discussion topic, CPE credits, morning refreshments, directions and everything else.

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 May 2, 2017

Time

3:30 PM to 5:00 PM

Location

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

Agenda

Topic/Speaker: TBA

Directions

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

Montgomery/Bucks County, PA May 2, 2017

Time

6:00 PM to 8:00 PM

Location

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

Agenda

The meeting will start at 6:00 P.M. The objective is to give each member an opportunity to continually hone their networking skills, meet their peers from various disciplines, share job leads, ideas, and develop networking opportunities.

BE SURE TO BRING YOUR RESUME OR ONE PAGE MARKETING PIECE! As well as a name badge and name tent for the table.

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

Your chapter leadership will be delighted to see you there.

Dress: business casual

Directions

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


Princeton, NJ May 2, 2017

Time

7:00 PM to 8:45 PM

Location

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

Agenda

Agenda

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

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

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

Directions

From PRINCETON JUNCTION TRAIN STATION (5 minutes):

Cabs available from southbound side.

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

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

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

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

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

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

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

Time

6:30 PM to 8:00 PM

Location

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

Agenda

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

Speaker: Jeff Tockman, Founder, Tockman Consulting

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

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

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

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

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

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

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

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

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

Attire: business casual

Directions

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

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

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