Deciding to join FEI means you’re making a sound investment,
in both your business and your career. Join
your peers who come to FEI for networking with the
best in the business, knowledge that saves them time and
helps them work smarter, advocacy for their interests and
ethical leadership that sets the standard for the profession.
FEI’s members take advantage of these benefits
through local chapter meetings, social gatherings and national
conferences. FEI members also gain access to a
broad range of relevant financial material and benchmarking
data on the FEI website.
FEI is made up of 180 local San Diego financial leaders
and over 12,000 fellow members nationwide. If you are
now considering becoming a part of this culture or have
an associate who you believe could benefit from the
qualities of FEI, please let me know.
2011 is off to a great start in the financial markets and
there are a number of creative, technology focused companies
attracting investment capital which further spurs
economic growth in our country. Now, more than ever,
companies are seeking informed, engaged and talented
financial executives to help grow their business. FEI is
the premier organization for developing senior financial
executives and we hope you will be an active participant.
Thanks again to our 15 very active San Diego sponsors
and the local university educators supporting our programs.
I look forward to seeing you at our next event!
FEI San Diego
Volume 2011 — No. 5
Intercollegiate Athletic Administration . . .
SDFEI Meets SDSU AD Jim Sterk
Closing out SDFEI’s 2010-11
educational series, SDFEI turns
to Jim Sterk, Director of Intercollegiate
Athletics at San Diego
State University, as its breakfast
guest speaker Thursday, May 19
in the new Parma-Payne-Goodall
Alumni Center on the SDSU
Members and Sponsoring Partners
are encouraged to invite
SDSU’s Jim Sterk.
their colleagues and staffs to attend this unique
“Leading the Aztecs” Leadership Breakfast with
their fellow financial executives from SDFEI and
other area financial societies . . . SDSU alumni
might be especially interested in attending.
Breakfast and parking are complimentary for
SDFEI Members and one guest. Additional guests
are welcome, at a cost of just $25 per person.
Members and Sponsoring Partners may register
via e-mail at email@example.com, or call Paul at
619.231.5953. Timeline: Registration and Networking
7am to 7:30am; Breakfast at 7:30am;
“Leading the Aztecs” by Jim Sterk at 8am.
Jim Sterk was named San Diego State University’s
Director of Intercollegiate Athletics in February
2010. He was formerly at Washington State
University where he served as athletic director
since 2000. Prior to his hire at WSU, he served as
AD at Portland State University from 1995 to
2000. He has 24 years’ experience in athletics administration
performing a variety of roles. “I’m
thrilled with this opportunity and looking forward
to taking SDSU Athletics to next level of success.
We want to build a program that the university, the
community and all Aztecs fans can be proud of,”
Sterk explains. See you there!
FEI SAN DIEGO CHAPTER
Newsletter Editor: Paul Pierpoint
Post Office Box 13054
La Jolla, CA 92039-3054
Phone: 619-231-5953; 619-871-4335 (cell)
May 19, 2011
SDSU Parma Goodall Alumni Ctr.
SDFEI Leadership Breakfast
“Guiding the Aztecs”
Presentation by Jim Sterk,
San Diego State University
July 27, 2011
SDFEI Evening with the Padres
vs. Arizona Diamondbacks 7:05pm
September 15, 2011
Marriott Del Mar (Venue Change)
Board of Directors
Professional Development Seminar
Dinner with Mark Snell,
EVP & CFO — Sempra Energy
Presentation by Mr. Snell
October 20, 2011
Marriott La Jolla
Board of Directors
Professional Development Seminar
Dinner with Chip Espinoza
CEO, GeNext Consulting
Presentation by Mr. Espinoza
November 17, 2011
Marriott La Jolla
Board of Directors
Professional Development Seminar
Dinner with Jim Hinrichs,
CFO of CareFusion
“Salute to Success”— CareFusion
No Meeting Scheduled
January 18, 2012 (Wednesday)
Marriott La Jolla
“Dinner with SEC”
Speakers Highlight Chapter Dinner-Meetings
Mark Your Calendar for SDFEI’s Outstanding Programming for Fall 2011
SEPTEMBER 15, 2011
MARK SNELL, Executive Vice President & CFO
Mark A. Snell is executive vice president and
chief financial officer of Sempra Energy, a San
Diego-based Fortune 500 energy services holding
company whose subsidiaries provide electricity,
natural gas and value-added products and services.
Mr. Snell formerly was group president of Sempra
Global, the umbrella organization for the competitive
businesses of Sempra Energy.
He holds a bachelor's degree in accounting from
San Diego State University and is a certified public accountant.
OCTOBER 20, 2011
CHIP ESPINOZA, Chief Executive Officer
Chief Executive Officer of GeNext Consulting, Dr.
Chip Espinoza also teaches leadership in the Hobbs
Leadership Program at California State University
Long Beach. He has extensive experience consulting
in the civic, corporate and non-profit sectors.
His client list ranges from The Boeing Company to
Special Olympics. He specializes in helping leaders
initiate and lead change initiatives. Recently, Chip has
been keynoting in organizations across the country on
his research about ‘Twenty-Somethings’ and their value to organizations.
He co-authored Managing the Millennials: Discover The Core
Competencies Needed for Managing Today’s Workforce.
NOVEMBER 17, 2011
JIM HINRICHS, Chief Financial Officer
To accept SDFEI’s “Salute to Success” award
for CareFusion, Jim Hinrichs is chief financial
officer there. Previously, he held various positions
at CareFusion, including controller and senior
vice president of Global Customer Support.
Prior to CareFusion, Jim was chief financial officer
of the Clinical and Medical Products segment
of Cardinal Health and served as executive vice
president and controller of Cardinal Health and
chief financial officer of Cardinal Health's
Healthcare Supply Chain Services segment.
Jim Hinrichs holds undergraduate and graduate degrees in business
from Carnegie Mellon University.
SDBJ “CFO of the Year” Awards
SDFEI Members garnered awards at the 2011 “CFO of
the Year” ceremony hosted by San Diego Business Journal.
Pictured above with spouse Jeanette Amen and
SDBJ President & Publisher Randy Frisch, SDFEI
President Steve Martin was CFO of the Year.
Above, Mr. Frisch and SDBJ Editor-in-Chief Reo
Carr welcome the full house of guests and honorees
that included Lifetime Achievement Award
recipient William Scarfia (at lectern) and (below)
SDFEI Members John Prunty of Optimer Pharmaceuticals
and Barbara Wight of Taylor Guitars. Not
pictured: Award Finalist John Radak, Quidel Corp.
Frequently Asked Questions About . . .
FEI Combined Dues Billing
In 2010, the FEI Board of Directors approved
moving all FEI Chapters into the Combined Dues
Billing (CDB) program to ease the administration
and processing of membership dues for both the
member and the Chapter. CDB combines National
dues with Chapter dues on ONE invoice. The dues
are collected annually through a series of invoices
from Headquarters, beginning approximately 90
days prior to the member’s renewal date.
Here are some frequently asked questions about
the Combined Dues Billing Program.
Q. I am a Life Retired member and have not been
invoiced in the past. Why am I receiving an invoice
This invoice is for your Chapter dues only. You will
never be billed Life Retired National dues. If you wish
to stop receiving these invoices, simply contact FEI
Headquarters at 973-765-1070.
Q. There is a second Chapter dues amount on my
invoice, what is this?
If there is a second Chapter’s dues amount on your
invoice, then you are currently an additional member of
that chapter. You can pay this amount to be a paid
member of the Chapter, or contact Headquarters to
update your Chapter relationship.
Q. My invoice only has a local dues amount,
where is the National dues fee?
This means you have paid your National dues amount,
but not your local Chapter dues amount. You will keep
receiving invoices up to seven times or until the amount
Q. My invoice only has a National dues amount;
where is the local Chapter dues fee?
This means you have either paid your local Chapter
dues, or your Chapter does not charge local dues. You
will keep receiving invoices up to seven times or until
the amount is paid.
Q. In the past, I would remit local dues payment
to my Chapter, how can I remit payment now?
Mail/Fax/Email: The member can send credit card payment
information or check directly to Headquarters for
processing. Online: The member can log onto
www.financialexecutives.org/dues and pay both their
National and Chapter dues online.
If you have any questions about any part of FEI’s
Combined Dues Billing program or processes,
please contact Jackie Major, Senior Associate,
Chapter Support, at 973.765.1099 or via email at
SDFEI Special Event . . .
Evening With The Padres
Let SDFEI take you out to the ballgame by
joining your peers Wednesday July 27 when
the Padres host the Arizona Diamondbacks, a
7:05pm first pitch.
This year, SDFEI’s delegation will watch the
action from Picnic Terrace No. 1, located directly
behind the Padres bullpen in center
field. Get great seating in a patio format, food
(included) and beverages, and even a chance to
hobnob with Padres relief pitchers — for the allinclusive
price of $35 per person for the first
two tickets, and $70 per ticket for each additional
person in your delegation.
Tickets for Sponsoring Partners: all $70 each.
Seating is limited and every year SDFEI’s
special event gets sold out; so get your order in
early! For “FEI Evening with the Padres”, you
may register at firstname.lastname@example.org.
Or contact Paul at 619.231.5953. Play Ball!
Receiving the Newsletter
SDFEI's May newsletter is being e-mailed and is also being
mailed to Members and Sponsoring Partners via
USPS, unless you wish to “opt out” for one or the other. If
you prefer to receive the newsletter electronically-only,
and to not receive the redundant USPS mail version, simply
advise email@example.com and your USPS mailing
label will be removed from the SDFEI snail-mail newsletter
Newsletters & The Internet
Your chapter newsletter is posted on the Internet at
www.financialexecutives.org. Use SDFEI to help keep
your personal data up to date — firstname.lastname@example.org,
619.231.5953, or go online at the FEI website to update email
address, snail mail addresses, telephone, etc.
SPECIAL NOTE — CHANGE OF VENUE
SDFEI’s September 15, 2011 meeting-dinner will be set in
a new venue — the Marriott Del Mar. Please mark your
calendar to meet Sempra’s Mark Snell at Marriott Del Mar,
11966 El Camino Real, San Diego, CA 92130.
SDFEI Welcomes New Members
PURE Bioscience, Inc.
Jennifer Donohue, CPA, is the Director
of Sarbanes Oxley Compliance at PURE
Bioscience (Nasdaq: PURE), a public
company that develops and markets technology-based
bioscience products that
provide non-toxic solutions to numerous
global health challenges.
Ms. Donohue worked for Arthur Andersen
from 1999 to 2002, followed by finance and audit roles
at Sharp Healthcare and Stratagene.
She holds a Bachelor of Business Administration from
The College of William & Mary and currently serves as the
Treasurer on the Board of Friends of County Animal Shelters
(FOCAS), a local non-profit organization.
Joshua Haims is Vice President of Finance
for Networkfleet. As chief financial,
accounting and compliance officer,
Haims is responsible for driving and managing
all finance, accounting, audit, tax
and legal resources. He is an accomplished
financial and operational executive
with a proven track record in working in
both public and private organizations.
Prior to joining Networkfleet, Haims served as the Vice
President of Finance and Operations at InfoSonics.
Haims holds a Bachelor of Science degree in Accounting
and Finance from Tulane University’s A. B. Freeman
School of Business and is a Certified Public Accountant.
DREW A. MOYER
Drew A. Moyer is Senior Vice President,
Chief Financial Officer at Pulse
Electronics and is responsible for all financial
functions. Pulse Electronics, formerly
Technitrol and based in Trevose,
PA, has annual revenue of approximately
$450 million, operations in 13 countries
and some 22,000 employees. He has
served as Chief Executive Officer of AMI Doduco, Inc., a
Pulse business segment with operations in the United
States, Mexico, Spain, Germany and China. In the late-80s
he was with Ernst & Young LLP.
Moyer received an MBA with majors in finance and international
business from Drexel University, and graduated
Magna cum Laude from Temple University.
SDFEI Honors Outstanding Area Finance and Accounting Students
Dr. Nick Educates SDFEI Members and Sponsoring Partners
SDFEI’s “Dr. Nick and the Students”, a.k.a. 21st Annual Student Awards Night, featured (top—
l.-r.) Dr. Nick Yphantides, author of “The Big Fat Greek Diet” with SDFEI President Steve Martin.
Dr. Nick clarified the nation’s healthcare situation for a large audience of SDFEI Members,
Sponsoring Partners and Guests. SDFEI unveiled 2010-11 award from FEI National for “Best
Chapter”; and scholarship recipients from the University of San Diego and San Diego State
University included the Thompson Search Scholarship from Judy Thompson to John Ross of
SDSU, Steve Martin with recipients of the respected Charles R. (Chuck) Allen Scholarships (l.r.)
Nicole Anderson (SDSU) and Rhianna Neal (USD); and SDFEI Scholarship winner Charles
Tyson from SDSU. Unable to attend: SDFEI Scholarship recipient Mercedes Kastner from USD,
and Mrs. Marion Allen, benefactor of the Charles R. (Chuck) Allen Scholarships. Thanks to all.
“Outstanding Student” certificates and cash awards were presented to deserving scholars by their universities’ deans and faculty.
Pictured (at left with Mr. Martin) Christopher Tobias, Cara Druse, Alexandra Demidova, Dr. Diane Pattison (USD-Accounting), Dean
David Pyke, Dr. Shreesh Deshpande (USD-Finance) and Mabela Diaz Etienne. (Center) CSUSM’s Dr. Eun “John” Kang, Jason
McDaniel, Mr. Martin, Travis Fryant and Dean Dennis Guseman. (At right) the event’s master of ceremonies Dr. Sharon Lightner
(SDSU-Accounting), Ryan Aanerud, Dale Lee, Blake Currey, Dr. Mehdi Salehizadeh (SDSU-Finance) and George Allison.
SDFEI SPONSORING PARTNERS
Please include SDFEI’s Sponsoring Partners in
your business relationships to help assure them
that their participation in your professional society
is a worthwhile business experience.
Lenora Preciado, Bank of America Merrill Lynch
Trindl Reeves, Barney & Barney LLC
Anthony Vicari, Capital Advisors Group
David Crabb, CB Richard Ellis
Chris Allen, Deloitte
John Clift, Ernst & Young LLP
Michael McCloskey, Foley & Lardner LLP
Karen Miles, Houlihan Lokey
David Fredrickson, KPMG LLP
Steven Berk, Marsh-Mercer
Richard Kalenka, PricewaterhouseCoopers LLP
Paige Simon Boyd, Resources Global Professionals
Susan Pace, Robert Half Management Resources
Mike Metz, RR Donnelley
Judy Thompson, Thompson Search