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									                                                                                      November 2008 Issue



                        President’s Letter
                                                                          Brian Day

                                                                          Vice President
                                                                          John Grega

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,
   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
    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
                                                                                     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.

                                                                                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

 For more information visit their website at

       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:
   •   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.

                                                                                   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                         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
    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
    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 for
                                                                    to working with her.
    more details and look under events/webcasts.

                                                                            November 2008 Issue

         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
 property and casualty placements, in light of the
 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
 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    
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

                                                                                  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.

                                                                                 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


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