The FENG Raleigh, NC Chapter

Next Meeting


07/11/2018 – 6:00 PM to 8:00 PM (Reserve a spot at this event)


Date: Wednesday, July 11, 2018

Time: 6:00 pm to 8:00 pm

Place: Principal Financial Group
4141 Park Lake Avenue, 5th Floor
Raleigh, NC 27612

Host: Robert Half Management Resources, Don Plato, VP


TOPIC: Innovation & Technology – Why You Should Care (Blockchain Technology)

The amount of innovation and advances in technology in the past 25 years has significantly impacted not only the ways companies do business, but also within finance and accounting. However, recent advancements in areas such as blockchain and artificial intelligence are game changers, and are poised to significantly change current practices at a much more rapid pace in the horizon. Join us for a discussion to break down the basics of these new advancements, and hear insights to help you better anticipate the risks and opportunities that will face your company.

SPEAKER: Heather Cozart, CPA
Heather is the office managing partner in the firm’s Raleigh, NC, office. She has nearly 20 years of combined experience in public accounting and in the financial services industry. She serves clients ranging from de novo community banks to large multi-billion dollar regional banks which include both private and publicly traded entities, as well as specialty finance companies, software companies, professional services firms, and broker-dealers. She is experienced in the completion of quarterly and annual SEC filings, mergers and acquisitions, stock registration statements, Sarbanes-Oxley compliance, internal control documentation, employee benefit plans, SSAE 18 reporting, agreed-upon procedures, internal audit engagements and other special engagements.

Heather also serves as a technical resource for the firm regarding SEC, PCAOB and other public company matters. She previously served in DHG's Professional Standards Group where she was a technical resource for the firm on research and consultation matters involving accounting and auditing issues.

Prior to joining DHG, Heather was the Director of Technical Accounting at a large publicly traded financial services company, where she managed the financial reporting, technical accounting and new business functions. Heather has also worked at the Securities and Exchange Commission in the Division of Corporation Finance, where she reviewed 1933 and 1934 Act filings of community, regional and national banks and other financial services companies. Prior to the SEC, Heather served as a manager on bank audits at a Big Four accounting firm. She is a frequent speaker at various industry events and stays active in professional/industry associations and in the local community.



From I-40 (Wade Ave)
• Take the Edwards Mill Exit and head northeast (2.8 mi.).
• Turn right onto Park Lake Road (.2 mi.).
• Go to the building on the right.
• Best parking is behind the building.

From US-50 (Glenwood Ave)
• Turn southwest onto Creedmoor Road (US-50) (.7 mi.)
• Turn Left onto Park Lake Road. (.2 mi.)
• Go to the building on the right.
• Best parking is behind the building.

About the Raleigh, NC Chapter

The Raleigh chapter has over 1,000 members and meets monthly, usually on the 2nd Wednesday of each month from 6:00 pm until 8:00 pm. Meeting locations vary so be sure to double check each month.

Guests and prospective FENG members are always welcome. First-timers are given the opportunity to introduce themselves to the other chapter members. Most meetings include a speaker and a current topic of interest to our members.

We look forward to meeting you and getting to know each other.

Chapter Leadership

Ted Bachman
(919) 606-3477
A combat veteran who works diligently to provide valuable professional services in all aspects of C-suite needs for small to mid-sized businesses through Bachman & Associates. Turning Challenges into Success
Jack Finley
(919) 832-5130

Future Meetings

06:00 PM to 08:00 PM
Date: Wednesday, August 15, 2018
Pay special attention to the date of our August meeting. It is NOT the 2nd Wednesday of the month. It is the THIRD Wednesday of August.

Time: 6:00 pm to 8:00 pm

Place: Carmen’s Café
108 Factory Shops Rd
Morrisville, NC 27560
(919) 467-8080

Host: Dave Rhode
Vaco Raleigh, LLC
2501 Blue Ridge Road, Suite 400
Raleigh, NC 27607
Office: 919.719.6500

For Meeting Information, Please Contact:
Ted Bachman