The FENG Boston, MA Chapter

Next Meeting

When:

12/18/2019 – 7:30 AM to 9:00 AM (Reserve a spot at this event)

Where:

Hosted by MORSE
Meeting in Conf Room B, 10 City Point
500 Totten Pond Rd
Ground Floor past the Cafe'
Waltham, MA 02451

NOTE: this is a different room in the same building where we usually meet

Agenda:

Purpose of this meeting: During this Holiday time of giving, let’s work together to help each other refine our marketing material and plans, and make better connections. Rather than an outside speaker, this meeting will allow us share what we are doing to market ourselves, and refine that thinking. We will adapt the process used by the Bergen County FENG Chapter, which has been following their format every month for over 20 years.
So, what if you are not actively engaged in a search? Two thoughts. First, everyone is either in a search, thinking about it, or about to be. My first boss out of college told me that the day he reported for his job he updated his resume. He stayed with that firm, became a partner, eventually was made PIC of the office, and retired from that firm—it used to happen. Even so, he was always thinking about his options, making friends and staying connected.
Second, even if you are never going to look for a job again, you benefit by helping others. You never know how helping people will “pay off”. Maybe you will discover your next head of F,P&A…or maybe you will talk with someone who might be perfect to fill a crucial role at a client. Or maybe, you just join in the Holiday spirit by helping someone else. That’s networking.

Bring to the meeting five copies of:
• Resume and printout of the first page of your Linked-In profile
• List of target companies
• Business cards

Process (90 minutes):
Informal networking (15 minutes)
Introductions and expectations (5 minutes)
Work Session (20 minutes)
• Break into groups of 4-5
• One person will be assigned in advance the role of facilitator
• Individual discussions (5-7 minutes each):
o 15 second pitch (remember, this is how you create interest in talking more, not your life history)
1. Your name
2. What makes you unique
3. Your target companies
4. How can the group help me?
5. Ways I can help the group.
6. Repeat your name.
o Input from each person around the table
o Move to the next individual, discussing each person’s search in turn
• After the small-group discussions, individuals will briefly report-out to the whole group a couple key take-ways from the breakout sessions (10 minutes). Maybe:
o New perspectives
o Tactical changes to marketing strategy
o Specific other benefits from meeting with the group, such as a target company
Finally, 15 second pitches around the whole group.
Informal networking (15 minutes)

Directions

Please note: Morse has changed its name from Morse Barnes-Brown & Pendleton and has moved—the new address listed here is around the corner from their old office where we had meet prior to August 2019.


About the Boston, MA Chapter

The Boston Chapter has 3,366 members. 36% actively searching and 64% alumni (working).

Chapter Leadership

Marc Cote
marc.cote@comcast.net
(617) 538-5688
Marc Cote is certified FocalPoint business coach and area representative. As a business coach, he leverages the FocalPoint business principles, tools and his 30 years of leadership, operations and finance experience to help business owners and leaders realize their goals and exceed their expectations. As an area representative, he looks for those caring and experienced business professionals that could be great FocalPoint Business Coaches.

He is the son of a second-generation business owner with a deep-seated passion for business and helping others succeed. He was also a co-founder of Accellient Partners LLC, a drug development consulting and biotech start up firm, Synchroneuron Inc., a venture-backed biotech and Ternus Pharma, Inc., a start-up pharma company. Marc was previously the COO of Aptuit Consulting’s global biotech practice where he was responsible for managing all operating, financial & business development activities. Prior to Aptuit, Marc was with Dunkin’ Brands and had vice president roles where he was alternately responsible for Accounting, Tax, Finance and Shared Service operations. Marc started his career in the Entrepreneurial Services Group at EY, he received a BS in Accountancy from Bentley College and earned his CPA certificate in MA where he was a licensed CPA for 17 years.

Marc is a member of Boston Harbor Angels and Sky Ventures where he is an active investor. In addition, he is a Co-Chair of Mass Bio's Entrepreneur University. Marc splits his time between Duxbury, MA and Naples, FL.
Will Oliver
will@wjoliver.com
(781) 424-0179
Will helps middle market companies increase in value, serving as an interim or part time financial executive. Will founded and grew four companies, two with substantial exits. He has created value as full time CFO in the software, vending, healthcare services industries. He has also built successful, collaborative teams as COO and CEO. He has built value as Treasurer and Secretary on six boards. Will specializes in driving success within industries experiencing significant disruption, especially healthcare.

Will invests in people. For example, in a large Texas healthcare organization, Will redesigned personnel development to transform culture and cut turnover by 50%. Will heads the FEI Boston Professional Development Committee, where he is launching the "CFO 2025" season. He has a Masters from MIT and a Doctor of Management from Case Western. He taught full time at Brandeis and is a CPA (inactive). Connect with Will at: https://www.linkedin.com/in/willoliver/

For Meeting Information, Please Contact:
Will Oliver
will@wjoliver.com
(781) 424-0179

OUR SPONSORS:

cfo