The FENG New York, NY Chapter

Next Meeting

When:

07/12/2018 – 6:00 PM to 8:00 PM (Reserve a spot at this event)

Where:

RBC Wealth Management
Suite 3300
1211 Avenue of the Americas
New York, NY 10036

Agenda:

JOINT MEETING with RISK MANAGEMENT SIG


5:30 to 5:45 - REGISTRATION SIGN IN


6:00 to 6:10 - WELCOME & INTRODUCTIONS

*** Chapter Co- Chairs
*** HOST: RBC - Edward Riberio


6:10 to 6:40 - “30 SECOND ELEVATOR PITCH”

“Hello ... My name is TOM ... CFO Without Borders ... London, New York & Tokyo ... Focusing on Risk Management, CLOUD Technology for Alternative Asset Management and CYBERSECURITY ... TOM HALL ... CFO Without Borders”

6:40 to 6:50 - INTERMISSION

6:50 to 8:00 PM -
GDPR : How will data privacy law affect you?

GDPR went into effect on May 25, 2018 yet many firms are still struggling to understand what it means for them. The key is knowing whose data you have in order to protect individuals' privacy. This really comes down to three questions- What is my process? What is the risk? How am I mitigating it?”

In this session Joseph Rossi will take you through some of the important fundamentals of Privacy compliance including personal data rights, data mobility, breech notification and consent. All critical in order for firms to remain compliant, avoid hefty fines, and loss of reputation.

Joseph A. Rossi
Principal

Joseph (Joe) Rossi is a founding member of TurtleBay Advisory Services (TBAS). Prior to forming the TurtleBay, Joe Rossi served as Freddie Mac's senior vice president of Operations and Technology, senior vice president of Investments and Capital Markets Operations, senior vice president of Technology services and led Freddie Mac’s securities issuance, bond administration, and securities processing operations.
Additionally, while at Freddie Mac Joe managed all aspects of technology infrastructure, including computer and network operations, customer technology services, data management infrastructure, operations technology services, information security, and technology change management.
Before joining Freddie Mac, Joe held leadership positions at Mellon Bank, JP Morgan Chase, and Citibank, where he developed a significant portfolio of experience in all aspects of global securities clearance, custody, fund administration, and accounting.
Joe received a BS degree from Bryant College in Smithfield, RI, and an MBA from Iona College in New Rochelle, NY.


Directions

West side of Sixth Avenue ... between W. 47th and W. 48th Streets (FOX NEWS Building)


About the New York, NY Chapter

The Chapter in New York City has Eight thousand members , with more than half being Alumni status (meaning -- employed or they have landed and are with a new employer).

We generally meet the Second Thursday of each month; but sometimes shift the date given the availability of key presenters.. Please be sure to check the website when registering.

RBC Wealth Management
Suite 3300
1211 Avenue of the Americas
New York, NY 10036

Generally having a external educational accounting/finance/risk/career/industry presenters.

Matt Bud, The FENG CEO, joins us once a year.

External presenters have been on using LinkedIn, risk management, cyber security, accounting & finance updates, asset management, communications coaching, developing your own brand, "killer" elevator pitches, career alternatives of FRACTIONAL CFO contract engagements, defining your own success on a playing field in constant transformation, positioning yourself at the peak spot for professional growth, securing the attention of A-list recruiting firms, targeting yourself for the opportunity that’s a less-than-perfect fit, landing that perfect career-advancing job, etc.

Our Chairs are Tom Hall, Aldo Rabih, & Tim Glackin

It's a GREAT GROUP!!!! .... Come have a FUN evening with your fellow FENG members. Keep up-to-date on business developments and up to date on your networking skills.

Chapter Leadership

Aldo Rabih
aldorabihcpa@gmail.com
(917) 520-3386
A US CPA and Canadian CPA with expertise in financial services, tax and regulatory reporting.
Financial and Accounting Leader with experience on Risk and compliance oversight for financial services and many other organizations.
Capable to lead teams and mentor small business within growth stage to expand to profitability.
Tom Hall
TomHall@IronCrestPartners.com
(212) 933-4944
TOM HALL (COO ... CFO WITHOUT BORDERS) is a business, finance, accounting, treasury, internal audit and financial reporting executive. He serves as a consultant and certified instructor in IFRS (International Financial Reporting Standards) serving large and medium size Financial Services Entities in New York since 2004..

He is a Board Director and Partner for "IRON CREST PARTNERS LLC" in New York City (with offices in London , Cincinnati and Charleston also); which is a Consortium of Subject Matter Experts in Risk Management, Cyber Security and Modernization consulting.

Tom is the CFO for PEPPER LLC, a CLOUD based technology for Alternative Asset Management. He serves as the COO for "The Daily Shot BRIEF; a daily e-newsletter on Global Macro Events that has 30 thousand subscribers in 90 countries.

Over 25 years industry experience as a finance executive working with companies including World Gold Council, American Stock Transfer & Trust LLC, Marathon Petroleum Company, Marathon Oil Company, AIG, Atlantic Savings Bank, GSO Capital Partners (Member of The Blackstone Group), U.S. Steel Corporation and American Lawyer Media, Inc.; and seven years in public accounting, including KPMG.

Positions held include COO, CFO, Chief Accounting Officer, Controller, Treasurer and Chief Audit Executive. He is a Former Adjunct Assistant Professor at NEW YORK UNIVERSITY (NYU) specializing in IFRS and financial statement analysis instruction.

Current Chair of the FENG's New York Metropolitan Chapter and Co-Chair of Risk Management SIG. Tom is a CGMA, CPA and MBA; and an alumnus of the University of Illinois, University of Toledo and Columbia University.


Tom Hall – CPA, CGMA, MBA, IFRS
TomHall@IronCrestPartners.com
www.IronCrestPartners.com

p. 212.933.4944
Tim Glackin
tglackin@embarqmail.com
(908) 531-0685

Future Meetings

08/09/2018
06:00 PM to 08:00 PM
RBC Wealth Management
Suite 3300e
1211 Avenue of the Americas
New York, NY 10036

09/13/2018
06:00 PM to 08:00 PM
RBC Wealth Management
Suite 3300e
1211 Avenue of the Americas
New York, NY 10036

10/18/2018
06:00 PM to 08:00 PM
RBC Wealth Management
Suite 3300e
1211 Avenue of the Americas
New York, NY 10036

11/08/2018
06:00 PM to 08:00 PM
RBC Wealth Management
Suite 3300e
1211 Avenue of the Americas
New York, NY 10036

12/13/2018
06:00 PM to 08:00 PM
RBC Wealth Management
Suite 3300e
1211 Avenue of the Americas
New York, NY 10036


For Meeting Information, Please Contact:
Tom Hall
TomHall@IronCrestPartners.com
(212) 933-4944

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