Project Pro Search and The Financial Executives Networking Group (FENG) have partnered together to offer a unique opportunity for you to meet others in the finance community and build your networking skills.

Topic:  Job Search Series:  The "10 Tools of Networking"

Speaker:  Ken Tudhope, CPA, CMA, MBA, CEO Project Pro Search

Please join us for the launch of the Job Search Series.  Each month will give you different job search topics geared toward helping you with your career goals.  The "10 Tools of Networking" kicks off the Job Search Series at our October 4th meeting, presented by Ken Tudhope. 

Ken is the CEO & Managing Director of Project Pro Search, Recruiters in Finance & Accounting, and authors the Networking Notes blog.  Ken lives and breathes networking, and has spoken at Southern California universities, professional organizations and community groups on the subject of networking and the job search process. 

  

Limited to 15 respondents. Be prepared to give your 90-second pitch.
  

8:00am - 9:00am

Project Pro Search

19600 Fairchild, Suite 320

Irvine, CA  92612

  

Contact Lorraine Moos to register.

Office: (949)336-7555

  

  

Topic:  "25th Annual OC Fall Seminar Series - Tax Update and International Tax Issues/Night #3"

Instructors:  Sean Duggan /Gabriel A. Torre /Craig A. Weaver /Scott C. Burack

3.0 CPE (Continuing Professional Education)

Advances in globalization are creating an environment where even "small" CPA practices need a basic understanding of international tax issues. Join us for an intensive panel discussion on handling the global needs of clients, plus a look at recent legislative and regulatory changes to the tax law for individuals, pass -through entitiies and C Corporations.

Sean Duggan is a Partner in Squar Milner's Tax Department and leads the International Tax Services group. Sean has over 12 years of accounting and tax consulting experience specializing in international tax planning, consulting, research and compliance projects for privately and publicly held corporations, which include large and middle market C-corporations, S-corporations and start-ups. Sean has extensive experience in providing international tax services.

Gabriel Torre is a Partner in Squar Milner's Tax Department. He serves the tax, consulting and accounting needs of many financial services companies and advisors, residential and commercial real estate devlopers, real estate, hospitality and other service providers and entertainment companies. He began his career in tax after serving as a staff auditor for the State of Arizona, Dept. of the Auditor General.

Craig Weaver is Partner-in Charge for Tax Services at Squar Milner. Prior to joining Squar Milner, he worked at PricewaterhouseCoopers for over 12 years. Craig has over 20 years experience in taxation and accounting, including extensive experience with multi-national corporations. His main focus is on corporate taxation, including planning, accounting for income taxes and compliance.

Scott Burack is a Partner in Squar Milner's tax department, in charge of the firm's Estates and Trusts as well as Bankruptcy Tax practices. Areas of concentration include indvidual, partnership and corporate taxation with an emphasis in high net worth individuals and small businesses; estate planning and compliance; financial services; tax controversy and bankruptcy taxation.

6:00 pm - 9:00 pm (Registration at 5:00 pm)
 
Marriott Irvine
18000 Von Karman Ave.
Irvine, CA  92612

   

>>OC Website

  

  

Topic:  "Executive Compensation Conference"

Speakers:
Carol Bowie, Executive Director, MSCI and Head of Compensation Policy Development for ISS
Sean C. Feller, Partner, Los Angeles Office Gibson, Dunn & Crutcher LLP
Don Nemerov, Executive Director, Compensation & Benefits Practice Grant Thornton LLP
Michael P. Reznick, Managing Director, Frederic W. Cook & Co.  

The Forum for Corporate Directors and Cal State Fullerton's Mihaylo College of Business and Economics are pleased to present the 2nd Annual Executive Compensation Conference, a follow up to 2010's successful inaugural conference. This event will focus on key executive compensation issues and is designed to prepare Compensation Committee members, Directors, CEOs and other C-Level executives for the 2012 proxy season.

8:00 am - 12:00 pm

The Pacific Club
4110 MacArthur Blvd.
Newport Beach, CA 92660

  

8:00am - 9:00am

  

Topic:  "Why FEI?  CFOs Talk about FEI in Orange County"

    

Career Development Series

 

**Open to the General Public**

Topic:  "Getting to the Top in Corporate Finance"

Featured Panelists:
Lauren Silvernail, CFO Ista Pharmaceuticals Inc. (Biotech)  
Greg Edwards, CFO Rancho Mission Viejo Company (Real Estate)
Kelly Anderson, CFO T-3 Motion (Manufacturing)
Brian Jemelian, CFO Yamaha Music, Distribution

Do you aspire to become an Executive in Finance and Accounting or Chief Financial Officer? What skills or experiences do you need to build a strong career in corporate finance? UCLA Anderson School of Management is offering this installment in the career development series Getting to the Top.

This series explores how successful leaders in industry leverage the necessary knowledge and skills to get to the top. CFOs with backgrounds from corporate finance, public accounting or investment banking will share their tips and best practices for advancing to the next level in your career

6:00 pm - 9:00 pm - **Open to the General Public**

Pepperdine University Irvine Campus
Lakeshore Towers III
18111 Von Karman Avenue
Irvine, CA 92612

7:30am - 8:30am

  

Project Pro Search
19600 Fairchild, Suite 320
Irvine, CA  92612

Topic:  "Fiscal Health of Insurance Companies"

Instructor:  Henry Stotsenberg, CPA

1.0 CPE (Continuing Professional Education)

Learn how to assess a defendant insurance company's true ability to pay punitive damages, with forensic expert Henry Stotsenberg. Henry will explain how to search beyond the company's balance sheet and net worth to discover the true fiscal health of the organization. An informative presentation you won't want to miss.

Henry Stotsenberg is head of Stotsenberg Consulting. He is licensed as a CPA in California. He is also certified in Financial Forensics by the American Institute of CPAs, and serves as a financial and forensic expert and consutant for litigation and disputes involving economic, accounting and financial issues.

11:30 am - 1:30 pm (Registration at 11:15 am)
 
Zov's Bistro
17440 17th St
Tustin, CA 92780

Tuesday, October 18

CAE/CFO Roundtable Meeting  

    

  

The South Orange County Executive Finance Forum meets quarterly for lunch, and is designed to bring Executive-Level Finance Professionals working in the South Orange County area together for discussion & networking.

 

 

  

  

Questions?  Interested in attending? Contacts:

Ken Tudhope, CEO, Project Pro Search at (949)336-7555 x410

Marc Blythe, President, Blythe Global Advisors at (949)757-4180   

 

Tuesday, October 18

    

Topic:  "25th Annual OC Fall Seminar Series - Fundamentals of Accounting Fraud/ - Uniform Fraudulent Transfer Act (UFTA)/Night #4"

Instructor:  David Wall, JD, CFE

3.0 CPE (Continuing Professional Education)

As fraud continues to increase, all CPAs need to familiarize themselves with the latest tools to detect it. Join us as we focus on a distinct sub-type of of fraudulent behavior, one that is widely practiced and greatly misunderstood - Fraudulent Transfers. You'll learn about the structure and elements of the act, how to detect the red flags indicative of fraud and much more.

David Wall has practiced in the field of financial and fraud-related litigation in Southern California for 22 years. Mr. Wall is a fraud specialist, with credentials as a certified fraud examiner, licensed private investigator and licensed attorney. Currently, Mr. Wall is an applicant for the CPA designation and will be sitting for his qualifying examinations in the coming year.

Mr. Wall represents clients in relation to financial and fraud litigation, shareholder and partnership disputes, purchase and sale disputes and business loss/interruption claims. His specialties include acquisition, reconstruction and analysis of 3rd-party banking and business records, as well as full-scale field investigations in the public and private domains.

6:00 pm - 9:00 pm (Registration at 5:00 pm)
 
Marriott Irvine
18000 Von Karman Ave.
Irvine, CA  92612

    

 
Save the Date.  Please visit the website for event details.

Topic:  TBA
Speaker:  TBA

5:30 pm - 8:30 pm

Doubletree Hotel
201 E. MacArthur Blvd.
Santa Ana, CA  92706  

Wednesday, October 19

  

  

  

Topic:  "From Book Publisher to Analytic Powerhouse: Kelley Blue Book's Innovative Approach to Better Leverage Its Data"

Speaker:  Dan Ingle, Vice President Analytic Insights and Technology

Come hear about how a company has continued to innovate & come out on top in one of the most tumultuous industries.  Have breakfast with Dan Ingle, Vice President Analytic Insights and Technology and learn how they've used data and insights to continue to evolve and lead the challenging automotive industry.
 
Dan Ingle, Vice President of Analytic Insights and Technology Kelley Blue Book Dan Ingle is the vice president of analytic insights and technology for Irvine-based Kelley Blue Book.  With more than 20 years of experience, Ingle delivers data-centric technology solutions ranging from consumer financial lending platforms on the Web to client-server based vehicle configuration and valuation systems, and even large-scale enterprise data warehouse environments with integrated advanced analytic capabilities.  The core of Ingle's work has been the continuous evolution and growing demand across many businesses to maximize extremely valuable corporate data assets through the integration of analytic methods and implementation of data management best practices.
 

  

Topics:  "(1) The Fundamentals of Population Risk Management and (2) Business Analystics for Evidence-Based Clinical Practice: Ensuring Cost-Effective, High Quality Care"

Population Health Risk Management has evolved to be as crucial as any other safety or quality risk management issue for employers today. The tools that are available now can enable an organization to quantitatively and qualitatively measure, benchmark, manage and impact the expense and lost productivity costs involved with employee health issues. However, this discipline involves individuals and their health, so there are additional competencies in Human Capital Engagement and Individual Readiness for Change that are critical to success. This presentation reviews the analytical and human engagement activities of best practice Population Health Risk Managers.

Mr. Mancuso has been the Managing Director of the GBS Healthcare Practice Group since 2005. The practice group serves over 200 hospitals, 70 Long Term Care organizations and 1,000 physician groups and other healthcare services clients. In this role he provides leadership in the identification and assessments of Healthcare industry trends and in the development of the resources, services and tools to help Healthcare clients successfully navigate and profit from these changes.

Speaker:  Robin R. Mancuso, CEBS, Managing Director GBS Healthcare Practice Group
 
7:45 am - 12:00 pm

Moss Adams LLP
2030 Main Street, 6th floor
Irvine,CA  92614

  

  

  

Topic:  "25th Annual OC Fall Seminar Series - Auditing with Excel/Night #5"

Instructor:  Jeff S. Lenning CPA, CITP

3.0 CPE (Continuing Professional Education)

Learn how to leverage the powerful features of Excel for accounting and auditing. Explore the use of Excel as an audit and analysis tool and learn about selected features that help prepare accurate reports and workpapers. Review SAS 56 requirements and how to satisfy them with Excel and study certain FASB pronouncements that Excel can automate. Explore how certain fraud analysis may be accomplished with Excel, including the implementation of Benford's law. The course will demonstrate many of the features in Excel 2007 for Windows.

Jeff Lenning of Click Consulting, Inc., is a CPA and published author. He has written several articles for the Journal of Accountancy and other publications. His firm specializes in providing computer consulting services to CPA firms and their clients.

6:00 pm - 9:00 pm (Registration at 5:00 pm)
 
Marriott Irvine
18000 Von Karman Ave.
Irvine, CA  92612

Topic:  "Get From Here2Better"

Instructor:  Nitai H. Pathak

1.0 CPE (Continuing Professional Education)

Inefficiency in the office causes negative emotions such as stress, anxiety and frustration. Join us as speaker Nitai Pathak shares his valuable "Here2Better" ideas which have positively impacted the business and personal lives of all his team members.You'll learn how to remove the daily "traffic" (inefficiences) which keep you from reaching your personal and professional goals.

Nitai is Managing Partner of Kling & Pathak LLP. He oversees the overall strategic direction and operations while continuing to serve clients in his role as a Tax Partner. Prior to starting KP with fellow partner Greg Kling in 1995, Nitai was a Tax Manager for Ernst & Young LLP. He earned his undergraduate degree from California State University Long Beach and a Masters degree in Taxation from Golden Gate University.
 
6:30 pm - 8:15 pm (Registration at 5:45 pm)
 
Prego Ristorante
18420 Von Karman Ave
Irvine, CA 92612

Topic:  "Alternative Dispute Resolution"

Instructor:  James R. Ebert

1.0 CPE (Continuing Professional Education)

Alternative Dispute Resolution is one of the fastest growing areas of law and is often seen as a less costly alternative to a court or jury trial. Join us as we examine the two primary types of Alternative Dispute Resolutiion available. We'll also include an explanation of the mediation and arbitration process.

James R. Ebert is both an attorney and a California CPA. Only 700 or 800 of the more than 100,000 lawyers in California are also CPAs. He is experienced in assisting Japan businesses with corporate law, contracts, real estate, mergers and acquisitions, business litigation, arbitration, estate planning, probate, sports, tax litigation, maritime law and collection matters. He is licensed to practice law in both California and Georgia.
 
7:30 am - 9:00 am (Registration at 7:00 am)
 
Marie Callenders Restaurant
540 N Euclid Ave
Anaheim, CA  92801

  

Topic:  "Physician Practice Acquisitions and Valuations:  Issues and Challenges"

Speakers:  
Phil Dalton, President & CEO, MDS Consulting
Laurie Sicaeros, Vice President, Physician Integration, MemorialCare Health System
Tim Blackmer, Manager, MDS Consulting
Michael Manansala, Manager, MDS Consulting

Health care reform and the competitive environment have re-focused California hospitals and health systems to develop physician alignment models (Medical Foundation, Friendly PC, etc.) that lead to the valuation and potential acquisition of physician practices and groups. Whether it's an ACO, Medical Foundation or an integrated group model, hospital and physicians are faced with legal, financial, and political challenges and the need to reach agreement on difficult issues. Having an appropriate strategy and a valuation process is necessary to have a smooth transition. MemorialCare Health System will discuss how they worked with major physician groups and independent physicians to create a competitive healthcare network in less than two years. MDS will discuss the important issues in having a successful valuation and acquisition process.
 
11:30 am - 1:00 pm

Webinar Link will be sent 24 hours before the event.

OC Chapter Mixer - Sandy's Beach Grill, HB

Join us at one of our favorite networking spots in Huntington Beach! We'll meet on the enclosed patio at Sandy's Beach Grill and enjoy tantalizingly creative appetizers and drinks. Later you may want to take a walk on the sand and watch the sunset. Fee includes two drink tickets and food. Parking is valet at $6.00 per car.

6:00 pm - 9:00 pm (Registration at 5:30 pm)

Sandy's Beach Grill
315 Pacific Coast Highway
Huntington Beach, CA  92648

  

  

Questions?  Contact Judy Joost  at (973)765-1019

>>Register Here for Dinner Meeting

  

>>OC Website

  

The Association is a multi-faceted organization consisting of Investigators, Law Enforcement, Certified Public Accountants, Auditors, Loss Prevention Personnel, Attorneys and related Security Professionals.

It is dedicated to fighting fraud and white collar crime by presenting programs and seminars designed to assist in the detection and prevention of fraud.

In addition, the Orange County Chapter, with its diverse professional membership, provides an excellent environment for networking opportunities.

For years I have espoused my 4-step plan for successfully networking through groups: Sign up, Show up, Follow up and Step up.  Of the 4 steps, my favorite is following up because it really is the key for cementing a relationship.

 

>>Read Ken's Networking Note here 

 

>>Visit the Networking Notes Blog