CHAPTER connections L O N G I S L A N D C H A P T E R M a r c h 2 0 1 3 M E S S A G E F R O M T H E P R E S I D E N T Dear Long Island Chapter Member: PRESIDENT NEIL KAUFMAN, Abrams Fensterman Last month we had a very successful event on the topic of What keeps CFO s up at Night: Current Trends in Information Technology, with a panel of experts including Ira Reisman, VP of Operations from LISS Group, Thomas Ambery, CPA at Stony Brook University, and Shripal Daphtary, Managing Director at AMP Networks. Our next event this spring is our annual Education Night at the Fox Hollow in Woodbury, where we will also discuss Career Options for Finance & Accounting Professionals. Brian Fudal, Divison Director of Robert Half, will explain how to approach a job search. In addition, Angela Tise, Membership Director from FEI National, will discuss how to use FEI s extensive tools and job search/networking capabilities. Sofia Blair, Partner at BDO, will participate in the panel discussion. We also will have several employers seeking to fulfill positions present. This will be a very informative meeting, so don't miss it! On May 22nd, we will present a Capital Markets Update with these distinguished investment bankers: Patrick Perdue, Managing Director at Northern Value Partners, Patrick Persons, President & Member of Impetus Capital, LLC and Ron Lehman, Managing Director of Bruderman Brothers, Inc. In June, David Feldman, author of a new book entitled, The Entrepreneur s Growth Startup Handbook: 7 Secrets to Venture Funding and Successful Growth will discuss Entrepreneurship at our annual wine tasting event, at the Roslyn Country Club. VICE PRESIDENTS 1ST: VINCENT DIVITO, Riviera Holdings 2ND: JAMES METZGER, TransCare RON DEVOS, Nathan s Famous JAMES FLYNN, King Kullen TREASURER ALAN MILLER, Frequency Electronics SECRETARY JAMES METZGER, TransCare VICE PRESIDENT OF MEMBERSHIP SCOTT GOODMAN DIRECTORS NEIL KAUFMAN, Abrams Fensterman JAMES METZGER, TransCare JAMES FLYNN, King Kullen Grocery Co., Inc. VINCENT DIVITO, Riviera Holdings Corp. RONALD DEVOS, Nathan s Famous Inc. NICK COSTA, DF King Worldwide ALAN MILLER, Frequency Electronics TOM AMBERY, Stony Brook University SCOTT GOODMAN JOHN CUNANE ANDREA RIEGER, Variety Child Learning Center COMMITTEE CHAIRS Our increasingly popular monthly CFO Roundtable will continue to be held at my Lake Success office, at 8AM, usually the second Tuesday of each month. Check our event schedule for specifics. We hope that even more members will be able to participate and enjoy the benefits of this. MEMBERSHIP SCOTT GOODMAN PROGRAMS JOHN FODERA, EisnerAmper
CHAPTER connections L O N G I S L A N D C H A P T E R M a r c h 2 0 1 3 We now also hold a monthly Financial Executives Roundtable exclusively for public companies in collaboration with our sponsor BDO at the Sbarro building in Melville. Our next Public Company Financial Executives Roundtable will be March 19th. At this event, I will discuss the M&A process, with a focus on how public companies buy businesses. FEI members are increasingly realizing the advantages of their FEI support group. You can facilitate that by being an active member and attending our events. You can also earn CPE credits in the process. We also welcome participation by any of our members in chapter leadership. Please feel free to share this newsletter with your colleagues and encourage them to attend our events. Thank you for your continued support and we look forward to seeing you at the next meeting on Wednesday, April 24th. Best Regards, Neil M. Kaufman President FEI Long Island Chapter
2013 programs Dinner Meeting WEDNESDAY, APRIL 24, 2013 Education Night/Career Options for Finance-Accounting Professionals Panelists: Brian Fudal Divison Director Robert Half Angela Tise Membership Director FEI Sofia Blair Partner BDO 6:00 PM: Registration & Networking 7:00 PM to 8:30 PM: Education Night Ceremony & Panel Discussion Location: Fox Hollow 7725 Jericho Turnpike, Woodbury Fees: Members in Advance: $25 Members at the Door: $55 Non-Members in Advance: $65 Non-Members at the Door: $70 1 credit offered Advanced Registration Recommended RSVP to Amanda Seelmann at (516) 368-9422 or aseelmann@abramslaw.com C h a p t e r w e b s i t e
2013 programs Breakfast Meeting WEDNESDAY, MAY 22, 2013 Capital Markets Update Panelists: Patrick Perdue Managing Director Northern Value Partners Patrick Persons President & Member Impetus Capital LLC Ronald Lehman Managing Director Bruderman Brothers, Inc. 8:00 AM: Registration, Breakfast & Networking 8:30 AM 9:30 AM: Panel Discussion 68 South Service Road Melville, NY 11747 Fees: Members in Advance: $10 Members at the Door: $15 Non-Members in Advance: $15 Non-Members at the Door: $20 Advanced Registration Recommended 1 CPE Credit Offered C h a p t e r w e b s i t e
2013 programs CFO Roundtable Breakfast Meeting TUESDAY, MARCH 19, 2013 FINANCIAL EXECUTIVES INTERNATIONAL LONG ISLAND CHAPTER Invites You To Our Monthly... Public Company Financial Executives Roundtable Meeting Please join us as financial executives, including CFOs, Controllers, Treasurers, and Vice Presidents of Finance, Administration and similar executives, discuss and share solutions to the common challenges they face in a relaxed, confidential environment. DATE: Tuesday, March 19, 2013 TIME: 8:00 am - 10:00 am TOPIC: M & A: How to Manage the Acquisition Process SPEAKER: Neil Kaufman Partner & Chairman of the Corporate Department Abrams Fensterman LOCATION: 401 Broadhollow Road Melville, NY 11747 Complimentary Breakfast Included This Event is Open to All FEI Members and Prospective FEI Members C h a p t e r w e b s i t e
2013 programs CFO Roundtable Breakfast Meeting TUESDAY, APRIL 9, 2013 FINANCIAL EXECUTIVES INTERNATIONAL LONG ISLAND CHAPTER Invites You To Our Monthly... CFO Roundtable Meeting Please join us as financial executives, including CFOs, Controllers, Treasurers, and Vice Presidents of Finance, Administration and similar executives, discuss and share solutions to the common challenges they face in a relaxed, confidential environment. DATE: Tuesday, April 9, 2013 TIME: 7:45 am - 8:00 am Breakfast 8:00 am - 9:30 am Meeting LOCATION: 1111 Marcus Avenue, Suite 107 Lake Success, NY 11042 *Complimentary Continental Breakfast Included* Click here for driving and parking directions This Event is Open to All FEI Members and Prospective FEI Members RSVP to Debra Charney dcharney@abramslaw.com or (516) 368-9412 SAVE THE DATES! Wednesday, April 24 Education Night/ Career Options for Finance Accounting Professionals Wednesday, May 22 Capital Markets Update Wednesday, June 19 Wine Tasting Topic: Entrepreneurship c h a p t e r w e b s i t e
CHAPTER highlights 2/27/13 Chapter Meeting: What Keeps CFO s up at Night: Current Trends in IT
NEWS from headquarters Headquarters Monthly Highlights Conferences and Events c h a p t e r w e b s i t e
NEWS from headquarters Webcasts EITF Roundup: Highlights from the March Meeting Presented by Deloitte March 19 2:00 p.m. Eastern 1.5 Hour 1 CPE credit(s) available Ernst & Young Q1 Financial Reporting Update Presented by Ernst & Young LLP March 20 1:00 p.m. Eastern 1.5 Hours 1.5 CPE credit(s) available Member Benefits 101: Getting to Know Your FEI March 20 2:00 p.m. Eastern 1 Hour No CPE credit(s) available Is Your Company Prepared for Today s Risks? Presented by RHI March 21 1:00 p.m. Eastern 1 Hour 1 CPE credit(s) available The Last Mile of Finance: Efficiency, Transparency and Cost Reduction Presented by Deloitte March 21 2:00 p.m. Eastern 1.5 Hour 1 CPE credit(s) available Quarterly Accounting Roundup Presented by Deloitte March 27 2:00 p.m. Eastern 1.5 Hours 1.5 CPE credit(s) available Never Hire Again with Cloud Financials Presented by Intacct March 28 1:00 p.m. Eastern 1 Hour No CPE credit(s) available c h a p t e r w e b s i t e
NEWS from headquarters Communities of Interest Communities of Interest provide all of our members the benefits of educational, networking, leadership and advocacy programs to help them grow professionally and personally, and are not geographically based, but rather provide the opportunity to network with peers with common interests and professional positions across the country and around the globe. AUDIT COMMITTEE MEMBER Staff Liaison >> Edith Orenstein, Director, Accounting Policy Analysis & Communications e: eorenstein@financialexecutives.org CFO Staff Liaison >> Edith Orenstein, Director, Accounting Policy Analysis & Communications e: eorenstein@financialexecutives.org TECHNOLOGY Staff Liaison >> Bill Sinnett, Senior Director, Research e: bsinnett@financialexecutives.org THEORY MEETS PRACTICE Staff Liaison >> Bill Sinnett, Senior Director, Research e: bsinnett@financialexecutives.org Financial Executives Research Foundation (FERF) FERF is the non-profit 501(c)(3) research affiliate of FEI. For more than 65 years FERF researchers identify key financial issues and develop impartial, timely research reports for FEI members and non-members alike, in a variety of publication formats. The Foundation relies primarily on voluntary tax-deductible contributions from corporations, chapters, and individuals. Latest Research Updates FERF Reports and Issue Alerts The Last Mile of Finance CFO Quarterly Global Outlook Survey February 2013 C h a p t e r w e b s i t e
NEWS from headquarters FERFPros FERFPros is an online subscription program providing unlimited CPE credits via online distance learning courses. Working in partnership with SmartPros Ltd., an industry leader in the field of accredited professional education and corporate training, Financial Executives Research Foundation (FERF) promotes and administers this program for FEI members. All courses qualify for CPE credit under NASBA QAS certification. Questions? Please email ferf@financialexecutives.org or call 973.765.1032. C h a p t e r w e b s i t e
CHAPTER sponsors WE EXPRESS GRATEFUL ACKNOWLEDGEMENT TO OUR STRATEGIC PARTNERS C h a p t e r w e b s i t e