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Buggy whip manufacturing

Editorial by Matt Bud from the February 14, 2019 Newsletter

For those members who are looking for a job just like the one they had, it may be time to take a good hard look around and see if this is a practical problem. Like the buggy whip manufacturers of old, some jobs and some industries are just not coming back. If you are in one of the hard struck areas of expertise or industries, what practical game plans are there? Not an easy question, but if it was easy, I wouldn’t be addressing it as tonight’s editorial. First, I have to ask you to believe that you must have acquired some transferable and applicable knowledge during your long career. The problem in evaluating your own information is that you [ Read more… ]

Global Meetings
Chapter/SIGMeeting Date 
London, United Kingdom Feb 18, 2019


11:00 AM to 1:00 PM


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


Monday Job Club

1. Networking, upcoming events, courses, sharing leads (10m)
2. Elevator pitches (all attendees to pitch) (40m)
3. Job Search Metrics, including LinkedIn views and active search dates (10m)
4. Focus topics (25m)
- Two weeks in the life of (one of the Job Club members) (10m)
- (Professional Development/Competitive Advantage topic agreed at last meeting) (15m)
5. AOB/Items for next agenda (5m)
6. General round up and job market assessment (5m)

SEATING IS LIMITED TO 10 MEMBERS. If you register and can NOT attend, please remove your name from the list.

A detailed agenda & spreadsheet to report job search metrics will be sent by Kelly Lamb with Goodman Masson, to those members who have registered.

This meeting is open to FENG members ONLY.

If you do find a job, please let us know in order to share the goods news with the rest of the team. In addition, please make sure that you update your membership directory listing by going to:, and filling out the form you will find there.


Tube station Barbican

Louisville, KY Feb 18, 2019


11:45 AM to 1:15 PM


Napa River Grill
Westport Village
1211 Herr Lane
Louisville, KY 40222


Join us for lunch.

- Networking
- Sharing leads

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 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.

Attire: business casual


- Free Parking

Nashville, TN Feb 19, 2019


7:15 AM to 8:45 AM


201 Franklin Road
Brentwood, TN 37027


Topic: Branding yourself in 2019 – the right social media is worth millions

Speaker: Mila Grigg, CEO, Moda Image and Brand Consulting

Forbes has compared the "power of social media in society" to the "importance of sunlight on earth" ( This program will look at the importance of social media to YOUR BRAND.

Speaker's bio:
Mila Grigg, CEO of MODA Image and Brand Consulting, LLC, is passionate about brand, leadership and image.

MODA Image and Brand Consulting, LLC was born out of Mila's passion to help others succeed by sharing what she has learned in the world of business, fashion, brand, sales and marketing. She too often saw people and organizations fail regardless of their potential because they were not focusing on what matters most; Brand Drives Everything. She is the leading individual and corporate brand, leadership, marketing and image coach. Her training series, Personal and Professional Brand, has served individuals and businesses of all types globally. No other company in America does what MODA Image and Brand Consulting does, and her company stands alone when it comes to Brand development, communication and implementation. She is the consultant to the consultants and believes that we build our value by helping others build theirs.

MODA Image and Brand Consulting helps individuals to communicate their Personal and Professional Brand, companies to discern and share the Corporate Brand with the world around them and management teams to develop strategies that give monetary value to their brand strengths. MODA helps individuals and companies to share WHO THEY ARE and what they do in a way that allows the public to see their unique individual and corporate value. MODA ensures that companies sell their products and increase their bottom line. We are the only company in the United States that is able to integrate corporate brand, personal brand, leadership, marketing, sales, image, internal and external communication, non-verbal communication, emotional intelligence, brand storytelling, the ‘why’ exercises, professional etiquette, executive presence and fashion into training seminars and 1:1 coaching that benefit both the company and its employees.

Her career began in the insurance industry with a quick transition to the music industry; and then to a firm where she worked with athletes, entertainers, professionals and businesses in the area of brand and marketing. She has even spent a tremendous amount of time working in the ultimate branding sport of NASCAR and has worked with some of the top stars bringing together their corporate sponsorships. She was working with BRAND before it became the word of the century.

MODA Image and Brand Consulting and Mila are serving companies in the ranks of the Fortune 100 to 500 listings, private practices and private companies with her program Brand Drives Everything. Her company has advised professional firms, executive suites and even placed senior executives in their corporate dream jobs. As a business owner and someone who has worked in and up the leadership, image and brand business, Mila brings something of added value to every client she has, sharing her strong faith, hard work ethic, values, integrity, extensive relationships and business savvy with everyone she serves.

She is often a guest contributor to numerous publications, speaking to groups and associations across the U.S., while being an expert consultant on television and hosting seminars and training thousands. She has been honored as a Forty under 40 recipient and a Woman of Influence by the Nashville Business Journal.

MODA is focused under Mila's leadership to become the premier leadership, corporate and personal brand and image company in the U.S. MODA is THE leader in corporate consulting, leadership and sales training and to help women, men, organizations and companies to achieve greatness. Success for her is the realization that she is improving the lives of her individual clients and the measurable success of her corporate clients. MODA always leaves every client with an improved position in business and life from when she first walks in the door.

"It does not matter what we wear or the image we portray if our soul is separated from the eternal God who created us. All great brand and leadership coaching truly begins on the inside, and it is that inner strength and magnificence that is reflected in the coaching style we choose and the image we construct...This is what makes MODA different - we care more about 'you,' and how we can enhance your life!" Mila Grigg

Sponsor: Coffee and bagels are provided compliments of LBMC.


Instructions for parking and building entry:
Please come to 201 Franklin Road at the corner of Franklin Road and Maryland Way in Brentwood. Please park on the second floor (or P2 level) of the parking garage. Please DO NOT park on P1 /Office Visitor Parking. Take parking garage elevator (south side of garage down to the P1 level take pathway to the lobby. Once at the lobby take the elevator to the 3rd floor. The FENG meeting will be held in the Multipurpose conference room which is to the right coming off the elevators.

Orlando, FL Feb 19, 2019


5:30 PM to 7:30 PM


Orlando Public Library
101 East Central Boulevard, Palm Conference Room
Orlando, FL 32801


Topic: A recruiter's perspective

Speaker: David Sprinkle, CSC, Managing Partner, Veritas Recruiting Group

A) Job search advice and untold insight
B) How to find another job while working
C) Today's labor market

- 5:30 pm - Refreshments, food, networking
- 6:00 pm - Start of meeting

Speaker's bio:
David earned his Bachelors in Economics from Harvard University with a focus on Labor Economics and Financial Markets. David has 20 years experience in the employment services industry, is a Certified Search Consultant, and is a featured expert on Fox35, News13, & Orlando Sentinel. David serves on the Board of Directors for CareerSource Central Florida, The Foundation for Seminole County Public Schools, ACG Orlando, and the Executive Council for Leadership Seminole.

Sponsor: Veritas Recruiting Group will provide food and refreshments.


Not-for-Profit Feb 19, 2019


6:00 PM to 8:00 PM


New York Restoration Project
254 W 31st Street, 10th Floor
Located just south of Penn Station off Eighth Avenue


Our guest is Jacqueline M. Tiso, Founder and Chief Executive Officer of JMT Consulting who will tackle the continually vexing problem of exchanging data between accounting software and fundraising and program software.

Jacqueline Tiso is a frequent speaker on financial management and Cloud (SaaS) technology in the media and as a conference speaker. Several years ago, JMT Consulting migrated most of its internal systems to the Cloud, and after experiencing the benefits of these systems, Jacki has been a leading proponent of Cloud systems for non-profits ever since. Jacqueline has received national recognition with the Technology Pacesetter award in Accounting Today, a Var 100 member, as well as being featured on the cover of Accounting Technology.

Jacqueline has over twenty-five years’ experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high-level management and board consulting. Jacqueline continues to serve on a number of nonprofit boards and committees.


Closest subway A,C,E to 34th Street, Penn Station
Also convenient: 1,2,3 to 34th Street, Penn Station

Tele-conferencing instructions for those members who cannot attend in person:
- Dial in starts at 6:15 pm EST
- Conference Dial-in Number: (319) 527-3513
- Participant Access Code: 445296#

Lehigh Valley, PA Feb 19, 2019


6:00 PM to 8:00 PM


Ben Franklin TechVentures
Mountaintop campus of Lehigh University
116 Research Drive, Solarium on the 4th Floor, Room 4408
Bethlehem, PA 18015


This is a joint meeting with the Lehigh Valley Business Executive Networking Meeting.

1. Attendees 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

1. Bring a name tag to wear and a "name" tent card to place on the table in front of you
2. If you represent a business, please bring business cards

Attire: Business casual



Seattle, WA Feb 19, 2019


6:30 PM to 8:00 PM


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.


Program: 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.

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.


Pittsburgh, PA Feb 19, 2019


6:30 PM to 7:45 PM


Evoqua Water Technologies
210 Sixth Avenue, 33rd floor, Training Room
Pittsburgh, PA 15222


Topic: A Whole Life Approach to Success

Speaker: Jessica O'Brien, Certified Career Coach, JND Coaching LLC

This workshop will focus on incorporating a vision for success across all roles/relationships in one’s life. Participants will have the opportunity to take a personal inventory of where they currently are in each category and make goals for growth. Jessica Anne O’Brien will share her own personal and professional journey of incorporating this approach including mastering health challenges, integrating mindfulness, strategically investing into relationships, and advancing professionally.

Speaker’s bio:
Jessica Anne O’Brien, PC, ACC is a Professional Coach, Relationship Consultant and Speaker who believes a whole-life approach to success will lead to fulfillment and the best outcome for ourselves and those around us. As the founder and owner of JND Coaching LLC, she has made a career out of mobilizing individuals, couples, families and teams for success as they define it. She specializes in relationship development and enhancement utilizing a collaboration of coaching, consulting and educational resources. Jessica has designed and implemented coaching programs for two schools and was the Program Design Consultant for the Pittsburgh Promise’s Coaching Initiative.

Jessica holds a BA in Pastoral Ministry from Valley Forge University, Professional Coach Certification, Relationship/Team Coach Training and ADAPT Career Coach Training from Duquesne University’s Palumbo Donahue School of Business, is certified with the International Coach Federation and is currently enrolled in WBECS Coach Master Toolkit Program to enhance her work with business owners and executives. Jessica is a certified Prepare/Enrich Assessment Facilitator and is also certified to instruct several relationship development workshops.

Jessica is married to Dave and has two children, Isaac and Caleb. Please reach out if you are interested in working together or having her speak for your organization.

JND Coaching LLC
522 Valley Brook Road
Venetia, PA 15367
(412) 977-1560

Dress: Business Casual 

Please bring:
- Name Badge
- Personal Contact cards
- 90-second announcement, and
- A friend or two.

Many thanks to Ariel Kuperminc for providing us with this new location.

Your chapter leadership will be delighted to see you there.


You MUST register on The FENG website so that we can provide your name to security. Otherwise, you will NOT be able to get in to the building.,+210+Sixth+Avenue,+Pittsburgh,+PA+15222/@40.4420473,-80.0023194,17z/data=!3m1!4b1!4m5!3m4!1s0x8834f157a97ccf93:0x1d94078d2e738c20!8m2!3d40.4420432!4d-80.0001254

Richmond, VA Feb 19, 2019


7:00 PM to 9:00 PM


Northwestern Mutual
3901 Westerre Parkway, Suite 300
Richmond, VA 23233


PLEASE REGISTER on The FENG website as we will be serving food and need a headcount.

Topic: Estate Planning: Not Just for the Rich and Famous...High Level Overview of a Unique Deferred Comp Structure

Speaker: Josh Curtis, Financial Advisor, Northwestern Mutual

Josh Curtis will give a brief talk about Northwestern Mutual offering and how it can benefit you.

Speaker's bio:
Josh graduated from the University of the South in Sewanee, TN, in 2007, and began his career as the first employee of a health care start-up which he helped grow to a multi-million dollar company.

He left this role to open his own accounting and tax preparation office. After the growth of one office peaked, he opened more locations to eventually grow his holdings to four locations across the Greater Richmond Area.

While he greatly enjoyed the work in the accounting and tax preparation space, he was eager for a larger impact on the lives of his clients.

So, as a Northwestern Mutual client himself (along with his family) for over a decade, he decided to sell his accounting & tax preparation offices to embark on a career as a financial advisor.

Now, using his extensive knowledge of the tax code and tax-efficient wealth accumulation strategies, he's able to help individuals & business owners brainstorm and think strategically to simplify their complex financial lives, as well as prepare for "Chapter 2" (distribution of wealth) in the most efficient way possible.

- 6:45 to 7:00 pm: Registration/Networking
- 7:00 to 7:15 pm: Welcome; New/1st Time Attendee Intro; Bus Items
- 7:15 to 7:45 pm: 30-60-90 second elevator speech, success stories, job leads
- 7:45 to 8:30 pm: Josh Curtis, Northwestern Mutal
- 8:30 to 9:00 pm: Formal meeting adjourns, continued ad hoc networking


Norfolk, VA Feb 20, 2019


7:00 AM to 9:00 AM


440 Monticello Avenue, Suite 1900, 19th Floor
Norfolk, VA 23510

(Corner of Monticello and Charlotte Street)


Topic: Cyber Security

Speaker: Michael E. Mize, Managing Director in KPMG’s Information Technology Audit and Assurance practice

PLEASE RSVP: By February 15th

Either register on The FENG website or write/call:
Al Noll
Norfolk Chapter Chair
(859) 492-8455

We are asking for your response no later than February 15 to obtain an accurate headcount as this will allow ample time to confirm with our hosts or cancel the meeting on the 20th. In addition, we are seeking a minimum of 8 attendees.

- 7:00 AM to 7:30 AM: Arrival, General Networking
- 7:30 AM to 7:45 AM: Introductions, 90-second announcements
- 7:45 AM to 8:30 AM: Cyber-Security
- 8:30 AM to 9:00 AM: Wrap-Up Comments/Next Meeting

- The Changing Face of Cyber Security Attacks
- Cyber Security Consideration for Internal Audit
- Cyber Security for the Boardroom

At KPMG LLP (KPMG), our culture of integrity aligns with our promise of professionalism to each other, our clients, and the capital markets we serve. Opened in 1968, our Norfolk office is thriving, with more than 120 professionals including 12 partners and managing directors. Today, KPMG maintains a dominant presence among Hampton Roads accounting firms, dedicating more audit, tax and advisory resources to more large organizations, from government entities to FORTUNE 500 corporations, than any other professional services firm.

Speaker’s bio:
Michael E. Mize is a Managing Director in KPMG’s Information Technology Audit and Assurance practice. Michael has over nineteen years’ experience providing financial statement audit, IT internal audit outsourcing, Sarbanes-Oxley assistance services, IT general control reviews, SOC examinations, and system-based application control reviews. His engagement experience has been focused on financial services, healthcare, retail, and transportation industries. Michael also has experience with various enterprise applications including SAP and PeopleSoft.

Please Remember: This is your Chapter, if you want it to be successful your attendance is important. Networking is an investment in you, please take the time to grow your network.


Office is located on the 19th floor of the Wells Fargo building at 440 Monticello Avenue (corner of Monticello and Charlotte Street).

Guest parking is available in the Charlotte Street garage on floors 1-4. Please bring your parking ticket in for validation.

The elevators in the garage will be unlocked at 7 am. All guests should take the elevator in the parking garage and go up to the 19th floor. Someone will be at the door to our office to greet folks as they arrive.,-76.2901397,17z/data=!3m1!4b1!4m5!3m4!1s0x89ba98090cdfaed5:0x23a57d39ea4c9d6b!8m2!3d36.8519124!4d-76.2879457

Denver, CO Feb 20, 2019


5:00 PM to 7:00 PM


Robert Half
6300 S. Syracuse Way, Suite #120
Englewood, CO 80111

This Legacy Cascade building on South Syracuse between East Caley Avenue and Peakview Avenue.


TOPIC/TITLE: Strike Out the Status Quo: 3 Secrets to Controlling an “Uncontrollable” Healthcare Budget

FIELD OF STUDY: Accounting

Guest Speaker: Andy Neary


Striking Out the Status Quo will show your audience the following:

The truth behind your rising health insurance costs.
How to get the best results with the least amount of work.
Strategies to help you reduce the size and frequency of medical and pharmacy claims.
How to give your employees better access to the healthcare system for free.
How to create predictable and measurable results year over year.


As a former pitcher with the Milwaukee Brewers, Andy Neary understands how small-budget teams can compete with the biggest payrolls in baseball. Winning teams share a common set of principles to get better results for less money. Neary has utilized these principles to help forward-thinking organizations build better health plans for less money.

Andy is an Amazon best-selling author of Breaking Through the Status Quo, and a consultant with The Olson Group. Andy works with organizations driven to change the lackluster results they’re getting from their current insurance program.
Andy lives in Fort Collins, CO with his girlfriend Amy and four-legged child Maisy.

This is an intermediate level group live lecture presentation and do not require any advance preparation or pre-required education. The free registration can be made in advance online or the day of the presentation. Attendance is free so no refund is offered.

Complaint Resolution Policy: Please contact FENG Colorado Chairman George Thomas or Co-Chairman Jaime Velasco

Note: FENG Colorado has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy.

Future Denver Meetings:

1. December 2018 – Xmas Social
2. January 2019 – TBD
3. February 2019 – TBD
* * *

This is an intermediate level group live lecture presentation and do not require any advance preparation or pre-required education. The free registration can be made in advance online or the day of the presentation. Attendance is free so no refund is offered.
* * *
Complaint Resolution Policy: Please contact FENG Colorado Chairman George Thomas or Co-Chairman Jaime Velasco
Note: FENG Colorado has made every effort to comply with NASBA/AICPA Statement on Standards for Continuing Professional Education Programs. Final authority of acceptance of CPE credits rests with the Colorado Board of Accountancy.
* * *


Miami (Fort Lauderdale), FL Feb 20, 2019


6:00 PM to 8:00 PM


SunTrust Bank 515 E. Las Olas Blvd. 7th Floor (parking ticket will be validated)


Speaker – David Bennett, Connections for Business.
Cybersecurity – It is Not Just an IT Issue.
David Owns and operates a Managed Services Provider located in Hollywood, Florida. They have been in business since 1977 helping businesses grow by building, planning and operating their IT environments.

Our meeting will run from 6 pm till 8 pm as usual on the third Wednesday of the month.

Bring business cards and plan on networking. Please note:
- Attendance is limited, but all are welcome.
- Bring business cards and plan on networking.


San Jose/Silicon Valley, CA Feb 20, 2019


6:00 PM to 8:00 PM


Robert Half Management Resources, OfficeTeam
2350 Mission College Blvd, Santa Clara, CA 95054

The meeting room is on the second floor and you will need to be escorted because the elevators are badge controlled after 6PM sharp.


The San Jose/Silicon Valley Chapter

Robert Half Management Resources, OfficeTeam
2350 Mission College Blvd, Santa Clara, CA 95054

The meeting room is on the second floor and you will need to be escorted because the elevators are badge controlled after 6PM sharp.

If you are planning to attend, please register to help our hosts plan for their hospitality needs.
Walk-ins are certainly welcome too! Feel free to pop in.

Food and refreshments will be provided.

Silicon Valley Chapter Co Chairs -

David Paul - 408-398-3277
Ronald Koling - 510-410-1849
Taj Gulamani - 408-660-0500


6:00-8:00 PM

- Networking with Financial Executives - Greet, meet and eat

- Elevator pitch practice and feedback

- Target Company Round Up - Seek connection vectors for introductions

- Seminar Round Up - other local networking opportunities

Directions to Robert Half OfficeTeam Santa Clara:

Robert Half Management Resources is located at 2350 Mission College Blvd, Santa Clara, CA 95054. Our meeting is on the second floor and you will need an escort for the elevator because the building has badge access security control. You may text or call one of the co-chairs if you arrive after 6pm.

There is free onsite parking.''/officeteam+santa+clara/@37.2092425,-122.5019576,10z/data=!4m8!4m7!1m0!1m5!1m1!1s0x808fc9939e94d2f5:0x59de71bb64bcce82!2m2!1d-121.9668869!2d37.3870582


Susquehanna Valley, PA Feb 20, 2019


6:00 PM to 8:00 PM


Lee R. Glatfelter Library
Penn State York
1031 Edgecomb Avenue
York, PA 17403-3326



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

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

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

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

Members of BENG and FEI are also invited to attend.


Bergen County, NJ Feb 20, 2019


6:30 PM to 8:30 PM


Robert Half Office
Park 80 West Plaza II
250 Pehle Avenue Suite 502
Saddle Brook, NJ 07663


"Ask the Career Coach"
Our speaker, Career Coach Bill Belknap is going to ask the group two key questions?

1. What techniques and approaches have each of you found to be most effective in your job search?
2. What hasn’t worked as well as you thought it would?

Bill will then share the most important techniques and approaches his executive clients have been successful using including:

• The all-important Marketing Plan and why it works.
• Why spending two days getting ready for a networking meeting or interview is critical. And why it takes two days?
• How to control the interview? …..and the phone screen with HR.
• How to make sure you aren’t overdoing your answers to interviewing questions.

Thirty years of senior management and human resources experience, with more than 10 years at the VP and SVP level. Led the human resource function for fast-paced companies, including high tech, medical cost containment, consumer products, office products and financial information.
After leaving the corporate world, co-founded, in 1992, a management consulting firm. Clients have included a broad array of industries and services. Clients included CISCO, Revlon, The Street, Tony Robbins and Deepak Chopra.
For the last 16 years he has focused exclusively on executive and management coaching. He has coached over 1000 managers and executives on how to find the right job, at the right company, at the right level and at the right compensation. In the last 8 years over 190 of his clients have landed new jobs, a rate of over 2 per month.
Bill is a certified GetFive Master Coach. He has worked with GetFive since 2002 where he coaches executive and senior management clients.
On personal note, am an amateur magician and fitness enthusiast….some say “nut.” He has completed eight marathons and 33 thirty triathlons and graduated from
Denison University.

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

201-919-2607 - Cell
201 337-7554 – Home

Marty Latman


Please contact Marty Latman for directions:

201-919-2607 - Cell
201 337-7554 – Home

Columbus, OH Feb 20, 2019


6:30 PM to 8:00 PM


The Fullen Financial office
3720 North High Street
Clintonville, OH 43214

New Location - For This Meeting Only


Topic: 2018 Investment update & 2019 investment outlook

Speakers: Milt Fullen, Co-Founder and Senior Financial Advisor & Kevin Fix, Senior Financial Advisor of Fullen Financial

Speakers' bios:
(1) Milt Fullen CPA, CFP, ChFC, CASL, CLU, Co-Founder and Senior Financial Advisor

Milt has more than 30 years of experience in the financial services industry, having spent much of that time as a financial executive at large insurance and employee benefits organizations. In 2004, Milt founded Fullen Financial Group, combining the high professional standards of the CPA profession with his extensive industry experience and expertise. Milt is a graduate of Otterbein College with a Bachelor of Arts degree in Economics, and has earned some of the most prestigious designations in the financial services industry.

Milt is a past president of the Central Ohio chapter of Financial Executives International and the Civitan Club of North Columbus. He has served on the Ohio Society of CPAs’ Personal Financial Planning Committee and their leadership council. He is also a member of the Financial Planning Association of Central Ohio and the American Institute of CPAs. He lives in Clintonville with his wife and has two grown daughters.

(2) Kevin Fix, CPA / PFS is a Senior Financial Advisor at Fullen Financial Group:

Kevin has worked for more than 25 years in accounting and finance, with much of his career spent in public accounting and company financial management. He has extensive experience managing finances and investments for individuals, small business owners and large corporations. Kevin earned his CPA license in 1992 and became an independent Registered Investment Advisor in 2011.

Kevin earned Bachelor’s degrees in Accounting and International Studies from Miami University, and a Master’s degree in Business Administration from the University of Chicago Booth School of Business. He is a member of the American Institute of CPAs and their Personal Financial Planning practice section. Kevin lives in Upper Arlington with his wife, Amy, and their three children, and is an active member of the business community.

Light refreshments will be provided.


Directions & Parking Information:

The Fullen Financial office is located in Clintonville at 3720 North High Street. However, parking on High Street is not permitted. The office is five blocks north of North Broadway. You can access North Broadway from either Interstate 71 or 315. Whichever direction you come from go towards High Street after you exit. That would be east from 315 and west from 71.

The office is midway between the cross streets of Glencoe (on the south) and Arden (on the north). On street parking is allowed on either of those streets and, from there, it is a short walk. After you park you will take the short walk down the alley parallel to High Street. The Fullen Financial office has a garage behind it (with a bold green roof). Enter the office from the back door (enter the door that does not have the steps leading up to it). Once in the building, go straight down the steps into the event space.,-83.017219,15z/data=!4m2!3m1!1s0x0:0x9f8466152ca0f1d6?ved=2ahUKEwiGt6G7uKLgAhUQk1kKHfTsD00Q_BIwDHoECAYQCA

Charleston, SC Feb 20, 2019


6:30 PM to 8:00 PM


Crowne Plaza
4831 Tanger Outlet Boulevard, Plantation Board Room
North Charleston, SC 29418


Topic: Employee Wellness leads to a Healthy Bottom Line

Speaker: Lisa Burbage, President and Founder of Wellness Five, LLC

- 80% of all chronic diseases resulting from obesity can be prevented or delayed by lifestyle changes
- $8.5 Billion per year is the estimated cost of obesity in South Carolina
- Be the employer who helps employees lose weight and keep it off through creating healthier lifestyle habits.

The ROI to you?
- Reduced health care costs
- More engaged and productive employees
- Better retention and less employee turnover
- Less stress, depression and anxiety among employees
- Less absenteeism
- Happier and healthier corporate culture

Speaker’s bio:
Lisa Burbage is president and founder of Wellness Five, LLC, a health and wellness coaching company in Charleston, S.C. She helps clients establish lifestyle habits that allow them to live happier and healthier lives. Wellness Five works with corporate, group and individual clients and offers a variety of wellness programs. It is one of only a few companies in SC to be fully accredited by the Center for Disease Control’s (CDC) to offer their Diabetes Prevention program. Clients include the Medical University of South Carolina, the S.C. Department of Health and Environmental Control (DHEC), the University of South Carolina’s Arnold School of Public Health, Solera Health and the Post and Courier and Aiken Standard newspapers.

Lisa holds a master’s degree in higher education and counseling from the University of South Carolina, and a bachelor’s degree in business administration from the College of Charleston. She is a national board-certified health and wellness coach, NBC-HWC, and received her Health Coaching Certification from Duke University.

Lisa and her husband live in Charleston and own a farm in Hampton County where they grow organic vegetables. When she is not working, you can find her there, practicing yoga, jogging or reading.

Sponsor: Dixon Hughes Goodman

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

Attire: business casual


Houston (Katy/Sugar Land), TX Feb 21, 2019


7:30 AM to 9:15 AM


Fellowship Church
22765 Westheimer Parkway
Community Room
Katy, TX 77450


Topic: Franchising, as a Career, an Investment or Both

Speaker: Cynthia Mora, Franchise Specialist, FranNet

The meeting will begin and end with networking, business card exchanges, 90 second elevator speech practice opportunities as well as Resume review drop-offs. The middle of the meeting will be our guest speaker.

Many experienced and talented individuals are deciding to take more control of their careers, financial objectives, and personal goals by going into business for themselves.

If you are considering business ownership, then this seminar is for you.

The following topics will be discussed:
- Why do people consider business ownership?
- What is the risk involved in owning your own business?
- What’s the best path: starting from scratch, buying an existing business or investing in a franchise?
- What does it cost to start a franchise?
- Why does franchise ownership work for people transitioning out of corporate America?

FranNet offers a no cost franchise consulting service matching individual goals, skills, and financial qualifications with carefully screened franchise opportunities.

Speaker's bio:
Cynthia Mora has been involved with the franchising industry for over twenty years starting with her broadcast career where she worked closely with many national and international franchise companies, such as McDonalds, KFC, Pizza Hut, and Subway to name a few, helping them develop and execute marketing and promotional plans.

Eight years ago, Cynthia decided to follow her dream of business ownership and started her own marketing firm. Having created a business from scratch, Cynthia has a great appreciation for the advantages that franchises offer. Leveraging the understanding she gained from years of working in the franchise world as well as her experience as a business owner, Cynthia has excelled as a FranNet Franchise Specialist, walking clients through the process and assisting them in discovering the benefits of franchise ownership while making clear the challenges and limitations. Cynthia has built a solid reputation in Houston with a very loyal client base who see her as a trusted partner always looking out for their best interests.

What Cynthia has to offer her clients:
Cynthia will work closely with you to understand who you are; not just your work experience and skills, but also your personal goals, values, and interests. She will then coach you through the FranNet Four Step Research Process that matches you, the client, with franchise opportunities and ensures that you get the information you need to make the best decision. Cynthia's goal is to match you with the best and most affordable franchises that coincide with your strengths and resources. Plus, her services are free! Contact her today to get started!

Cynthia Mora
Franchise Specialist
2000 North Loop, Suite 160
Houston, Tx 77018
(713) 589-9699


Corner of Westheimer & Peek

Parking: There is lots of free parking as well as a great Coffee Shop called Kosmos in the corner of the main Church building where the Community room is located.,+Katy,+TX+77450/@29.7336737,-95.7629392,17z/data=!3m1!4b1!4m2!3m1!1s0x864120dd5c0aecd5:0xd2d51cd9ec9ed006

Baltimore, MD Feb 21, 2019


8:30 AM to 11:30 AM


Ledgent Staffing
36 South Charles Street, LEVEL 2
Baltimore, MD 21201


FREE CPE classroom credit

Ledgent Staffing offers this event to help you fit your Continuing Professional Education into your schedule.

Topics: TBA

There are only 25 certifications available for each CPE session, so please be sure to secure your space immediately.

This CPE session is created by Bisk Education and meets NASBA requirements.

Breakfast is provided and the event is a great opportunity to network with local accounting & finance colleagues.


- Available in Building Garage

Moscow, Russia Feb 21, 2019


11:00 AM to 11:30 AM


Conference call.

Country phone numbers: if your country is not listed below, please go to to see all 67 country phone numbers.

- United States: 11:00 AM New York +1 605 475 4982
- Russia: 7:00 PM Moscow +7 499 971-60-28
- France: 5:00 PM, Paris + 33 7 55 51 18 81
- Israel: 6:00 PM, Tel Aviv + 972 55-966-1156

Access code: 326287#

Julia Znamenskaya
+ 929 256 7842


This meeting will be held in English.

- Traditional Networking – 30-second elevator pitches by members
- Assistance request for Russia-related business situations
- Gaining a better understanding of social and business norms between Russia and other countries
- Specific Finance, Accounting, Treasury, Internal Audit, Risk Management, and Information Technology topics related to Russia.


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