November 2008 Issue CENTRAL OHIO CHAPTER NEWSLETTER President President’s Letter Brian Day Vice President John Grega Treasurer Our focus this year in the Central Ohio FEI chapter is to Charles “Charlie” Driscoll threefold: Enhance the collegiality of our chapter through networking and getting to know each other. In understanding Past President Mark LaMonte each other’s background, we can begin to tap into a cadre of expertise that can help each of us be a more effective financial Career Services Co-Directors manager. Secondly, we would like to enhance the technical Charles R. “Chuck” Foley Richard “Rick” Nadler portion of our meetings, so that each meeting, we leave a little more enlightened about a specific topic. Thirdly, we wish to Membership Director enhance the richness and robustness of the Central Ohio FEI Lawrence “Larry” Mead chapter, which will elevate the profile of the organization across Programs Director central Ohio. James G. “Jim” May The Board of Directors has compiled this list of potential topics Directors and ideas for our monthly meetings. We would like to hear your David Dennis Antonio R. “Tony” Emanuel thoughts and feedback on how the Central Ohio FEI chapter David L. Mead could best benefit your effectiveness as a financial leader. Robert “Bob” Slater Ray G. Stephens The changing roles of the for companies Chapter Administrator CFO as Steward and Government leaders, Analisa Trares Strategist Senators Voinovich, Brown, email@example.com How to manage the IT DeWine or Rep. John Kasich function successfully FBI on White Collar Crime Going Public Lessons GAO Comptroller of the Treasury – balancing debt vs. Currency capital Roundtable discussion on Columbus as a Convention Fair Value accounting Center University Research - Career Management – Current Topics Investment Managers maximizing the role of the Federal Reserve Bank speaking on the macro CFO Think tanks like CATO or economy, trends and Closing Process Best Heritage Institute prognosis. Practices Chairman of Audit Roundtable featuring Shared Service Centers Committee re Best Practices financial planners Lessons Learned CEO’s of big companies Human Resource consulting Development in Ohio Bank CFO night firms balancing employee sponsored programs Financing and access to benefits cost while providing designed to provide funding capital value. November 2008 Issue November Meeting What’s Happening in Capital Markets Our next lunch program is on Our guest speaker will be negotiating transaction terms, Tuesday, November 11, 2008 at Robert Eversole, Principal, working with Portfolio 11:30 A.M at the Brookside Golf Stonehenge Partners, for our Company management teams, & Country Club, 2770 West "Capital Market Trends and managing the disposition Dublin-Granville Road. Program.” We hope to see all of Stonehenge investments. of you there and please feel free to bring a guest. Previously, Mr. Eversole was President and Chief Executive Robert Eversole, Principal, is Officer of Central Ohio and responsible for initiating regional president for Fifth investment opportunities, Third's banks in Western structuring acquisitions, Ohio, Central Florida, and the coordinating due diligence, Ohio Valley. December Meeting -- CEO Thomas Hoaglin Please also mark your Huntington and The Operating Officer of Bank calendars for our December Huntington National Bank One Texas from 1989 to dinner program on Monday, since February 2001, and as 1992. December 1, 2008 at the Chairman of the Board for Athletic Club of Columbus at both since August 2001. He also serves as Director 5:30 P.M. on the boards of AEP and Prior to joining Huntington, The Gorman-Rupp Mr. Hoaglin served as Vice Company, and Trustee of Chairman of AmSouth Columbus College of Art Bancorporation and served and Design and the board as an officer in various of Ohio Business positions at Bank One Roundtable. Mr. Hoaglin Corporation, including graduated from Denison serving as Executive Vice University and earned his Our guest speaker will be President of Private Banking, MBA from Stanford Thomas E. Hoaglin, and as Chairman and Chief University. CEO/Chairman of the Executive Officer of Banc Board/Director/President of One Services Corp., as Join us at the ACC for open Huntington Bancshares, Inc. Chairman of Project One, as bar at 5:30 p.m., a great Chairman and Chief chance for networking with Thomas Hoaglin has served as Executive Officer of Bank your Central Ohio peers Chief Executive Officer for both One Ohio Corporation, and and an informative and as President and Chief enlightening presentation. 2 November 2008 Issue Chapter Members Invited to NIRI Meeting The FEI Central Ohio chapter has committed to sharing opportunities with the local chapter of the National Investor Relations Institute. NIRI is a professional association of corporate officers and investor relations consultants responsible for communication among corporate management, the investing public and the financial community. The local NIRI chapter is sponsoring an interactive, live demonstration of XBRL. Within two years, the SEC will require all corporations to file using this technology called XBRL (extensible business reporting language. This transition coincides with the SEC’s plan to replace EDGAR with an Internet-based platform. Ed Hodder, Senior Director – XBRL Services with Bowne & Co., Inc., will provide an overview and demonstration of the XBRL technology. The NIRI meeting will be on Thursday Nov. 13th, noon, at the Hilton Columbus at Easton Magnolia Room. Cost for FEI members is $25. RSVP to Karen Kaiser by November 7, 2008 at firstname.lastname@example.org. For more information visit their website at www.niricentralohio.org Annual FEI Summit Join FEI on LINKEDIN Dallas - Ft. Worth, Texas LinkedIn is an online network of more than 25 May 3-5, 2009 million experienced professionals from around the world, representing 150 industries. Their mission is to help you be more effective in your daily work and open doors to Summit 2009 is where you will: opportunities using the professional • Learn about new products and features, relationships you already have. review tips and techniques, and solve Joining the FEI LinkedIn Group will allow you your technical challenges through one- to find and contact other FEI members on on-one collaboration and hands-on LinkedIn. The goal is to help members: training • Network with over a thousand people, • Reach other members within FEI. including industry experts and your • Accelerate careers and grow your peers from hundreds of organizations business through referrals from FEI around the world Group members. • Succeed in taking cutting edge ideas • Know more than the name. You can from the more than 200 sessions and view professional profiles from fellow applying them to your challenges. I FEI Group members. sincerely hope you'll join us for what • Ask questions and get answers from promises to be an extraordinary event. professionals within your profession. 3 November 2008 Issue 2009 Lean Accounting Summit Member Benefits Don't miss out on hearing the incredible presentations Organization delivered at the 4th Annual Lean Accounting Summit! Learn why more than 500 accounting and operations professionals Established in 1931, FEI is the gave such high marks for this year's presentations. Robert preeminent professional Chapman's opening keynote on Respect for People had some association for senior finance executives, counting a in tears. Inspirational! membership of 15,000. Membership driven, FEI MP3 Files Now Available! provides peer networking http://www.leanaccountingsummit.com/cds/ opportunities, emerging issue alerts, personal and professional development and advocacy services to Chief Financial Recruiting for New Members Officers, Controllers, Treasurers, Tax Executives, and Finance/Accounting professors. Guests are always free! Free admission to Summit! The members of the Central Ohio Chapter represent a broad cross 2008-2009 FEI Share the Wealth Campaign section of our local business community. FEI national has decided to put a philanthropic twist on the usual Get-A-Member campaign. Specifically, for every member recruited through FEI’s 2008-09 Get-A-Member – Financial Tools Make a Difference Campaign, FEI will give $25 to the Central As an FEI member, you will have the Ohio FoodBank. opportunity to interact and network with local senior financial officers and Members joining under this program receive a $100 discount professors during various FEI off the initiation fee and attend FEI Summit2009 FREE. functions. Through various FEI Reinstating members are not eligible for the free Summit2009 publications you will be kept abreast registration. of the latest accounting and financial developments. If you bring in a new FEI member to our local chapter you will receive a $50 restaurant gift card for your effort. Public Relations Time Management The Central Ohio chapter is pleased to utilize the public relations Time Maximization: Making Time Work For You – A Career services of Cynthia Hall Henderson. Development Webcast Cynthia Hall Henderson gave a Do you feel like there are never enough hours in the day? Are brief proposal of what she could do for our Chapter. She will raise the you (or your team) working hard but not getting where you profile of our chapter by getting our want to go? Is your work/life balance a joke? In this free meetings, speakers and scholarship online seminar, November 20th, 2008 12:00 pm Eastern, 1 hour donations in Business First and/or 1 CPE Credit, you’ll learn how to maximize your time to The Columbus Dispatch. She also achieve the results that are most important to you and your suggested we broaden our membership base. We look forward organization. Please go to www.financialexecutives.org for to working with her. more details and look under events/webcasts. 4 November 2008 Issue Sponsors Crisis in Insurance Brian Foy, Vice President Property & Casualty Division, at Willis HRH, spoke at our October Scott Everhart meeting where he outlined the crisis in the Rick Nadler commercial insurance industry. Brian’s firm is a key Everhart Financial Group, Inc. sponsor of the Central Ohio chapter and we very 5890 Venture Drive much appreciate his support. Brian spoke about Suite D Dublin, OH 43017 what members should be considering and discussing Tel: (614) 717-9705 Fax: (614) 717-9725 with their managements in respect to their corporate email@example.com property and casualty placements, in light of the firstname.lastname@example.org recent activities on Wall Street. Willis HRH is the third largest global insurance broker that advises in the professional insurance, reinsurance, risk management areas, and provides consulting in human resource and actuarial services Stephen J. Federer Vice President to corporations, public entities and institutions Hylant Group of Columbus, Inc. around the world. Willis HRH has more than 400 565 Metro Place South offices across 120 countries. They were the first Suite 450 brokers to disavow contingents and to refuse Dublin, OH 43017 supplemental compensation from insurance firms. Tel: (614) 932-1205 Fax: (614) 932-1299 email@example.com Willis HRH’s annual revenues exceed $3.4 billion. Many thanks to Brian Foy for such an informative and enlightening presentation. Central Ohio Chapter to Sponsor Jodie Deane Division Director INVESTOhio Conference Robert Half Management Resources 277 West Nationwide Boulevard Suite 200 Columbus, OH 43201 The FEI Central Ohio chapter will be working with Tel: (614) 224-1660 Fax: (614) 629-0096 INVESTOhio to sponsor an equity investment firstname.lastname@example.org conference, which provides analysis, institutional investors and interested financial professionals the opportunity to interact with senior management from Ohio’s most dynamic public companies. This is a one-day only event where leading companies make presentations to professional Brian J. Foy Vice President Property & Casualty Division investors in both group settings and one-on-one Willis HRH management meetings. INVESTOhio will take place 2245 North Bank Drive in 2009. More details to follow. Columbus, OH 43220 Tel: (614) 326-4912 Fax: (614) 326-7412 email@example.com 5 November 2008 Issue Welcome to New Members Central Ohio FEI chapter welcomes Ward C. from Baldwin Wallace College and an MBA Hill as a member. Ward Hill is a professor from Case Western Reserve University. and consultant teaches classes on entrepreneurship and small business at James C. Brundrett, CPA, MBA residing in Capital University's downtown-based New Westerville. Jim has most recently been the Center for Professional Development. Ward is CFO of JPM General Services where he was the Harold Squire Professor of responsible for global accounting/financial Entrepreneurship at the Capital University support and risk management for the School of Management. He was appointed to sourcing/procurement, business services and this position after a successful career in the aviation units. Previously he served as banking industry and continues his consulting Finance Integration Manager with JPM work with companies ranging from start-ups Investment Management. For six years, he through the Fortune 500. was Director of Finance with BankOne Investment Management Group. He was He specializes in organizational strategy and extensively involved in the integration of financial management. Prior to forming Bank One with First National Bank of Chicago Candor Hill Solutions, Ward enjoyed a and Bank One with JPMorgan Chase (2004). successful career in financial services, having James was VP, Director of Finance and served as Senior Vice President/Manager with Controller at BankOne here in Columbus. responsibility for Treasury Management, James spent fifteen years with Price Public/Government Services, and Client Waterhouse Coopers in their Dayton office. Services, as well as serving as Chief Service He is a Vietnam vet, has degrees from the Officer for corporate banking at National City University of Florida and Ohio State Bank. Ward holds an undergraduate degree University. Meet the Central Ohio FEI Officers Brian Day is serving as President this year. At Jefferson Wells International, Brian Brian has worked at Sherwin Williams served as Director of Internal Audit and Company where he served as Chief Audit Controls, focusing on Sarbanes-Oxley Executive and prior to that was their Vice- compliance and consulting. Brian has President & Controller of the Industrial extensive experience in international Products Division. operations, having worked in England, Canada, Mexico and twelve other countries. Brian was VP and Director of Finance and Strategic Planning at Arrow International, He started his career with Ernst & Young in where he was responsible for financial aspects Cleveland. Brian is a CPA, CMA and CIA of global acquisitions and integration, as well as and has his MBA from Case Western financial reporting. Reserve University. He resides in Dublin with his wife of 30 years, Susan. 6 November 2008 Issue Meet the Central Ohio FEI Officers Larry Mead, Membership Chairman of our Financial Officer for Bank One Diversified chapter, is currently the principal of a Services Corporation. management consulting company, Worthington Partners following a role at Before joining Bank One, Larry spent 8 years Sterling Commerce, where he was Vice with Philip Morris, where he led several President of Sales Administration and M&A due diligence and integration roles as Operations. well as financial and informational management positions across a broad Prior to that Larry enjoyed an 18 year career at spectrum of industries and product lines. Bank One Corporation, where he served in multiple capacities in several Divisions and Prior to his business career Larry was a Companies including Senior Managing schoolteacher, Principal and Superintendent Partner and Chief Technology Officer for the of Schools in Wisconsin. Larry holds a BA Investment Management Group, Senior Vice degree From Lawrence University and two President for Investment Banking, Executive Graduate Degrees, MS and MBA from the Vice President for Sales and Chief Financial University of Wisconsin. Officer for Equipment Leasing, and Chief FEI’s Director of Tax and Economic Policy Speaks to Central Ohio Chapter Matthew M. Miller, who serves as the Director of Tax and Economic Policy for the FEI, spoke to our chapter at our September meeting. He is the FEI’s governmental liaison on behalf of our members. Matt is responsible for identifying key tax, procurement, and economic issues as well as handling related advocacy strategies for FEI. Matt stressed the willingness and desire to receive your thoughts and input on key issues facing your businesses. Matt has offered his services to act as a liaison or to provide you key contacts in Washington D.C. He also serves as the staff liaison to FEI’s Committee on Taxation (COT) and Committee on Government Business (CGB), and is an active member of the Corporate Roundtable on International Financial Reporting (CRIFR). Mr. Miller received his Bachelor’s Juris Doctorate from the Seton Hall University School of Law and his Master of Laws in Taxation (LL.M.) from Georgetown University Law Center. You can contact Matt at (202) 626-7804 and or email him at firstname.lastname@example.org. 7
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