cfo

B2B CFO® was established in 1987 to give CFOs an alternative to W-2 employment. We provide the infrastructure, training and marketing tools to assist CFOs with a viable alternative.

The Alliance of Merger & Acquisition Advisors is the acknowledged leading International association and credentialing body for Middle Market M & A Professionals. Our leadership and people have unrivaled multidisciplinary expertise in the financial services industry.

BlueSteps is an online career management service designed exclusively for management-level professionals worldwide, from Director through C-suite. As a service of the Association of Executive Search and Leadership Consultants, BlueSteps enables senior executives to make their career profile accessible to over 8,000 executive search professionals in more than 75 countries. Through the FENG’s partnership with BlueSteps, all members of The FENG are eligible to receive a discount on BlueSteps membership. To learn more, visit bluesteps.com.

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.

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.

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.

Developing a thick skin

Editorial by Matt Bud from the January 22, 2017 Newsletter

As someone who now makes sales calls all day long, it is sometimes hard for me to remember the difficulty I initially had in picking up that 400 pound phone. Back in the dark days of 1991-1992 (the two years I was out of work), I found that my experience doing collection work as a CFO sort of gave me a baseline of mental strength to pursue my networking contacts. I was CFO of an Advertising Agency. I suppose that collecting from “clients” is a little different than collecting from other deadbeats. To that end, I developed what I referred to as the “glass bell” technique. I found that if I called often enough, had my facts in order and [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
London, United Kingdom Jan 23, 2017

Time

11:00 AM to 1:00 PM

Location

Goodman Masson's offices
120 Aldersgate Street
London UK EC1A 4JQ

Agenda

UK Job Hunt Club

1. 90 Second elevator pitch. (45")

2. Metrics - activity for the last 2 weeks. (30")
- Networking - number of e-mails/meetings/calls
- Number of company interviews
- Number of Headhunter / Agency interviews
- Number of applications for roles (adverts, job boards, etc.)

3. Open Session. Job sharing (30")
- Share job leads, networking events, other opportunities
- Share any job searching insight

4. Agree agenda for next meeting. (15")

Please RSVP: by WEDNESDAY, January 18th so that Goodman Masson receives sufficient notice to provide the adequate space.

SEATING IS LIMITED TO 8 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

Cleveland, OH Jan 23, 2017

Time

5:45 PM to 8:00 PM

Location

Eton Collection
2nd Floor Conference Room,
28601 Chagrin Boulevard,
Beachwood, OH 44122
I-271 and Chagrin, East of the interchange; The entrance is right next to Stone Oven Café

Agenda

5:45 to 6:00pm Informal Networking

6:00 to 6:30pm Welcome; Introduction of First Time Attendees; Elevator Pitches; Good News Announcements

6:30 to 7:15pm:

Our speaker will be Steve Kovatch, President, Compliance Technologies, Inc. Steve’s topic is The CEO’s Role in Environmental, Health and Safety Compliance.

Steve will provide CEO-level guidance on: (1) identifying the CEO’s role in compliance, (2) how to create structure for regulatory program compliance, and (3) how CEO’s can direct the program without it becoming a burden. Hear the details of a manufacturing firm’s $2 million 10-year plus regulatory nightmare. Steve will allow time to answer any questions you may have from the presentation.

7:15 to 7:35pm Member issues, ideas and requests for assistanc

7:25 to 7:35pm Clean-up. Please replace chairs and clean up the room. We must be completely out of the room by 7:40pm.

7:35 to ? pm Adjourn to TAZA for food, drink and additional networking.


Bring plenty of business cards.

Review prior meeting attendee lists and develop a Plan to talk to members that you don’t know well. Bring a new technique or question to the Networking Event to practice in a safe environment. Keep your eyes open for mutually beneficial connections, they’re everywhere.

The best option for parking will be the West Side Market parking lot. It is free and open to the public. The lot is directly behind the brewery.








Directions

https://maps.google.com/maps?q=28601+Chagrin+Boulevard,+Beachwood,+Ohio+44122&hl=en&sll=41.172425,-73.278118&sspn=0.115518,0.315857&oq=28601+Chagrin+Boulevard,+Beachwood,+Ohio+44122&t=h&hnear=28601+Chagrin+Blvd,+Beachwood,+Ohio+44122&z=16

I-271 and Chagrin Boulevard, east of the interchange.

The 4-5 story building is next to the Stone Oven Café.

Salt Lake City, UT Jan 24, 2017

Time

6:00 PM to 7:00 PM

Location

U.S. Bank Building
170 South Main, 2nd Floor Conference Room
Salt Lake City, Utah 84101

Agenda

It is important to you in your career to stay connected to The FENG. 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.

Meetings provide a great opportunity to meet new people, catch-up with old friends and discuss any issues you have on your mind. The FENG is about making lifelong friendships and helping one another – not just about job seeking.

If you would like to have someone look over your resume, please submit it to: ResumeReview@TheFENG.org.

Agenda:
1) Welcome/Opening Remarks
2) Share ideas for Chapter’s purpose: member involvement, possible subchapters in other places in the state, quarterly meetings, topics/speakers, etc.
3) Closing remarks - decide schedule for future meetings

Please bring:
- Name tent for the table
- Business card

Directions

- The parking garage is located off of 2nd South on the west side of the building.
- Parking validation will be provided
- https://www.google.com/maps/place/U.S.+Bank+Branch/@40.7654111,-111.8937943,17z/data=!3m1!4b1!4m5!3m4!1s0x8752f50f0ab60d35:0xb9d1105a9e83993d!8m2!3d40.7654071!4d-111.8916003

Dallas, TX Jan 24, 2017

Time

6:00 PM to 8:00 PM

Location

Bravo Technical Resources, Inc.
Heritage Square I
4835 LBJ Freeway, Suite 1000
Dallas, TX 75244
972-419-1655

Agenda

Topic: How's That Working For You?

Speaker: Jim Ashworth, Partner with Joseph Michaels International and Joe M. Pelayo, C.P.C., Managing Partner, Joseph Michaels International

Joseph Pelayo, the Founder of Joseph Michaels International, and Jim Ashworth, a Partner with Joseph Michaels International, will talk about common myths and beliefs in conducting a job search. You will learn logical, result oriented steps for getting more interviews and meaningful offers using statistical data rather than unsupported, well intended opinions. Joe and Jim will also provide ample time for audience questions.

Speakers' bios:

1. Jim Ashworth:
As Partner with Joseph Michaels International, Jim Ashworth plays a key role in placing senior level accounting and financial professionals with client companies within the North Texas area. Jim is well recognized within our industry as one of it’s top professionals. Jim Ashworth is a long-term member of The Pinnacle Society, a national organization with membership reserved to the top 75 in our profession. Jim’s work ethic, experience and passion for his work have allowed him to take an important role in the development of the consulting team at Joseph Michaels International. Jim is an active supporter of the business and accounting schools of his alma mater the University of Texas at Arlington. With a seemingly endless supply of energy Jim’s “hobbies” include work, community involvement, song writing, grandkids and the occasional round of golf.

2. Joe M. Pelayo
Joe Pelayo began in the recruiting business in 1986 when, as he says in his speeches, he “found every way to fail in the recruiting business.” Joe started his career with a large publicly held recruiting firm and after being talked out of quitting the business by a couple people who thought he could have some potential, he managed to stay on and began to get a taste of success. In 1990 he launched Joseph Michaels International, one of the leading Executive Search firms according to the SF Business Times. Joe is now one of the leading 75 recruiters in the United States recognized in Recruiter Life Magazine. He is also a Past President of the Young Entrepreneurs Organization, a group of million dollar business owners under the age of 40. Joe has sat on the board of directors of the National Association of Personnel Services, and he is a Past President of the Institute of Management Accountants.
Joseph Michaels Inc. recruits for clients ranging from Coca-Cola, Foster Farms, Sony and numerous other well known companies. Joe speaks frequently on employment, career, interviewing, and speaks often to his own industry on how to become a better recruiter!

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.

Chicago (Suburban), IL Jan 24, 2017

Time

6:00 PM to 8:30 PM

Location

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

Agenda

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

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

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

As always, be sure to bring 15-20 copies of your resume or handbill; a supply of business cards may come in handy for networking as well. Please polish your 90-second presentation! Your networking time is a value added activity for you and your peers; practice your 'elevator speech' and try it out with your friends at FENG, compare contrast and revise it until you hear it in your sleep. This platform skill will serve you long after you land your next assignment.

Alumni members are encouraged to attend this meeting and participate in the discussion - it is a great way to give back to the group, and to maintain and build your network.

Directions

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

Take Mannheim north to Higgins Rd.

Turn right on Higgins and go to the first light.

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

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

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

Our meeting will be in the upstairs meeting room.

Houston (The Woodlands), TX Jan 25, 2017

Time

7:00 AM to 9:00 AM

Location

The Forum at The Woodlands
5055 West Panther Creek Drive
The Woodlands, TX 77381

Agenda

Topic: The Affordable Care Act

Speaker: Stephen G. Geri, President of Diversified Insurance Brokerage Services and Diversified Employee Benefit Services

Agenda:
- 7:00 – 7:25: Networking, coffee and light breakfast
- 7:25 – 7:50: Chapter Announcements and Self-Introductions
- 7:50 – 8:40: Speaker Presentation
- 8:40 – 9:00: Networking

CPE Credits: one CPE credit hour

Presentation:
1) Do not be afraid of ACA.
a. The good points of the national healthcare law have been Community rating, NO Pre-existing condition, Physician/Medical provider software to review all of a patients care anywhere USA.
b. Premium per year has not been good before community rating was implemented. It seems to have slowed the increases. What is the future?
2) How to use and abuse the ACA system to the employers advantage?
a. If your co. is over 50+ and the carrier has targeted your claims to a disadvantage then use their law against them by dividing the co. in ½ and go back to small group. Employer won’t have to show payroll and you are in the community rating system.
b. Employees want lower deductible but the premium is mandating higher deductible for affordability; so, employer with Brokers expertise should implement multiple plans (HMO, PPO, HSA,) then use the Medical expense reimbursement plan 105 c,h to offset deductible using the lower premium from 5k deductibles
c. Larger co.’s with unusually high claims can use this little used program, Employer must learn to control their own destiny with ACA.
3) ACA is here to stay for two (2) more years, true or false?
a. True. The law ends 12/31/2018 that is the 10 year term.
4) ACA insures more everyday working Americans now than before, true or false?
a. False. America has lost almost 20 million working americans to the higher premium and almost unusable benefit plans. Example: HSA $ 10 hr, eo, $ 3k deductible, look at that budget where is the money to fund a $3k deductible.

Bio:
Stephen Geri has been a licensed life and health agent since 1969 and is an expert in the field of health insurance. With decades of experience, he has helped countless clients build out insurance and benefits packages that make the most sense for their particular needs. Stephen’s company is experienced with working with mid-sized companies that have 100-300 employees as well as having a small group division that works with companies that have 2-99 employees.

Stephen is an expert in Group Employee Benefits and ACA – the Affordable Care Act and is licensed in New York, the Midwest to California, Texas, Southeast Florida and Washington DC. Two of his largest accounts are the US Treasury and National Account for DoubleTree and Hilton Hotels.

Stephen G. Geri
President of Diversified Insurance Brokerage Services, Inc.
President of Diversified Employee Benefit Services, Inc.
2135 NW Military Highway
San Antonio, TX 78213
sgeri@debsinsurance.com
StephenGeri.com
(210) 558-3377
800/990-3427 ext. 113
Cell 210/415-9970

Directions

From I-45 take Woodlands Parkway west for 4 miles. Turn right (north) onto W Panther Creek Drive. In about half a mile turn left into The Forum at The Woodlands. The entrance to this gated assisted living facility is not well lit and is easy to miss in the dark. Once inside the grounds bear left towards the main entrance.

Mexico City, Mexico Jan 25, 2017

Time

6:00 PM to 9:30 PM

Location

Restaurant El Bajio
7 Alejandro Dumas
(corner Campos Elíseos)
Polanco, Mexico City, Mexico

Agenda

MEETING CANCELLED.

See you in March!

Directions

https://www.google.com/maps/place/Restaurant+El+Bajio+7+Alejandro+Dumas+mexico+city,/data=!4m2!3m1!1s0x0:0x9be7e0f27061269f?sa=X&ved=0CDAQrwswAGoVChMIj6H36YGpxwIVw3Q-Ch2adwOK

Susquehanna Valley, PA Jan 25, 2017

Time

6:00 PM to 8:30 PM

Location

Murray Securus
39 North Duke Street
Lancaster, PA 17608

Agenda

LANCASTER

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

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

Attire: Business casual


Thanks to Pete Wengrenovich for providing the location.

Directions

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

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

Long Island, NY Jan 25, 2017

Time

6:30 PM to 8:30 PM

Location

Marcum
10 Melville Park Road
Melville, NY 11747
516.653.7375

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

Agenda

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

Toronto, Canada Jan 26, 2017

Time

5:30 PM to 7:00 PM

Location

The offices of Richter LLP
181 Bay Street, Bay Wellington Tower, Suite 3320
Toronto, ON M5J 2T3 Canada

Agenda

Topic: How to Build Your Personal Brand on LinkedIn

Speaker: Paul Copcutt

We are privileged to welcome back Paul Copcutt to our next FENG meeting.

Many of you know Paul, one of the world's leading personal brand speakers and consultants. Paul combines his clients and personal experiences with his unique communication skills to inspire professionals, employees and entrepreneurs to find their rebel voice as they build their personal brands. Recognized by Forbes as one of the top personal brand strategists his own corporate rebel career started in banking and ended in biotech, two subjects he failed at school. He still listens to early 80’s punk music before he speaks.

Paul’s topic is How to Build Your Personal Brand on LinkedIn. Today, one must understand how to leverage LinkedIn’s benefits and build a profile that stands out. Paul will show us how to use LinkedIn to communicate your personal brand in 5 minutes a day, and highlight the key areas that you can enhance on your LinkedIn profile to get noticed immediately and mistakes to avoid.

We expect a full house, so RSVP early!

FENG members and qualifying guests are welcome to attend. RSVPs are required through the FENG website. Space is limited to the first 25 respondents. As always, there is no charge.

We would like to thank Richter in advance for their hospitality.

Directions

https://www.google.com/maps/dir/''/Bay+Wellington+Tower,+181+Bay+St+%233320,+Toronto,+ON+M5J+2T3,+Canada/@43.647224,-79.448184,12z/data=!3m1!4b1!4m8!4m7!1m0!1m5!1m1!1s0x89d4cb2d17a24e4b:0xcfc07927bd21784d!2m2!1d-79.3781442!2d43.6472454

Indianapolis, IN Jan 26, 2017

Time

6:00 PM to 8:30 PM

Location

Wolfies Grille @ Merchants Square
11162 Keystone Way
Carmel, IN 46032
317.844.9070

Agenda

Topic: How to Build a Great Team using Different Generations

Speakers: Brian Geddes and Lisa Casteran of VACO


Speaker's bio:

Lisa Casteran:
Lisa spent the early years of her career working in public accounting and with GE and Boeing. Her focus was State and Local Tax research and compliance and most recently she managed the implementation and client account of the Affordable Care Act while at EY. Lisa currently focuses on business development promoting the senior level accounting and finance consulting division in Indianapolis.

Brian Geddes:
Brian is a Partner with Vaco Indianapolis, LLC. who spent the early years of his career working in public accounting and private equity. He focused on a variety of industries, including healthcare, manufacturing, education, and non-profit/governmental. Mr. Geddes has spent the last 14+ years in the recruiting/consulting industry working for a Fortune 500 firm and the last 5 years with Vaco.

Please note: This meeting is not open to the general public. Only current or potential FENG members with approximately 15 years of finance experience are invited to attend.

Sponsor: Thanks to Vaco Indianapolis

Vaco Indianapolis
Consulting Contract Direct Hire Solutions
8720 Castle Creek Pkwy, Suite 321 Indianapolis, IN 46250
317.712.3047
www.Vaco.com

Vaco strengthens companies by providing the most qualified professional available on a consulting, contract-to-hire or permanent basis.

Directions

https://www.google.com/maps/place/Wolfies+Grill/@39.9611437,-86.1313622,13.55z/data=!4m15!1m12!4m11!1m3!2m2!1d-86.1174438!2d39.9620702!1m6!1m2!1s0x8814ada047e1eb13:0x22e793fa71014430!2s1162+Keystone+Way+N,+Carmel,+IN+46032!2m2!1d-86.1157594!2d39.960565!3m1!1s0x8814ada047e1eb13:0x22e793fa71014430

Just off East Carmel Drive.

Washington, DC Jan 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

"The Role of the CFO in the Formulation and Implementation of Value Accretive Strategy"

SPEAKER: Vladimir Antikarov is currently the Chief Financial Officer of Epione Biopharmaceuticals and a principal at Verea Group LLC. With over 20 years of experience, Mr. Antikarov has served as a senior member of the corporate finance practice with the Monitor Group, now Monitor Deloitte, and as Senior Advisor to the CFO of Overseas Shipholding Group, the largest US oil tanker company. His client engagements have included work with AT&T, Merck, Lockheed Martin, Avaya, Thomson Reuters, Philips, Roche, Valle, Votorantim, Telefonica, Axel Johnson and World Bank.

Vladimir Antikarov is Regional Director of the Washington DC chapter of PRMIA, the Professional Risk Manager’s International Association.

Mr. Antikarov is author of multiple articles on finance and risk management. He is a coauthor of the book Real Options, Practitioners Guide. The book has been published in six different languages and was the number one business book on Amazon UK.

Vladimir has an MBA and an ABD in Finance from Boston University

Contact Information
v.antikarov@vereagroup.com
Tel: 202-670-0407

PRESENTATION
Over the last 20 years the role of the CFO has been transformed from a chief treasurer and accountant into a first lieutenant and the closest partner to the CEO. However, the growing role of the CFO in the formulation and implementation of corporate strategy has revealed the limitation of most analytical tools currently at his/her disposal.
In our presentation, we will discuss an integrated approach enabling the CFO function to assure the formulation and implementation of a value accretive corporate strategy. We will address the following topics:
• The New Role of Corporate Financial Capabilities in the Management System
• Understanding Shareholder Value Creation
• Shareholder Value Drivers
• Market Expectations and Required Financial Results
• Strategic Approach to Shareholder Value Creation
• Incorporating Market Expectations in Corporate Financial Capabilities
• Testing New Strategy’s Value Potential
• Translating Value Drivers into Operational and Financial Targets

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.

Baltimore, MD Jan 26, 2017

Time

6:30 PM to 8:30 PM

Location

Howard County Library
Savage Branch
9525 Durness Lane
Albert Einstein Classroom
Laurel, MD 20723

Agenda

Topic: “Up Your Game with DiSC: Helping Financial Executives to Effectively Communicate in Interviews, Sales Meetings and presentations.”

Speaker: Berri A. Wells, MS, CPC, President, Turning Point Solutions

Per person cost: $15 (CASH ONLY - to be paid at the door) includes DiSC Preview and handouts.

Summary of the Session:
This workshop introduces financial professionals to the DiSC Behavioral Profile. Specifically we will discuss:
A. The DiSC Behavioral Assessment
B. Equal Number of Strengths, Limitations and Behavioral Tendencies of each Style
C. Ways to Improve Outcomes…Meet Your Objectives In Interviews, Sales Meetings and Presentations

Session Tag Line:
New Year, New You! Boost your people reading skills and increase your numbers: job offers, revenue and referrals.

Learning objectives:
A. Introduce The DiSC Model
B. Understand the strengths and limitations of each of the styles
C. Learn how to influence outcomes by understanding preferences of others

The workshop will begin with a DiSC inspired warm up activity - DiSC Shopping Spree. Participants will then complete the self-scoring DiSC Preview: a condensed version of the assessment that is both reliable and valid. The high energy topics of discussion will cover recognizing behaviors; the strengths of each style; limitations of each style and ways to adjust your approach for improved outcomes.

Speaker’s bio:
BERRI A. WELLS, MS, CPC
Berri is the President of Turning Point Solutions, a human capital management, training and coaching firm celebrating 25 years of service in 2016. With over 10,000 contact hours, she teaches, speaks, trains and coaches for various audiences including, government agencies, non-profits and universities. As a small women owned business and certified professional coach with degrees in marketing and adult learning and continuing education, Berri shares her humor, enthusiasm and unintended life lessons learned with her audiences, students and clients, domestically and abroad. As a self-proclaimed, “DiSC Queen” she routinely relies on DiSC to help managers, executives, aspiring leaders and business owners to leverage their DiSC styles for maximum results at both, work and at home.

Berri A. Wells, MS, CPC
President, Turning Point Solutions
www.turningpointsolutions.net
berriw@turningpointsolutions.net
https://linkedin.com/in/berriawells
@trngpnttalks
301-905-7160

Directions

https://www.google.com/maps/place/Howard+County+Library+System+-+Savage+Branch/@39.132276,-76.8380209,17z/data=!4m13!1m7!3m6!1s0x89b7ddf2f5bed2db:0xc5ac98d671da2154!2s9525+Durness+Ln,+Laurel,+MD+20723!3b1!8m2!3d39.1322719!4d-76.8358322!3m4!1s0x0:0x32516a54cf079768!8m2!3d39.1326641!4d-76.8363807

Tulsa, OK Jan 30, 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 Jan 31, 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 and Rob Gardner of RHMR

This will be our first meeting of 2017

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

Richmond, VA Jan 31, 2017

Time

6:00 PM to 7:00 PM

Location

TJ's Grill at the Jefferson Hotel
101 West Franklin Street
Richmond, VA 23220

Agenda

Please join us for the first meeting of the New Year.

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/TJ's/@37.5443277,-77.4476388,17z/data=!3m1!4b1!4m5!3m4!1s0x89b1113f3318a51b:0x441d89f8f4c66d76!8m2!3d37.5443277!4d-77.4454501

Miami (Palm Beach/Treasure Coast), FL Feb 1, 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:
- Name Badge
- Personal Contact cards
- Resumes
- Your 90-second elevator speech

Attire: business casual

Your chapter leadership will be delighted to see you there.

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.

Asset Management Feb 2, 2017

Time

6:00 PM to 7:30 PM

Location

NEW YORK CITY LOCATION
Hinduja Group Offices
520 Madison Ave, 34th FLOOR
New York, NY

Agenda




Doors open at 5:30PM

Directions

Philadelphia-Downtown, PA Feb 2, 2017

Time

6:00 PM to 8:00 PM

Location

KPMG Offices
1601 Market Street, 36th floor
Philadelphia, PA 19103

Agenda

OPEN Networking

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

Please bring about 15 copies of your one-pager to hand out to all attendees as we work together to find new job opportunities, helpful information, and new networking partners to assist you in your career transition.

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


About the chapter:

Our goal is to give each member an opportunity to meet with peers, share job leads and create a sharp focus of your career search target in the minds of our members so they can provide you with job leads and networking contacts.

When arriving, please check in with security in the lobby and indicate that you will be attending the FENG meeting on the 36th floor with KPMG. Take the elevator bank furthest to your left to the 36th floor.

Dress is business casual.

Directions

Directions from Route 95 South or North:
Take Central Philadelphia exit. You will be on the Vine Street Expressway. Take the Museum Area Exit off to right. You will be on 22nd Street. Make your 1st right (Ben Franklin Parkway). Make right onto 21st Street. Stay on 21st until you reach Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th Floor.

Directions from Ben Franklin Bridge:
Stay in left lane coming off of bridge. Take Vine Street expressway. Take the Museum Area Exit off to right. You will be on 22nd Street. Make your 1st right (Ben Franklin Parkway). Make right onto 21st Street. Stay on 21st until you reach Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th floor.

Directions from Walt Whitman Bridge:
Stay in middle lane line coming off of bridge. Follow signs for Route 76 West. Take 30th Street Station Exit (Exit #39). Go to second light and make a right onto Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th floor.

Directions from Route 76 West:
Follow 76 West to Vine Street Expressway Exit. Take the Broad Street Exit (stay on the right side). Make right turn onto JFK Boulevard. Stay on JFK Blvd then make a left onto 21st Street. Stay on 21st until you reach Market Street. There are several parking lots along Market Street as well as parking lots on Arch Street. KPMG is located at 1601 Market Street on the 36th floor.

PUBLIC TRANSPORTATION:

From New Jersey:
Take Patco High Speed Line to last stop(16th & Locust). When above ground, take 16th Street north (next street is Walnut) until you get to Market Street. Smart Devine is located at 1601 Market Street on the 36th floor.

From PA Suburbs & Center City:
The closest train stop to the Smart Devine office is 15th Street. Call Septa at (215)568-7800 to find out best way to get to this stop.

Bergen County, NJ Feb 2, 2017

Time

6:30 PM to 8:30 PM

Location

Bethlehem Lutheran Church
155 Linwood Avenue
1st Floor Parlor Room
Ridgewood, NJ

Agenda

February 2, 2017 – Alyssa Gelbard – “Using LinkedIn Effectively” - Bethlehem Lutheran Church – Ridgewood, NJ

A strong LinkedIn profile is essential, whether you’re looking for a new job, strengthening your professional presence or cultivating new business. Learn how to maximize LinkedIn as a valuable networking, job search and research tool. Get strategies and tips to create a strong profile, expand your network, boost your visibility, gain insight into roles, companies and people and research/apply for jobs. You'll also find out what to avoid so you don’t create a negative impression!
Alyssa Gelbard is the Founder and President of Resume Strategists Inc., a leading career consulting and personal branding firm that works with individuals and organizations. With a strategic and highly personalized approach, Resume Strategists helps executives and experienced professionals confidently market themselves to achieve their career goals. Working with Resume Strategists enables clients to establish a strong personal brand and make powerful first impressions on prospective employers and professional contacts.
Alyssa is a sought-after expert on career advancement and personal branding, known for her highly personalized and strategic approach to working with clients. With a background in strategic marketing and branding, and experience hiring and managing staff for the majority of her career, Alyssa brings a unique perspective to career consulting. She leads a talented Resume Strategists team that provides a superior client experience during all phases of client engagement. Alyssa conducts presentations and workshops on a variety of career advancement topics for companies, professional associations and nonprofits. She is a recurring featured speaker at The 92nd Street Y and NYU’s Center for Career Development, and a repeat guest lecturer at Tufts University. Alyssa has also been a mentor and speaker at the non-profit Dress for Success, providing career and professional development guidance. She is an elected member of the Tufts University Alumni Council and has been an alumni interviewer for Tufts prospective students for almost 20 years. Her expertise in career advancement and personal branding has been featured in Fast Company, Inc., Huffington Post, Forbes, Business Insider, CIO, The Street and eFinancial Careers, among many other publications.
Alyssa has an MBA in Marketing from NYU’s Stern School of Business and a BA in Sociology from Tufts University.

Please reserve your seat for the meetings by signing up at the www.TheFENG.org website under Bergen County Chapter Meetings. I can be reached at the following:

201-919-2607 - Cell
201 337-7554 – Home
646-710-4677 - Office
martylatman@gmail.com

Regards,
Marty Latman

Directions

Please contact Marty Latman for directions:
646-710-4677 - Office
201-919-2607 - Cell
201 337-7554 – Home
martylatman@gmail.com

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