Topic: Wearing All The Hats: When Your Role Goes Beyond Finance
Speaker: Brian Pokluda, VP, Finance, HERE http://www.here.io/
Agenda:
- 8:00 – 8:05 am: Chapter announcements
- 8:05 – 9:00 am: Speaker presentation
- 9:00 – 9:30 am: Networking
The course surveys disciplines adjacent to finance and shows how finance professionals contribute to a company's success by applying key financial principles to these adjacent areas.
Participants will learn how to identify issues that arise when they must work in a multidisciplinary environment. They will learn how to leverage key finance skills to excel during adversity.
Presentation:
1. Always Be Prepared
2.Outside of Your Finance Silo
3. Beyond Finance
-Investor Relations
-Risk Management and Insurance
-Human Resources
- Legal
- Sales Operations
- Supply Chain
4. Don’t Get Through it, Accelerate Through It
Speaker’s bio:
Brian Pokluda is the head of finance at a mid-sized company specializing in productivity and security software. After starting his career in government finance, he has held various financial leadership positions at airlines, software companies, and information services companies. He is a CPA with a passion for the intersection of finance and technology. He is a member of The Woodlands, Texas FENG chapter.
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| RSVP | Subject | Date / Time |
Attendees | Status | Suggested Donation | |
|---|---|---|---|---|---|---|
| Reserve A Spot | Wearing All The Hats: When Your Role Goes Beyond Finance |
Jun 24
8:00am - 9:30am America/Chicago |
10 | Not registered | Free | |
| Reserve A Spot | TBA |
Jul 22
8:00am - 9:30am America/Chicago |
3 | Not registered | Free | |
| Reserve A Spot | TBA |
Aug 26
8:00am - 9:30am America/Chicago |
3 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour |
Sep 17
6:00pm - 8:00pm America/Chicago |
4 | Not registered | Free | |
| Reserve A Spot | TBA |
Sep 23
8:00am - 9:30am America/Chicago |
3 | Not registered | Free | |
| Reserve A Spot | TBA |
Oct 28
8:00am - 9:30am America/Chicago |
3 | Not registered | Free | |
| Reserve A Spot | Networking Happy Hour - Festive Season Celebration |
Dec 09
6:00pm - 8:30pm America/Chicago |
4 | Not registered | Free | |
| Networking Happy Hour |
Jun 18
6:00pm - 8:00pm America/Chicago |
25 | Not registered | Free | ||
| Implementing A.I. Into Finance and Accounting Functions / Departments |
May 27
8:00am - 9:30am America/Chicago |
24 | Not registered | Free | ||
| Private Equity: History, Growth & Emergence in Capital Markets |
Apr 22
8:00am - 9:30am America/Chicago |
9 | Not registered | Free | ||
| Perspectives with Purpose - How Finance Can Effectively Engage with Purchasing |
Mar 25
8:00am - 9:30am America/Chicago |
14 | Not registered | Free | ||
| Networking Happy Hour |
Mar 19
6:00pm - 8:00pm America/Chicago |
29 | Not registered | Free | ||
| Managing the LLC - What You Need to Know |
Feb 25
8:00am - 9:30am America/Chicago |
10 | Not registered | Free | ||
| 2025 Tax Update |
Jan 28
8:00am - 9:30am America/Chicago |
11 | Not registered | Free | ||
| Networking Happy Hour - Festive Season Celebration |
Dec 10, 2025
6:00pm - 8:30pm America/Chicago |
23 | Not registered | Free | ||
| Succession Planning |
Oct 22, 2025
8:30am - 10:00am America/Chicago |
16 | Not registered | Free | ||
| Networking Happy Hour |
Sep 18, 2025
6:00pm - 8:30pm America/Chicago |
17 | Not registered | Free | ||
| Big & Beautiful – Key Highlights of the New Tax Bill |
Aug 27, 2025
8:30am - 10:00am America/Chicago |
17 | Not registered | Free | ||
| Get a Grip on Your Business |
Jul 23, 2025
8:30am - 10:00am America/Chicago |
13 | Not registered | Free |
The Woodlands chapter covers The Woodlands and surrounding areas north of Houston.
We hold monthly business morning meetings (except November and December) and quarterly evening social meetings.
1. BUSINESS MEETINGS: The Woodlands chapter meets every 4th Wednesday of the month (no meetings in November and December).
New meeting location:
One Hughes Landing
JP Morgan Chase office conference room
1800 Hughes Landing Blvd, Suite 425
The Woodlands, TX 77380
Agenda:
- 8:00 – 8:05: Chapter announcements
- 8:05 – 9:00: Speaker presentation
- 9:00 – 9:30: Networking
2. SOCIAL MEETINGS: We meet Quarterly for our evening social meetings. Please check the website.
3 Sponsors:
a. The Talance Group is a boutique search and consulting firm that offers both Direct Hire and Contract placement of Finance/Accounting and Information Technology professionals. Our focus is solely in the Houston area, with extensive knowledge of our city’s talent pool, job market, companies and industries. The Talance Group has been named one of Houston’s Fast 100 3 years in a row and is recognized as one of Houston's best places to work by the HBJ.
The Talance Group
713-357-9598 office
www.talancegroup.com
b. JP Morgan Chase
4. Leadership team:
- Bryan Valencia,[email protected]
- Bartho van Otterdyk, [email protected]
- Mark Kerr, [email protected]
- Stephen O'Brien, [email protected]
| Total Members | 376 |
|---|---|
| Alumni | (58%) 218 |
| Active | (36%) 135 |
| Associate | (2%) 8 |
| Retired | (4%) 15 |