Boston Chapter Newsletter

PresideNt’s Message

Bill BrettPhotographer & Columnist

MarCh sPeaker:

iN this issuePresident’s Message P.1About Our Speaker P.2Officers & Directors P.2CFO Networking Gala P.2Career Management P.3Professional Development P.3Calendar At-A-Glance P.4

MarCh 2014

March 19, 20145:30-8:00pM

Boston newton Marriott

Registration is now open for our March events! www.feiboston.org

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Could it be that we are finally turning the corner? No blizzard in the forecast and daylight savings time is almost here! We are all looking forward to spring…We were thrilled to have Tim Rowe talk about the innovation economy and the role the Cambridge Innovation Center has played for over 600 startup companies. His vision for creating environments which foster collaboration in the most exciting city for new ventures in the world is inspiring!

On March 19th we have a very special guest who is truly the “eyes and ears” of Boston. Bill Brett, the Boston Globe’s Pulitzer-prize

winning photo-journalist captures the stories and spirit of Boston. You might know him from his Globe feature “Party Lines”.” But Bill’s true talent is telling the story behind the picture, and Bill has the gift of storytelling – I heard him speak a year ago, and I could have listened to him for hours (I loved his story of meeting Bill Cosby and Clark Rockefeller!)

There is a lot of great programming in March. Join Ken Goldman on March 11th for The Art of Networking. Also, on March 13th make sure you take advantage of 2 half day free programs sponsored by FEI National: one on fraud deterrence, and the second on COSO’s new internal control framework. And we wrap up our March programs on March 19th with a review of regulatory risks – what should be on your compliance and reporting checklists.

Looking forward to welcoming in spring with you!

Bill Brett started his news career hawking the Boston Globe on the street corners of his native Dorchester, Massachusetts. He first worked at the Globe as an 18-year-old part-time photographer, learning the art of photography and the business of news at the same time. In 1977, he was named chief photographer at the Globe. He was the photography-member of the Globe team nominated for the Pulitzer Prize for Journalism in 1978 and 1979. Under Bill’s leadership, staff pho-tographer Stan Grossfeld won the only two Pulitzer Prizes ever awarded to the Globe photo staff. In 1999, Bill became Director of Photography, a position from which he retired in 2001. Continued on page 2

CoNNeCt with us

www.feiboston.orgfacebook.com/feibos

flickr.com/photos/feiboston/

twitter.com/feiboston

linkedin.com: search FEI Boston

2013 -2014 offiCers PresideNtKaren L. EdlundJewish Community Housing for the Elderly

ViCe PresideNtSusan L. GormanNew England School of Acupuncture

ViCe PresideNtAlan L. FaberAlan Faber Growth Strategies, LLC

treasurerEdward KeefeM/C Partners

seCretaryTimothy J. CoakleyBlauer

2013 -2014 direCtors NoMiNatiNg ChairPeter Rockett Greater Boston Chamber of Commerce

aCadeMiC relatioNsJohn RogolTIAA-CREF

Career serViCesBruce BernierNew England College of Optometry

ChaPter CoMMuNiCatioNsJoe RossiPI Worldwide

diVersityRussell CheungIntrinsix Corp

MeMBershiP iNVolVeMeNtKevin Coffey The Pinnacle Financial Group

PartNersMarci LernerBJ’s Wholesale Club

PrograMsRobert R. BraceColliers International

ProfessioNal deVeloPMeNtRahoul BanerjeaMatun Group

direCtor eMeritus/adVisor Board iNitiatiVes F. Gorham Brigham, Jr.

ChaPter adMiNistratorJames J. AndersenFoundation Management AssociatesTel: (781)353-6488E-mail: chapadmin@feiboston.org

aBout our MarCh sPeaker

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His weekly “Party Lines”

column continues in the print version of the Globe, together with his “The Seen” on http://www.boston.com . Also, since retirement from the Globe, Bill has published three books that include portraits of the heart and faces of Boston. His first book, Boston, All One Family, received the 2006 President’s Award from the Urban League of Eastern Massachusetts. He also won an

Award of Excellence for Photography in the 27th annual creative competition of the Society for News Design, for his portrait of Stephan Ross at Boston’s Holocaust Memorial.

In his 40 years of chronicling the life and people of the city, Bill has photographed literally thousands of events and fundraisers, with his

coverage helping to raise awareness for and bring donations to the many organizations whose events he has shot. In 2009, Bill received an honorary degree from the Franklin Institute of Technology, the school at which he took his only class in photography before becoming famous as the man who shoots the faces of Boston.

Bill lives in Hingham, Massachusetts, just south of Boston.

Bill Brett cont.

register Now for the soCial eVeNt of the year!2014 Cfo NetworkiNg gala thursday, aPril 3, 6-8PM BostoN Marriott NewtoNUltimate Tailgate Challenge: NTW - Network to WinPlay tailgating games, win tickets...the more tickets, the more chances to win!

Grand prize: 2 tickets to Red Sox Opening Day game!

On Thursday, April 3, FEI Boston, in collaboration with The Treasurers’ Club of Bos-ton, the CFO Roundtable, Boston Women in Finance, ALPFA, the National Associa-tion of Black Accountants, the National Association of Asian American Professionals, Conexion and FENG invite you to join your fellow CFOs at the Marriott Boston Newton for cocktails, nosh and a great evening of networking.

Visit http://cfogala.eventbrite.com to register today!

sponsored By:

thank you Chapter Partners!

MarCh eVeNts

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feBruary Career MaNageMeNt eVeNt the art of NetworkiNg

The reason that most of us chose finance as our profession is because we didn’t want to go into sales (and Networking is the art of selling ourselves to others). As one of my mentors once told me, Networking is a critically important life skill. Over the course of his 33 year career, Ken Goldman has accumulated just over 8,800 business cards and is a consummate networker. Come hear Ken talk about how to be an effective networking, have fun with it, and use it to advance your career. Ken

will share some of his tips and tricks to be an effective networker as a financial professional. A frequent speaker on the subject, Ken loves to help others become more effective networkers.

March 11, 20145:30-8:00pMRobeRt Half

125 HigH StReet

20tH flooR

boSton, Ma 02110

aBout the sPeakerKen Goldman, EVP & CFO, Black Duck SoftwareKen Goldman is Executive Vice President and Chief Financial Officer of Black Duck Software, which helps software development organizations build better software faster, for less money by efficiently and effectively utilizing Open Source in their development process. Prior to his role, Ken was CFO and a Board Member with Salary.com, Principal at Mirus Capital Advisors and has held several senior financial positions in the high tech and internet/online industries.

aBout this eVeNtThis event is free to FEI members and our guests. If you are aware of anyone who might be in transition or who might otherwise be interested in this event, please feel free to invite them by forwarding this email to them. Parking after 4:30pm at One International Place is FREE with the use of a parking voucher available at the meeting. Please enter at 55 Purchase Street, Boston 02110 (next to the Rose Kennedy Greenway and near the corner of High Street and Purchase Street). Robert Half is a short walk away at 125 High Street.

MarCh Pd sessioN - BaBsoN College, oliN hallregulatory risks: a CoMPliaNCe CheCklistMarch 21, 20147:00-9:00aM

Upcoming changes? Risk management? Reportingrequirements? It’s a challenge keeping up – right? In this session you will learn the ones that are coming online over the next 12 months.

panelists:• tanya loranger egan, Director of Retirement Plan Compliance

New Wealth Advisors - MFA’s affiliate company • tim fox, sr. Sales Representative, Capital Markets for RR Donnelley Global• kenneth fritz, Executive Vice President – Trintech Software Inc.• david e. Marder, esq, Partner – Robins, Kaplan, Miller & Ciresi L.L.P.• lisa whittemore, Director – Performance and Controls Practice for MFA’s

subsidiary MFA Cornerstone Consulting

• The latest SEC initiatives relating to accounting and auditing practices and the impact of the Financial Reporting and Audit Task Force on financial reporting

• Participants will learn techniques to avoid having financial reports flagged for investigation by the SEC.

• Implementation considerations on 2013 COSO Internal Controls Integrated Framework

• Participants will learn how the latest reporting and governance tools work

learning oBjectives:

One Adams Place859 Willard Street, Suite 400Quincy, MA 02169(781)353-6488feiboston.org

Presorted First ClassU.S. Postage

PAIDPermit #6

Abington, MA

2013-14 BostoN fei eVeNts at-a-glaNCedinner Meetings

Boston Newton Marriott5:30-8:00pm

March 19, 2014Bill Brett

Boston Globe

April 23, 2014Roger Brown

Berklee College of Music

pd sessionsBabson College, Olin Hall

7:00am - 9:00am

March 21, 2014 Regulatory Risks

April 30, 2014Lease Accounting

May 9, 2014Trends in Compensation

June 20, 2014Ethics Symposium

Spring TBDReal Estate Overview

career ManageMentRobert Half Management Resources

125 High Street, Boston5:30pm - 8:00pm

March 11, 2014

The Art of Networking

April 8, 2014 Managing Your Job Search

May 13, 2014Twitter

June 10, 2014TBD