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Calendar of Events
2016-17 Program Season
September 13, 2016
Trish Gulbranson, CEO/Founder, Derma Health
October 11, 2016
Robert Robb, Political Columnist, The Arizona Republic
November 1, 2016
Dr. Stephen Hansen, President & CEO, Arizona Humane Society
November 17, 2016
CFO of the Year Awards
Desert Ridge
Friday, December 2, 2016
Holiday Party
Grayhawk
January 10, 2017
Wolfgang Koester, CEO, FiREapps
February 15, 2017
Elliott Pollack, Sr. VP & Economist, Elliott D. Pollack and Company
March 14, 2017
Academic Excellence Awards Night
Craig Van Slyke, Dean of the W.A. Franke College of Business, NAU
April 12, 2017
Jeff DeWitt, Treasurer, State of Arizona
May 9, 2017
Greg Lee, CFO, Arizona Cardinals
All events are at the Phoenix Country Club unless otherwise noted.
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Our Sponsors
Academic
CliftonLarsonAllen
McGladrey, LLC
Platinum
Bank of America Merrill Lynch
BBVA Compass Bank
Keyser
Lovitt & Touche', Inc.
Marsh USA, Inc.
Robert Half Mgmt.
Vaco Resources
VincentBenjamin
Gold
Arcadia Capital Partners
Bank of Arizona
BDO USA LLP
CBIZ
Chase
Collins May Potenza
Deloitte
Eide Bailly
Ernst & Young
KPMG
Moss Adams
Protiviti
Squaretree Software
U.S. Bank
Willis of Arizona
Strategic Alliance
Phoenix CEO/CFO
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FEI-AZ 2016-17
Board of Directors
President
Larry Eisel
Stephen McCaskill
James Walbom
Secretary/Treasurer
Richard Skufza
Past President
Michelle Hoffman
Bret Lawson
Chris Niezgodzki
Rachael Piergallini
Adam Remis
Jeff Ryskamp
Mike Suriano
Paul Vadovicky
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FEI Arizona Chapter Website!
www.feiaz.org
Please pardon our construction!
The national website platform we use for our website underwent a complete change and we are working with them to get our site updated.
Please submit any changes to your information at anytime throughout the year.
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Policy Statements:
On-time reservations are due by 1 p.m. on the Friday before the meeting.
Reservations allow for ordering the right number of meals without waste and
cost to the Chapter as well as avoiding the embarrassment of not having enough entrees.
If you make a reservation and subsequently must cancel, be sure to do so by the Thursday before the meeting.
Each member is allowed up to two "no shows" or late cancellations a year - it is understood that life happens. After two, the member (or his/her guest) is requested to pay for the dinner.
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Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website, www.learningmarket.org.
Instructional method: Group-Live
Recommended CPE Credits: 1.0
Experience Level: Basic
Prerequisites/advance preparation: None
For FEI CPE credit, one hour equals 50-minutes according to the NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.
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FEI-AZ Office
Robin Hirth, Administrator
7225 W. Oakland St.
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Join us for the chapter meeting on
Tuesday, September 13, 2016
at the Phoenix Country Club, 7th St. & Thomas
SCHEDULE:
4:00 p.m.
Sponsor CPE Meeting
Presented by Marsh
Presented by Marsh/Mercer
CAREER SERVICES MEETING
Who Me? Why Should I Network?
Presented by John Scherer, Arizona Growth Advisors
5:00 p.m.
Networking -
Hosted Cocktails sponsored by
6:00 p.m.
Dinner and Program -
You Want to do What?!! A Leap of Faith; From CFO to Entrepreneur
Trish Gulbranson, CEO/Founder, Derma Health
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PHOTO NIGHT
Members & Sponsors -
We will have Mike Luna on site to take directory photos.
If you are a new member or want to get an updated photo, please plan to do that between 4:00-6:30 pm
______________________________
RSVP's due by noon on September 9, 2016
To register for the meeting, please click the link below:
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Dinner Program -
6:00 p.m.
You Want to do What?!! A Leap of Faith; From CFO to Entrepreneur
Trish Gulbranson, CEO/Founder, Derma Health
Trish Gulbranson is a former CPA , turned entrepreneur. From public accounting to the building of an international software company, Trish now owns Derma Health, a medical aesthetics company with 5 valley locations and growing.
She will talk about the transition from her conservative financial outlook on business to one of personal risk and the rewards and challenges along the way.
Approved for 1 CPE credit; Field of Specialized Knowledge & Applications
About Our Speaker
Trish graduated from Arizona State University with a degree in accounting. She spent years with one of the Big 4 accounting firms and later rose to president and chief executive officer of a fast-growing international software company.
After successfully selling the company, she took the leap from corporate life, mortgaging herself to the hilt and started her own business. Using Naturopathic physicians she started a company that focused on feeling good and looking good. Her main purpose now is to make a difference in women's lives -- to educate and inspire through natural medicine and have people look as good as they feel ... and feel as good as they look.
The result is Derma Health, a medical aesthetics and health center with 5 valley locations, where she remains today as president and chief executive officer.
She lives in Tempe with her two Yorkie/Poms-Cricket & Boo Boo. She enjoys family, friends, exercise ... and yes, riding her Harley Davidson motorcycle.
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4:00 p.m. Meeting Choices:
SPONSOR CPE PRESENTATION
Presented by Denise Jewell, CPA, CLU, Principal, Mercer
Included in the program content:
- A Discussion of mega trends shaping employee benefits
- A review of cost & benefit trends from Mercer's National employer survey
- Value-Based Care - what it is and how it impacts employer benefit programs
- Innovations in employer benefit programs & strategies
Learning objectives are to educate audience on the current healthcare and employee benefits environment and discuss potential strategies and actions as a result.
Approved for 1 CPE credit; Field of Personnel/HR
OR
Career Contiual Learning Process
Presented by John Scherer, Arizona Growth Advisors
- You Have a Job Now, But...
- Connecting with the Business Community
- National/Local Organization Connections
- Referral Sources Network
- The Differences Between Networking and Relationship Building
- Why Build Relationships?
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How Peer Groups Can Help
- Attributes
- Value Adds
- Approaches
- Job Loss and the Role of Networking/Relationship Building... So Now What Do I Do?
Approved for 1 CPE credit; Field of Personal Development
Denise Jewell
Denise is a Principal and Office Leader of Mercer's Phoenix Health and Group Benefits practice. Her responsibilities include management and expansion of client accounts, new business, and ongoing oversight of the local Mercer Health and Benefits team. She is responsible for directing efforts to provide tailored employee benefit strategies to clients of all sizes.
John Scherer
John Scherer, is a financial executive with over 40 years of experience. His passion is working with key management to streamline processes, enhance the bottom line, and create value for all stakeholders. He holds a B.S. in Business from Eastern Illinois University, and a Master's degree in Business Administration from Indiana University.
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Mercer is a global consulting leader in talent, health, retirement, and investments, helping clients around the world advance the health, wealth, and performance of their most vital asset - their people. We help organizations thrive, and we touch 110 million people's lives every day.
Mercer integrates consulting, market intelligence, and rigorous analytics to drive workforce decisions that deliver lasting impact on performance. A balance of employer and employee advocacy makes Mercer solutions unusually effective over time. Organizations of every size choose Mercer for strategic advice and program execution tailored to enterprise goals and local resources.
Mercer's Health & Benefit practice develops and administers comprehensive health and benefits plans for organizations of every size.
Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global professional services firm offering clients advice and solutions in the areas of risk, strategy, and human capital. With 55,000 employees worldwide and annual revenue exceeding $12 billion, Marsh & McLennan Companies is also the parent company of Guy Carpenter, a global leader in providing risk and reinsurance intermediary services; Marsh, a global leader in risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals; and Oliver Wyman, a global leader in management consulting. Follow Mercer on Twitter
@MercerGlobal, or on
LinkedIn,
Facebook, and
YouTube.
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