FINANCIAL EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER … · FINANCIAL EXECUTIVES INTERNATIONAL...
6
FINANCIAL EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER Los Angeles Chapter www.financialexecutives.org SEPTEMBER 2012 FEI-LA is starting the season with a panel discussion of the opportunities and challenges for aerospace and defense companies. Approximately 11% of manufacturing jobs in the greater L.A. area are aerospace jobs, and record orders of commercial aircraft at this year’s Farnborough Air Show (and increased demand for private aircraft and space exploration) should provide many opportunities for L.A.-based aerospace companies, even as defense spending is decreasing. Large prime contractors have increased expectations of second tier vendors, who face challenges in raising capital for investment in new products and services. Dear Members, Welcome to the new program year! First, I would like to thank our past president, Bill Beech, and last year’s Chapter leadership team for their hard work in delivering a successful year. For me, some of the highlights were how we gave back to the community with several successful Habitat for Humanity outings, the great dinner and PD speakers, our participation in a joint session with the Orange County Chapter, and the wonderful outing to the Santa Anita Racetrack. Next I’d like to recognize and acknowledge the support we receive from our Chapter Friends. Their participation in our Chapter is integral to our success. They are our colleagues, confidants, friends, and they provide the financial support to help us pursue innovative Chapter programs. The incoming Chapter officers have been hard at work this summer shaping the 2012 – 2013 program. We have some new faces as officers and the steady hand of our board, made up of former Chapter presidents. This is driving a healthy, creative flow of ideas. We are putting the finishing touches on the speaker line-up, designing ways to grow our membership base, and forging even stronger links with the national organization. I am looking forward to another great year and appreciate your continued support. Thank you. Nicholas Koutouras [President’s Message] IN THIS ISSUE: PAGE 2 UPCOMING NETWORKING EVENTS PAGE 3 & 4 FEI CHAPTER INFORMATION PAGE 5 FRIENDS OF THE CHAPTER PAGE 6 MARKETPLACE connecting financial executives [email protected] DINNER SPEAKER Dale Wallis Moderator, FEI-LA member and retired CFO The Aerospace Corporation Alan Baker Airlift Business Development Representative Boeing Gerald (Jerry) Friedman Chairman and CEO The Marvin Group Dr. Ivan M. Rosenberg President and CEO Frontier Associates Sean Walker Managing Director Aerospace and Defense Salem Partners LLC PANEL DISCUSSION: AEROSPACE AND DEFENSE PANEL OPPORTUNITIES AND CHALLENGES Panel members include:
Transcript of FINANCIAL EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER … · FINANCIAL EXECUTIVES INTERNATIONAL...
FINANCIAL EXECUTIVES INTERNATIONAL MONTHLY NEWSLETTER
Los Angeles Chapter www.financialexecutives.org
SEPTEMBER 2012
FEI-LA is starting the season with a panel discussion of the opportunities and challenges for aerospace and defense companies. Approximately 11% of manufacturing jobs in the greater L.A. area are aerospace jobs, and record orders of commercial aircraft at this year’s Farnborough Air Show (and increased demand for private aircraft and space exploration) should provide many opportunities for L.A.-based aerospace companies, even as defense spending is decreasing. Large prime contractors have increased expectations of second tier vendors, who face challenges in raising capital for investment in new products and services.
Dear Members,
Welcome to the new program year!First, I would like to thank our past president, Bill
Beech, and last year’s Chapter leadership team for their hard work in delivering a successful year.
For me, some of the highlights were how we gave back to the community with several successful Habitat for Humanity outings, the great dinner and PD speakers, our participation in a joint session with the Orange County Chapter, and the wonderful outing to the Santa Anita Racetrack.
Next I’d like to recognize and acknowledge the support we receive from our Chapter Friends. Their participation in our Chapter is integral to our success. They are our colleagues, confidants, friends, and they provide the financial support to help us pursue innovative Chapter programs.
The incoming Chapter officers have been hard at work this summer shaping the 2012 – 2013 program. We have some new faces as officers and the steady hand of our board, made up of former Chapter presidents. This is driving a healthy, creative flow of ideas. We are putting the finishing touches on the speaker line-up, designing ways to grow our membership base, and forging even stronger links with the national organization.
I am looking forward to another great year and appreciate your continued support.
Thank you.
Nicholas Koutouras
[President’s Message]
IN THIS ISSUE:PAGE 2 UPCOMING NETWORKING EVENTS
PAGE 3 & 4 FEI CHAPTER INFORMATION
PAGE 5 FRIENDS OF THE CHAPTER
PAGE 6 MARKETPLACE
connecting financial executives
DINNER SPEAKER
Dale WallisModerator, FEI-LA member and retired CFO The Aerospace Corporation
Alan BakerAirlift Business Development RepresentativeBoeing
Gerald (Jerry) Friedman Chairman and CEOThe Marvin Group
Dr. Ivan M. Rosenberg President and CEOFrontier Associates
Sean WalkerManaging DirectorAerospace and DefenseSalem Partners LLC
PANEL DISCUSSION: AEROSPACE AND DEFENSE PANEL OPPORTUNITIES AND CHALLENGES
Panel members include:
UPCOMING EVENTS HIGHLIGHTS
SAVE THE DATE
September 20 Downtown LA Jonathan Club Professional Development: to be announced
Dinner Speaker: Aerospace & Defense panel, moderated by Dale Wallis
October 18 Downtown LA Jonathan Club Professional Development: to be announced
Dinner Speaker: Healthcare Reform panel, moderated by Maureen Fahey-Zeller, a Board Member for Optimis Corp.
December 3 City Club — La Cima Room Monday Holiday Social (in lieu of monthly meeting)
February 20 Downtown LA Jonathan Club Wednesday Professional Development: BDO on “Doing Business with China”
Dinner Speaker: Dr. Esmael Adibi, Professor, Director, A. Gary Anderson, Center for Economic Research, “2013 Economic Forecast”
UPCOMING NETWORKING
EVENTS[ Area Luncheons]
All members and Friends of the Chapter are encouraged to attend one of the area luncheons on September 13, at the addresses listed below. Feel free to bring a guest and join members in an informal exchange of ideas.
12:00 PM DOWNTOWN/PASADENA/
CLAREMONT/GLENDALE University Club, 175 North Oakland Avenue
Pasadena, 626/793-5157
<<< INFORMATION >>>
12:00 PM WEST SIDE/SOUTH BAY
Tony P’s Dockside Grill, 4445 Admiralty WayMarina Del Rey, www.Tonyps.com
<<< INFORMATION >>> Mark Green 424/218-8276
12:00 PM SAN FERNANDO VALLEY
Nicola’s Kitchen, 20969 Ventura Blvd., Woodland Hills
<<< INFORMATION >>> Bill Sleeper 213/700-8322
Dick Jackson 626/335-6896
Ed McIntyre 323/715-0973
PLEASE BRING CASH TO PAY FOR YOUR LUNCH
SEPTEMBER 2012 PAGE 2
Our preferred method of receiving your reservation for the Dinner Meeting, Professional Development Seminar and Career Services program is via the website. Go to http://www.financialexecutives.org/KenticoCMS/Communities/Chapters/Los-Angeles.aspx, click on “meetings & events,” click on the name of the meeting you will be attending, click on “Register Now” at the top or bottom of the page. Alternatively, you may call the Chapter’s voice mail at 213/243-7648, or email Susanne Truitt at [email protected]. Susanne can also be reached at 562/818-1133. If you are bringing a guest, please use the Chapter’s voice mail or email Susanne with your guest’s information. Include your name, phone number, names of guest(s), their title, and company name. Please bring a $100 check (payable to F.E.I.) per guest to the meeting. Provide your guest’s name, company and contact information as early as possible so a name tag can be prepared. PLEASE RSVP NO LATER THAN 10AM THE MONDAY BEFORE THE MEETING.
For events at the Jonathan Club — 545 S. Figueroa, L.A. (Figueroa & 6th Street) Valet Parking Only—No Charge Directions to the JC: From 110 Freeway South: Exit Wilshire, left on Wilshire, left on Figueroa, pass 6th St., left into Jonathan Club garage. From 110 Freeway North: Exit 9th St., left on Figueroa, pass 6th St., left into garage. Dress Code: Coat and tie for gentleman. Formal daytime attire for ladies; pantsuits permitted.
.com
EVENT RESERVATION
5:00 - 6:00PM PD Session Main Dining Room
6:00 - 6:45PM Networking/Social Time Florentine Lounge
6:45 - 9:00PM Dinner/Dinner Speaker Main Dining Room
SEPTEMBER 20 ALL MEETINGS WILL BE HELD ON THE THIRD FLOOR
November 15, 2012 Downtown LA Jonathan Club January 17, 2013 Downtown LA Jonathan Club March 21, 2013 Downtown LA Jonathan Club April 18, 2013 Downtown LA Jonathan Club May 2013 Location to be announced: Details to be announced
DINNER MEETINGS/ EVENTS ( SPEAKERS TO BE ANNOUNCED)
FEI - LA CHAPTER INFORMATION
SEPTEMBER 2012 PAGE 3
TO VOLUNTEER: E-mail Susanne Truitt [email protected]
TO BE A SPEAKER OR SUGGEST PROGRAM IDEAS: E-mail Ron Miller at [email protected]
FOR CURRENT EVENTS OR ISSUES: http://www.financialexecutives.org
UPDATE YOUR MEMBER INFORMATION: Is your contact information current? Contact: Susanne Truitt at [email protected] or at 562/818-1133
WHAT’S ON YOUR MIND?
The Los Angeles chapter of FEI has targeted a membership growth goal this year of at least 10%. To achieve this, we are offering Chapter members an opportunity to earn a $100 American Express gift card for each qualified prospect who joins the L.A. Chap-ter, up to a maximum of the member’s local chapter annual dues during that annual period. New member dues must be paid in full. This program is effective for the 2012-2013 fiscal year.
One of the best ways to attract member prospects is to invite one or two qualified guests to each monthly meeting and educate them about the benefits of membership.
EXAMPLES OF MEMBER-ONLY BENEFITS INCLUDE:> FEI Career Center, career management services and professional advancement
resources> Continuing professional education (CPE) credits> Local peer networking and education through involvement in lunches, mixers, so-
cial, holiday and dinner speaker events> National conferences and webcasts> The latest thought leadership in finance, accounting and corporate governance,
including accounting, reporting and tax updates, emerging issue alerts and regula-tory updates
> Advocacy, including government affairs, accounting policies and comment letters> Access to public, private, non-profit and government Boards> FEI member discount health and insurance plans.Active participation in Chapter events offers additional personal and professional
benefits, such as enhancing leadership, communications and cross-functional skills; mentoring the next generation of finance and accounting professionals; and volunteer-ing in the local community. We all benefit from getting to know existing and new peers of FEI, and from creating greater brand awareness in FEI. The more we differentiate ourselves as the premier organization of senior finance and accounting executives, the more influential and valuable we become.
For further information on membership, please contact Paz Hernandez,VP Membership at 310-714-8778 or [email protected]
NEW MEMBER INCENTIVE PROGRAM
2012-2013 Officers and Directors
President Nicholas Koutouras
VP Friends DevelopmentBrian Parisi
VP SecretaryChris Broquist
VP AdministrationJohn Zeller
VP Special EventsRobert Wright
VP ProgramsRon Miller
TreasurerMarcy Lebovitz
General AuditorShirley Wiliani
VP MembershipPaz Hernandez
VP Career ServicesBob Havlik
Chapter Directors Bill Beech
John CombsLoren MillerMarzi Mistry
Dewey NortonJay Panzica
Roger ShockleyRoger Stephens
ARE YOU IN BETWEEN JOBS OR THINK YOU MAY SOON BE
The LA Chapter wants to help you obtain a new position. Here are several ways we can assist you:> Bob Havlik of our Career Services Committee receives job opening notices from
search firms and others. He forwards these to FEI members on his email list. To get on Bob’s distribution list, email him at [email protected] and put “Add my name to FEI email list” in the SUBJECT line. To advise Bob of an opening, please email him with the specifics.
> Attend Chapter functions and meet members and Friends who may be aware of opportunities.
> In order to renew your annual dues in the Career Transition category, you must contact Mary Mulvaney at FEI HQ for approval. Mary can be reached at [email protected] or 973/765-1016 (FEI HQ DOES NOT AUTOMATICALLY RENEW YOUR MEMBERSHIP IN THIS CATEGORY)
We hope you will SHARE TIPS or EXAMPLES that have WORKED FOR YOU!
SEPTEMBER 2012 PAGE 4
FEI - LA CHAPTER INFORMATION
FEI LA SOCIAL MEDIA WEBSITE
Last year we launched the FEI Los Angeles Chapter’s own social media web site and invited members to join. We can use this site to communicate with members about matters of professional importance:
> Post interests or questions about any financial issue where members might be able to offer free advice
> Post consulting needs or permanent positions where members who are in transition or consultants might meet your needs
> Start a discussion group on some financial topic such as IFRS implementation or the economic forecast
> Post web sites, files, videos, pictures or other material that are professionally relevant
> Tell other members something about your firm or assignment
> If you have a financial blog, post a link to this If you haven’t, please consider the capabilities offered. Check your email for an in-vitation to join the site.
If you do not see this, let us know and we will send another invitation. The web site is: http://feilamembers.ning.com. We deferred development of a site that will be accessible to friends as we see how this one works first. For more info/questions, please contact Dewey Norton at [email protected].
Charles BestBlackLine Systems
Dean Ditto
KARL STORZ Endoscopy-America, Inc.
Alan HoffmanCentury Housing Corporation
We would like to recognize all the finalists for the 2012 CFO of the Year award, presented by the Los Angeles Business Journal…especially our chapter members
Members of our Los Angeles Chapter of FEI
The Luncheon will take place on Wednesday, Sept. 12, 2012, at the Millennium Biltmore Hotel (in Los Angeles). If you would like to attend, please visit www.labusinessjournal.com/bizevents or contact Marissa De La Cruz at 323.549.5225 ext. 213 Individual tickets are $100, Corporate Table of 10: $900
CFO OF THEYEARA W A R D S
FRIENDS OF THE CHAPTER
Comerica Bankwww.comerica.comJames Dox, VP, Middle Mkt Lending562/[email protected]
Ernst & Youngwww.ey.comJohn Finnucan213/[email protected]
Grant Thornton, LLPwww.GrantThornton.comHarris Smith, Partner213/[email protected]
Host Analytics, Inc.www.hostanalytics.comFrank Kirchhoff949/[email protected]
Houlihan Lokeywww.hl.comBrian Morler310/[email protected]
Analysis Team, Inc.www.AnalysisTeam.comDave Stark, President818/[email protected]
Aon Risk Solutions - Southern CAwww.aon.comJudy Bamberger, Sr. VP213/[email protected]
Arxis Technology, Inc.www.arxistechnology.comMark Severance, MBA, Principal866/624-2600 [email protected]
Bolton & Co.www.boltonco.comAndrew Agress, Asst VP626/[email protected]
Century Groupwww.century-group.comRon Blair424/[email protected]
SILVER LEVEL
Intratemwww.intratem.comMitchell Sodikoff800/[email protected]
KPMG, LLPwww.kpmg.comJohn D. Owens213/[email protected]
Resources Global Professionalswww.resourcesglobal.comNeil Stevens213/[email protected]
Squar, Milner, Peterson, Miranda &Williamson, LLPwww.squarmilner.comCraig Weaver949/[email protected]
Studleywww.studley.comShawn Sala, Managing Dir.213/[email protected]
SEPTEMBER 2012 PAGE 5
Friends of the Chapter membership is open to companies that maintain relationships with CFO and other senior financial executives. Friends of the Chapter agree to send a senior representative to our dinners and meetings, and to bring a CFO or senior financial officer from one of their clients who is not a member of FEI.
TemoArjani LLPwww.arjani.comBill Hranchak626/[email protected]
The Siegfried Group, LLPwww.siegfriedgroup.comFred Gray Managing Director,Southern California661/[email protected]
UBS Financial Services, Inc.www.ubs.com/fa/chadcohen Chad Cohen, Financial Advisor310/[email protected]
Williams Data Managementwww.williamsdatamanagement.comDouglas C. Williams, CEO800/[email protected]
ORACLEwww.oracle.comAnders Maudal, Regional Manager714/371-7482Cell: 310/[email protected]
BDO USA, LLP5th largest accounting network in the world
© 2011 BDO USA, LLP. All rights reserved. www.bdo.com
Martin Casaus, CPAPartner
1888 Century Park East, 4th floorLos Angeles, CA 90067
www.bdo.com
BDO USAwww.bdo.comGary Raikin, Partner310/[email protected]
Moss Adams LLPwww.mossadams.comTodd Van der Wel, Office Managing Partner310/[email protected]
Robert Half Management Resourceswww.roberthalfmr.comTony Uyehara, Sr. Regional Mgr.310/[email protected]
Vacowww.vaco.comFrances Moreno, Partner310/[email protected]
PLATINUM LEVEL GOLD LEVEL
SEPTEMBER 2012 PAGE 6
BDO USA, LLP5th largest accounting network in the world
© 2011 BDO USA, LLP. All rights reserved. www.bdo.com
Gary RaikinPartner
1888 Century Park East, 4th floorLos Angeles, CA 90067
www.bdo.com
MARKETPLACE
Anders Maudal, Regional ManagerOffice: 714/371-7482
Cell: 310/[email protected]
17901 Von Karmon #800Irvine, CA 92614
www.mossadams.comTodd Van der Wel, Office Managing Partner
