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.

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.

BDO Alliance USA is among the industry’s largest associations of accounting and professional services firms. With over 200 CPA firms and more than 100 Business Resource Network organizations, the Alliance represents nearly every state, offering a comprehensive range of products and services.

Bringing cloud computing to finance and accounting, Sage Intacct is the #1 financial management solution and the only AICPA-endorsed solution for cloud financials. Sage Intacct applications are designed to improve company performance and make finance more productive.

The proper placement of obstacles

Editorial by Matt Bud from the September 17, 2020 Newsletter

As we used to go around the table at our meeting here in Connecticut (pre-Covid-19), I was always surprised by the time devoted in 90 second announcements to where folks wouldn’t move and what kinds of jobs they wouldn’t take. I have always been of the philosophy that I will go anywhere to talk to anyone about anything. Okay, fine, there are limits, but I try not to set them before hand and create reasons why others shouldn’t talk to me. By keeping an open mind as to what the “correct answer” might be, I hope that I receive more information than I might otherwise. Changing jobs can be a traumatic time. (Actually any change can be traumatic.) Because of [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
Jacksonville, FL Sep 18, 2020

Time

11:30 AM to 12:30 PM

Location

ZOOM MEETING

TIME ZONE: US ET

Join Zoom Meeting: https://us02web.zoom.us/j/5143039738?pwd=eW8rYmhoeHc3QW5GazlWaWZyTURmQT09

Password: Bestday

Meeting ID: 514 303 9738

Agenda

- Introductions
- Best networking opportunities
- Job leads
- "Make One Promise"

Directions

Salt Lake City, UT Sep 18, 2020

Time

12:00 PM to 1:00 PM

Location

ZOOM MEETING

Time Zone: US Mountain Daylight Time

You must register on The FENG website by Thursday, September 17th, NOON in order to receive the Zoom instructions. You will be sent the Zoom links approximately 24 hours prior to the meeting.

If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact one of the SLC Chairs:

- Kerry Watson, KerryWatson@gmx.com, (801) 471-6006
- Greg Smith, gesmgtservices@gmail.com, (908) 507-4410

Agenda

Topic: R&D Tax Credits

Speaker: Joe Stoddard, Tax Partner at Eide Bailly

Agenda:
- Networking: every FENG member on the call will be invited to introduce themselves to the group in the “me in 30 seconds” format. Please also be prepared with an ASK you have for the group.
- Joe Stoddard – R&D Tax Incentives at the State and Federal level
- Q&A: we will wrap up with a Q&A and open discussion with Joe and for our fellow FENG members.

Presentation:
Joe will speak about R&D Tax Credits.

Is your company eligible to take advantage of this Federal and State program and add profits directly to the bottom line?

Speaker's bio:
Joe Stoddard has two decades of experience dedicated to R&D tax incentives. He is located in Utah and is part of Eide Bailly’s National Tax Office. Joe leads Eide Bailly's R&D Tax Incentives team providing services that include all quantitative and qualitative aspects of R&D tax issues. He regularly work with the IRS and state taxing authorities and written numerous articles on R&D tax credit issues and frequently present at conferences and seminars.

Directions

New York, NY Sep 21, 2020

Time

11:00 AM to 1:00 PM

Location

MANHATTAN - MONDAY NYC JOB CLUB
BY TELECONFERENCE ONLY
until Library Reopens

NO FACE TO FACE MEETINGS AT THIS TIME

Riverside Branch Library
127 Amsterdam Ave. between 65th and 66th Street
New York, NY 10023

Agenda
Monday - Big Apple Job Club
****************************************
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:
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

Agenda

1. Introductions

2. Job Search Updates

3. Specific Topics - TBD

Directions

ZOOM CODE WILL BE SENT BEFORE MEETING


***************************************
##YOU CAN ONLY BELONG TO ONE JOB CLUB##
***************************************

Bergen County, NJ Sep 21, 2020

Time

4:00 PM to 5:00 PM

Location

Zoom Virtual Meeting

Agenda

Please join us as Marty Latman discusses:
"Personal Branding For Success"


Please join Marty Latman on September 21, 2020 as he discusses ”Personal Branding For Success"

Marty Latman, called by many people as the “Best Networker” they know, is the Managing Partner of Latman Advisory Services LLC. From business consulting to financial advisement to professional career development and career coaching, Latman Advisory Services is dedicated to helping you achieve your personal or business goals.

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
martylatman@gmail.com

Regards,
Marty Latman

Directions

Please contact Marty Latman for directions:

201-919-2607 - Cell
201 337-7554 – Home
martylatman@gmail.com

Cleveland, OH Sep 21, 2020

Time

5:30 PM to 7:00 PM

Location

Zoom Virtual Call

Instructions below



Meeting ID: 898 8336 6883
Password: 015941
One tap mobile
+19292056099,,89883366883#,,#,015941# US (New York)
+13126266799,,89883366883#,,#,015941# US (Chicago)

Dial by your location
+1 929 205 6099 US (New York)
+1 312 626 6799 US (Chicago)
+1 301 715 8592 US
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US
Meeting ID: 898 8336 6883
Password: 015941
Find your local number: https://us02web.zoom.us/u/ketHAKbl9t



Agenda

Our speaker for our September meeting is Vera Bartasavich, M.Ed., NDTR, CHES (Certified Health Education Specialist). She earned graduate degrees in Health Education & Promotion and Nutrition Education after many years in the food industry. Vera presents health and wellness topics in a variety of settings including corporate wellness and community organizations. She will present Thinking Positive in the Pandemic Environment. Research shows that a positive attitude is a benefit to physical and mental health. A positive attitude can help us stay optimistic even when facing challenges. Vera will focus on the approach to incorporate positive thinking into daily living. Attend to learn the benefits of a positive attitude (physical/mental) along with techniques to use for a more positive attitude.

++++++++++++++++++++++++++++++++++++++++++
Here are the details for joining our scheduled Zoom meeting.

Topic: Cleveland FENG Virtual meeting on Monday, September 21, 5:30 PM
Time: Sep 21, 2020 05:30 PM Eastern Time (US and Canada)

Join Zoom Meeting
https://us02web.zoom.us/j/82419359366

Meeting ID: 824 1935 9366
One tap mobile
+13126266799,,82419359366# US (Chicago)
+16468769923,,82419359366# US (New York)

Dial by your location
+1 312 626 6799 US (Chicago)
+1 646 876 9923 US (New York)
+1 301 715 8592 US (Germantown)
+1 408 638 0968 US (San Jose)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
Meeting ID: 824 1935 9366
Find your local number: https://us02web.zoom.us/u/kbCv3L5i






The FENG Cleveland Chapter Leadership:

Bob Petti
robertcpetti@gmail.com
(216) 299-3272

Lamar Ratcliffe
lamarratcliffe@msn.com
(216) 752-7137

Directions

Greensboro (Piedmont Triad), NC Sep 21, 2020

Time

6:00 PM to 7:30 PM

Location

ZOOM MEETING

TIME ZONE: US ET

You must register on The FENG website by noon, Sunday September 20th to receive the Zoom instructions. The time zone will not appear in the initial auto response you receive when you register.

You will be sent the Zoom link at approximately 5:00 p.m. the day before the meeting.

If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact:

David Stokes
Greensboro Chapter Co-Chair
dstokes56@bellsouth.net

Agenda

The FENG Greensboro (Piedmont Triad), NC Chapter meetings:
1. offer an invaluable opportunity for members to create a sharp focus of their background with the other members
2. provide advice and knowledge of the local market
3. provide a pool of knowledgable "hiring managers" to test job search skills against
4. assist others to achieve their job marketing plan

Directions

Philadelphia-Center City, PA Sep 21, 2020

Time

6:00 PM to 7:00 PM

Location

Zoom Video Service
Ernie Russom is inviting you to a scheduled Zoom meeting.

Agenda

Professional Enrichment Program

Job Seekers understand how to answer job postings to identify their next job. – Find a posting that sounds good. Email your resume. Wait to be contacted to schedule an interview with your next employer. And Wait. And Wait….

Advancing your career requires more than a few clicks to email your resume. It requires:
Personal Skills Assessment
Understanding your Passions
Defining the Geographic Parameters of your Search
Identifying Potential Employers and Networking Partners
Strategic Marketing

Join us on Zoom at 6 PM on Monday, 9/21 to learn from Ernie Russom how to “Hire Your Next Employer”.

Ernie Russom is the Executive Director of The Westview Associates

The Westview Associates is a provider of Customized Staffing Solutions through Executive and Retained Search Strategies. The Westview Associates services organizations throughout the Eastern Pennsylvania, New Jersey and Delaware Region.

Clients range from Non-Profit and Start up Organizations to Fortune 100's. Provided staffing solutions include Senior Finance and Accounting Executives. Within the Non-Profit Arena, we fulfill staffing needs from Executive Directors/Presidents to Support Staff.

The Westview Associates utilizes the unique and highly successful consultative strategy "The Westview Advantage". Advancing beyond the mere prerequisite requirements of the job description, our consultative process incorporates congruence with the Clients’ Operating Culture, The Specific Required Accomplishments of the Ideal Candidate, as well as the Desired Short and Long Term Goals of the provided staffing solution. With this information, The Westview Associates becomes our clients’ Outsourced Staffing Expert who effectively and efficiently provides staffing solutions. We place staffing solutions which historically become our clients' longer tenured employees.

Ernie holds a BS in Business Logistics from Penn State and an MBA from Temple University.


If you have any questions regarding this meeting, please contact:

FENG Philadelphia - Center City, PA Chair:
Ernie Russom
erussom@thewestviewassociates.com
610.405.4818

FENG Philadelphia – Suburban, PA Chair
Jules Spigonardo
gspigonardo@comcast.net
(610) 416-9604


Directions

Philadelphia-Suburban, PA Sep 21, 2020

Time

6:00 PM to 7:00 PM

Location

Virtual Meeting on Zoom

You will be sent instrucitons after you register and before the meeting.

Agenda

Professional Enrichment Program

Job Seekers understand how to answer job postings to identify their next job. – Find a posting that sounds good. Email your resume. Wait to be contacted to schedule an interview with your next employer. And Wait. And Wait….

Advancing your career requires more than a few clicks to email your resume. It requires:
Personal Skills Assessment
Understanding your Passions
Defining the Geographic Parameters of your Search
Identifying Potential Employers and Networking Partners
Strategic Marketing

Join us on Zoom at 6 PM on Monday, 8/21 to learn from Ernie Russom how to “Hire Your Next Employer”.

Ernie Russom is the Executive Director of The Westview Associates

The Westview Associates is a provider of Customized Staffing Solutions through Executive and Retained Search Strategies. The Westview Associates services organizations throughout the Eastern Pennsylvania, New Jersey and Delaware Region.

Clients range from Non-Profit and Start up Organizations to Fortune 100's. Provided staffing solutions include Senior Finance and Accounting Executives. Within the Non-Profit Arena, we fulfill staffing needs from Executive Directors/Presidents to Support Staff.

The Westview Associates utilizes the unique and highly successful consultative strategy "The Westview Advantage". Advancing beyond the mere prerequisite requirements of the job description, our consultative process incorporates congruence with the Clients’ Operating Culture, The Specific Required Accomplishments of the Ideal Candidate, as well as the Desired Short and Long Term Goals of the provided staffing solution. With this information, The Westview Associates becomes our clients’ Outsourced Staffing Expert who effectively and efficiently provides staffing solutions. We place staffing solutions which historically become our clients' longer tenured employees.

Ernie holds a BS in Business Logistics from Penn State and an MBA from Temple University.



We will send you the Zoom meeting invite and ID after you register on the FENG website.


If you have any questions regarding this meeting, please contact:

FENG Philadelphia - Center City, PA Chair:
Ernie Russom
erussom@thewestviewassociates.com
610.405.4818

FENG Philadelphia – Suburban, PA Chair
Jules Spigonardo
gspigonardo@comcast.net
(610) 416-9604


Directions

Santiago, Chile Sep 21, 2020

Time

7:00 PM to 8:00 PM

Location

Times:
- 6:00 PM – 7:00 PM: US ET
- 7:00 PM – 8:00 PM: Santiago, Chile

Deadline to register is September 18th.

Agenda

Topic: "How to Hire Your Next Employer”.

Speaker: Ernie Russom is the Executive Director of The Westview Associates

Presentation:
Job Seekers understand how to answer job postings to identify their next job. – Find a posting that sounds good. Email your resume. Wait to be contacted to schedule an interview with your next employer. And Wait. And Wait….

Advancing your career requires more than a few clicks to email your resume.

It requires:
- Personal Skills Assessment
- Understanding your Passions
- Defining the Geographic Parameters of your Search
- Identifying Potential Employers and Networking Partners
- Strategic Marketing

The Westview Associates is a provider of Customized Staffing Solutions through Executive and Retained Search Strategies. The Westview Associates services organizations throughout the Eastern Pennsylvania, New Jersey and Delaware Region.

Clients range from Non-Profit and Start up Organizations to Fortune 100's. Provided staffing solutions include Senior Finance and Accounting Executives. Within the Non-Profit Arena, we fulfill staffing needs from Executive Directors/Presidents to Support Staff.

The Westview Associates utilizes the unique and highly successful consultative strategy "The Westview Advantage". Advancing beyond the mere prerequisite requirements of the job description, our consultative process incorporates congruence with the Clients’ Operating Culture, The Specific Required Accomplishments of the Ideal Candidate, as well as the Desired Short and Long Term Goals of the provided staffing solution. With this information, The Westview Associates becomes our clients’ Outsourced Staffing Expert who effectively and efficiently provides staffing solutions. We place staffing solutions which historically become our clients' longer tenured employees.
Ernie holds a BS in Business Logistics from Penn State and an MBA from Temple University.

Directions

Charleston, SC Sep 22, 2020

Time

7:00 AM to 7:30 AM

Location

Charleston Job Club Conference Call

Phone Number:
United States +1 (425) 436-6260
Access code 464 5103

Agenda

Activity/Time (Minutes):
- Chair/Co-Chair Introductions/2
- Member - Report Outs/Updates/15
- Discussion - Job Opportunities: Job Boards, Company Site Alerts, Etc./5
- Member Support Dialog: Resume' Review, Interview Techniques/Approaches/etc./5
- Follow-Up Items - Next Meeting/ 2
- Chair/Co-Chair Closing Comments/1

Directions

New York, NY Sep 22, 2020

Time

10:00 AM to 12:30 PM

Location

MANHATTAN - TUESDAY NYC JOB CLUB
VIRTUAL MEETING BY FREE CONFERENCE CALL WITH VIDEO - REGISTER BELOW

Original Physical Location: Branch Library
127 Amsterdam Ave. between 65th and 66th Street
New York, NY 10023

Agenda
Tuesday - Big Apple Job Club
****************************************
AGENDA

- Introductions

- Job Search Updates

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

The Co-Chairs for this Job Club are:

- Cinthya Orrala - 917-446-2946
cmorrala1@gmail.com

- Zahid Abbasi - 720-979-9566
abbasi_zahid@yahoo.com

Agenda

1. Introductions

2. Job Search Updates

3. Specific Topics: TBD

Directions

If you find yourself on the waitlist, it means that the job club is full at this time and that there are no spaces for new job club members to join. Keep an eye at the Tuesday NY job club in subsequent weeks to see if a space becomes available. Note that you must sign up every week so that we know that you are still interested in joining the meeting.

Baltimore, MD Sep 22, 2020

Time

12:00 PM to 1:45 PM

Location

ZOOM MEETING

In light of cancelling their in-person meetings, they are now inviting all our members - worldwide - to attend their CPE Credit meeting.

Start Time: based on US
- 9:00 AM PST
- 12:00 PM EST

Registration: Do NOT register on The FENG website

http://www.ledgent.com/events/cpe/

Agenda

Ledgent Staffing

August 2020: Accounting & Auditing

TOPICS:
- Accounting for Partnerships
- PCAOB Inspections 2020
- Responsibilities for Fraud in Different
- Engagements

Directions

Fort Worth, TX Sep 22, 2020

Time

3:00 PM to 4:30 PM

Location

ZOOM MEETING
TIME Zone: Central Time Zone

DO NOT REGISTER ON THE FENG WEBSITE.

Agenda

The FEI cordially invites members of The FENG Dallas and Fort Worth Chapters.

Topic: Tips for the In-transition Financial Executive!

Speaker: Debbie Williams, Principal & Founder, HastonWilliams

CPE Credits: 1.5 CPEs, available to all attendees

Presentation:
Debbie Williams is an expert in executive search and is well-known in Texas and the Southwest. She will bring her knowledge, experience, and expertise in the executive search field as she talks about networking, executive job search, a structured approach for the in-transition executive, and other relevant matters. She will provide ample opportunities for questions and this will be a great opportunity to meet one of the iconic talents in our industry.

How to Register:
You MUST register on the FEI Dallas Chapter website:

https://www.financialexecutives.org/Network/Chapters/Dallas/Home.aspx

- If you already have an FEI login, please use it. If you don’t remember your username or password, click SIGN IN TO REGISTER and use the “Forgot Login” option.

- If you don’t have an FEI login, you can create an account. Hold on to your username and password for future use.

- FENG members who are not members of FEI will need to enter this CODE at the registration screen: FENGMember

- If you are also a member of FEI, the system should recognize you as an FEI member but if not, log in with your FEI member username and password.

Directions

Dallas, TX Sep 22, 2020

Time

3:00 PM to 4:30 PM

Location

ZOOM MEETING

TIME Zone: Central Time Zone

DO NOT REGISTER ON THE FENG WEBSITE.

Agenda

The FEI cordially invites members of The FENG Dallas and Fort Worth.

Topic: Tips for the In-transition Financial Executive!

Speaker: Debbie Williams, Principal & Founder, HastonWilliams

CPE Credits: 1.5 CPEs, available to all attendees

Presentation:
Debbie Williams is an expert in executive search and is well-known in Texas and the Southwest. She will bring her knowledge, experience, and expertise in the executive search field as she talks about networking, executive job search, a structured approach for the in-transition executive, and other relevant matters. She will provide ample opportunities for questions and this will be a great opportunity to meet one of the iconic talents in our industry.

How to Register:
You MUST register on the FEI Dallas Chapter website:

https://www.financialexecutives.org/Network/Chapters/Dallas/Home.aspx

- If you already have an FEI login, please use it. If you don’t remember your username or password, click SIGN IN TO REGISTER and use the “Forgot Login” option.

- If you don’t have an FEI login, you can create an account. Hold on to your username and password for future use.

- FENG members who are not members of FEI will need to enter this CODE at the registration screen: FENGMember

- If you are also a member of FEI, the system should recognize you as an FEI member but if not, log in with your FEI member username and password.

Directions

London, United Kingdom Sep 22, 2020

Time

5:00 PM to 6:30 PM

Location

ZOOM MEETING

TIME ZONE: British Summer Time (BST)

You must register by Noon, Sunday September 20th to receive the Zoom link. The instructions will be sent by early evening BST on Monday. If you do not receive them, please check your SPAM folder.

This meeting will operate under Chatham House rules and be recorded to prepare an abridged transcript.

Agenda

The FENG London Job Club

Topic: Changes in IR35
Speaker: Dave Chaplin

Presentation: 45 minutes
1) Overview: 10 minutes
2) Q&A – pre-submitted questions: 20 minutes
3) Q&A – open questions (any issues raised): 15 minutes

Pre-submitted questions: Should be submitted in spreadsheet on Dropbox: ‘FENG Job Club Resources > Networking Events’.

Deadline to submit questions: Friday 18th September

https://www.dropbox.com/s/nt3n6mia6d6aktd/Dave%20Chaplin%20Changes%20in%20IR35%20Q%26A%20-%2022nd%20Sept%202020.xlsx?dl=0

Priority will be given to pre-submitted questions with limited time to open questions.

Speaker’s Bio:
Contracting expert, author, and creator of IR35 Shield (IR35Shield.co.uk) - an AI tool to enable firms to conduct fast and accurate IR35 status assessments.

ContractorCalculator is an online resource for contractors, freelancers and the self-employed and regularly receives around 300,000 visitors every month. We have 40,000 subscribers, over 25,000 social media followers, and strong links to national media including coverage in the FT, The Times, The Guardian, The Telegraph, and Daily Mail. Also quoted in Taxation, Recruiter and AccountingWeb.

Author of IR35 & Off-Payroll Explained (2020), and Contractors' Handbook (Three editions). Available in paperback and kindle on Amazon.

IR35 Shield solution:
Harness the power of our industry standard online assessment tool and manage Off-payroll compliance for your contingent workforce. Identify areas of importance and model scenarios to visualise the impact of the new legislation on your business.

Our IR35 Shield solution is infinitely scalable right out of the box. Our technology is so streamlined we can accurately assess and determine the IR35 status of the entire market of over half a million UK contractors in a single morning!

Directions

Columbus, OH Sep 22, 2020

Time

6:30 PM to 8:00 PM

Location

ZOOM MEETING

Time Zone: US ET

You must register on The FENG website by Tuesday, 9/15, noon to receive the Zoom instructions. The time zone will not appear in the initial auto response you receive when you register.

You will be sent the Zoom link at approximately 5:00 p.m. the day before the meeting.

If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact:
Rob Mockard
mockard@hotmail.com

Agenda

This is a great opportunity catch up with old friends and network with new ones.

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

Directions

Houston (The Woodlands), TX Sep 23, 2020

Time

7:30 AM to 9:00 AM

Location

ZOOM MEETING

TIME ZONE: US CDT

You must register on The FENG website by noon to receive the Zoom instructions. The time zone will not appear in the initial auto response you receive when you register.

You will be sent the Zoom link at approximately 5:00 p.m. (US ET) the day before the meeting.

If you miss the deadline or do not receive the link (make sure you check your SPAM folder), please contact:

Bryan Valencia
The Woodlands Chapter (Houston) Co-Chair
bvalenca@calvettiferguson.com

Agenda

Topic: “Covid-19’s Impact on Employer Sponsored Health Plans”

Speakers: Laura K. Clayman, JD, SHRM-CP McGriff Insurance Services Senior Employee Benefits Compliance Officer and Clayton Tolliver, McGrif Insurance Services SVP/Employee Benefits Practice Leader - Texas

Presentation:
It’s hard to believe that we have been navigating the COVID-19 pandemic for 6 months! And while our personal lives have been affected in previously unimagined ways, we have also seen an unprecedented number of changes impacting the design and administration of health and welfare plans. Some of these changes are mandatory, such as extended deadlines for special mid-year enrollments as well as COBRA elections and payments; others are optional, including temporary modifications to your Section 125, FSA and/or HSA plans. Whatever the change may be, we can be sure that these changes come with a cost - whether direct to premiums and, in turn, to employer and employee contributions or indirect in the form of increased administrative burdens and employee relations challenges.

Join us as McGriff Insurance discusses a number of these regulatory changes and addresses several of their most frequently asked questions relating to COVID-19 and employee benefits.

Learning Objectives:
- FFCRA – Paid Leave & Cost Sharing
- CARES Act – Coverage Mandates
- Eligibility Expansion
- Section 125 Permitted Changes
- ERISA, HIPAA, COBRA Extension
- COVID-19 Effects on Health Plan Costs

Speakers' bios:

Laura K. Clayman:
Laura joined the McGriff Insurance Services in 2015. Her immediate goals were to educate employers on the potential penalties associated with the Employer Shared Responsibility Mandate and find solutions to make the required reporting process less burdensome. In addition to the Affordable Care Act, Laura assists clients in answering questions relating to FMLA, ADA, FLSA and ERISA.

Laura has proved instrumental in developing and implementing education initiatives for employers through the McGriff monthly newsletter (It Benefits You) and presentations, as well as promoting internal education for McGriff associates.

Prior to joining McGriff, Laura actively practiced law for seven years before transitioning to consulting. Laura earned a bachelor’s degree in Mass Communications from the Louisiana State University in Baton Rouge, Louisiana. She continued her studies at LSU and received her Juris Doctorate and bachelor’s degree in Civil Law in 2003. Laura also holds a designation from the Society of Human Resources Management (SHRM) as a Certified Professional (CP), is a certified PPACA professional, and holds a Life/Health/Accident Louisiana Producer’s License.

Laura K. Clayman, JD, SHRM-CP
3900 N. Causeway Blvd. Suite 1200, Metairie, LA 70002
McGriffInsurance.com
E: Laura.Clayman@McGriffInsurance.com
C: 225-324-7243

Clayton Tolliver:
Clayton is the Employee Benefits Practice Leader for the State of Texas within McGriff Insurance Services. Clayton joined McGriff Insurance Services through the acquisition of Regions Insurance Group, a subsidiary of Regions Financial Corporation. His primary responsibilities include promoting the Employee Benefits strategy and vision throughout the State of Texas while developing the footprint and increasing market saturation.

Clayton has 15 years of experience in the Employee Benefits field within the carrier and brokerage sectors. Clayton managed the southeast renewal block and stewardship accounts for MetLife where he achieved the accolade of “2010 Best in Class” for his lucrative renewal philosophy strategy. Following his time within the carrier industry, Clayton returned to the brokerage industry as a Benefits Specialist at a private firm in the Houston market developing their Employee Benefits practice. Following his time there, he joined Regions Insurance Group to assist with developing the Texas footprint in Employee Benefits.

Clayton believes strongly in giving back to the community. He is a Board Member of Camp Hope - PTSD Foundation of America, as well as volunteering and fundraising for the Crohn’s & Colitis Foundation, Spring Branch Educational Foundation, Houston Professional Firefighter’s Foundation and the Houston Livestock Show and Rodeo’s Poultry Auction Committee.

Clayton C. Tolliver
P: 713-244-7682
C: 713-816-7171
E: clayton.tolliver@mcgriff.com
10100 Katy Freeway, Suite 400, Houston, TX 77043 www.McGriffInsurance.com


CPE Credit: 1 Credit hour
Prerequisites: None

Directions

Susquehanna Valley, PA Sep 23, 2020

Time

6:00 PM to 8:00 PM

Location

ZOOM MEETING

TIME ZONE: US ET

To Register: http://bit.ly/BENG-Lancaster

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 send your "one pager" to the chair noted in the location prior to the meeting so that he can share it with the people who attend.
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. Please test your Zoom settings, audio and video prior to joining the meeting.

Directions

San Francisco, CA Sep 23, 2020

Time

6:00 PM to 7:30 PM

Location

Zoom Virtual Meeting
Instructions will be sent upon registration

Agenda

6:00 - 6:10pm - Login to Zoom
6:10 - 7:15pm - Speaker, Glenn Gow
7:15 - 7:30pm - Networking and Wrap Up

Speakers:
· Tom Bondi, Tax Partner, Armanino LLP
· Tim Guderian, Tax Partner, Armanino LLP

Length: 60 Minutes including Q & A

TOPIC: Variety of Significant Tax Issues You As CFO Should Be Aware Of

Part I – Domestic & Federal Tax Issue:
· Revenue Recognition – Tax Perspective, re Advance Payments, Deferred Revenue
· Section 382 Issues – Allowances for NOL (Net Operating Loss) re Change of Ownership
· NOL Utilization since 2017 CARES Act
· Tender Offers/Secondary Funding – Effect on Corporation
o Compensatory or Gain
· Stock Options – Effect from ISOs, NSOs, RSUs * RSAs
· FDII (Foreign-Derived Intangible Income) and How It Can Reduce Effective Tax Rate

Part II – Domestic State and Local Tax Issues (SALT):
· Sales & Use Tax, since the Wayfair Case, what is your exposure
· Multi-State Income Tax Reporting & Apportionment/Nexus Issues
· NOL Limitations & Proper Allocations of NOL

Part III – International Tax Issues:
· GILTI (Global Intangible Low-Taxed Income), TCJA
· Transfer Pricing (and TPAs) + Benchmarking
· IP Migration
· VAT Exposure
· Withholding Tax Planning & Compliance

Part IV – Other Planning Issues for Your Awareness:
· M & A and Funding Round Due Diligence
· Stock Option Education
· Qualified Small Business Stock (IRC 1202)
o Determination
o Analysis for Support
· Ownership Dilution Planning
· Term Sheet Negotiations & Issues
· General Tax Planning to Plan for Cash Requirements
· Exit Planning, When To Begin Planning
· Stock Sale v Asset Sale

About Armanino LLP

Founded in 1969, Armanino is the 21st largest accounting firm in the U.S. by annual revenues. It’s also the largest accounting and business consulting firm headquartered in California. In 2019, the firm booked revenues of $326 million, a 22 percent increase versus 2018. Prior to that, in recent years, Armanino’s revenues had climbed by as much as 30 percent per year.

Armanino’s recent era of growth was ushered in by a focus on investing in consulting, risk assurance and advisory, business management/family office capabilities, and blockchain. In the past decade, Armanino more than doubled its headcount and opened 10 offices in some of the fastest growing cities in the country. Since 2001, the firm has been named to INSIDE Public Accounting’s Best of the Best Firms list 17 times. The list recognizes firms that produce superior financial and operational results, along with focusing on maintaining a solid foundation for future success.

Rick Morgin
C : 925-324-6371

Directions

Charleston, SC Sep 23, 2020

Time

6:30 PM to 8:00 PM

Location

ZOOM MEETING

Please register by Noon, Wednesday, September 22nd in order to receive the zoom instructions.

If you miss the deadline or do not receive the information (check your SPAM FOLDER), please contact:

Roy Rathbun
Charleston Chapter Chair
RathbunRoyW@gmail.com
(973) 303-1012

Agenda

Topic: “Job Search Best Practices in Midst of COVID-19”

Speaker: Ed Samuel, Executive Career Coach with SamNova, Inc.

Presentation:
The pandemic situation is evolving rapidly it is hard to keep tabs on what comes next. If you are searching for a new position during this time, don’t be discouraged. Many companies are beginning to rehire and have key roles to fill. Please join us as Executive Career Coach, Ed Samuel; founder of SamNova, Inc. (www.samnovainc.com) discusses key elements of a balanced job search and actions you can take to get you back to work especially during COVID-19.

Ed will discuss both traditional and non-traditional approaches to a job search. He will touch on critical elements related to your resume, LinkedIn, networking and importance of tapping in to the hidden job market. If you are working, please attend as well since many areas covered can optimize your career.

Key take-aways:
- Learn what it means to have a "balanced job search"
- Learn 18-specific job search actions needed during this COVID-19 period
- What makes your resume truly stand apart from others?
- The one thing you can't get wrong on your LinkedIn Profile
- What it takes to be the last man/women standing based on learnings from 2008 job recovery

Speaker's bio:
Ed Samuel is a Career, Life Coach, Author, Radio Host and certified Career Assessment Team Leader. His team provides career assessments, resume writing (4-resume writers), one-on-one career transition support with emphasis on mid-senior level clients across multiple functional roles and industries. Ed also specializes in getting 50+ professionals back to work. Ed published his first book, “Optimize Your Resume – Dos and Don’ts the SamNova Way” available via his website and Amazon Books.

He leads the Career Professionals Networking Forum (CPENG) in Newark, DE, Believers in Business (BIB) forum for greater King of Prussia, PA and senior leader for Cross Talks (small business think tank in DE). Ed hosts “Optimize Your Career” program on Philly radio, 1180 am WFYL on Saturday mornings. He is a frequent speaker at: ExecuNet, TPNG, Chem/Pharma, Joseph's People, Lehigh Valley Professionals (LVP), FENG (regional chapters), CPENG, Newtown Networking Forum, Philadelphia Area Great Careers Group and a frequent quest on regional and national radio programs. Ed recently spoke to Wharton University and Temple’s Fox School of Business Alumni across the US for ~ 90 minutes.

Ed has been in corporate America for 30 year in senior finance and operational roles with firms such as MeadWestvaco, Digital Equipment, The Stride Rite Corporation and QAD, Inc. He also lead the bulk of recruiting with a multi-billion dollar medical device firm and has been in recruiting for 5+ years before launching his career coaching practice.

Ed can be reached at: esamuel@samnovainc.com
Main line is 610-274-8214
He is open to all LinkedIn invites has ~24,000 direct connections.

Directions

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