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Projecting a winning attitude

Editorial by Matt Bud from the September 19, 2019 Newsletter

If there is anything that typically jumps out at me when we have our meetings here in Connecticut, it is the need for us financial folks to be completely honest, even in our assessments of ourselves. However, interviews and 90 second announcements are no time for an extensive evaluation of why you lost your last job. For the most part in our fast changing world, there may not even be a need to explain it at all, let alone in depth. What everyone is interested in hearing is why they should be talking to you. What are your strengths and how can you solve their problems? It is very important at these times to have an explanation that satisfies the [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
New York, NY Sep 23, 2019

Time

11:00 AM to 1:00 PM

Location

MONDAY- BIG-APPLE JOB CLUB 2.0
Riverside Branch Library
127 Amsterdam Ave. between 65th and 66th Street
New York, NY 10023

Agenda

MONDAY - BIG-APPLE JOB CLUB 2.0 [BAJC 2.0]
****************************************
AGENDA

- Introductions

- Job Search Updates

- Specific Topics TBD
************************************
The meetings are every Monday from 11:00 - 1:00pm

The Co-Chairs for this Job Club are:
- Mike Frieman - 917.597.4700
mffrieman@gmail.com

- Eileen Robbins - 646.932-6554
eileen.d.robbins@gmail.com

Directions

New York, NY Sep 24, 2019

Time

10:00 AM to 12:00 PM

Location

Tuesday Big Apple Job Club
Riverside Branch Library
127 Amsterdam Ave
(Between 65th and 66th Street)
New York, NY 10023

Agenda

Introductions

Updates

Specific Topics

Directions

Women's Sep 24, 2019

Time

10:00 AM to 10:30 AM

Location

Conference call:
United States: +1 605 472 5396
Access code: 884 495

The time is based on US ET.

Please see below under "Directions" for additional country phone numbers. To avoid the surcharge imposed by certain phone carriers, you may place your call through the FreeConferenceCall app, which is downloadable from www.freeconferencecall.com.

Agenda

Making friends who will help each other through their job searches and careers.

At the beginning of this call, Women's SIG Steering Committee member Eileen Robbins will update us about the Mentoring program that she launched.

Please check the Women’s SIG page for details and updates about our activities:
https://www.thefeng.org/chapters/announcement.php?ChapterID=164

Directions

United States +1 605-472-5396
Access code: 884 495

Other dial-in numbers:
Argentina +54 11 5219-0362 Brazil +55 17 3042-1802 Chile +56 2 3210 9970 Colombia +57 4 2040708 Costa Rica +506 4001 0250 Dominican Republic +1 829-239-8019 Guatemala +502 2458 1461 Mexico +52 899 274 7432 Panama +507 833-6994 Peru +51 1 6429074 Australia +61 2 6194 9930 Cambodia +855 96 696 7930 Japan +81 3-5050-5117 Malaysia +60 11-1146 0091 Mongolia +976 7049 7618 New Zealand +64 9-884 4701 Singapore +65 3138 9200 Afghanistan +93 72 989 0508 Albania +355 4 454 1723 Algeria +213 98 221 05 09 Austria +43 1 2650553 Bahrain +973 6500 9168 Belgium +32 2 792 02 70 Bulgaria +359 2 495 2670 Croatia +385 1 7757 271 Cyprus +357 77 788741 Czech Republic +420 225 989 145 Denmark +45 93 75 41 50 Estonia +372 634 6170 Finland +358 9 31587216 France +33 7 55 51 18 49 Georgia +995 706 777 592 Germany +49 221 98203452 Greece +30 21 0300 2709 Hungary +36 1 323 7110 Iceland +354 632 9700 India +91 172 519 9261 Ireland +353 1 907 9734 Israel +972 55-966-1131 Italy +39 051 092 0304 Kenya +254 20 7653312 Kosovo +383 38 413 970 Latvia +371 67 660 664 Lithuania +370 5 208 0624 Luxembourg +352 20 30 16 64 Malawi +265 212 342 002 Malta +356 2031 0014 Monaco +377 93 10 82 06 Netherlands +31 97 05 500 1815 Nigeria +234 1 227 8508 Norway +47 52 90 06 78 Pakistan +92 21 37132658 Poland +48 22 263 97 36 Portugal +351 21 114 3172 Romania +40 31 780 7071 Russian Federation +7 812 383-96-34 Serbia +381 67 7892813 Slovakia +421 2/333 252 21 Slovenia +386 828 06518 South Africa +27 87 825 0910 Spain +34 872 50 31 71 Sri Lanka +94 115 896 985 Sweden +46 8 420 020 30 Switzerland +41 44 513 30 38 Tanzania +255 41 120 1052 Turkey +90 212 988 17 91 Uganda +256 205 491009 Ukraine Ukrainian +380 89 324 0659 United Arab Emirates +971 600 521250 United Kingdom +44 330 998 1320

Tel Aviv, Israel Sep 24, 2019

Time

12:00 PM to 1:00 PM

Location

Conference Call: See "Directions for additional country phone numbers

- United States +1 605-313-4166
- Israel +972 76-599-0003

Times:
12:00 PM - 1:00 PM US ET
9:00 AM - 10:00 AM US PST
7:00 PM - 8:00 PM Israel IST

Access Code: 343539

Agenda

General Networking

- Traditional Networking – 30-second elevator pitches by members
- Assistance request for Israeli-related business situations
- Gaining a better understanding of social and business norms between Israel and other countries
- Discuss guest speakers for future meetings

Directions

Americas
United States +1 605-313-4166
Argentina +54 11 5219-0376
Brazil+55 11 3042-2466
Chile+56 44 890 9168
Costa Rica +506 4090 1367
Dominican Republic +1 829-239-8008
El Salvador +503 2568 1003
Guatemala +502 2458 1449
Mexico +52 33 4774 8477
Panama+507 833-6967

EMEA
Afghanistan +93 72 989 0544
Albania +355 4 454 1728
Algeria +213 98 221 05 46
Austria +43 1 2675283
Bahrain +973 6500 9110
Belgium +32 2 303 30 77
Bulgaria +359 2 437 2538
Croatia +385 1 7757 417
Cyprus +357 77 788645
Czech +420 225 852 054
Denmark +45 93 75 41 93
Estonia +372 614 8067
Finland +358 9 42721258
France +33 7 55 50 01 97
Georgia +995 706 770 403
Germany +49 221 98203406
Greece +30 21 0300 6468
Hungary +36 1 323 7160
Iceland +354 539 0354
India +91 172 519 9276
Ireland +353 1 437 2292
Israel +972 76-599-0003
Italy +39 06 4520 0640
Kenya +254 20 5231029
Kosovo +383 38 413 947
Latvia +371 25 893 119
Lithuania +370 37 248948
Luxembourg +352 20 30 10 04
Malawi +265 212 342 029
Malta +356 2031 0052
Monaco +377 93 10 82 23
Netherlands +31 20 322 3005
Nigeria +234 1 440 0020
Norway +47 21 93 06 47
Pakistan +92 21 37132336
Poland +48 12 395 08 46
Portugal +351 21 005 1199
Romania +40 31 780 7009
Russian Federation +7 958 473-91-20
Serbia +381 67 7892838
Slovakia +421 2/333 252 15
Slovenia +386 828 06520
South Africa +27 87 825 0108
Spain +34 872 50 31 69
Sri Lanka +94 115 322 970
Sweden +46 8 124 105 56
Switzerland +41 44 513 30 08
Tanzania +255 41 120 1038
Turkey +90 212 988 17 22
Uganda +256 206 301003
Ukraine +380 89 323 9839
United Arab Emirates +971 600 521273
United Kingdom +44 330 088 1927

Asia Pacific
Australia +61 2 4022 9113
Cambodia +855 96 696 7625
Japan +81 3-5050-5062
Malaysia +60 11-1146 0012
New Zealand +64 9-884 4767
Singapore +65 3138 9249
Taiwan +886 985 646 934

Toronto, Canada Sep 24, 2019

Time

5:30 PM to 8:30 PM

Location

the office of Randstad Toronto
777 Bay Street, 19th Floor
Toronto, ON M5B 2H7 Canada

Agenda

Topic: Master The MarketPlace

Speaker: Curt Skene, keynote speaker and author

Agenda:
- 5:30-6:00 Registration
- 6:00-8:00 Presentation
- 8:00-8:30 Networking

Presentation:
Is loyalty dead, or has it been murdered? Have people stopped caring or is there little for them to care about? How can you continue to thrive in this increasingly confused marketplace? Every executive asks these questions. This powerful and interactive program gives you the answers!

In this 90-minute session, you will take away:
- The desire to create clarity in who they are and what they do so that they can add “real” value to every relationship.
- How to communicate their message so that the customer is inspired to buy.
- A simple strategy for creating customer WOW!
- Insights on how to uncover pockets of opportunity so they can grow their business.
- Extraordinary lessons in business intuition so they can become the customer’s trusted hero.
- Powerful ideas on how to look at adversity in a positive light.
In total, …over 75 actionable ideas that will help you excel and achieve business and career success.

Curt will have everyone laughing, learning and passionately writing new ideas for mastering their share of the marketplace.

Speaker's bio:
Curt Skene is a professional business keynote speaker who specializes in helping companies, and those in career transition look at their current situation, their relationship with their customers and their future opportunities and challenge them in a powerful and positive light. Curt offers a unique motivational message based on over 20 years of award-winning business experience (Microsoft, ExecuTrain and BrainBuzz) and combines his experience with the many insights he has gained as a certified hypnosis/NLP practitioner.

Curt is also the Author of In2Win! The first smartbook on executive career search.

Directions

https://www.google.com/maps/place/Randstad+Canada/@43.6604859,-79.3866446,17z/data=!3m1!4b1!4m5!3m4!1s0x882b34b5b8f64c9d:0x35d4615e633d62e8!8m2!3d43.6604859!4d-79.3844559

Chicago (Suburban), IL Sep 24, 2019

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 $10 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.

Dallas, TX Sep 24, 2019

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: Recruiters are our Friends: A Recruiter Panel Discussion

Panelists:
- Chris Brown, Founder, Managing Partner, RJ Byrd Search Group
- Helen Dickey, Founder, Partner, Harris & Dickey
- Debbie Williams, Founder, Owner, HastonWilliams
- Ben Pinto, Partner, Thomas Edwards Group (Moderator)

Presentation:
Join us for an exclusive opportunity to hear a lively discussion (including Q&A) with three accomplished panelists that have each founded, led and operated their own successful recruiting practice. They will share their unique experiences, stories and expertise to inform and equip senior finance executives with information that will prove valuable to their job search.

Speakers' bios:

Christopher Brown, Managing Partner, RJ Byrd Search Group

Chris has been in the search industry since 1996 and has founded or co-founded 3 successful Search Practices in Accounting/Finance, Information Technology and Commercial Construction, and in 2007 founded The RJ Byrd Search Group. In 2016, RJ Byrd was ranked the #3 Search Firm based in North Texas by the Dallas Business Journal.

In October, Chris will be celebrating his 23rd wedding anniversary and is a proud father of two. He’s been a member of Entrepreneurs Organization where he served on the Board including President of the Dallas Chapter. He also spent 2 recent years with Vistage. Chris was a college athlete, continues to lead an active lifestyle and possesses a passion for climbing high altitudes around the world.

++

Helen Dickey, Partner, Harris & Dickey, CPA, CISA

Helen Dickey is an executive leader with over 40 years of experience in the consulting and banking industries serving as an internal auditor, accountant and executive. Helen is recognized for her visionary leadership with sustained performance in high quality service delivery and client satisfaction, client relationship development and management, and team development. She has proven accomplishments in consulting and special project services in the areas of accounting, finance, internal audit, technology, and project management, in numerous and varied business environments.

Previously, Helen was an executive with Jefferson Wells, a professional services firm specializing in internal audit, finance and accounting, tax and technology advisory services. During her tenure at Jefferson Wells, she was the Regional Vice President for the firm for five years, managing half the US with thirteen offices reporting to her and assisting with the growth of the firm from $1 million to $425 million in revenues. She was responsible for establishing the vision and direction of the firm as well as ensuring thirteen offices accomplished their strategic goals and tactical business plans. She served as the Dallas/Fort Worth Managing Director for seven years where she was responsible for all aspects of managing the office, including strategic planning, financial management, assurance of client satisfaction and service quality, and people management. Early in her career, Helen worked at Bank of America and Comerica Bank in accounting and internal audit as well as KPMG and Pricewaterhouse Coopers performing external audits.

In 2010 Helen combined forces with Kelly Harris to found Harris & Dickey, LLC, a certified woman-owned professional services firm in DFW Metroplex. Now, almost 10 years later, Harris & Dickey is a successful professional services firm known for quality, customized consultative services in accounting, finance, internal audit, technology, project management and special project assistance, delivering services to companies in the Dallas/Fort Worth area.

Helen graduated from the University of Texas at Austin. She has been a CPA for over 35 years and a CISA for over 20 years. She has been serving on the Board of Governors for the Dallas Chapter of the Institute of Internal Auditors since 2004 and is currently the Chairperson of the Audit Committee for the Chapter. She is a member of the Institute for Excellence in Corporate Governance, Institute of Internal Auditors, and Information Systems Audit and Control Association.

++

Debbie Williams, Owner, HastonWilliams

Debbie is the Co-Founder of HastonWilliams, a boutique executive financial search and staffing firm located in Plano, Texas. Debbie has spent more than 28 years helping companies secure candidates for critical roles in the Dallas-Fort Worth, Texas area. She has an expertise in mid to executive finance and accounting positions within small to mid-sized companies.

Supporting the success of others has been a long-standing priority to Debbie. In 2009, she established the DFW CFO group to support local senior financial leaders. With over 1800 members the group hosts networking and educational events. She has also served as a speaker on several panels.

Debbie earned a Bachelor of Science degree from Texas Tech University. She spends her free time with Art, her husband, their four dogs and family.

++

Ben Pinto, Partner and Director, Contract Services Division, Thomas Edwards Group

Ben brings 20+ years of accounting and finance experience working with companies of various sizes and industries including insurance, manufacturing, oil & gas, professional services, real estate and retail. He currently serves as Director of the Contract Services Division for the firm. Prior to joining Thomas Edwards Group, Ben was a Business Development Manager and a Permanent Search Recruiter with a professional services firm for 12 years. He also served as a Regional Manager and VP for a national, privately-held company in the automotive industry. He began his career in Big 4 audit with Ernst & Young and is a Texas CPA and member of the Dallas Chapter of CPAs. A proud Aggie, Ben graduated from Texas A&M University with a BBA in Accounting.

Ben is married to his college sweetheart and has two grown daughters, two sons-in-law (also all Aggies-whoop!), and is referred to as “Duke” by his grandchildren. He is a longtime member of Watermark Community Church and serves with several not for profit organizations including Water is Basic and The Marcella Project.

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.

Seattle, WA Sep 24, 2019

Time

6:30 PM to 8:00 PM

Location

Mercer Island Public Library
Small Meeting Room
4400 88th Ave SE,
Mercer Island, WA 98040.

On street parking is available.

The building is secured and a person will be at the entrance to let you in. If problems arise with entry, please call Jon Eastlake at 206 669 9857.

Agenda

Seattle’s Middle Market Growth Industries

Please be prepared to:

Introduce yourself and give your 30-second elevator speech. This is an ideal opportunity to practice a critical marketing tool as well as get feedback from the group. If each of us knows exactly what you do, specialize in, and are looking for it will make it easier to pass on relevant leads or information. Bring business cards, if you have them.
Tell the group where you need help with your search. Being specific as to what you need to advance your search over the next month allows the group to suggest contacts and advice relevant to you.
Share any job leads you may have uncovered.




Directions

Houston (The Woodlands), TX Sep 25, 2019

Time

7:15 AM to 10:00 AM

Location

One Hughes Landing Conference Center
1800 Hughes Landing Boulevard, 1st Floor
The Woodlands, TX 77380

Agenda

Topic: 6 HR, Payroll and Timekeeping Trends Every Financial Executive Should Know …. And Bonus of “Matt’s 3 Near Term Industry Predictions”

Speaker: Matt Umholtz, President and Owner of PaySphere Payroll & HR

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's Presentation
- 8:40 am – 9:00 am: Networking
- 9:00 am – 9:55 am: JSWT available time to use conference room (Job Search Work Team)

Presentation:
Matt will be reviewing the Top 6 HR, Payroll, and Timekeeping trends that are impacting every mid-market company in America today. These trends are either problems for you today, will be problems tomorrow, or they are solutions, giving you the unique opportunity to use them as a competitive advantage. Whether that’s collecting and using data in a more effective way to increase margins and make better business decisions or simply how to engage your team to give that highly coveted discretionary effort, you’ll take away impactful business ideas that you can take home to implement immediately.

As a bonus, Matt will be reviewing his near term “HCM Industry Predictions” for those of you who are Visionary Leaders and are always looking to be ahead of the curve.

Speaker's bio:
Matt Umholtz is the Founder and CEO of PaySphere, a mid-market HR Technology and Services firm headquartered in Houston, Texas.

After graduating from college with a BA in Marketing, Matt cut his teeth in Sales and Marketing with a Fortune 1000 payroll provider. Matt’s early success led to nearly a decade of overachievement in sales and sales management where he trained hundreds of successful sales representatives and generated millions of dollars of new business growth.

Soon after the economic downturn of 2008, Matt came face to face with the vast disconnect between large publicly traded companies and America’s small businesses. While Wall Street was promoting products to grow “shareholder wealth”, the average American small business owner was starving for the support to help run a more profitable business. Out of this demand, PaySphere was born.

Since then, PaySphere has grown to a multi-million-dollar enterprise, earning its place on the Inc. 5000 for back to back years and has been named The Houston Business Journal’s Best Company To Work For. All of these achievements came while serving thousands of American businesses and paying tens of thousands of employees; never wavering on its commitment to provide PaySphere’s signature customer experience of “Your Never Just A Number”.

While he’s not leading the PaySphere team, you can find Matt cheering on his 9 year old daughter at an Irish Dance competition, coaching his 5 year old son’s soccer game, teaching his 3 year old son how to set a hook, or doing something adventurous like sailing around the Virgin Islands with his wife of 13 years and their family.

CPE Credit: 1 Credit hour
Prerequisites: None

What to bring:
- Business Cards
- Name badge (Note: within the "Other Useful Documents" section of the FENG member portal there is a Word document name badge template available to print your own)

Sponsor: The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houstons Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.

The Talance Group
713-357-9598 office
www.talancegroup.com

Directions

Please park in the Parking garage designated for One and Two Hughes Landing/Tower. We can validate parking for this garage only.

When you enter the building, you will walk past the elevators on the left. Down the hall, to the end.

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

Internal Audit Sep 25, 2019

Time

2:00 PM to 4:00 PM

Location

The next CAE Roundtable is on September 25th (Wednesday, 2PM to 4PM). Location details will be for the downtown area.

Tom Hall will email you separate logistics accordingly once you Register on THE FENG Website; after you register on the Website ... email TomHall-FENG@Outlook.com to alert him to your registration. Space is limited to the 1st 20 attendees.

Agenda

DISCUSSION TOPICS:

1 - St. John’s CIA Program, by FENG Member Herb Chain

2 - Management responses to audit report

3 - Best Practices for the CAE to Manage Board and Audit Committee Expectations

***********************************************************************************
ONLY OPEN TO FENG MEMBERS that are Current or Former CAEs (Chief Audit Executives), General Auditors (Heads of Internal Auditing) or Deputy CAEs to be GUESTS of The IIA (Institute of Internal Auditors) to attend the The "IIA New York CAE ROUNDTABLE". Members of THE IIA will be awarded Two Hours of Continuing Professional Education by The New York Chapter of the IIA.

This Roundtable Invitation is not extended to FENG Members that are Current or Former Internal Audit Managers, Audit Vice Presidents or Audit Directors.

FENG CAEs (Chief Audit Executives) are Guests of The IIA (Institute of Internal Auditors) New York CAE Roundtable

To attend, you are required to be a Current or Former CAE or Deputy CAE in Internal Auditing

Directions

To Be Announced

Long Island, NY Sep 25, 2019

Time

6:30 PM to 8:30 PM

Location

Grant Thornton –
445 Broadhollow Road,
Suite #300
Melville, NY 11747

Agenda

TBA

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

Long Island, NY Sep 25, 2019

Time

6:30 PM to 8:30 PM

Location

Grant Thornton –
445 Broadhollow Road,
Suite #300
Melville, NY 11747

Agenda

TBA

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

Rochester, NY Sep 25, 2019

Time

7:00 PM to 8:30 PM

Location

MacGregor's Grill & Tap Room
1129 Empire Boulevard
Rochester, NY 14609

Agenda

Rochester

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

Chapter meetings represent a golden opportunity that shouldn’t be missed whether you are currently employed or in transition. One can never have enough networking contacts. 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.

Please bring:
- a Friend who is interested in joining The FENG

Your chapter leadership will be delighted to see you there.

Directions

www.google.com/maps/place/MacGregor's+Grill+%26+Tap+Room/@43.1755319,-77.5266241,17z/data=!3m1!4b1!4m5!3m4!1s0x89d6ca2e35516023:0x3b8a30dcf24d476d!8m2!3d43.175528!4d-77.5244301

Hartford, CT & Springfield, MA Sep 26, 2019

Time

7:30 AM to 8:30 AM

Location

Offices of BlumShapiro
CFS - Creative Financial Staffing
29 South Main Street, 4th floor
West Hartford, CT 006479
Park in the back garage for ticket validation
Host: Kris Brault

Agenda

We are excited to have as our speaker John Madigan, President/CEO of Executive Talent Services, LLC, an executive coaching and outplacement services. Come and attend to learn from John's interactive program as he speaks on how networking can work for you.

Afterwards, we will have our standard
60-90-second announcements so we can learn more about each other and
General Networking

In order to get the maximum benefit from our meeting:
1. Bring a name badge and/or "tent" to the meeting.*
2. Bring copies of your resume and/or networking profile and business cards.
3. Polish your 90 second announcement.

The Hartford CT/Springfield MA Chapter welcomes active and alumni members from ALL FENG chapters. Guests are welcome with review by chapter leadership.

Dress: Networking with Professionals

If you need additional information please contact:

Jack Veale
JackVeale@gmail.com
860-916-3544
-or-
Tom Carlson
Tom.Carlson.exec@gmail.com
203-885-8865

Directions

Directions to BlumShapiro
29 South Main Street, West Hartford
4th Floor
Town Center Building
Kristine Brault 860.969.3929

From Route I-84 Westbound: (From Hartford) Take Exit 41 (South Main Street) and turn right at the end of the exit ramp. You are now on South Main Street. At the 5th light (about 1.7 miles) make a left into the drive leading to the parking garage. From the garage, take the elevator to the first floor, cross through the courtyard & enter the building lobby. Take the elevator to the 4th floor to the Blum Shapiro office. We will validate your parking.

From Route I-84 Eastbound: (From Waterbury) Take Exit 41 (South Main Street) and turn left at the end of the exit ramp. You are now on South Main Street. At the 6th light (about 1.8 miles) make a left into the drive leading to the parking garage. From the garage, take the elevator to the first floor, cross through the courtyard & enter the building lobby. Take the elevator to the 4th floor to the Blum Shapiro office. We will validate your parking.

Saint Louis, MO Sep 26, 2019

Time

7:30 AM to 9:00 AM

Location

The Lodge of Des Peres
1050 Des Peres Road
Des Peres, Missouri 63131

Agenda

PLEASE NOTE: This is a Thursday meeting

FENG FORUM

Topic: Dealing with the Legal Side of Forensic Accounting

Speaker: Rich Dippel, Chair, Associate Professor Business Department, George Herbert Walker School of Business and Technology at Webster University

Agenda:
- 7:30am-8:00am: Networking & Complimentary Continental Breakfast
- 8:00am-9:00am: Presentation

To Register:
- Deadline is Tuesday, September 25
- Do NOT register on The FENG website
- fengforum@thefengstl.org

Presentation:
Forensic accounting applies accounting to the investigation and establishment of evidence in a court of law. This intersection of the legal system with accounting adds layers of complexity in dealing with certain circumstances. Is it necessary to call in a forensic accountant or should you deal with the situation yourself? How would you handle potential evidence? Your forensic accountant is not your attorney so do you need to be wary of your conversations with him or her. There is attorney client privilege but what about accountant client privilege? What are the legal traps that you may encounter when dealing with a situation that could result in litigation. Join us for a discussion of what you should expect from your forensic accountant.

Speaker's bio:
Rich Dippel is an Associate Professor of Accounting in the Business Department, Chair of the Business Department and Program Director of the Master of Science in Forensic Accounting graduate degree program at the George Herbert Walker School of Business and Technology at Webster University. Rich has represented clients in a variety of business civil litigation matters including disputes involving corporate, commercial and bankruptcy issues. He also has managed the financial aspects of various businesses and advised businesses on a variety of legal and business topics.

Rich earned his B.S. in Business Administration, Master of Business Administration and Juris Doctor degrees from Saint Louis University. He is a Certified Public Accountant (CPA) and is licensed to practice law in the state courts of Missouri and Illinois and several federal trial and appellate courts including the U.S. Supreme Court. He is an Associate Member of the Association of Certified Fraud Examiners (ACFE), American Institute of Certified Public Accountants (AICPA), the American Accounting Association, the Missouri Society of Certified Public Accountants and the Missouri Association of Accounting Educators.

Directions

http://www.desperesmo.org/index.aspx?nid=77

Real Estate Sep 26, 2019

Time

7:30 AM to 9:30 AM

Location

Amegy Bank Tower
1717 West Loop South, 9th Floor
JCC Room D
Houston TX 77027

Agenda

Topic:
“Best Practices with Company Owned or Leased Real Estate in M & A Transactions”

KEY NOTE SPEAKER
Jennifer Mailhes, CPA, Managing Director - Houston
Doeren Mayhew Capital Advisors

* Overall Trends in Mergers and Acquisitions
* Due Diligence Considerations with Commercial Real Estate
* Considerations of Commercial Real Estate in Family Owned and Managed Businesses
* Key Steps to a Successful Close including things you can do before and during the M & A Process

Investment banking services and related securities are offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Amegy Bank is not affiliated with Doeren Mayhew Capital Advisors.

Schedule:
7:30 – 8:00 AM Check-in and Informal Networking
8:00 – 8:30 AM Commercial Real Estate Broker and Lender’s Updates/Perspectives
8:30 – 9:20 AM Presentation Key Note Speaker
9:20 – 9:30 AM Closing Remarks

Sponsors & Hosts:
Libby Cadillo MBA Managing Director & CRE Broker, Cadillo Companies, LLC.,
Vince Calicchia, MBA Vice President Business Banking, Amegy Bank of Texas, a division of Zion Corp.
Leslie Hector, MBA Senior Partner Texas, Vaco – A Talent & Solutions Firm

All members and guests are welcome! Dress is business casual. Complimentary Parking.

Facilities and meals are graciously underwritten by Amegy Bank and Vaco.

****To attend remotely by phone or online streaming, please use the following access:

Dial-in number (US): (605) 313-4488
Access code: 407785#

International dial-in numbers:

https://fccdl.in/i/feng_sig_realestate

Online meeting ID: feng_sig_realestate

Join the online meeting:
https://join.freeconferencecall.com/feng_sig_realestate

Directions

From the 610 Loop & San Felipe exit, stay on the northbound feeder road. The Amegy Tower is on the right hand side. Park in the building parking on the back side of the property.

New York, NY Sep 26, 2019

Time

10:00 AM to 12:00 PM

Location

THURSDAY - LONG ISLAND JOB CLUB
Andriola, Goldberg & Associates
An Ameriprise Financial Services, Inc. Office
401 Franklin Ave
Suite 101 & 103
Garden City, NY 11530

Agenda

THURSDAY - LONG ISLAND JOB CLUB [TLIJC)
*****************************************
Introductions

Job Search Updates

Specific Topics -TBD
*****************************************
The meetings are every Thursday from 10:00am - 12:00pm

The Co-Chairs for this Job Club are:

- Jim Zabatta - 516.672.3848
jjzabatta@gmail.com

- Steve Brennan - 917.841.7764
stevenbrnnn6@gmail.com

Directions

Indianapolis, IN Sep 26, 2019

Time

6:00 PM to 8:30 PM

Location

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

Agenda

Topic: CPE Series: Surviving Material Weaknesses - the SOX 404 Ultimate Nightmare

Speakers:
- Dave Bolton, Director of Internal Audit, Calumet Specialty Products Partners LP and member of The FENG
- Matt Henry, Internal Audit Manager, Calumet Specialty Products Partners LP

Presentation:
During this presentation, Dave and Matt will present an introductory overview to bring attendees up to speed on SOX 404 and then discuss a scenario that involves various material weaknesses and the painful (and expensive) steps involved in remediating these issues.

Learning Objectives Include:
- Basic understanding of SOX 404 and an effective Internal Control Environment
- Categorizing Deficiencies (Deficiency, Significant Deficiency, and Material Weakness)
- Understanding the pain involved with Material Weaknesses and the difficulty and effort of proving they have been remediated
- Ramifications of a material weakness
- Being glad you are not subject to a material weakness and how to steer clear of them

Speakers’ bios:

Dave Bolton:
Dave Bolton is currently the Director of Internal Audit at Calumet Specialty Products Partners LP. He has been in this position since May 2019. Dave has an MBA, CPA and numerous other certifications. Prior to Calumet, Dave spent 1 year teaching at Purdue Fort Wayne and make a presentation on this subject at a FENG meeting earlier this year. Before teaching he was the Chief Audit Executive at Integer Holdings, Inc. and has worked in Internal Audit, Finance, and IT for over 30 years (mostly in manufacturing and distribution companies). He has worked for Biomet., Franklin Electric, TXU, Jump Technology Services, UTC, Joseph E. Seagrams & Sons, Ingersoll-Rand, and AT&T. Dave just joined the FENG in February 2019 and lives in Zionsville, Indiana.

Matt Henry:
Matt Henry is the Internal Audit Manager at Calumet Specialty Products Partners LP; where he has spent the last 3 years. Prior to joining Calumet, Matt worked for KPMG within their Forensic Investigations practice. Matt has over 7 years of experience related to executing and managing audits, assessing the risk of non-compliance, leading investigations and collaborating with internal audit teams/business partners related to financial risk & control. Matt is a CPA & CFE and has an MBA and a BS in Accounting from Indiana University (Bloomington), Kelley School of Business.

- Program Level: Intermediate
- Admissions Fee: None
- CPE Field of Study: Accounting
- Type of Delivery Method: Group - Live
- This Seminar will provide 1 CPE credit
- Prerequisites: None
- Advanced Preparation: No Advanced Preparation
- Refund Policy: N/A

Agenda:
- 6:00 - 6:30 pm: General Networking
- 6:30 - 6:45 pm: Welcome and Introductions
- 6:45 - 8:00 pm: Our Program
- 8:15 pm: Adjournment

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

Donations: We will have a donation jar at the meeting please help us make this work by contributing.

Sponsor: Vaco Indianapolis
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, please register.

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.

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

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

Portsmouth, NH Sep 26, 2019

Time

6:00 PM to 8:00 PM

Location

The offices of B2W Software
99 Bow Street
Portsmouth, NH, 03801

Agenda

Topic: Minor Leagues, Major Lessons: Maximizing Your Transition

Speaker: Matt Morizio, Financial Advisor, Beck Bode

Presentation:
- Life lessons as a minor leaguer
- What distinguishes a minor leaguer from a big leaguer, and how that transcends in business
- How to apply these skills when transitioning to different industries
- Since many members are in the process of undergoing a “transition”, this will provide them with an idea of the skills and lessons they can apply in order to be successful, from someone who has “been there” and “done it”!

Speaker's bio:
As a five year old, Matt dreamed of playing professional baseball - a dream that eventually became a reality. He spent five years in the minor leagues with the Kansas City Royals, four as a catcher and one as a pitcher, playing alongside current big leaguers like Eric Hosmer and Mike Moustakas and learning from Hall of Famers like George Brett and Brett Saberhagen. During those years, he learned what it takes to go from good to great, and from great to elite. He used that experience to earn top performer status in just a couple years at Kforce, where he ran Burlington’s temporary finance and accounting staffing division. Today, he’s a financial advisor for Beck Bode, an independent wealth management firm in Dedham, and is building their athlete division.

Directions

www.google.com/maps/place/99+Bow+St,+Portsmouth,+NH+03801/@43.0789484,-70.7583013,17z/data=!3m1!4b1!4m5!3m4!1s0x89e2bf0e8f85d99f:0xeed3947394945c1b!8m2!3d43.0789484!4d-70.7561073

New York, NY Sep 30, 2019

Time

11:00 AM to 1:00 PM

Location

MONDAY- BIG-APPLE JOB CLUB 2.0
Riverside Branch Library
127 Amsterdam Ave. between 65th and 66th Street
New York, NY 10023

Agenda

MONDAY - BIG-APPLE JOB CLUB 2.0 [BAJC 2.0]
****************************************
AGENDA

- Introductions

- Job Search Updates

- Specific Topics TBD
************************************
The meetings are every Monday from 11:00 - 1:00pm

The Co-Chairs for this Job Club are:
- Mike Frieman - 917.597.4700
mffrieman@gmail.com

- Eileen Robbins - 646.932-6554
eileen.d.robbins@gmail.com

Directions

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